Transcript Qualtrics Instructions Peer Review Survey

Qualtrics 360 Peer Review
Survey Instructions
What will be reviewed

In these slides the following will be
reviewed:
◦ Basic Qualtrics’ instructions
 How to create an account and log into Qualtrics
◦ How to copy the survey from the library
◦ How to distribute the survey
◦ How to compile and analyze the survey results
Creating a Qualtrics
Account
Creating a Qualtrics Account
The Qualtrics survey tool is available free
for Duke Users at
http://duke.qualtrics.com
 Qualtrics is integrated with Duke's NetID
authentication system but also allows
sharing of surveys with non‐Duke users.
 To create a Qualtrics account, log in from
http://duke.qualtrics.com using your
NetID and NetID password.

Logging In
Navigate your browser to
http://www.duke.qualtrics.com/ and log
in with your NetID and password. You will
first be asked to confirm and update your
account information, via a popup box.
 Once you have logged in, you will be able
to create and view surveys in the main
dashboard area.

Copying the Survey
from the Library
Select Create Survey
Select Survey Library
1. Select Organization Library: Duke University Hospital HR from the drop down
for Please Select a Library
2. Then select 360 Peer Review for “Category”
3. Select 2014 Peer Review Survey- Sample for “Survey”
4. Create a survey name in the New Survey Name field
5. Click on Create Survey
Click on My Surveys tab to find your new copied survey
Distributing the
Survey
Find the copied
survey.
Click on the Survey
To make a review for each
employee select copy
Highlight and type in the employee’s name
that you are going to create a review for.
Find the created
survey and click on
it.
Select “Look and Feel”
Select Advanced
Use the slider to find where it states “employee
name” and highlight and type in the employee’s
name for whom the review is being created.
Click “Save”
Repeat the steps for each
employee making sure to
use the original survey to
make a copy
Repeat the steps for each
employee making sure to
use the original survey to
make a copy
Repeat the steps for each
employee making sure to
use the original survey to
make a copy
Once you have
created all
surveys for each
employee, to
send to reviewers
click send
Repeat the steps for each
employee making sure to
use the original survey to
make a copy
To activate your
employee’s
survey click
Activate Survey
Copy the
employee link
and email the link
to the reviewer(s)
Analyzing the Survey
Results
When ready to
close the review
to responders,
return to the My
Survey tab and
remove the check
You will have a second chance to ensure that you really want to deactivate your
survey
1.
Click on the Results Icon next to the
survey
Please complete
for each
employee report
2. Click on Initial Report
Download data from Qualtrics
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3. In the upper right hand corner – choose
the Export Report to Excel icon.
Download data from Qualtrics
cont.
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4. Open/Save file in Microsoft Excel.
Download data from Qualtrics
cont.
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5. Copy Data from Question column (B) to
Total Responses column (H) for each
section
Qualtrics Excel File
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6. Open Performance Review –
Template.xlsx (Initial Data tab)
Performance Review – Template
file
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7. You may get a warning at the top of the
spreadsheet. Hit Options…. and select
Enable this content.
Ensure macros are enabled
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8. Paste contents into yellow sections. The
data is initially sorted in the same order
as the initial report from Qualtrics
(Teamwork, Integrity, Diversity,
Excellence, Safety…)
Performance Review – Template
file
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9. After copying and pasting data from all
sections. Hit the
button at the
bottom. This will sort the results from
best to greatest opportunity for
improvement.
The following tabs will display your results
corresponding with each of the sections of
the survey.
Performance Review – Template
file
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
The graphs have been sized and
formatted for easy copying to a blank
PowerPoint slide.
Performance Review – Template
file
N-R-S = the % of Never, Rarely, Sometimes responses
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Tips
Always start from a blank Performance
Review – Template.xlsx file. This will
ensure you are copying the data to the
correct cells
 Verify that the results are what you
expect in the reports before sharing with
employee!!
 Text comments weren’t included in,
however, one can also copy/paste and use
as needed.
 Complete the process for creating survey
results for each employee

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