55+ Screening Survey Questions You Need to Ask and Why
Enhance Your Screening Surveys Using These Key Questions
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Mastering the Art of Survey Screening Questions
Survey screening questions are indispensable tools in the arsenal of a data collector. These questions, often the gatekeepers of your survey, determine the eligibility of respondents, ensuring that feedback is sourced from the relevant demographic. By focusing on the right audience, you can expect more accurate results, potentially leading to 50% higher profits and a 34% increase in customer retention.
Incorporating screening questions can be a strategic move, but it's essential to ask the right questions. The National Center for Biotechnology Information (NCBI) emphasises the importance of crafting questions that are clear, unbiased, and pertinent to the research objectives. For instance, if you're conducting a survey about vegan products, a screening question could be, "Do you follow a vegan lifestyle?" This question will help filter out respondents who do not fit your target demographic, thus, ensuring data relevance.
The Centers for Disease Control and Prevention also suggests the use of multiple screening questions to increase the specificity of the survey. A combination of demographic and behavioral questions can yield a more accurate representation of your intended audience. For instance, a survey on postpartum depression could ask, "Have you given birth in the last 12 months?" followed by, "Have you felt persistently sad or anxious in the past month?"
Creating these questions can be made more accessible using a reliable survey maker. Utilizing survey templates can also help streamline the process and make it more efficient.
Exploring Relevant Topics for Screening Survey Questions
Choosing pertinent topics for your screening survey questions is crucial in achieving the desired outcomes of your research. The topics should be relevant to your study objectives, and should align with the interests of your target audience.
According to a study by the NCBI, health-related topics are particularly prevalent in screening surveys, with a focus ranging from general health status to specific conditions like diabetes or mental health issues. For corporate surveys, the focus may shift towards customer satisfaction, product usage, or brand awareness, depending on the company's goals.
One report suggests that the choice of topics can significantly influence the response rate. For example, surveys about sensitive topics may yield lower participation rates, but offer deeper insights into less-explored areas. A good balance between general and specific questions can help achieve a higher response rate while maintaining data richness.
While creating screening survey questions, it's crucial to keep your audience in mind. Use language that is simple, clear, and easy to understand. Consider the cultural nuances and sensitivities of your target audience, ensuring the questions are catered to them.
For those who are new to the world of surveys or those looking for a more streamlined approach, using a survey maker or survey templates can be greatly beneficial. These tools can guide you in creating effective and efficient screening survey questions, ensuring your research yields valuable insights.
Reimbursement Form Sample Questions
Personal Information Survey Screening Questions
These survey screening questions examples help ensure that respondents provide accurate personal information necessary for reimbursement processing.
| Question | Purpose |
|---|---|
| What is your full name? | To identify the individual submitting the reimbursement request. |
| What is your employee ID number? | To verify the employee's association with the organization. |
| What is your department? | To categorize expenses by department for budget tracking. |
| What is your job title? | To confirm the respondent's role and eligibility for certain reimbursements. |
| What is your contact email? | To communicate about the reimbursement process or request additional information. |
| What is your phone number? | To provide a contact method for urgent reimbursement issues. |
| What is your mailing address? | To send physical reimbursement documents if necessary. |
| What is your date of hire? | To verify employment duration and eligibility for certain benefits. |
| Do you hold any additional roles within the company? | To identify multiple roles that may affect reimbursement eligibility. |
| Are you currently active or on leave? | To ensure that only active employees are submitting reimbursement requests. |
Expense Details Survey Screening Questions
These survey screening questions examples capture detailed expense information required for accurate reimbursement processing.
| Question | Purpose |
|---|---|
| What is the date of the expense? | To ensure expenses fall within allowable reimbursement periods. |
| What category does this expense fall under? | To classify expenses for budgeting and accounting purposes. |
| What is the total amount of the expense? | To determine the reimbursement amount requested. |
| Can you provide a description of the expense? | To understand the nature and necessity of the expense. |
| Was this expense related to a company-approved activity? | To ensure expenses are legitimate and approved. |
| What method of payment was used for this expense? | To verify the payment method and process reimbursements accordingly. |
| Is this expense recurring? | To identify ongoing expenses that may require regular reimbursement. |
| Was this expense incurred during business travel? | To apply specific reimbursement policies related to travel. |
| Did you receive any corporate discounts or reimbursements for this expense? | To avoid double reimbursement and account for discounts received. |
| Are there multiple expenses under this request? | To organize and process bulk reimbursements efficiently. |
Receipt and Documentation Survey Screening Questions
These survey screening questions examples ensure that all necessary receipts and documentation are submitted for reimbursement requests.
| Question | Purpose |
|---|---|
| Have you attached all relevant receipts for your expenses? | To verify that all expenses are supported by appropriate documentation. |
| Are the receipts dated correctly? | To ensure that expenses fall within the allowable reimbursement period. |
| Do all receipts include the date of purchase? | To confirm the timing of the expenses. |
| Are the amounts on the receipts accurate? | To validate the reimbursement amounts requested. |
| Do the receipts show a clear itemization of expenses? | To provide detailed information for accounting and verification purposes. |
| Have you included electronic copies of all receipts? | To facilitate digital processing and reduce paper handling. |
| Are there any missing receipts for your submitted expenses? | To identify and request any necessary additional documentation. |
| Have you annotated any unclear receipts? | To clarify any ambiguities in the submitted documentation. |
| Are all submitted receipts free from alterations? | To maintain the integrity and authenticity of the expense claims. |
| Do your receipts comply with the company's reimbursement policy? | To ensure that all expenses meet organizational guidelines. |
Approval Process Survey Screening Questions
These survey screening questions examples facilitate the approval process by capturing necessary information for validating reimbursement requests.
| Question | Purpose |
|---|---|
| Who is your supervisor for approval? | To identify the appropriate person to approve the reimbursement request. |
| Has your manager reviewed your expenses? | To confirm managerial oversight of the reimbursement request. |
| Is additional approval required for this expense? | To determine if higher-level authorization is necessary. |
| Have you obtained all necessary approvals before submitting? | To ensure all required authorizations are in place. |
| Is this reimbursement request compliant with company policies? | To verify adherence to organizational guidelines. |
| Have you previously submitted a reimbursement for similar expenses? | To track and manage recurring reimbursement claims. |
| Are there any disputes regarding the submitted expenses? | To identify and resolve any conflicts before processing reimbursement. |
| Is your reimbursement request within the allowable limits? | To ensure that the request does not exceed set financial thresholds. |
| Have you disclosed all relevant information related to your expenses? | To promote transparency and accuracy in the reimbursement process. |
| Do you agree to the terms and conditions of the reimbursement policy? | To confirm the respondent's understanding and acceptance of reimbursement rules. |
Compliance and Policy Survey Screening Questions
These survey screening questions examples ensure that reimbursement requests comply with company policies and regulations.
| Question | Purpose |
|---|---|
| Are all expenses submitted within the policy guidelines? | To verify that expenses adhere to company policies. |
| Have you read and understood the reimbursement policy? | To ensure the respondent is aware of the reimbursement rules. |
| Do any of your expenses fall under restricted categories? | To identify expenses that are not eligible for reimbursement. |
| Have you declared any conflicts of interest related to your expenses? | To maintain integrity and prevent fraudulent claims. |
| Are your expenses compliant with tax regulations? | To ensure that reimbursements meet legal and tax requirements. |
| Did you use company resources for these expenses? | To determine if any reimbursements involve corporate assets. |
| Have you retained all necessary documentation for audits? | To prepare for potential audits and ensure records are complete. |
| Are you aware of any policy changes that affect your reimbursement? | To confirm the respondent is informed about current reimbursement policies. |
| Have you disclosed all relevant details about your expenses? | To ensure full transparency in the reimbursement process. |
| Do you agree to comply with future policy updates regarding reimbursements? | To receive consent for adherence to evolving reimbursement policies. |