SelectSurvey user manual

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There are two ways a user may "preview" a survey. The first is on the main list of surveys, click the title of thesurvey, which will display the survey in a new window, just as your users will see it. The second way is to click onthe "Deploy" link on the main list of surveys, which will give several options for how to deploy the surveys. Youmay use any of these links to test the survey.After previewing a survey, the response is written to the database. When attempting to modify a survey withresponses, a message is displayed at the top of the page for modifying surveys indicating that the survey has atleast one response, and therefore is subject to only limited modifications. Along with this message is a link thatyou can use to clear the responses to this survey, which will then allow full modifications.Managing SurveysThe main survey page displays a list of all surveys. For a user with Create permission, this list represents allsurveys that they own. For a user with Admin permission, this page displays all surveys in the system.All surveys are always in one of three states: Design, Open, or Closed. When a survey is first created, it is inDesign mode while the owner creates the survey. Once a survey is ready to launch, it is launched either byclicking on the Launch button on the main survey design page, or by clicking the small "OPEN" button to the leftof the survey in the survey list page.Once a survey is launched, the status of the survey changes to Open. Note that a survey can be launched only ifit contains at least one answerable question. A survey can be toggled between Open and Closed by using thesmall buttons to the left of each survey on the main list of surveys.Once a survey is launched, it can be fully edited only when the survey does not have any responses. Once asingle response is recorded for the survey, only limited modifications can be made to the survey. Editing the entiresurvey is no longer possible because changing the structure of a survey that has existing responses would causethe reporting to fail.On the main list of surveys, a user can manage each survey using the buttons to the left and right of each surveyin the list. From this page, the user can manage survey options, preview the survey, set the status of the survey,analyze the survey results, deploy a survey, and delete a survey.Page 16 of 38
Managing FoldersFolders can contain groups of surveys. Folders are owned by the owner defined when the folder is created. Onlythe folder owner or admin can view specific folders. To add owners to the folder, enter their usernames in theowners box on the create folder or edit folder pages.To change what folder a survey is contained in, go to the manage folders page. To edit folder names, go to theedit folder list page.Survey OptionsThe survey options page allows a survey creator to manage all of the administrative options associated with eachsurvey. The options available are as follows:General Information TabTitle:Status:Template:Survey Language:OwnersAdmin Email:Date Created:Time Zone:Start Date Time:End Date Time:The title of the surveyThe status of the survey (Design, Open, Closed, Master, Archived)The template the contains the look and feel information for the survey. Each template canbe associated with more than one survey.The default language for the survey, which is used to assist the web browser in renderingthe HTML.The usernames for all owners of the survey separated by semicolons.Enter only one email address which will be used as the "FROM" email address incompletion emails.The date the survey was initially created.Click here to Set Time Zone link. The time zone for this survey administrator (times will bebased on time zone of survey admin selection here). Time zones are set per user is in userpreferences linked from survey list page or user account page.The first date that users can enter responses to the surveyThe last date that users can enter responses to the surveyDisplay TabPage 17 of 38
Page 1: User Manual
Page 4 and 5: Creating SurveysNew surveys can eit
Page 6 and 7: Templates are owned, by default, by
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Page 21 and 22: AD User Group Restriction:Max # Res
Page 23 and 24: Days for Update:The number of days
Page 25 and 26: fred_jones,AccountantNote that both
Page 27 and 28: #SurveyLink# - The location of the
Page 29 and 30: You can set up an unlimited number
Page 31 and 32: Results OverviewThe Results Overvie
Page 33 and 34: Managing UsersAll users in the syst
Page 35 and 36: SSLSSL access can be configured by
Page 37 and 38: oooooooooooooooDatabase Validation

SelectSurvey user manual

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