...
Select or create the appropriate 'Parent' Survey Category. You CAN leave new surveys as attached to just 'Survey', but you may like to 'group' your Surveys by using this Category Tree. For example Survey - – Staff Surveys or Survey - Resident Surveys etc by adding in 'Staff Surveys' then select 'Survey' as Parent. Then, as per my example, when you create a survey associated with Staff, you can select this Category as the Parent.
...
Tick the Active box if you are ready for Users to start accessing this Survey
and 'Save'
...
Now you can select the 'Survey Question' tab and start creating your Survey
...
If you have Questions that are similar set up, you can select(open) the Question you would like to copy and click the 'Duplicate' button. This will create a new Question titled 'Copy of….' Now just select this Question and make the changes required and 'Save'.
...
IF you have whole Surveys that are quite similar, you can 'Duplicate' a whole survey. To do this, simply go to:
...
When taking the Survey, the answers can be 'Saved', to be Submitted at a later date (as long as it is prior to Survey End Date) or Submitted immediately. Submitting sends all the Survey answers directly to the database and an email sent to whoever you set up as being notified on Survey Submission
...
Survey Answers
...
A new icon will be added at the end of each question when a survey is setup for collaboration
When the icon is clicked, a pop up will be opened to show the list of other collaborators responses.
...
For 'Likert scale' based questions, the new icon will be displayed at the end of each question row
...
A new Close and Review button will be visible to the designated Approver of the survey/audit if the survey is not approved yet.
...
When the Approver clicks the Close and Review button, a confirmation message pops up asking Would you like to close and review this Survey/Audit? This will submit all the draft responses from collaborators. Clicking Yes will redirect approver to the new Approval tab.
...
Collaborator details
this collaborative survey setting
Approved Date
Approved By
Is Approved Version (this will be yes for the approver final response and no for collaborator responses)
Collaborative ID. A set of collaborative responses + approver response will have 1 collaborative id. Once a survey is approved, new collaborative ID will be generated on a new response taken by a collaborator
Click here to download a copy of the guide
...
| View file | ||
|---|---|---|
|
...