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.

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

1

Navigate to Surveys

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

2

Click Add Survey

On the Surveys list page, click the Add Survey 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

3

Enter a Survey Title

In the Survey Title field, enter a descriptive name for this survey.

4

Select a Purpose

In the Purpose field, select the purpose of this survey from the dropdown.

TIP: The most common purpose is Direct Education, which is used for surveys attached to program activities. Additional options may be available to organization administrators.

5

Select a Type

In the Type field, select the survey type (e.g., Program).

TIP: The Type field is locked once survey responses have been collected. Data managers can still change the Type after responses exist if needed.

6

Select Delivery Types

In the Delivery Types field, select how this survey may be used. You can select multiple options.

GLOSSARY: Delivery Types

• 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.

7

Enter a Description (optional)

In the Description field, provide a brief description of the survey's purpose or content.

8

Enter a Copyright Notice (optional)

In the Copyright notice, if applicable field, enter any copyright information for the survey instrument.

9

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.

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.

10

Select Indicators (if applicable)

If the Indicators field is available, select any SNAP-Ed Evaluation Framework indicators that this survey measures.

11

Enable Aggregate Responses (optional)

Check 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.

12

Upload a Print Version (optional)

In the Print Version section, upload a printable version of the survey (PDF, DOCX, or other supported format). This file will be available for download from the survey detail page.

13

Upload Instructions (optional)

In the Instructions section, upload any instruction documents for administering the survey.

14

Save and Continue

Click Save and Continue to save the survey and proceed to the Questions page.

Screenshot: The survey General Information form showing the Survey Title, Purpose dropdown, Delivery Types checkboxes, Description, Copyright notice, Program Areas, Indicators, aggregate response toggle, and file upload sections with Save and Save and Continue buttons