Skip to content
English
お問い合わせ
  • There are no suggestions because the search field is empty.

Create a Survey from a Template

Four-step process to create a survey from a template

Overview

As a buyer (Global Admin), select a template to create a survey. Survey creation follows four steps.

Prerequisites

  • You must be logged in with Global Admin privileges.
  • A template must already be created.

Steps

  1. STEP 1: Select a Template — Choose the template to use (e.g., "Supply Chain CSR Survey 2025").
  2. STEP 2: Enter the Survey Name — Enter a survey name (Japanese is required, English is optional).
  3. STEP 3: Set the Survey Period — Set the start and end dates (can be skipped and set later).
  4. STEP 4: Final Confirmation — Review the settings and confirm creation.

Result

The survey is created with a "Not Started" status and appears in the list. A snapshot of the template is saved at creation, so subsequent template changes do not affect this survey.

Notes

  • If the survey period is not set, the status will be "Drafting."
  • Once the start date passes, a survey start email is automatically sent to suppliers.