Step 1. Go to My Effectory, log in with your username and password and open the ESG scan project.
Step 2. Click on "Create a survey."
Step 3. Give your survey a clear name. For example, "ESG scan — July 2023."
Step 4. Select the participants.
Step 5. Select the time period during which you wish to conduct the survey.
Step 6. Review and confirm the questions.
Step 7. Save your settings or confirm your survey. Discuss survey’s settings with your team(s) and send your survey.