10.1 Introduction to Surveys

Purpose: Surveys provide structured data collection forms that can be attached to tasks for case and contact interviews, data quality reviews, and information gathering.

Survey System Overview:

Surveys in the system use the SurveyJS library, providing:

• Dynamic question types (text, numbers, dates, choices, matrices)
• Conditional logic (skip patterns)
• Data validation rules
• Mobile-responsive design
• Version control
• Data mapping to case, contact, and patient records

Survey Workflow:

1. Create Survey Template
2. Design Survey Questions (SurveyJS Designer)
3. Configure Input Mapping (pre-fill from data)
4. Configure Output Mapping (save responses)
5. Link to Task Template
6. Publish Survey Version
7. Users complete surveys via tasks
8. Data automatically mapped to records

Survey Components: