Surveys
LeanIX surveys streamline data collection and collaboration with seamless integration with fact sheets for efficient data collection.
Overview
Surveys in LeanIX provide a collaborative approach to gather information from multiple stakeholders efficiently. Instead of sending individual emails, surveys streamline the process, allowing for effortless data collection and regular updates. This helps maintain high-quality data without burdening enterprise architects with manual upkeeping of data.
Admin users can create and manage surveys, but they also have the flexibility to grant non-admins permission to do so. Surveys enable personalized messaging, progress tracking, and easy assessment to ensure the accuracy of collected data. The collected data can be directly integrated into relevant fact sheets, allowing enterprise architects to focus on value creation rather than manual data management.
Detailed Guides
| Guides | Description |
|---|---|
| Creating a Survey | Learn how to create surveys, from defining the scope and designing questions to using advanced fields and templates. Learn how to make questions mandatory, add links and descriptions, and import/export surveys. |
| Sending Out the Surveys | Preview how the survey looks to the recipient, define the survey recipients based on fact sheet subscription roles, and compose an email invite to distribute the survey. |
| Responding to Surveys | Responding to surveys is crucial for providing feedback on enterprise architecture. Access surveys via the collaboration tab, fact sheets, or dashboard. Learn how to fill them and provide your insights. |
| Managing Surveys and Viewing Results | Manage all your surveys centrally in the Collaboration tab of your workspace. Easily filter, sort, and search surveys, view results, finish, rerun, restart, or delete survey runs. |
| Extended Guide on Survey Features | Grant non-admins survey creation rights, prevent unintended notifications with Safety Net activation, and learn how to use API for survey management. |
| Calculated Fields in Surveys | Learn how to configure calculated fields in surveys using JavaScript for advanced analysis and manipulation of data collected from survey responses. |
Updated 5 months ago