Understanding where your team stands is key to building a stronger training program. Opus doesn't have a dedicated survey tool, but you can collect feedback from your team in a few different ways without leaving the platform.
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đŻ Example: Use a Course with open-ended questions for team member self-assessments, then pair it with a Check-in where a Manager reviews and discusses the responses.
Option 1: Build a Course with Open-Ended Questions
Turn your existing training workflow into a feedback loop. Add open-ended questions to a Course to gauge team confidence, surface knowledge gaps, and collect responses.
Open-ended questions aren't graded, so they work well for survey-style prompts like:
"On a scale from 1 to 10, how confident are you in your current skills?"
"What's one thing that would help you do your job better?"
To set this up:
Open the Course and go to the Build tab.
Click Add screen and select Open-Ended under Questions. To change an existing screen, set its Screen type to Open-Ended.
Enter your survey question. Trainees type their answer into the response field.
Build out the rest of the Course and assign it to your team.
To review responses:
Open the Course and go to the Reporting tab, then Content.
Under Questions, click a question to see its Responses.
Click Export to download that question's answers as a CSV file.
đĄ Note: Responses aren't anonymous. Each answer shows the team member's name, Location, and Role. Admins and Managers with reporting access can view individual answers.
Option 2: Link to an External Survey Tool
If you need anonymous responses, use a free external tool like Google Forms and share the link through Opus.
Add a Course or a link Resource to your Library that directs your team to the survey.
Setting it up as a course means you can assign it to specific team members and track completion â so you always know who has (and hasn't) submitted their response.
Option 3: Check-ins
Check-ins collect structured feedback one-on-one. Opus supports two types:
Facilitated Check-ins: A Manager or facilitator meets with the Trainee, conducts the Check-in, and submits the form on their behalf. Use this when a Manager needs to observe or verify a skill.
Self-directed Check-ins: The Trainee fills out and submits the form themselves, with no facilitator. It completes as soon as it's submitted, with no pass or fail, which makes it a good fit for survey-style feedback and self-assessments. Learn more in Self-Directed Check-ins.
â ď¸ Passing Requirement: Only facilitated Check-ins can be pass-to-complete. If the Check-in needs a pass or fail, keep it facilitated.
Option 4: Checklists
Checklists and Audits are another option for structured response collection.
If these features are available to you depends on your company's Opus plan. If you don't see them in your Library, message our team through chat or email support@opus.so.
â ď¸ Responses are shared: Checklist responses are visible to all users with access to that Checklist, including other team members. Use another option if responses need to stay private.