Survey form features

Table of Contents

Creating questions

Changing question field order

Deleting a question field

Add another field

Add a carbon accounting field

Do you want to link custom metrics to this form?

Do you want to link custom fields to this form?

Do you want to link an action to this form?

---

Creating questions

Fill out the label fields. To enter choices and other information, click on the gray settings cog symbol at the far right. This will open further options for creating the question.

Back to Table of Contents

---

Changing question field order

To change the order of the questions, click and hold down on the three bars symbol to the left of the label field. Then drag the question up or down to the new survey location.

Back to Table of Contents

---

Deleting a question field

To delete a question field, click on the red "x" symbol at the far right of the question.

If a question is deleted, it is not possible to undo this action.

Back to Table of Contents

---

Add another field

To add another question field, click on the gray "Add another field" button. A new question field will appear.

Back to Table of Contents

---

Add a carbon accounting field

You can add carbon accounting fields for collecting scope 3 category emissions data from partners, suppliers or stakeholders.

Click on the gray "Add carbon accounting field" button. The question fields will appear. To enter choices and other information, click on the gray settings cog symbol at the far right. This will open further options for creating the question.

Below is a description of the carbon accounting question fields.

Field	Required	Description
Label	Yes	This is the information or question you want to receive from or ask of the respondent.
Scope 3 allocation category	Yes	Select the scope 3 allocation for which you want to collect data. See full list here.
Do you want to average the emissions from this field across the entire year?	Yes - switch this option "on" or "off"	If you want to average the emissions for this scope 3 category across the entire year, makes sure to switch this field on.
Allocation month and year	Yes	If the "average across the entire year" field above is switched on, select the year. If the "average across the entire year" field above is switched off, select the month and year. This means you want to collect specific data for that month and year.
Placeholder text	No	You can enter text as placeholder text that will show up in gray as example text for the question.
Help text	No	You can enter help text to provide more information, description and context to the question.

Scope 3 category allocation

• Refrigeration emissions

• Emissions from other indirect utility and water usage

• Fuel and energy related activities

• Upstream transportation and distribution emissions

• Emissions from other utility and water consumption

• Waste generated in operations

• Purchased goods and services

• Employee commuting

• Upstream capital goods

• Business travel

• Leased upstreamed assets

• Processing of sold products

• Downstream transportation and distribution emissions

• Use of sold products

• End-of-life treatment of products

• Leased downstream assets

• Franchises

• Investments

Back to Table of Contents

---

Do you want to link custom metrics to this form?

You can link custom metrics and KPIs to your surveys.

1. First create a custom KPI.

2. Enable this feature on and select the custom KPI from the dropdown menu.

3. A new label or question will appear in your survey form that is linked to that KPI.

4. When a respondent fills out the survey, the data will be saved to that custom KPI.

Note, you must add the custom KPI to your ESG Dashboard, a goal, action or asset in order to be able to see the data outside of the survey.

Back to Table of Contents

---

Do you want to link custom fields to this form?

You can create custom fields for surveys if you want to continuously keep a record of specific data for a partner or supplier.

When you select the custom field, the data will be stored in your partner's record.

1. To create a custom field, navigate to your account Setting and Manage Custom Fields.

2. Ensure the field is switched on. Then select the custom field from the dropdown menu.

3. Once the you select the custom field, a new label or question linked to that field will appear in your survey form.

4. When a respondent fills out the survey, the data will be saved to that custom field record for that partner or supplier in your Brightest partner directory.

Back to Table of Contents

---

Do you want to link an action to this form?

You can link a Brightest action to this form if you want viewers of that action to be redirected to a form.

1. First create an action time in your Action Module.

2. Then switch on the option "Do you want to link an action to this form?"

3. Select the action you want to link from the dropdown menu.

4. When an action is linked to your form, this means when someone signs up for your action they will be redirected to your form (example: you want new signups to fill out an application)

Back to Table of Contents

---