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Questionnaires and feedback
Send questionnaires, read the answers and hear from families.
14 guides, 80 answers. Search everything

Guides
- Find your way around QuestionnairesSee your templates, make your own copy of a standard one, and find the routine checks and invitations waiting for you.Step by step · 6 answers
- Create a new questionnaire templateStart a blank form of your own, choose its type and who it is for, then go on to add the questions.Step by step · 5 answers
- Edit a questionnaire and publish itAdd and arrange questions, set conditions, write the introduction, check the history, then publish or take it back to draft.Step by step · 6 answers
- Choose and design questionnaire themesPick how forms look, make your own copy of a standard theme, change its colours and style, and keep difficult forms calm.Step by step · 6 answers
- Read questionnaire scores and parent feedbackSee how forms are scoring, where people stop, what the lowest questions are, and what parents and carers are telling you.Step by step · 6 answers
- Send a questionnaire and share its linkChoose a form and a recipient, create the invitation, then email it or share the link or QR code.Step by step · 6 answers
- Follow invitations and read the answersSee every questionnaire you have sent, filter by status, and open one to read the answers, the signature and any files.Step by step · 6 answers
- See completion results for one questionnaireCheck how many people were invited, how many finished, where they stopped, and the average score on each scale question.Step by step · 5 answers
- Record a routine check at a venuePick a checklist, choose the venue, tick through every question, sign if asked, and see what is overdue.Step by step · 6 answers
- Edit the learning-style questionsAdd, reword, reorder, archive and restore the prompts in your organisation's learning-style questionnaire.Step by step · 5 answers
- Send a welcome pack and finish a family's set-upSend the welcome pack to a new family, see what is still missing, acknowledge what comes back and handle withdrawals.Step by step · 6 answers
- Preview the parent feedback formSee exactly what families see when they are asked for feedback, without saving or sending anything.Step by step · 5 answers
- Print the anonymous-reporting posterPrint a poster with a QR code that lets anyone report a worry safely and without giving their name.Step by step · 6 answers
- Change the words on formsRename a box on the forms your team fills in, add a line of help, hide a box you do not use, or put the original back.Step by step · 6 answers
Questions people ask
Why can't I open Questionnaires?
It needs the manager or admin role. Ask an admin if you think you should have it.
More in “Find your way around Questionnaires”What is the difference between a standard form and my version?
A standard form is shared by all organisations and cannot be edited. Your version is a copy only your organisation uses, and you can edit it.
More in “Find your way around Questionnaires”Can I get the standard form back?
Yes. Press Revert to default. Your copy is taken out of use and the standard form is used again.
More in “Find your way around Questionnaires”How do I send a questionnaire?
Press Send on the form. A window opens to choose who it goes to. See the guide on sending a questionnaire.
More in “Find your way around Questionnaires”Why do some forms say Fill in instead of Send?
Those are checklists. You complete them yourself at a venue. You do not send them to anyone.
More in “Find your way around Questionnaires”Where do I find the answers?
Open the Responses tab, or press Insights for scores and trends.
More in “Find your way around Questionnaires”Can I change the slug later?
The slug is set when you create the form. If you chose badly, make a new template and use that.
More in “Create a new questionnaire template”Why can't I create a template?
You need the manager or admin role. Your organisation may also limit who can change forms. Ask an admin.
More in “Create a new questionnaire template”Is the new form sent to anyone?
No. It starts as a draft. Nobody can answer it until you publish and send it.
More in “Create a new questionnaire template”What does the audience change?
It says who the form is for, such as a parent or a colleague. It decides who you can pick when you send it.
More in “Create a new questionnaire template”Can I turn a standard form into my own?
Yes. On the Questionnaires page, press Customise on the standard form to make your own copy.
More in “Create a new questionnaire template”Why can't I edit a form?
It may be a shared standard form. Press Customise on the Questionnaires page to make your own copy.
More in “Edit a questionnaire and publish it”Does it save automatically?
Yes. A small indicator shows saving, saved or error. If it shows an error, a banner explains why.
More in “Edit a questionnaire and publish it”What happens to answers when I change a published form?
Answers already given stay linked to the version they answered. Check Versions before you change a live form.
More in “Edit a questionnaire and publish it”How do I add a question quickly?
Press / on your keyboard to open the add question list, then pick a type.
More in “Edit a questionnaire and publish it”Can I undo a deleted question?
Use the undo arrow straight away. After you leave the page, you would need to add it again.
More in “Edit a questionnaire and publish it”How do I stop a form being used?
Press Move back to draft. For your own copy of a standard form, the button says Switch back to the built-in form.
More in “Edit a questionnaire and publish it”Why can't I edit a theme?
It is a System theme, which is shared and read-only. Press Customise to make a copy you can edit.
More in “Choose and design questionnaire themes”What does disclosure mode do?
It keeps the form calm. The completion screen is quiet, the thank-you is fixed and no animations play. Use it for safeguarding forms.
More in “Choose and design questionnaire themes”Why was my theme not saved?
The colours may not be easy enough to read. Choose a stronger accent colour and save again.
More in “Choose and design questionnaire themes”What happens to forms if I archive a theme?
Archiving takes it out of your list. Check which forms use it and give them another theme first. Questions never change.
More in “Choose and design questionnaire themes”Can one form look different from the theme?
Yes. The Theme tab in the form editor lets you override single settings for that form.
More in “Choose and design questionnaire themes”Does a theme change what the form asks?
No. A theme only changes how a form looks and feels.
More in “Choose and design questionnaire themes”What does the score out of 5 measure?
It is the average of answers on scale questions, such as stars. Free-text answers are not scored.
More in “Read questionnaire scores and parent feedback”Why is a figure a dash?
There is not enough data yet to work it out. Send forms and wait for answers.
More in “Read questionnaire scores and parent feedback”What is the submission rate?
It is the share of forms sent that were completed. The line below shows the numbers behind it.
More in “Read questionnaire scores and parent feedback”Where do parents' answers go?
To the Parent feedback tab here, and to the young person's record, in the Feedback section.
More in “Read questionnaire scores and parent feedback”Can I see who said a comment?
Comments show the audience and form. Open the invitation on the Responses tab to see who it was sent to.
More in “Read questionnaire scores and parent feedback”How do I get more parent replies?
Send the signed-off report to parents. The email contains their personal feedback link and QR code.
More in “Read questionnaire scores and parent feedback”Why isn't my form in the list?
Only published forms can be sent. Open the form in the editor and publish it first.
More in “Send a questionnaire and share its link”The email didn't send. What now?
The invitation is still made. Copy the link and send it by hand, or fix the address and create a new invitation.
More in “Send a questionnaire and share its link”How long does the link last?
For the number of days in Expires in (days). After that the link stops working.
More in “Send a questionnaire and share its link”Can I send to someone with no email?
Yes. Create the invitation without an address, then copy the link or show the QR code.
More in “Send a questionnaire and share its link”How do I send the same form again?
Press Send another on the result, or open the window again.
More in “Send a questionnaire and share its link”Can I take back an invitation?
Invitations can end in several ways, including revoked. The Responses tab shows each status.
More in “Send a questionnaire and share its link”How many invitations are listed?
The 200 most recent in the view you chose. Use the status filters to narrow the list.
More in “Follow invitations and read the answers”How do I see answers?
Open a Submitted invitation. Its page shows each question with the answer under it.
More in “Follow invitations and read the answers”Why is there no answer to read?
The invitation is not Submitted yet. It is still Pending or Opened, or it Expired.
More in “Follow invitations and read the answers”Why does a file say Removed by safety scan?
The scan found a problem with it, so it was blocked. It cannot be opened.
More in “Follow invitations and read the answers”Can I resend an expired invitation?
Send a new one from the Overview tab. The old link no longer works.
More in “Follow invitations and read the answers”How do I know which version of the form they answered?
The invitation page shows the template version. Open Versions in the editor to compare.
More in “Follow invitations and read the answers”How do I get to this page?
For the parent form, open the Parent feedback tab and press View feedback results.
More in “See completion results for one questionnaire”What is the submission rate?
It is the share of invitations for this form that were completed.
More in “See completion results for one questionnaire”What does drop-off mean?
It is where people stop answering. A big fall at one question suggests that question is putting people off.
More in “See completion results for one questionnaire”Why do my numbers differ from a colleague's?
The counts include only the children each person can see. A note at the top says when that applies.
More in “See completion results for one questionnaire”Does it show who answered?
No. This page shows counts and averages. Open an invitation on the Responses tab to read an answer.
More in “See completion results for one questionnaire”Why is a check overdue?
It has not been recorded within its cycle for that venue, or it has never been started.
More in “Record a routine check at a venue”Can I record a check for a venue I don't manage?
No. Only your own venues are offered. Ask an admin for access if you should.
More in “Record a routine check at a venue”Do I send a checklist to someone?
No. You fill it in yourself, on the spot, as the person doing the check.
More in “Record a routine check at a venue”What does the signature do?
It confirms you completed the check. Your typed name and the time are saved with it.
More in “Record a routine check at a venue”How do I record the same check at another venue?
Press Record another after saving. Choose the next venue.
More in “Record a routine check at a venue”How do I know a check has counted?
The venue stops appearing under Routine checks to do until its next cycle is due.
More in “Record a routine check at a venue”Can I add a fifth axis?
No. The four axes are fixed. You can add as many prompts as you like within them.
More in “Edit the learning-style questions”What happens to old answers if I archive a question?
They are kept. Archived questions keep their existing answers.
More in “Edit the learning-style questions”Why can't I save a prompt?
A prompt must be between 3 and 500 characters. Shorten or lengthen it and save again.
More in “Edit the learning-style questions”Why does the page say to choose my own view?
You may be viewing as someone else. Switch back to your own manager or admin view to edit.
More in “Edit the learning-style questions”How do I put questions in order?
Give each a sort order number. Lower numbers come first.
More in “Edit the learning-style questions”How do I send a welcome pack?
Press Send welcome pack. Choose the young person, check the parent details and send.
More in “Send a welcome pack and finish a family's set-up”What does 'Archive & scrub' do?
It permanently removes all personal data on the record and keeps only an audit shell. There is no undo.
More in “Send a welcome pack and finish a family's set-up”Can I bring back something I archived?
Yes. Open the Archive tab and unarchive it. Scrubbed records cannot be restored.
More in “Send a welcome pack and finish a family's set-up”Where do I change the wording of the pack?
Use Welcome wording and documents. It opens Onboarding. If the button is missing, you cannot change it.
More in “Send a welcome pack and finish a family's set-up”How do I add a PDF to the pack?
Press Welcome PDFs. Upload a default, and add one for an area if you need to.
More in “Send a welcome pack and finish a family's set-up”How do I know if a family opened it?
The row says Sent with the date, and adds opened once they have opened it.
More in “Send a welcome pack and finish a family's set-up”Who can open the preview?
Any signed-in member of staff. Parents use their own personal link instead.
More in “Preview the parent feedback form”Will my answers be saved?
No. Staff previews do not save or send answers.
More in “Preview the parent feedback form”Why does the page say it cannot be found?
The parent feedback form is not published. Ask a manager or admin to publish it.
More in “Preview the parent feedback form”How do I change a question?
A manager or admin presses Edit parent feedback form, changes the question and publishes.
More in “Preview the parent feedback form”Where do the real answers go?
To the Parent feedback tab in Questionnaires and the child's record.
More in “Preview the parent feedback form”Why can't I see Print poster?
The section is on by default for managers. Ask an admin to switch it on for you.
More in “Print the anonymous-reporting poster”Where do anonymous reports go?
To your safeguarding leads, who are alerted when one arrives.
More in “Print the anonymous-reporting poster”Will the person reporting be identified?
The poster invites a safe and anonymous report, and says so.
More in “Print the anonymous-reporting poster”Does the poster promise a reply time?
No. It does not promise a time for reading a report, so do not add one by hand.
More in “Print the anonymous-reporting poster”How do I test the QR code?
Scan it with a phone, or open the address under Where the QR points. Do it before you pin the poster up.
More in “Print the anonymous-reporting poster”What if a child is in danger now?
Call 999. The poster says this too. The form is for non-emergency worries.
More in “Print the anonymous-reporting poster”Who sees my wording?
Everyone in your organisation, straight away. Other organisations are not affected.
More in “Change the words on forms”Can I undo a change?
Yes. Press Put back the product's wording on the box. It returns to the original.
More in “Change the words on forms”Why can't I hide a box?
Only some boxes can be hidden. A box without the tick is needed and stays on the form.
More in “Change the words on forms”Is a change recorded?
Yes. It is recorded with who made it and when.
More in “Change the words on forms”Does it change the phone app?
Yes, in a later update. The website changes straight away.
More in “Change the words on forms”How do I change the words on a questionnaire sent to families?
Edit that form in the Questionnaires editor. This page is for team forms.
More in “Change the words on forms”