Managing Surveys | ||
All surveys are managed and organized through the Survey List screen. eSurvey is centered around this screen which acts as the central hub of the system. Upon logging in, users are immediately brought to the Survey List.
eSurvey categorizes surveys according to two different things. The first distinction is made based upon a survey's Draft status. Any survey that is marked as being a Draft is effectively inactive, and is not viewable to the public. The second distinction is based upon a survey's Start and End dates. Each survey is configured to be Active for a specified period of time. Using these two things, eSurvey categorizes surveys into the four different groups listed below: Drafts This section includes all of the surveys which are not yet ready to be viewed by the public. By default, when Adding a Survey, it automatically starts out as a Draft. Even if a survey is configured to run at a specified time, it will not be viewable to the public. Waiting This section includes all of the surveys which are not Drafts and where the survey's start date and time has not yet arrived. On the date and time that a survey is to begin, its status will change and it will relocate to the Running tab. Running This section includes all of the surveys which are not Drafts and where the current date/time falls somewhere betweens the survey's start and end dates. Once the current date falls past a survey's end date/time, its status will change and it will relocate to the Completed tab. It should be noted that although a survey may be marked as Running, it will only be visible to people if it has been published on a web page. Completed This section includes all of the surveys which are not Drafts and where the current date/time falls somewhere past the survey's end date. These four sections are clearly visible on the Survey List screen as four colored tabs. Users can reach these sections directly through the main navigation bar under the View menu. Four links are provided under this menu to take users directly to the Draft Surveys, Waiting Surveys, Running Surveys, or Completed Surveys sections. Each tab contains a number in parenthesis which conveys the number of surveys that fall into that particular category. Underneath each tab is a table which contains entries for up to six surveys. Each entry in the table contains some basic information about the survey. The table provides the following information, which is labeled at the top of each column:
If a particular tab contains more than six surveys, page navigation will appear above the right side of the table. This page navigation will allow you to quickly jump to the previous page, the next page, or any page in between. Users can also sort the surveys under a given tab by clicking on any table column's header except Action. eSurvey will display a small arrow icon next to the column header in which the list is currently sorted. By default, the Survey List is organized alphabetically by Survey Name. To reverse the direction in which the Survey List is sorted, simply click the column header again, and the arrow icon will reverse showing that it is sorted in descending order. This allows users to group surveys together and more easily locate the desired survey. One of the most important areas of the Survey List are the group of action buttons to the right of each survey entry. Each action button in the group performs a specific function. A description of each of these buttons and their associated functions are as follows: Edit Survey (pencil icon) This button allows a user to edit the corresponding survey. Preview Survey (magnifying glass icon) This button creates a popup window containing the rendered survey. Users can use this function to preview a survey to see how it looks and behaves before making it available to the general public. Delete Survey (trash can icon) This button allows users to remove the corresponding survey from the system. Upon confirmation of the deletion, the survey and it's associated response data/statistics will no longer be available to users. Insert Survey (thumb tack icon) This button brings user to the Insert Survey screen which allows them to place the corresponding survey into a client web page. This process is necessary for making a survey publicly visible. Clone Survey (two papers icon) The clone survey button will create a replica of the corresponding survey and place it under the Drafts tab. This function is useful in situations where a survey is used over and over again. Survey Report (bar graph icon) This button brings users to the Reports & Statistics screen which summarizes the response data collected by the survey. Related Topics:
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