> For the complete documentation index, see [llms.txt](https://support.pears.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://support.pears.io/plan/surveys/create-a-survey.md).

# Create a Survey

Learn how to create a new evaluation survey in PEARS.

This article walks through the steps to create a new survey in PEARS. Surveys define the questions and response options used to evaluate your programming.

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**TIP:** The red asterisk **\*** next to the heading of a field indicates that the field is required.
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#### Navigate to Surveys

From the PEARS homepage, hover over the **Plan** menu in the top navigation bar and click **Surveys**.
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#### Click Add

On the Surveys list page, click the **Add** button to open the survey form.

![Screenshot: The Surveys list page with the Add Survey button highlighted in the top-right area of the page](https://2560412328-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Ff0820LrBGQ9ZA8SC4BR1%2Fuploads%2Fgit-blob-afc871102545c498a823c0611b9cb8f6519e84fa%2Fsurvey-add-button.png?alt=media)
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#### Enter a Survey Title

In the **Title** **\*** field, enter a descriptive name for this survey.
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#### Select a Purpose

In the **Survey purpose** **\*** field, select the purpose of this survey from the dropdown.

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**TIP:** The most common purpose is **Direct Education**, which is used for surveys attached to program activities. Organization administrators in Extension organizations can also select **Performance Review**.
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#### Select Delivery Types

In the **Delivery types** **\*** field, select how this survey may be used. You can select multiple options. The options available depend on the survey purpose you selected.

<details>

<summary>GLOSSARY: Delivery Types</summary>

* **Pre** — The survey is designed to be administered before a program begins.
* **Post** — The survey is designed to be administered after a program concludes.
* **Follow-up** — The survey is designed to be administered at a later date.
* **Retrospective** — The survey asks participants to reflect on both before and after states, administered at program conclusion.

**Note:** Retrospective surveys cannot be combined with other delivery types.

</details>
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#### Enter a Description (optional)

In the **Description** field, provide a brief description of the survey's purpose or content.
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#### Enter a Copyright Notice (optional)

In the **Copyright notice, if applicable** field, enter any copyright information for the survey instrument.
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#### Select Program Areas (if applicable)

In the **Program areas** field, select the program area(s) this survey is associated with. This field is required for Direct Education surveys.

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**NOTE:** The program areas selected here determine which program activities can use this survey. Only program activities with matching program areas will be able to attach this survey.
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#### Select Indicators (if applicable)

If the **Indicators** field is available, select any SNAP-Ed Evaluation Framework indicators that this survey measures.
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#### Enable Aggregate Responses (optional)

Turn on the **Allow entering response data as aggregate counts** toggle if you want users to be able to enter summarized response data instead of individual responses when this survey is attached to a program activity.
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#### Upload a Print Version (optional)

In the **Print version** field, upload a printable version of the survey (PDF, DOCX, or other supported format). This file will be available from the **Print Survey** button on the survey detail page.
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#### Upload Instructions (optional)

In the **Survey Instructions** section, upload any instruction documents for administering the survey.
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#### Save and Continue

Click **Save and Continue** to save the survey and proceed to the [Questions](/plan/surveys/add-survey-questions.md) page.

![Screenshot: The survey General Information form filled in, showing Title, Survey purpose, Delivery types, Description, Copyright notice, Program areas, Indicators, the Allow entering response data as aggregate counts toggle, Print version, the Survey Instructions upload area and the Save and Continue, Save and Cancel buttons, with the Progress panel on the right](https://2560412328-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Ff0820LrBGQ9ZA8SC4BR1%2Fuploads%2Fis3QJTXWBSMnGVO4ybbO%2Fsurvey-general-info-form-full-length-retake.png?alt=media)
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