Create Editor Survey into Optimal Workshop

[gracekretschmer-metrostar]

User Story or Problem Statement

The CMS team needs to use Optimal workshop to send out the editor survey to editors.

Description or Additional Context

A quarterly survey to editors has gotten approval from stakeholders and is ready to be sent out. The CMS team needs to work with OCTO stakeholders to come up with a plan of action on how to send the survey to editors and synthesize the results. The CMS team will leverage Optimal workshop to send out the survey and Optimal workshop is owned by the platform team. If we have any questions about how to navigate the software, we can reach out to Naomi Marcussen (Platform Design Lead).

Reference Links

• CMS Survey Questions (located in CMS Sharepoint, must be on CAG to access)
• https://www.optimalworkshop.com/

Survey Requirements

• Since this survey is voluntary, no questions should be marked as required in the survey logic.

Steps for Implementation

• [x] Request for an account to Optimal workshop through this link
• [x] Learn how to add questions into Optimal workshop
• [ ] Add survey questions into Optimal workshop and test to confirm survey is operating as expected
• [ ] Have VA stakeholders review the survey and provide feedback
• [ ] Learn how to send VA editors the survey through Optimal workshop
• [ ] Connect responses to a secure location (Amanda Klausmeier will support)

Acceptance Criteria

• [ ] The editor survey questions are loaded into Optimal workshop.
• [ ] The CMS team understands how to navigate Optimal workshop, both in adding and changing surveys and reviewing the survey results for analysis.
• [ ] The responses to the survey are stored in a secure location and ready for analysis.

[gracekretschmer-metrostar]

I created a study called The Drupal Content Management System (CMS) Quarterly Check-in in the Drupal CMS project.