General Overview: Recaps & Surveys

Recaps and surveys are the main method of data collection within okapi. Both recaps and surveys are configurable by you. They are both built using standard and custom questions from within their respective question banks. 

Recap

Recaps allow organizations to gather information from their teams in the field. Recaps are internal facing questionnaires. Recap templates are built using questions from the question bank and once a recap template is created they are assigned to a specific activity type to be applied in the field. 

To navigate to any of the recaps, templates, or question bank choose Recaps to expand the menu options

Survey

Surveys allow organizations to gather information from consumers or attendees. Surveys are consumer facing questionnaires. Survey templates are built using questions form the question bank and once a template is created they are assigned to a specific activity type to be applied in the field. 

To navigate to the survey results, templates, or question bank choose Surveys to expand the menu options

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