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Create simple survey questionnaire using Microsoft Word

 

Just to share some simple steps in creating simple survey questionnaire using Microsoft Word. This simple tutorial will be simulate using Microsoft Word 2010.

Step 1. Enable Developer Mode

Go to File > Options

Under the Options windows, go to Customize Ribbons, and tick on the Developer as show in image below.

Step 2. Create Your Section / Question

Step 3. Insert Form’s Selection Button

Turn on the Design Mode first, then click on the Legacy Forms, and choose for your desired selector (for eg. Radio button, Checkbox, and etc.).

Here I will put the Radio Button for respondent to select their answer for Demographic and Profiles section.

Right click on the Radio Button, go to the OptionButton Object > Edit, to edit the element and add in required words for the option.

If your word is too long and doesn’t show up entirely, you may resize the box accordingly to fit your words length.

Step 4. Group the Form Buttons

Now, when you turn off Design Mode, you can try to click and found out that you are allow to click once for all these options. What you need to do is to group up the options. In the sub section, Gender have 2 options(Male and Female), Age have 4 options, and Working Experience have 4 options.

To group them up, right click again on the Radion Button, go to Properties.

In the Properties windows, you need to highlight on 2 settings, that is 1. Value and 2. GroupName.

Make sure that the Value is always at False for Radio Button deselect. If the Value show True, the Radio Button is selected.

You may now enter the value to GroupName. For eg, Gen for Gender, Age for Age, WEP for Working Experience, etc etc. Anything that is convenient to you. Just close this window when done editing.

Once done, you may now turn off Design Mode and try select the Radio Button. Now there’s only one select is allow for each sub section.

Step 5. Restrict the document.

For any other questions, just repeat the same will do. Select the appropriate type of Button and group them up according. Once the questionnaire is complete, you may try to protect it and restrict for respondent to tick and save and return the copy to you only. To do so, under the developer tab, go to Restrict Editing.

Check on the 1st limitation and click Yes, Start Enforcing Protection. You may put a simple password to protect the restriction from getting unlocked.

 

As a summarise:
1. Enable Developer Mode.
2. Create the section / question.
3. Turn on Design Mode, insert the Form Button.
4. Group the Form Buttons.
Optional. (Turn off Design Mode, test the buttons. If buttons work, deselect all the selected button)
5. Restrict the document to only allow respondents select and nothing more.

Thanks for reading, hope this simple tutorial can help =)


 




written by marccus.   category: Tech Tips.   Total 50,335 views    

 



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Solveiga KasputyteStephaniesaraJoseph Mwemayale Recent comment authors

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Michael
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Michael

Hi Thanks for the information. Once this has been done (say you have 200 questions or more), and answers are filled in as shown above, is there any way to (1) transport the results to excel or manipulate the returned data in word &/or (2) aggregate the data (say you send out the questionnaire to 50 people) – either in word or excel. Thanks again.

Marccus
Guest

Hi @disqus_BKPys4KC6Q:disqus I was key-in the data manually when receive the questionnaire one by one. Regret for not able to assist you on this part.

yale
Guest
yale

Thank you very much,

Marccus
Guest

Welcome 🙂

Joseph Mwema
Guest
Joseph Mwema

Thanks a fortune

Marccus
Guest

Welcome 🙂

sara
Guest
sara

Hi Marccus,
This is indeed a very helpful and the easiest tutorial. Thanks a million.
Can you also tell me what shall be done is I need to make a questionnaire for the client to write his answers to my questions and not just select the options.

Thanks loads.

Marccus
Guest

Hi @disqus_ByUqH9qz8S:disqus, thanks for dropping by. You might need to create a Text Form Field.

Stephanie
Guest
Stephanie

Hi! First of all, thanks a lot for the explanation!
How am I able to send this questionnaire out as editable PDF document?

Greetings,
Stephi

Marccus
Guest

Hi Stephi, for editable PDF you will need to create it with Adobe Acrobat Pro software.

Solveiga Kasputyte
Guest
Solveiga Kasputyte

Thank you very much, this was extremely useful. Very clear and comprehensive instructions,made my work so much easier. Thanks again 🙂

Kind regards
Solveiga

Marccus
Guest

Thanks! glad that this help 😀



12
Comment section

avatar

This site uses Akismet to reduce spam. Learn how your comment data is processed.

  Subscribe  
Notify of
Michael
Guest
Michael

Hi Thanks for the information. Once this has been done (say you have 200 questions or more), and answers are filled in as shown above, is there any way to (1) transport the results to excel or manipulate the returned data in word &/or (2) aggregate the data (say you send out the questionnaire to 50 people) – either in word or excel. Thanks again.

Marccus
Guest

Hi @disqus_BKPys4KC6Q:disqus I was key-in the data manually when receive the questionnaire one by one. Regret for not able to assist you on this part.

yale
Guest
yale

Thank you very much,

Marccus
Guest

Welcome 🙂

Joseph Mwema
Guest
Joseph Mwema

Thanks a fortune

Marccus
Guest

Welcome 🙂

sara
Guest
sara

Hi Marccus,
This is indeed a very helpful and the easiest tutorial. Thanks a million.
Can you also tell me what shall be done is I need to make a questionnaire for the client to write his answers to my questions and not just select the options.

Thanks loads.

Marccus
Guest

Hi @disqus_ByUqH9qz8S:disqus, thanks for dropping by. You might need to create a Text Form Field.

Stephanie
Guest
Stephanie

Hi! First of all, thanks a lot for the explanation!
How am I able to send this questionnaire out as editable PDF document?

Greetings,
Stephi

Marccus
Guest

Hi Stephi, for editable PDF you will need to create it with Adobe Acrobat Pro software.

Solveiga Kasputyte
Guest
Solveiga Kasputyte

Thank you very much, this was extremely useful. Very clear and comprehensive instructions,made my work so much easier. Thanks again 🙂

Kind regards
Solveiga

Marccus
Guest

Thanks! glad that this help 😀





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