This time, I would like to take a look at the settings – what can you decide about your survey as a whole?
Which settings can you apply to your survey?
Permissions to create and manage a survey – can anyone do it or do you need special permissions? Can you hand a survey over to someone else?
Look and feel – can you use colours and add branding to the survey?
Who can respond and details about the responses.
How to start and stop collecting responses.
Custom thank-you message.
Whether you can easily copy your survey.
Where can you find the settings?
The settings in Forms can be found in the top right. The palette is for the theme, the … will lead you to the other settings.
For the SharePoint survey/list you have some options in the Advanced Settings:
For SurveyMonkey, you can find most of the settings in the “Design Survey” phase, with different options in the buttons on the left:
For Google Forms you look at the top right, where the palette will allow you to determine the look-and-feel and the gear wheel will show other settings to select:
I have captured the results in the picture below. You can also view/download this as Excel. I have added this info as a separate tab in the same document as in my earlier post. You can use and edit it, but I would appreciate if you would mention my name if you share it outside of your organization.
Green/Yes: Available by default, although it may have different names
Orange: Available with a workaround
Red/No: Not available
Again, all surveys have different options but the differences are relatively small between Microsoft Forms, Google Forms and SurveyMonkey.
SurveyMonkey has some interesting options, such as a limit on the number of responses, suggestions for questions, and the SurveyMonkey Genius which gives an estimated time to complete and suggestions for the setup of the survey. (Under “Preview and Score”)
The SharePoint options appear to be a different animal altogether. They have their uses though, as mentioned in my earlier post.
During the writing of this post some more info about Forms was made available:
You can still check out and complete the surveys below, to have an idea of their look-and-feel. Please do not use real data, as I will use the inputs only for demonstrating how results will be displayed:
With the introduction of Forms in Office365 I was curious how the various survey tools compare. As a SharePoint List can also be used to collect information, I have added that as well. It has some special characteristics that could make it a good choice in some scenarios.
I have some personal experience with Google Forms, and Forms is rumoured to be based on that, so I have added that to the mix as well.
So these are the 5 options compared:
SurveyMonkey (free version)
What did I do?
I have created a 10-question survey based on the 8 basic Q&A options of Forms.
Then I recreated the same survey in the other tools. In cases where there was not a straightforward solution, I tried to find a workaround.
I have not applied branching logic, as I already have a lot of information to share.
In a next post I will look at the general settings per survey. Can you change the colour scheme, can you add a logo, how do you start or stop a survey, etc.
Finally, and this will also be another post, I will compare the ways you can see and manage results. How are results displayed, can you export them to a spreadsheet, is there any way you can filter results or have different options to display them?
Questions and Answers
Forms has 8 Q and A types, but some of them can be used in different ways – e.g. a Choice question can be a one choice only (radio button) or a multiple choice (check boxes), and the Text can be a short text, a long text, and a number.
The Net Promoter Score has recently been added but I personally think it is superfluous (it can be replaced with a Rating scale) and also annoying to receive. However, there is something special about it which I will share later. 😉
Experience them yourself! (and help me)
Please check out and complete the surveys below, to have an idea of their look-and-feel. Please do not use real data, as I will use the inputs only for demonstrating how results will be displayed:
I have captured the results in the picture below. You can also view/download this as Excel. You can use and edit it, but I would appreciate if you would mention my name if you share it outside of your organization.
Green/Yes: Available by default, although it may have different names
Orange: Available with a workaround
Red/No: Not available
No two Survey tools are alike. Duh!
In general, the SharePoint options appear to be most different and the most limited, but they can be useful, especially when used within an organization, for which they have been developed:
They have more Q and A types (e.g. currency, People and Groups lookup, a lookup from an existing list, Managed Metadata) which may be needed now and then. The List also has Calculations and Site Columns to select from.
They can detect unique values, which is essential in case you are collecting unique numbers, such as machine, procedure or invoice numbers.
SurveyMonkey has a few annoying limitations in the free version, such as max. 10 questions, the lack of a “number” option or the absence of a description field for each question. But it also has some very nice things:
Add answer options in bulk to Choice questions – nice when you have many answer options
Display a large number of answer options in columns rather than a long list
Ask to “tick at least x options” in a multiple-choice question
There are some differences between Forms, SurveyMonkey and Google Forms. But in general, you can create decent survey questions with all of them.
What are your thoughts? Or do you prefer to wait until I have completed the comparison?
Recently we introduced a new intranet (Publishing and team sites) to the organization.
We went from a SharePoint 2007 environment on-prem, to SharePoint Online in the cloud. That alone was a big change.
Our old platform was created 10 years before, when the organization was still very decentralized, and people could do on the platform whatever they wanted (which they did) as long as they did not break it (which they did…sometimes 🙂 ).
The new intranet is strictly governed, as there is now a strong central Security and Compliance team, strong Enterprise Architecture, many Governance Boards and Steering Committees and of course our new landlord Microsoft, and they all tell us what people can do and what not.
Additionally, we went from being one large company to two companies and we reorganized as well.
We knew we were going to make a big change, so we secured the help of our “usual suspects”, a small group of people active on Yammer, and a small group of active content owners. They kindly agreed to be our Champions, helping us launch the new intranet to their circles of influence.
However, many of them left the organization during the project, or moved to another job, due to the reorganizations. So we were left with an even smaller group of “usual suspects”.
We tried to make up for it by increasing the communications:
People do not always read or act upon communications
People only learn when they have a need, so many people left the learning until they had their new intranet and their new site(s).
So despite our efforts, this is more or less how people reacted when they saw their new tools for the first time:
People were confused, did not know where to find their content, how to manage their sites, how to navigate, etc.
Well, if you want to implement a new effective digital workplace, this may not be the best response. So we introduced a new role into the organization: the Adoption Consultant. It is their role to make sure that employees
know what the DW is,
can use it to their advantage
and like it, so they will promote it and help others use it
Within this organization, the DW consists of the Office 365 suite plus a few other tools available for all employees.
So we are currently embedding this process into the organization:
There is a UX manager who runs a survey with 1/12 of employees every month, asking for user feedback about all IT tools and services.
There are other sources for feedback (Yammer, support tickets, etc.) but the survey is the most formal one.
He turns the responses into usable data and insights.
If something relates to the Digital Workplace, he asks the Adoption Consultants to help with it. They determine which remediation actions need to be taken.
New functionality will also be handled by the Adoption Consultants, as some projects have the objective to “get the software installed on people’s machines” without thinking beyond that point…
So they think about whether extensive communication and training sessions are needed, or if a link to the help materials of the vendor is sufficient, or anything in between.
By implementing those actions it is expected that the complaints and remarks about this topic will be reduced.
Yeah, interesting picture, but what does that mean in practice?
Users: “I can not find anything on the intranet”
UX Manager: “We have found that “I can not find anything on the intranet” is in the Top 3 of complaints for the past months. Adoption Consultants, would you please look into this”?
Adoption Consultants: “What does it mean exactly, “I can not find information on the intranet”? Do people not know how to search? Are they looking for information that is not there? Do they not know how to navigate?”
* arrange interviews with a selection of complainers*
Adoption Consultant: After some discussions I think
We will need to create a campaign to inform people about the options available in Search.
We need to suggest to this department that they properly archive their outdated procedures and provide more meaningful and descriptive titles and tagging for their current content.
We need to discuss federating SharePoint Search, as some people appear to be looking for content which lives in our IT service system.
What else have we done so far?
We have given “Digital Workplace roadshows” in various locations across the world, explaining what the Digital Workplace is and how people can best use it. These have been received really well.
We have started a campaign about the different options of Search, update your profile, etc.
We manage a “Digital Workplace” group on Yammer as THE place for discussion. This is really well-used and popular.
We have created procedures to communicate consistently about projects that bring new functionality to the organization, using consistent channels (such as that Yammer group).
We are working with local focal points as they know more about their specific situation.
What are the results?
As we have only started this role last July, we have not accomplished a reduction in unfavourable feedback from the employee survey. But we have achieved a few things:
Through the roadshows, we have met a number of new enthusiastic content owners, willing to help their circle of influence with the new Digital Workplace
Interviews with colleagues who responded in the survey have revealed unexpected and useful feedback.
And that survey…we will do our best to improve the results over time!
On October 5 I participated in IntranetNow, and a wonderful conference it was!
There were plenty of interesting and enjoyable presentations but below are the ones that resonated most with me:
1. An excellent Yammer use case
Baxter Willis of WM Reply shared a great Yammer use case from one of his clients, drinks business Diageo.
Apparently they have an archive of all bottle types, advertising materials, recipes etc. Nobody was really aware of that department, until recently. They are digitizing their content and the archivist posts something interesting on Yammer every day, e.g.
“Did you know that Pimm’s has been associated with Wimbledon from the 1930’s?” accompanying a picture of a nice old newspaper ad proving her point.
This lady is now the toast of the company and her Yammer group is very popular.
I like this because it is another easy way to share knowledge, which would otherwise be hidden in the archive. Posting it on Yammer costs nothing more than 5 or 10 mins a day. It helps the Marketing and Social Media people in their current work by giving them new insights to the company and its history.
The new Smirnoff label is now based on earlier labels throughout time, and this is also caused by this work!
What I liked about this is that they used a simple but effective approach of lunch sessions, and shared their learnings.
The “let them rant” or “whine and dine” idea resonated with me, as I have also found that sometimes people just want to vent, sometimes not about the intranet itself, but about related things.
In my situation I have heard from several annoyed people who had been handed over a team site due to reorganizations – either because they had a new role and the team site came with it, or because the previous owner had moved on. Someone else’s team site can be quite hard to handle as the setup and especially the permissions are not always documented or intuitive.
I have learned that the best way to help them is to go through their site together, trying to make sense of it (looking at site contents, checking permissions), rather than trying to defend something or taking it personally. 🙂
It has been some time since I reached this milestone but I am only mentioning it now as I wanted a new place to store them before I started celebrating. The platform I used (Scoop.it) changed their plans and let me choose between a maximum of 50 items for free, or pay 15-18 dollars a month for an unlimited number of items, which I think is rather steep for a hobby.
So, after some searching and testing, and a lot of copy work from my husband I now present you with my new video collection:
List.ly numbers the videos from the top. Numbers per video will change as I add new items
List.ly appears to allow a limited number of tags
Tags on List.ly are not sorted alphabetically, but on frequency of use
I am leaving my old collection where it is but it will no longer be updated.
Of course we have weeded out all videos that were deleted from their original location. However, some deleted videos can still be played on Scoop.it. Spooky! I have added the entries to the new location and I am working on a way to make them playable in the new location.
I am still working on a nice hyperbolic title and description as that apparently increases the rank of my list 🙂
I also need a better banner.
I have added a number of new videos and will continue to do so over the next days – if you see this one below you will have seen the new ones.
While all consultants are writing about Modern Sites, Hub Sites and Communication sites, I am quite certain that a lot of us practitioners are still working with the Classic sites. Looking at “my own” environment this will not change overnight.
So here’s another case of Classic SharePoint Investigation.
“I can only add app parts to the page,” the user said. “I am the owner of the site and I would like to add Summary Links, but I can only see the web parts for the document libraries and lists in my site.”
And indeed, when I looked at her page in Edit mode, it looked like this:
The site permissions were OK – she indeed had the correct permissions to manage the site.
I checked the permissions for the Pages library and Pages – all were inheriting from the parent so that was not the issue.
I logged in as admin (that account has Administrator permissions on all site collections in the tenant) and I saw all web parts. So it looked like another permissions issue.
I asked the owner to which business she belonged. That was Business B. This gave me the clue that I needed.
I checked the site collection – this was a site collection for Business A.
So I checked her permissions on the site collection level – none, as only employees of Business A had access.
To confirm, I checked her permissions for the Web Part Gallery. Bingo!
As we are divesting Business B, we have removed all permissions of the Business B people from all site collections of Business A, and vice versa. This means that the Galleries in the Business A site collections are not accessible to employees of Business B. It is an exceptional case that a Business B owner is an owner of a Business A site, but there was a reason for that.
Fortunately the Web Part Gallery had unique permissions, so I added her to the Gallery and then she could do what she needed to do. I did not have to worry about maintenance as her account will be removed in a few months automatically as the system separation takes place. (I may write about that later.)
Frankly, I do not know which permissions a Web Part Gallery should have by default, as I have seen both “inherited” and “unique” while checking some site collections.
This case is probably not very common, but if you ever get incidents where people can not see the web parts when editing a page, please check permissions of the Web Part Gallery at the site collection level. I remember once accidentally removing all permissions at site collection level, and after I had added the groups back, several Galleries were inaccessible as due to unique permissions the groups had not been added back automatically…
About SharePoint Holmes:
Part of my role is solving user issues. Sometimes they are so common that I have a standard response, but sometimes I need to do some sleuthing to understand and solve it. As many of my readers are in a similar position, I thought I’d introduce SharePoint Holmes, SharePoint investigator, who will go through a few cases while working out loud.
I am not the most frequent user of the SharePoint app for iOS. Nonetheless, I am currently test-driving the new SharePoint app.
I saw the request for testers for the new app mentioned on Twitter a few weeks ago, emailed my interest, and last week I was invited to download it.
I downloaded the app via Test Flight and replaced my current app with the new one, which was pretty seamless without another sign-in.
If you are curious…the SharePoint app in the regular App store is still the current one.
The current app has 5 navigation items; the new one has 3.
The items “Links”, “Sites” and “Persons” have been incorporated into a new item called “Find” which is an overview of your content and activity.
So, let’s discuss those 3 new items, shall we? Unfortunately everything is in Dutch and I have not found a way to change the language in the app, but I will explain.
This is the landing page and it is an overview of content, sites, persons etc.
The chapters are:
Search – for the search box
Quick access – these are recently visited items
Frequently visited sites – clicking on “More sites” shows you all sites in Card setup – unlike the current app which shows only an icon
Persons that you work with – which makes it painfully clear I am all alone in my tenant 🙂
Recent documents – documents I have recently created or modified
Links (not shown here, you need to scroll down) – which merely links to my no-longer-supported external website and my main team site. I do not see much added value in this chapter in my tenant, but I think this should be comparable to the Featured Links on the SharePoint landing page in the browser.
The new Sites page (with tabs on top: Frequent sites, Followed sites, Suggested sites) displays cards, just like the browser:
The old Sites page (with tabs Frequent sites and Followed sites) looks rather dull in comparison:
The News overview comes from the Modern pages and is taken from the SharePoint landing page.
If you open a News item in the app, you will see this:
This is the same as the News page in the current app.
I expected to be able to swipe or scroll through all News items, but you can only view the next item when you click the back arrow and go back to the News landing page.
The third navigation item is Me
This has two tabs:
Recent – content I have recently viewed, created or modified)
Saved – everything I have bookmarked.
From this page I can go to My Profile, which shows some more recent files and emails
There is also a Gear Wheel at the Me-page which leads to personal and app settings.
Of course I am very interested to know what is behind the Site cards. So I opened the Summary Links site:
This is the same as the current app. By default you see latest news and activity.
Clicking Home in the menu leads you to the Homepage as you see it in the browser, so the Homepage is not the first page you see when opening a site in the app. Weird…unless Microsoft thinks that the site Homepage is losing relevance – which would save site owners a lot of hassle in “designing a homepage”. (My Homepages are still Classic btw – does it make a difference if you use this with Modern Sites?)
Viewing documents in sites is easy, but you will need the OneDrive app.
If you want to edit a document, you will also need the Word, Excel and PowerPoint apps.
What do I think?
I like the fact that the app has become slightly more compact. That “Find” page is quite useful as it gives you a quick overview of relevant content. It is a mix of the Office365 landing page (which I would appreciate as my browser homepage any day) and the Delve “Me” page.
I would have liked to scroll or swipe through all News, to catch up with everything in one go. The home sofa is an excellent place to do that; I know from peers that making company news available “at home” has resulted in peak views in the evening as people prefer, or have more time, to read news at home.
I can imagine that the News tab alone is enough reason why people would want to use the SharePoint app.
For the rest, I can imagine this is a useful app but I am a bit surprised that this needs to be tested. It does not differ that much from the current one. Are all Microsoft apps being tested this way? Or have I missed something in the functionality?