Table of Contents

Surveys

Purpose: To define the surveys to collect user feedback.
Way to Access: Administration> Surveys.

Click over Pending Surveys to see and respond to any pending surveys awaiting completion thru this screen.

Survey Tool Bar

Create/Edit Survey

Click on the corresponding button on top of the screen and follow the steps described in Online Help.

Start/Stop Survey

Select your survey and click on the Start/Stop button on top of the screen. Green stands for started and red for stopped surveys.

Preview

Use the Preview option to verify the presentation of the survey.

Delete Survey

Select a survey by clicking on it and then press the Delete button. All the records will be deleted. If you want to keep the history for reports you should make the survey inactive (stop) instead of deleting it completely.

General Information

Some options change the screen, hiding some unnecessary options.

Survey Name

Choose a name for the survey. This name serves only for internal purposes.

Display To User

Setting the times that the survey will be displayed to the user.

Survey Event

To set the place where the survey will be triggered.

Sign in basis

To set when the survey must be displayed to the user.

Show at

To set when the survey will be displayed.

Show to

To set the user who are going to receive the surveys.

Questionnaire

A questionnaire can have multiple pages. You can add or delete pages. For a question you can define the text to be displayed (you can use colors and various fonts), the type of question, if they are required and then answer choices if the question is multiple choice. When you select multiple choice, a new check box will be display with the option to allow multiple responses. You can move the questions up or down within a page. You can also move the questions up or down.

Use the Preview option to verify the presentation of the survey.