SelectSurvey.NET User Manual
Contents
1. JE a classapps SelectSurvey NET User Manual Table of Contents User Manual 1 SelectSurvey NET User Manual Table of Contents 2 Creating Surveys 4 Designing Surveys 4 Templates 5 Libraries 6 Question Item Types 7 Scored Surveys 11 Page Conditions 12 Question Conditions 13 360 Question Groups Categories 13 Piping Tokens 13 Advanced Validation 15 Previewing Surveys 15 Managing Surveys 16 Managing Folders 17 Survey Options 17 Deploying Surveys 23 Printing Blank Surveys 23 Email Lists 24 Import Email Lists 25 Email Messages 26 Opt Out Options 27 Auto Login for 3rd party Login Required surveys 27 Report Filters 28 Results Sharing 28 Exporting Data 29 Reports 30 User Reports 30 Page 2 of 38 classapps an Atomic Design LLC Company Copyright 2008 Atomic Design LLC All rights reserved JE a classapps Results Overview 31 Individual Results 31 Custom Reports 31 Free Form Reports 31 Survey Review with Single Page Edit Feature 32 Response Approval Feature 32 Managing Users 33 User Groups 33 Importing Users 33 Kiosk Mode 34 Active Directory Integration 34 NTLM Pass Through Authentication 34 SQL Membership Provider Authentication 34 SSL 35 Auto Login 35 Admin Tools 35 Page 3 of 38 classapps an Atomic Design LLC Company Copyright 2008 Atomic Design LLC All rights re2. Copyright 2008 Atomic Design LLC All rights reserved JE a classapps The page will NOT be displayed if Each group has at least one condition that evaluates to False As a second example a survey contains five pages The first page contains a single question which is a dropdown box prompting the user to select his her gender If the user selects Male the fifth page should be displayed If the user selects Female page two three and four but not five should be displayed To implement page conditions are added to the second third fourth and fifth pages of the survey Each page has a single page condition all of which use the question from the first page On pages two three and four the page condition uses an equal operator and the value Female On the fifth page the page condition again uses an equal operator with the value Male In the case where Male is selected on the first page the user skips from the first page to the fifth page This type of skip logic is commonly used and is a good example of how every page in a survey can be optionally displayed to the user Question Conditions Conditional questions are questions that only appear when an associated question answer matches the conditions specified by the survey designer To insert a conditional question on the modify survey page click the insert cond quest button to the right of the question of which answer will determine whether the conditional
3. Previewing Surveys All surveys with one or more items can be previewed by actually taking the survey After taking the survey simply click the Clear link on the main list of surveys to delete the response and you may continue modifying the survey as desired Survey testing and previewing is done by taking the actual survey to ensure that you are testing the exact same survey that your end users will be taking Page 15 of 38 classapps an Atomic Design LLC Company Copyright 2008 Atomic Design LLC All rights reserved JE a classapps There are two ways a user may preview a survey The first is on the main list of surveys click the title of the survey which will display the survey in a new window just as your users will see it The second way is to click on the Deploy link on the main list of surveys which will give several options for how to deploy the surveys You may 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 with responses a message is displayed at the top of the page for modifying surveys indicating that the survey has at least one response and therefore is subject to only limited modifications Along with this message is a link that you can use to clear the responses to this survey which will then allow full modifications Managing Surveys The main survey page displays a list of all surveys For a user with
4. configure dynamic tokens button on the survey options page to add dynamic tokens then type in or use the menu to place the token where ever you want the text replacement to occur USER DATA PIPING UD FirstName all user data fields click the User data token menu for all available user data tokens to automatically add or type in the token where ever you want the text replacement to occur EMAIL LIST DATA PIPING Page 14 of 38 classapps an Atomic Design LLC Company Copyright 2008 Atomic Design LLC All rights reserved JE a classapps ED EmailAddress all email list fields click the email list token button to automatically add or type in the token where ever you want the text replacement to occur New piping options allows piping into matrix columns and rows New replacement text allows placing User Data tokens email list data tokens or Hidden field tokens into the survey questions rows columns or answers On the modify survey page in the left column margin area there is a list of all tokens that you can insert into a survey which will automatically be replaced with the token s value when the respodent is taking the survey This includes piping hidden fields user data and email list data that can be pre populated throughout the survey To add a token to a survey just copy and paste the token into the survey wherever you want the text replacement to occur Advanced Validation Besides the standard built
5. o ActiveDirectory User Group Map Map fields from ActiveDirectory to Survey o Default Access for Survey Options Page You can select the default option for access when a survey if first created such as Anonymous or Login Required o Default Days for Survey to Be open You can select the number of default days for the survey to be open Page 38 of 38 classapps an Atomic Design LLC Company Copyright 2008 Atomic Design LLC All rights reserved
6. specified but no data is available the token is simply removed from the email When sending emails there are two separate boxes to enter the email message one is for html and one is for plain text All emails sent use Alternate Views which means that both the plain text and the html version are available to the recipient and the recipient can choose which version to view with the settings in their client email application Opt Out Options Opt Out link tokens are available to put in any email message via the token OptOutLink A link for the user to opt out of further emails this is just the link put your own text around it such as click OptOutLink if you no longer wish to receive emails When the respondent clicks on the link they can add their email address to the opt out list Once the email is in the opt out list the email address can be excluded from follow up emails When sending a follow up message you are given the option to exclude all opt out email addresses In addition to the opt out feature there is also the survey decline link which when clicked records in the database that this respondent declined to take the particular survey but are not put on the global opt out list Auto Login for 3rd party Login Required surveys The Auto Login page is used only for 3rd party systems which send a username password and survey ID to the page AutoLogin aspx to automatically login a user to take a survey If the user does
7. All identifying information is removed even if user logs in or clicks link in an email Multiple Response Force Anonymous Updateable new survey after first is completed Force Anonymous Respondents can update one response at a time until it is completed then will be presented with a new survey for the multi response Multiple Response Anonymous Updateable new survey after first is completed Anonymous Respondents can update one response at a time until it is completed then will be presented with a new survey for the multi response Multiple Response Login Required Updateable new survey after first is completed Requires Login Respondents can update one response at a time until it is completed then will be presented with a new survey for the multi response IP Address Range Add IP Address validation for survey restriction via IP Address User Group Restriction Select User Groups for survey restriction by user group Page 20 of 38 classapps an Atomic Design LLC Company Copyright 2008 Atomic Design LLC All rights reserved JE a classapps AD User Group Restriction Specify Active Directory User group restrictions for this survey Max Responses Set maximum number of responses for this survey Responses Per User Set number of responses allowed per respondent multiple response surveys only Days for Update Set number of days which a respondent can update their response updateable response type surveys
8. ItemDisplay FROM tblState ORDER BY state_name Page 7 of 38 classapps an Atomic Design LLC Company Copyright 2008 Atomic Design LLC All rights reserved JE a classapps If you wish to use the same column for both the value and text simply select that column twice in your SQL statement and alias it using the As keyword as follows SELECT state_code As ltemValue state_code as ltemDisplay FROM tblState ORDER BY state_name The database connection string can be any valid DSN less connection or any valid DSN YES NO The choice yes no question type allows respondents to choose a yes or no answer in horizontal or vertical layout Default value can be set and question can be set as required You can also place text replacement piping tokens in the question text or answers TRUE FALSE The true false question type allows respondents to choose true or false answer in horizontal or vertical layout Default value can be set and question can be set as required You can also place text replacement piping tokens in the question text or answers OPEN ENDED ONE LINE The open ended one line allows respondents to enter text answers limited to 255 characters Default value can be set and question can be set as required You can also place text replacement piping tokens in the question text or answers OPEN ENDED COMMENTS BOX The open ended comments box allows respondents to enter unlimited text characters Default value can
9. application and clicking application wide settings then setting Use SSL for site to yes This will force all pages to use SSL in the survey site You must have an up to date SSL certificate installed on the web server prior to making this setting Auto Login The Auto Login page is used only for 3rd party systems which send a username password and survey ID to the page AutoLogin aspx to automatically login a user to take a survey If the user does not exist it creates one with the username and password passed in at the lowest user role level can take surveys only If the user does exist it uses that user ID from the database to record the response under This auto login page is used to bypass the normal login page from another application The other application has to send the paramaters un pw and sid to the AutoLogin aspx page in the query string The un must equal the username the pw must equal the password and teh sid must equal the survey ID encrypted Once the user is automatically logged in they are redirected immediately into the survey Details for setting up the optional AD integration is in Appendix E of the installation manual Admin Tools Clicking on the Admin tools link in the upper right corner of the application is only available to admin users There is an entire list of tools for checking data doing large data imports or copies from other databases debug pages for date formats smtp and database
10. can create an unlimited number of email lists All email lists are visible only to the user who create the list and to individuals with Admin rights After creating an email list individual email addresses can be imported by using the import functionality To do so simply paste your email addresses into the large text box with one email address on each line In addition to the email address each entry may optionally contain the first name last name and a field of custom data of your choosing The acceptable format for each line is as follows Email Address First Name Last Name Custom Data Each field must be separated by a comma and each entry must be on its own line If you wish to omit any intermediate fields you must insert a comma as a placeholder The following examples all show valid entries bgates microsoft com Bill Gates CEO info classapps com john_smith hotmail com John Smith fred_jones Accountant The following entries are incorrect because the omitted intermediary fields are not represented by commas john_smith hotmail com Smith Page 24 of 38 classapps an Atomic Design LLC Company Copyright 2008 Atomic Design LLC All rights reserved JE a classapps fred_jones Accountant Note that both of these entries are technically correct since data can be imported in this format However since the fields of data are in the wrong place the wrong data will be displayed in the email messages From the mai
11. email address that was from a question in the survey or to an email address of the user in the database Navigation Properties Page 21 of 38 classapps an Atomic Design LLC Company Copyright 2008 Atomic Design LLC All rights reserved JE a classapps Back Button An option to display or hide the Back button on the survey Cancel Button The action to take when a user clicks the Cancel button while taking a survey Cancel Button URL The URL to redirect to if the user clicks the Cancel button while taking a survey Hidden Fields When a user responds to a survey you may save data stored in session cookies or in the querystring and have this data be associated with each individual response The Type field is the source of the hidden data the Key field is the key within the session cookie or querystring used to extract the data and the Display Name field is how the data captured will be displayed in the reports Dynamic Tokens Dynamic tokens are values that are dynamically pulled from the database with a custom query that you configure These dynamic tokens can be used just like piping tokens for text replacement in the question text sub text or column or row headings Numbering Properties Page Numbering This option sets the page numbering format if page numbering is displayed Question Numbering This option sets the question numbering format Other Administrative Properties Report Security Set the rep
12. or not usage of the template is limited to administrators and the template owner or it is available to all users of the application The look and feel of any template can be viewed by clicking one of the Preview buttons which are located on the template list page the template details page and next to the template dropdown on the survey details page Custom Stylesheet The custom stylesheet box is where you can paste a custom CSS cascading style sheet text Directly below the textbox is a stylesheet reference with the class names of every question type which can be referenced in your custom stylesheet This allows ultimate flexibility and control to manage style over each individual question type if you like Otherwise the default styles will be used Example Templates Academic Light Blue Background Academic Notebook Paper Background Academic Yellow Background All Purpose Red Background All Purpose Light Gray Small Buttons Default Template Medium Dark Gray Buttons Medical Blue Beige Background Mobile Device Smart Phone Dark Gray CSS Buttons Stylesheet Example 1 Blue background green hover buttons Stylesheet Example 2 beige brown styled buttons Libraries Libraries are collections of questions that can be inserted into a survey Libraries are useful because you can create a question once in a library and then reuse it over and over again by inserting it into your surveys To insert an item into a survey from a libra
13. question is shown or not The question will appear or disappear on the same page as the determining question You can add one or more open ended text box questions to any choice question type to be conditional questions Conditional questions are only allowed on choice question types such as single choice option buttons or multi choice checkbox 360 Question Groups Categories 360 Question Groups Categories GAMP ISO and Practice Level are all set from the edit item page and from the Question Categories management page These question item properties are used for 360 reports such as Free Form Reports which have chart components which analyze the question scores by group The chart types are described in Free Form Reports section Piping Tokens ANSWER PIPING Displaying the answer to one question in the text of a subsequent question is called answer piping For example on the first page of your survey you might have a question that asks the user for his her name On a subsequent Page 13 of 38 classapps an Atomic Design LLC Company Copyright 2008 Atomic Design LLC All rights reserved JE a classapps page you would like to begin a question using the respondent s name This is accomplished by piping the answer from the first question into the desired location on the second page To set up answer piping simply insert a pipe token into the desired location in either the question text or subtext The format for the to
14. single column row and aggregate those totals separately from the rest of the question When the report is viewed the tokens are replaced by the real time numeric calculated data from the responses To access the 360 Reporting tokens click the TOKENS button in the rich text box on the report configuration page Tokens available for question grouping and 360 Note that the 360 Question Categories GAMP ISO and Practice Levels must be set in the survey design for these tokens to work The question category practice level GAMP and ISO can be set on the edit item page or the manage question categories page See 360 Question Groups Categories TOKEN CHART TYPE HRAD SP Specific Practice Radar Chart Page 31 of 38 classapps an Atomic Design LLC Company Copyright 2008 Atomic Design LLC All rights reserved JE a classapps H GML GP Generic Practice Final Levels Chart HHSML SP Specific Practice Final Levels Chart PL GP Generic Practice Response Breakdown Chart H PL SP Specific Practice Response Breakdown Chart H SR GAMP Response Breakdown Chart HHSR ISO ISO Response Breakdown Chart TOKEN INDIVIDUAL VALUE DESCRIPTION SC see token menu Score Tokens SB see token menu Score Sub ltem Row Sum Tokens SL see token menu Score Column Sum Tokens SN see token menu Score Cell Tokens Free Form Reports also have html and PDF view print options You can save and edit custom report conf
15. the recipients of that particular report share Viewable Reports Select the types of report that recipients of this report share are able to view Export Data Select whether or not recipients of this report share should be allowed to export data Report Filtering Select whether or not recipients of this report share should be allowed to user report filtering View Open Ended Select whether or not recipients of this report share are allowed to view open ended responses Active Select whether or not recipients of this report share is currently active Once a report share has been created you can send it to the recipients using the Send functionality in the application This functionality allows you to create a custom email to the user and it includes the URL link to the survey The URL includes an encoded ID that unique identifies the share When the user clicks on the link they only have access to the survey reports and functionality as specified in the report share At the top of the main list of report shares for each survey is a status that indicates Enabled or Disabled as well as a button for toggling between these two statuses You can enable or disable report sharing for all share recipients by setting this status Also you can temporarily enable or disable report sharing for any individual report share by setting the active status of that particular share Exporting Data The Export Data page enables a user
16. to export the responses to a survey The data is exported as a comma delimited file CSV which can be opened with Excel There are two formats for exporting the data format The first format called User Responses exports one row of data per entire response with each of the questions displayed as a column The second format called Individual Responses exports each individual response on its own row In this second format if a user selected more than one response for a multi select question each individual response appears on its own row Page 29 of 38 classapps an Atomic Design LLC Company Copyright 2008 Atomic Design LLC All rights reserved JE a classapps In User Response format the minimum user data displayed for each row is the username In Individual Response format the minimum data displayed for each response is the text of the question the text of the response and the ID of the response In addition the Export Data page contains a series of optional fields each preceded by a checkbox Any field that is selected before exporting the data is included as a column of data in the CSV file The additional data fields that can be exported include both response and user data The optional response fields are username IP address date started time started date completed and time completed The optional user fields are first name last name email address company current position and location The SP
17. 8 classapps an Atomic Design LLC Company Copyright 2008 Atomic Design LLC All rights reserved JE a classapps Managing Folders Folders can contain groups of surveys Folders are owned by the owner defined when the folder is created Only the folder owner or admin can view specific folders To add owners to the folder enter their usernames in the owners 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 the edit folder list page Survey Options The survey options page allows a survey creator to manage all of the administrative options associated with each survey The options available are as follows General Information Tab Title The title of the survey Status The status of the survey Design Open Closed Master Archived Template The template the contains the look and feel information for the survey Each template can be associated with more than one survey Survey Language The default language for the survey which is used to assist the web browser in rendering the HTML Owners The usernames for all owners of the survey separated by semicolons Admin Email Enter only one email address which will be used as the FROM email address in completion emails Date Created The date the survey was initially created Time Zone Click here to Set Time Zone link The time zone for this survey administrator time
18. Create permission this list represents all surveys 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 in Design mode while the owner creates the survey Once a survey is ready to launch it is launched either by clicking on the Launch button on the main survey design page or by clicking the small OPEN button to the left of 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 if it contains at least one answerable question A survey can be toggled between Open and Closed by using the small 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 a single response is recorded for the survey only limited modifications can be made to the survey Editing the entire survey is no longer possible because changing the structure of a survey that has existing responses would cause the 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 survey in 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 3
19. ENDED NUMBER SLIDING SCALE The open ended number sliding scale is a slider that can be toggled to pick a number in a number range vertically or horizontally specified by typing in the min max number range acceptable Text replacement piping tokens can be used in the text CONSTANT SUM The constant sum question allows respondent to enter numbers that would add up to a total value The minimum or maximum or required validation is available Text replacement piping tokens can be used in the text RANKING The ranking question allows respondents to numerically rank answer options Text replacement piping tokens can be used in the text MATRIX SINGLE SELECT OPTIONS The matrix question has multiple columns and rows of option buttons Text replacement piping tokens can be used in the text MATRIX MULTI SELECT CHECKBOXES The matrix multiple choice checkbox question type has multiple rows and columns of checkboxes Text replacement piping tokens can be used in the text MATRIX TEXTBOXES The matrix textbox question contains multiple rows and columns of textboxes Text replacement piping tokens can be used in the text MATRIX TEXT DROPDOWN The matrix combo flexible text dropdown question allows yes no true false number date open ended types in a multiple column multiple row question Text replacement piping tokens can be used in the text Page 9 of 38 classapps an Atomic Design LLC Company Copyright 2008 Atomic Design LLC A
20. SS Condensed export option condenses columns and allows 1 or 0 for choice question types for easier data manipulation with SPSS Also takes the point values and alias s assigned in the question edit screen and uses those values in the export There is an option checkbox which enables exporting scores versus the answer text The user export now has ability to export total score with each response by checking the checkbox scores Reports There are several report generators on the reports menu Some of the reports are listed below e User Respondent reports see all surveys taken by a particular user e Results overview Summary of all responses for a survey e Individual results toggle through each response to a survey e Custom reports you select which questions you want to display on the report e Export reports CSV or XML in several different export configuration formats User Reports With the new user reports you can see every survey a specific user took and view summarized data and have easy access to view individual responses for those surveys To access user reports click the reports icon in the navigation then select the User Reports link Page 30 of 38 classapps an Atomic Design LLC Company Copyright 2008 Atomic Design LLC All rights reserved JE a classapps Results Overview The Results Overview report can be accessed by clicking the Analyze button in the survey list page This
21. an also place text replacement piping tokens in the question text or answers PRESENTATION MESSAGE The presentation message question type can be used for information text on the survey Text replacement piping tokens can be used in the text PRESENTATION HTML The presentation html question type can be used to paste in html such as charts graphs video player objects whenever you need the flexibility of custom html Text replacement piping tokens can be used in the text PRESENTATION SOUND ONE TIME The presentation sound one time is for a sound file with only a play button and not the full controls For full controls choose the Presentation Sound FULL question type Page 10 of 38 classapps an Atomic Design LLC Company Copyright 2008 Atomic Design LLC All rights reserved JE a classapps PRESENTATION SOUND FULL The presentation sound full is for a sound file with all controls such as play rewind pause stop replay For a single play version with no video controls choose the Presentation Sound one time question type USER REGISTRATION The user registration question type allows a respondent to specify and username and password and be added to the user database so they can take surveys with this login later They are only assigned the lowest login level where they can only take surveys Text replacement piping tokens can be used in the text RESPONDENT FILE UPLOAD The respondent file upload questi
22. ates are used to define all of the following Logo optional Border width and color optional Background colors Heading and alternating colors for matrix questions All font styles HTML for headers and footers optional Navigation buttons or links Using templates the look and feel of almost all web sites can be created for your survey By providing HTML for the header and footer you can have the same navigation header and footer as your own web site With the many other template attributes the entire look and feel can be copied Finally applying your own logo to the survey can help to create a fully branded survey The application contains a default template called Default Template This template is associated with all new surveys This template cannot be removed from the system but it can be modified as desired New templates can be created either by creating a new template from scratch or by copying an existing template Templates can be deleted if they are not associated with any surveys When setting the template for a survey only surveys that are marked as active can be selected Page 5 of 38 classapps an Atomic Design LLC Company Copyright 2008 Atomic Design LLC All rights reserved JE a classapps Templates are owned by default by the user who created the template To enable sharing of a template the Public User property must be set to Yes This property indicates whether
23. be set and question can be set as required You can also place text replacement piping tokens in the question text or answers OPEN ENDED DATE The open ended date question allows respondents to select a date from the date picker or type in a date Default value of current date can be set and question can be set as required You can also place text replacement piping tokens in the question text or answers OPEN ENDED NUMBER The open ended number question type allows respondents to enter numeric answers Number masking formats are available for dollars euros decimal general numeric etc This format also will be used in the export files Default value can be set and question can be set as required You can also place text replacement piping tokens in the question text or answers OPEN ENDED ONE OR MORE LINES Page 8 of 38 classapps an Atomic Design LLC Company Copyright 2008 Atomic Design LLC All rights reserved JE a classapps The open ended one or more lines can have multiple rows for text entry answers Text replacement piping tokens can be used in the text OPEN ENDED CALCULATED The open ended calculated question type allows the survey designer to enter a formula which will calculate the numeric value that displays in the textbox from answers to other questions Note this is similiar to dynamic token except dynamic token is set on survey options page Text replacement piping tokens can be used in the text OPEN
24. ble to modify their original responses Multiple Response Login Required Not Updateable Respondents must log in before responding to the survey and may respond to the survey as many times as they want Respondents cannot update prior responses Multiple Response Anonymous Access Allowed Not Updateable Respondents are allowed to respond to a survey anonymously without logging in Respondents may also log in before responding to a survey Either way respondents may respond to the survey as many times as they want Respondents cannot update prior responses Resumable Survey Login Required Resumes to last saved page of survey when editing If a respondent closes the survey before completing it they can click the survey link again and will be forwarded to the first uncompleted page and be allowed to finish the survey but once completed will not have the ability to update their answers Resumable Survey Anonymous Access Allowed Resumes to last saved page of survey when editing If a respondent closes the survey before completing it they can click the survey link again and will be forwarded to the first uncompleted page and be allowed to finish the survey but once completed will not have the ability to update their answers Page 19 of 38 classapps an Atomic Design LLC Company Copyright 2008 Atomic Design LLC All rights reserved JE a classapps Kiosk Force Logoff Anonymous This option forces logout on the su
25. can set as required and set a default value You can also place text replacement piping tokens in the question text or answers CHOICE SINGLE SELECT OPTION BUTTONS The single select option buttons question type you can set as required and set a default value You can also place text replacement piping tokens in the question text or answers CHOICE MULTI CHOICE CHECKBOXES The multi choice checkbox question allows multiple selections and can be set as required and set a default value You can also place text replacement piping tokens in the question text or answers CHOICE DATABASE DROPDOWN The Choice Database Dropdown element allows a user to create a dropdown question that draws its data from any database To use this question type all that is required is that the user enter a valid SQL statement and the database connection string When using this question type be extremely careful to ensure that the SQL entered will return results and that the database connetion informaton is valid If either of these are incorrect no data will be displayed The SQL statement must contain two columns called ItemValue and ItemDisplay These two columns are used respectively as the value and the display text for each entry in the dropdown list The correct way to make sure that your SQL contains columns with these two names is to use the As keyword in your SQL as showin the following example SELECT state_code As ltemValue state_name as
26. connection strings for help with installation issues e The following are admin tool features o Account Usage Displays number of admin users create users user role users user mgmt users number of surveys and database size o General Configuration Displays general configuration settings based on web config o View Application Wide Settings This page allows you to set the following feature defaults Survey Application Display Date Format Server Date Format Date Delimiter Globalization Language Code Globalization LCID Force Date Conversion Default Anonymous User Page 35 of 38 classapps an Atomic Design LLC Company Copyright 2008 Atomic Design LLC All rights reserved JE a classapps Default Anonymous User ID Default Administrator Username Default Administrator Username for Manual Response Mode Application Support Email Address Application Root URL Default Home Page Session Timeout for Admin Interface Take Survey Cookie Timeout Show Admin Tools Use Active Directory Demo Mode Show Hide Registration Link Show Hide Forgot Password Link Forgot Password Action PDF Version Show PDF Links Cookie Path Cookie Domain Site is SSL Image Upload Folder Maximum File Upload Size Active Until Validation Session Management Report Percent Display Release Version Customer ID Show Matrix Extra Header Hide All IP Addresses Hide Preview warning on TakeSurvey page Send email with SSL S
27. ctionality select the Users link in the top level navigation and then click on the Import button Individual users can be specified by entering or pasting each user s information onto a separate line in the large text box If you are exporting the users from another data source export the data in the same format required for the upload Page 33 of 38 classapps an Atomic Design LLC Company Copyright 2008 Atomic Design LLC All rights reserved JE a classapps The fields of data that can be imported for each user are shown below with required fields show in red The required format for each line is as follows Username Password First Name Last Name Email Address Current Position Company Location Custom Data 1 Custom Data 2 Custom Data 3 Each field must be separated by a comma and each entry must be on its own line If you wish to omit any intermediate fields you must insert a comma as a placeholder Kiosk Mode The new kiosk mode is intended for exhibitions where there is a sales person or person leading respondents to take surveys on one computer There is also the option to display a searchable user list with buttons for the kiosk admin to login as that user Also there is option to add user as part of the kiosk workflow To access the kiosk configuration click admin tools then Kiosk configuration The kiosk home page is kioskhome aspx but is disabled by default unless enabled in the Kiosk c
28. d displays the survey Email Messages Surveys can be deployed by sending out messages to take the survey via email Please refer to the section Email Messages for more information If a user attempts to access a survey that requires a login the user will be redirected to the login page After logging in the user is then redirected to the correct survey If the respondent does not already have a user account they can create a new account and will be redirected to the survey after doing so Printing Blank Surveys e Modify Survey print options On the modify survey page click print button Survey print options display with o Select pagination page break handling o Select title printing whether to print title on each page o Select pages which survey pages to print e Respondent has print option to print their responses if enabled on survey options page Page 23 of 38 classapps an Atomic Design LLC Company Copyright 2008 Atomic Design LLC All rights reserved JE z classapps o Report print options On the results overview page click the print overview button which will open the report in a new window for printing without the navigation o Custom report printing Click the PDF or HTML report link and use the browser print options Email Lists Email lists are groupings of individual email addresses and are used to send email messages to groups of users Any user with Create or Admin permission
29. e Page 18 of 38 classapps an Atomic Design LLC Company Copyright 2008 Atomic Design LLC All rights reserved JE a classapps All of the above login types be combined with all of the below response types Response Types Single Response Login Required Updateable Respondents must log in before responding to the survey and prevented from responding to the survey more than once Respondents that return to a completed survey can edit their original responses Single Response Login Required Not Updateable Respondents must log in before responding to the survey and are prevented from responding to the survey more than once Respondents that attempt to return to a completed survey are not able to modify their original responses Single Response Anonymous Access Allowed Updateable Respondents are allowed to respond to a survey anonymously without logging in Respondents may also log in before responding to a survey Either way respondents are prevented from responding to the survey more than once Respondents that return to a completed survey can edit their original responses Single Response Anonymous Access Allowed Not Updateable Respondents are allowed to respond to a survey anonymously without logging in Respondents may also log in before responding to a survey Either way respondents are prevented from responding to the survey more than once Respondents that attempt to return to a completed survey are not a
30. end email with Authentication Survey Locking File Upload Location Allow Unencrypted ID Activate Followup Feature Activate Logging Feature Activate Response Approval Feature Activate Login Referral Required Show Hide Navigation Tabs for Unlicensed Features o Test License Key Tool to test license key o Debug Database Connection this page helps the admin person troubleshoot problems with database connection in initial installation o Database Version Shows which version and type of database is currently configured for the application o View Logs Clear Logs View logs of successful and unsucessful logins Clear login logs to conserve database space To enable logging see application wide settings Page 36 of 38 classapps an Atomic Design LLC Company Copyright 2008 Atomic Design LLC All rights reserved classapps a Database Validation Tool for Surveys If you just upgraded from the advanced version of SelectSurvey this utility will verify your database and check for any data issues Database Validation Tool for Libraries If you just upgraded from the advanced version of SelectSurvey this utility will verify your database and check for any data issues Data Copy Utility Copies specified survey from one specified database to another specified database User Data Copy Utility Copies users from one specified database to another specified database Delete Report Filters Deletes all user owned report filters f
31. ield must be separated by a comma and each entry must be on its own line If you wish to omit any intermediate fields you must insert a comma as a placeholder The following examples all show valid entries bgates microsoft com Bill Gates CEO info classapps com john_smith hotmail com John Smith fred_jones Accountant Page 25 of 38 classapps an Atomic Design LLC Company Copyright 2008 Atomic Design LLC All rights reserved JE a classapps The following entries are incorrect because the omitted intermediary fields are not represented by commas john_smith hotmail com Smith fred_jones Accountant Note that both of these entries are technically correct since data can be imported in this format However since the fields of data are in the wrong place the wrong data will be displayed in the email messages From the main list of email lists email addresses can be exported from any email list using the export functionality Also from the list all email addresses within a list can be viewed and managed and the history of messages sent can also be viewed In the message history page the list of all emails and current response status can also be viewed Email Messages A simple and elegant way to get users to respond to a survey is to send out survey messages via email The functionality for sending out emails can be accessed in one of the following two ways Select an email list on the Email List page and then click
32. igurations Survey Review with Single Page Edit Feature To access the survey review feature click Survey Options then Advanced tab then click Configure button next to the label Survey Review with Single Page Edit Here you will see a list of all responses to this survey and can click the link next to each responsen to view the response in a single survey page and edit it and save it The survey review with single page edit is an easy way to verify and update responses in a single page Response Approval Feature The Response Approval Feature must be activate in Admin Tools on the Application Wide Settings page Select yes from the drop down box to activate the response approval feature then click save on the application wide settings page After saving you will see a new button appear on the Results Overview report labeled RESPONSE APPROVAL If you click that button you will see the ability to add comments on responses and email those comments with a Pending Rejected or Accepted submission status which will be sent back to the respondent You can filter the response list by the submission status Filtering responses by the submission status of Pending Approved or Denied allows you to view valid response entries and ignore unapproved or rejected responses This is intended for applications registrations forms or surveys which require approvals to be managed Page 32 of 38 classapps an Atomic Design LLC Compan
33. in question validation which sets a question as required or sets the minimum or maximum value there is also options for adding advanced custom validation Client side validation is when a client browser action triggers a javascript to check the answer input and if the input does not match the requirements a pop up dialog box with an alert message is shown Primary Validation Primary Validation is advanced custom javascript that can be configured on an individual survey question answer or sub item answer To use primary validation on the edit item page click the Advanced Validation button that is in the Validation Options section of the item On the primary validation page you can select a function that has already been created and then type in your custom alert text then click Add then Save To remove primary validation click the remove button next to the validation under the current saved validations bottom portion of the page Secondary Validation Secondary Validation is when you want to validate the answer of one question against another question in the survey To create secondary validation click the Advanced Validation button on the edit item page Then click Secondary validation link at the top right Then select the first question to validate against and the answer conditional logic then the second question Then click save To remove secondary validation click the delete button next to the validation in the list
34. is the main report page with cumulative results You can add report filters to filter results by any question answer completion status email or user data by clicking report filters This page also contains the manage report shares button to manage report sharing Individual Results Scores By Page Summary The individual report now contain a new table containing score summary by page at the top of the individual response report Totals of score by page and category is listed Custom Reports Custom Reports are a new area of reporting that we are rapidly enhancing Custom reports allow you to limit reporting to specific questions and report filters and lets you specify graph type for each question Custom Reports also allow you to view all text responses on the same report unlike the overview report summary where you have to drill down to see text responses Custom reports also have html and PDF view print options You can save and edit custom report configurations Free Form Reports Free Form Reports are intended for 360 style aggregate score reporting Typically an entire graphical report from Word or Excel is pasted into the textbox then the scored aggregate numbers are replaced by the Survey Score and Sum Response Tokens or the 360 Tokens from the menu bar in the rich text box labeled TOKENS There are SCORE and SUM tokens for each cell of a matrix or question type that has points assigned to it so that you can take a
35. ken is xxx where xxx represents the ID of the item whose answer should be inserted in that location To make this process as easy as possible on the main page for modifying surveys ModifySurvey asp there is a small PIPE button next to each question Clicking on this button brings up a small window that contains the text of the token to use to pipe the answer to that question Simply copy the token text and then paste it into the desired location on any subsequent question It is important to note that piped answers must always originate from an earlier page in the survey To pipe answers into question answers paste in the token text same as described above into the row or column text field This can be done with the following question types all matrix options checkbox textbox single select options checkboxes dropdown For a complete list of tokens for your survey click the TOKEN REFERENCE link in the left blue navigation on the modify survey page MATRIX TEXT BOX CELL TOKENS MTB MATRIX TEXT DROPDOWN CELL TOKENS MTD MATRIX ONE ANSWER PER ROW OPTION BUTTONS CELL TOKENS MPR SCORE PIPING SCORE Sum total score for entire survey SC Score tokens for question types that have points HIDDEN FIELD PIPING HD HiddenFieldName click the hidden token button to automatically add or type in the token where ever you want the text replacement to occur DYNAMIC TOKEN PIPING DT DynamicTokenID click the
36. ll rights reserved JE a classapps MATRIX RATING SCALE The matrix rating scale is option buttons for rating in multiple colums and rows Text replacement piping tokens can be used in the text MATRIX DYNAMIC ROW The dynamic row matrix contains a drop down box where the survey respondent can choose the number of rows of information that are needed to enter When the respondent chooses the number of rows those rows will display for them to fill in The survey respondent can define the max number of rows that can be displayed and this number shows in the drop down box for the respondent This question type is helpful in situations where the respondent is asked to fill in information for a variable number of stores locations or any data that requires multiple columns and variable number of rows HORIZONTAL RULE The horizontal rule question type adds a line divider horizontal rule across the page PRESENTATION HEADING The presentation heading question type allows you to type in a heading which uses the styles in the template for a heading Inline HTML and piping tokens can also be placed in this question type for text replacement PRESENTATION IMAGE The presentation image question type displays image video or audio files to the respondent The survey designer can click the browse button to select the file to upload to the web server and also select the file type Default value can be set and question can be set as required You c
37. n list of email lists email addresses can be exported from any email list using the export functionality Also from the list all email addresses within a list can be viewed and managed and the history of messages sent can also be viewed In the message history page the list of all emails and current response status can also be viewed Import Email Lists Method 1 Import by Uploading a Text File Click import icon next to email list name Select text file from the drop down box at the top of the import page this should make an Browse button appear Select the data fields by checking the boxes next to the fields that are present in your text file Click the Browse button and select the text file It should be comma delimited with the columns in same order as the data fields that you have selected Click Import and the rows in the file will be imported and you will see results of the import on the following page Method 2 Import by Copying and Pasting CSV file into textbox After creating an email list individual email addresses can be imported by using the import functionality To do so simply paste your email addresses into the large text box with one email address on each line In addition to the email address each entry may optionally contain the first name last name and a field of custom data of your choosing The acceptable format for each line is as follows Email Address First Name Last Name Custom Data Each f
38. nation of single vs multiple response login required vs anonymous and updateable vs not updateable Detailed descriptions of each security level are given on the options page Respondent Login Types Login Required Respondent is redirected to login page with register link when clicking on a survey link in web or email Respondent must login or register and login to take the survey Anonymous Respondent can login or click email link or click generic deploy link to take the survey If they login or click email list link that information will show in reports but not if they do not login or do not click an email list link i e click on generic deploy web link Force Anonymous Respondent s identifying information is removed no matter how they take the survey login email link or generic deploy link in a web page Anonymous with Code Respondent must enter a random code which is generated and diplayed while taking the survey to update a previous response When clicking on the survey link the user is directed to a page to enter the random code if there is no code they simply click the checkbox that says I do not have a code anda code is generated automatically for them for updating the response later The code is displayed at the top of the survey so that the respondent can write it down for updating the survey later To access the survey later they simply click on the original survey link and are directed to a page to enter the cod
39. not exist it creates one with the username and password passed in at the lowest user role level can take surveys only If the user does exist it uses that user ID from the database to record the response under This auto login page is used to bypass the normal login page from another application The other application has to send the paramaters un pw and Page 27 of 38 classapps an Atomic Design LLC Company Copyright 2008 Atomic Design LLC All rights reserved JE a classapps sid to the AutoLogin aspx page in the query string The un must equal the username the pw must equal the password and teh sid must equal the survey ID encrypted Once the user is automatically logged in they are redirected immediately into the survey Report Filters Report filters provide the ability to limit the set of responses in the reports based on custom filter criteria For example if a survey contains a question asking users if they have a driver s license a report filter could be created to only display the responses where the user answered Yes to this question There are three types of report filters Date Question and User Attribute Date filters limit the responses to only the dates within the specified range Question filters limit the responses based on answers to questions in the survey User attribute filters limit the responses based on attributes of the user who took the survey such as company location name cust
40. of the questions Note that because of space limitations the way the questions are displayed on this page is not exactly the same as they are displayed in an actual survey Use the Preview functionality to see how the survey will actually appear New items can be added to a survey either by creating them from scratch or by copying an existing item When copying an existing item the entire item with all responses if applicable is copied into the survey The item can then be modified as desired The look and feel of every survey is determined by the template associated with that particular template The template for each survey can be set on the survey options page See the section below Templates for more information on using templates Page 4 of 38 classapps an Atomic Design LLC Company Copyright 2008 Atomic Design LLC All rights reserved JE a classapps Every page in the survey may optionally include a title or an introduction If either the title or the introduction is omitted for a particular page that page is rendered without the title or introduction as specified Templates Templates are used to fully define the look and feel of all surveys There is no limit to the number of templates a user may create Each survey must be associated to a template and any number of surveys can be associated to a single template Modifying a template changes the look and feel of all surveys associated with that template Templ
41. om data or any other user field Question filters vary depending on the type of question selected Answers can be set to be equal to a response contain a response or in the case of number and date questions be greater than or less than a certain a value One or more report filters may be applied to a survey All of the filters are combined using AND logic meaning that all filters must evaluate to True in order for a response to be included in the results If a report has filters the filters are applied to the overview report the individual report the text report and the data export functionality When working with a report with many questions you may want to run multiple reports with various combinations of filters Rather than deleting filters you can set any filter to active or inactive on the page that displays the main list of report filters Results Sharing Results sharing provides the ability to share your survey results with others Recipients of report shares do not have to log into the application and can be granted very granular access to survey reports and functionality Page 28 of 38 classapps an Atomic Design LLC Company Copyright 2008 Atomic Design LLC All rights reserved JE a classapps You can set up an unlimited number of report shares per survey For each share you specify the email address es it should be sent to as well as deciding which of the following features should be accessible to
42. on type allows a respondent to upload a file of the type and size specified by the survey designer Text replacement piping tokens can be used in the text TOUCH NUMBER SLIDER The question types that start with the word TOUCH are designed for iPad and smart phones The number slider dynamically detects the browser type and version and will display HTML5 version of number slider if that technology is supported otherwise it shows the IE compatible version of the question type The number slider allows respondents to pick a number by sliding a bar on a scale line The survey designer can specifiy the minimum and maximum numbers for the slider scale TOUCH CLICKABLE IMAGE MAPS The question types that start with the word TOUCH are designed for iPad and smart phones The image maps question allows uploading images and defining touch areas in the image and saving those touch area maps The survey designer can define the touch areas by dragging the mouse on the image on the edit item page The mouse over text for each image map area can be defined as well as the color of the outline or highlight for the area Also the action for clicking on the touch area can be defined By default when the respondent clicks or touches one of the defined image map areas the value for that area is input into the comments box which is stored with the response in the database The click count is also recorded and stored on the survey page If the respondent clicks the
43. onfig file for your language Survey Utilities Unlock Surveys If a user has locked a survey for editing on the modify survey page a message stating that the survey is locked for editing will appear and the user is not available to unlock it you can force an unlock on this page 30 minutes of inactivity by the person that has locked the survey should Page 37 of 38 classapps an Atomic Design LLC Company Copyright 2008 Atomic Design LLC All rights reserved JE a classapps automatically unlock the survey However if you need it unlocked immediately use this page to clear the lock o Kiosk Admin Configure or activate Kiosk Home Page for exhibitions or kiosk type applications o XML Generator Admin Configure survey for XML generation and data replacement for Crystal XCelsius Dashboard reporting tool o View Uploaded Images Files Upload Image File Management of files uploaded by survey respondents if the upload file question type was used on a survey o Activate De Activate Question Types De activating a question type will prevent it from displaying in the drop down box to add it toa survey o Referring URL You can specify a required referring URL and deny traffic from all other sources This is designed for use in an intranet or for only one company through a single portal link going to the login page The referring URL is checked on the login page Login is not allowed if user did not come from the referring URL
44. onfiguration page Active Directory Integration Active Directory integration is an optional feature which allows users to use their AD login for access to the survey application or UPN login Their username is tied with their data in the survey application and their user role is carried through the application When AD integration is enabled user data synching occurs between AD and the survey user database each time a user logs in Users are imported automatically from AD into the survey system the default role for this import can be set in the web config AD settings section which is also where the domain information is entered Screenshots for AD setup in IIS is detailed in the installation manual located in the documentation folder of the zip file NTLM Pass Through Authentication NTLM Pass through authentication is an option of AD integration The settings for this are in the web config to specify whether to allow NTLM authentication or not SQL Membership Provider Authentication SQL Membership Provider or Custom membership provider integration is also an option Membership provider settings can be found in the web config and are also detailed in the installation manua found in the documentation folder in the software zip file Page 34 of 38 classapps an Atomic Design LLC Company Copyright 2008 Atomic Design LLC All rights reserved JE a classapps SSL SSL access can be configured by clicking admin tools in the
45. only Timed Survey Set time in minutes for survey timer used for assessment testing surveys Survey Completion Properties Completion Action Set the desired action that should occur when a user completes the survey display message ActiveLogic completion workflows display results immediately redirect to URL close browser Completion Message The message that is displayed to the user at the end of a survey for actions that include a message Completion URL The URL to redirect or continue to which is used for actions that redirect to another URL New token passes through the ResponselD in the completion URL so you have access to all response values and user info about the respondent on the redirect This can be used with custom scripts with logic depending on the responses Send Responses To Enter the email addresses each separated by a semi colon that responses should be sent to upon completion Leave blank if the responses should not be emailed Email Admin CC of Respondent Email Yes No Send custom email instead of custom response email Email Respondent Yes No Email Subject Enter the email subject Email Body Enter the email body You can email response or other text automatically to the respondent when they complete the survey You can use the tokens USER_RESPONSES GENERAL_INFO FIRST_NAME LAST_NAME EMAIL_ADDRESS START_DATE END_DATE IP_ADDRESS SCORE or type in a custom email It will send to an
46. or a particular survey If report filter errors need to be cleared use this tool Email and SMTP Utilities Debug Install SMTP Settings Send Test Email Are you getting an email error sending email or no error at all but no email seems to be sent This page has a form which will show all inner exception message to help you troubleshoot your smtp settings in your web config file Decrypt EID Link or SurveylD Decrypt the EID link that is put in the emails when you send to an email list You can extract the users email address email id and survey id from this decryption tool to check validity Multi Language Options and Settings Globalization and Customized Text Specify Company Logo and Copyright Text This page allows you to change the company logo and specify the copyright text in the footer of all pages globally Globalization and Custom Text Type in or customize the multi language text that shows in javascript messages Transalte Edit Global Text Translate Edit other text in the application Navigation Tab Text Login Page Text Default Page Text Survey Error Not Live Message Text Survey Default Answer Text Survey Timer Text Forgot Password Page Text Survey Login Text User Registration Text Debug International Date Formats Having trouble getting dates and times to display correctly in the application and store correctly in the database This page has a form which will help you to correctly set parameters in your web c
47. ort security to High to enable access only to survey owners Semi private allows all users to view the overview results and only owners to view the individual results Public allows all users to view all reports Maximum Responses The maximum number of responses for this survey Leave blank for unlimited responses Responses per User For Multiple Response surveys only enter the maximum number of responses per user Leave blank for unlimited responses Page 22 of 38 classapps an Atomic Design LLC Company Copyright 2008 Atomic Design LLC All rights reserved JE a classapps Days for Update The number of days during which a respondent may update their response This option applies to respondent access levels that are updateable Administrator Properties Owners The usernames for all owners of this survey Each name should be separated with a semi colon and the logged in user must included his her name in the list Admin Email The email address for the administrator of the application Deploying Surveys After creating and launching a survey it can be deployed to users in one of the following ways Email Link Surveys can be deployed by embedding a link to the survey in a web page Web Link Surveys can be deployed by simply giving the users a link to the actual survey Popup Link Surveys can be deployed by inserting a pop up link in a web page When a user clicks the link a new window opens an
48. rvey completion page by deleting cookies and deleting session login This helps if lots of users are all using one computer Kiosk Force Logoff Login Required This option forces logout on the survey completion page by deleting cookies and deleting session login This helps if lots of users are all using one computer Single Response Force Anonymous Not Updateable Respondents are allowed to respond to a survey anonymously without logging in Respondents may also log in before responding to a survey Either way respondents are prevented from responding to the survey more than once Respondents that attempt to return to a completed survey are not able to modify their original responses All identifying information is removed even if user logs in or clicks link in an email Single Response Force Anonymous Updateable Respondents are allowed to respond to a survey anonymously without logging in Respondents may also log in before responding to a survey Respondents can update previous response All identifying information is removed even if user logs in or clicks link in an email Multiple Response Force Anonymous Not Updateable Respondents are allowed to respond to the same survey multiple times anonymously when logged in or from email list link All identifying information is removed even if user logs in or clicks link in an email Resumable Force Anonymous Respondents are returned to last page they saved until survey completion
49. ry click one of the Insert buttons on the survey Then click the Insert from Library button Select the desired library from the dropdown list then select the item and click the Continue button New items can be added to a library in two ways both of which can be accessed by clicking any of the Insert buttons on the library page The first way is to create a new question from scratch The second way is to click on the Copy Existing Item button and copy an item from an existing survey Page 6 of 38 classapps an Atomic Design LLC Company Copyright 2008 Atomic Design LLC All rights reserved JE a classapps All libraries are owned by and viewable only by the owner of the library The exception to this rule is that administrators can view and manage all libraries in the application You may optionally share a library with other users by setting the Public property located on the library options page to Yes Sharing a library means that other users can create questions by copying items from the library but they cannot modify the library itself Only administrators and the owner of the library can actually modify the library Question Item Types The application contains over 32 different item types Many of the item types are questions that request a response from the user while others are simply formatting elements for HTML messages images etc CHOICE SINGLE SELECT DROPDOWN The single select dropdown you
50. s page If the conditions on a survey evaluate to True the page is displayed Similarly if any of the page conditions evaluate to False the page is hidden from the respondent Each condition is created by selecting a question from a prior page selecting an operator and entering or selecting the value to be compared using the selected operator The appropriate operators and if applicable the predefined answers for a question are displayed depending on the type of the question selected Each page condition must be part of a group and each page in a survey can use up to five groups A group is the way AND vs OR logic has been implemented in the application The conditions within a single group are evaluated using AND logic while each group is combined together using OR logic Thus a page is displayed if at least one group evaluates to True even if all other groups on the page are False A single group evaluates to True if all of the individual conditions within that group evaluate to True To better illustrate how groups work let s use an example of a page in a survey that has two groups each of which has two conditions The page will be displayed if Both conditions in the first group evaluate to True regardless of how the second group evaluates Both conditions in the second group evaluate to True regardless of how the first group evaluates Page 12 of 38 classapps an Atomic Design LLC Company
51. s will be based on time zone of survey admin selection here Time zones are set per user is in user preferences linked from survey list page or user account page Start Date Time The first date that users can enter responses to the survey End Date Time The last date that users can enter responses to the survey Display Tab Page 17 of 38 classapps an Atomic Design LLC Company Copyright 2008 Atomic Design LLC All rights reserved JE a classapps Template Set the look and feel of your survey by selecting a template Page Numbering Display progress as a progress bar Display progress in page X of Y format Display progress as percent Display progress without page numbers Do not display page numbers Question Numbering Number questions within entire survey Do not display question numbers Number questions within each page Survey Navigation Buttons Tab Navigation Do not display Display page titles Display page numbers Cancel Button Close browser do not display redirect to end of survey redirect to custom URL Cancel Button URL The URL for redirection when cancel button is clicked Save Button Display Display Do not display Display after first page Button Display Check buttons to display Back Button Close Button Continue Button View Reports Button Print Response Button Logoff Button Next Response Button previously Manual Response Entry Access Tab Set the desired security level based on a combi
52. same area twice it is de selected and automatically removed from the comments box Scored Surveys Point values can be associated with questions that have predefined values The types of questions that can have points values associated with them are checkboxes option buttons and dropdown lists Page 11 of 38 classapps an Atomic Design LLC Company Copyright 2008 Atomic Design LLC All rights reserved JE a classapps Not all question types support point values and it s possible that not all answers in a question that does support scored surveys will have a point value associated with it Therefore when calculating the score for a survey any question or answer to a question that does not have a point value associated with it is simply ignored Data about the scores for any survey with point values associated to it can be viewed by default in the reports Page Conditions Page conditions are the mechanism by which pages in a multi page survey are optionally displayed That is other than the first page in a survey each page may be shown to or hidden from the respondent based on the page conditions associated with the page If a page does not contain any page conditions the page is always displayed to the user The page conditions on a page are based on the responses given to a question or questions on a prior page or pages in the survey A page condition can be based on any question on any prior page not just the previou
53. served JE a classapps Creating Surveys New surveys can either be created from scratch or by copying an existing survey When creating a survey by copying an existing survey the existing survey is copied in its entirety All survey options question page conditions etc are copied to the new survey If the survey being copied has responses none of the responses are copied After copying the survey you can then change the name of the survey and modify If a user is logged into the application with Create permission the dropdown box used for copying an existing survey contains a list of all surveys owned by that person If the user has Admin permission all surveys in the system are displayed in the dropdown box Designing Surveys Each survey can contain an unlimited number of questions distributed amongst any number of pages A survey should contain multiple pages if page conditions are desired or to limit the number of questions per page New pages are inserted into a survey by clicking the NEW PG buttons in the appropriate location Page conditions can be inserted or updated by clicking the INSERT PAGE CONDITION or EDIT PAGE CONDITION buttons that appear at the top of each page Note that these buttons are not displayed for the first page in a survey since the first page must be displayed and therefore cannot have page conditions associated with it The main page for designing surveys displays visual representations of all
54. the Send option On the Survey List page click the Deploy button followed by the Email Lists button To send an email message first select an email list You may choose to send to all email addresses in the list or to filter the email addresses to a subset of the email list After specifying the email recipients click Continue On the next page select the desired survey from the dropdown box Then enter the email subject from email address the text of the email and any other optional fields as explained on the page A number of fields including the first name last name custom data and more may optionally be included in the text of the email To do so simply insert the following tokens in the location where you would like to display the appropriate field of data Page 26 of 38 classapps an Atomic Design LLC Company Copyright 2008 Atomic Design LLC All rights reserved JE a classapps SurveyLink The location of the link to the survey required DeclineLink The location of the link a user can click to decline responding to the survey FirstName The first name of the email recipient LastName The last name of the email recipient CustomDatal The first custom data field CustomData2 The second custom data field CustomData3 The third custom data field Before the email is sent the token will be replaced by the appropriate value for each recipient If a token is
55. y Copyright 2008 Atomic Design LLC All rights reserved JE a classapps Managing Users All users in the system must be assigned a role which dictates what actions the user can perform The three roles along with a description of each are as follows User This is the least powerful role and allows a user permission only to take surveys Create In addition to allowing a user to take surveys this role allows a user to create deploy and manage surveys A user with the Create permission may only view surveys they own as indicated in the Owners field of the Survey Options page Admin A user with this role has the same right as a user with Create permission with the added benefit that they have full access to all surveys in the system In addition users with Admin permission can manage user accounts as well as set the security level for all users Users in the system can be managed by anyone who has Admin permissions All users can update and modify their own user information but cannot set their own security level All users in the system must have a unique username Note that usernames are not case sensitive User Groups User groups can be created that hold a subset of users that you specify These user groups can be used to restrict survey access on the survey options page Importing Users Users can easily be registered in the application database by doing a bulk import of users To access this fun
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