Survey Form Designer

Search and filter functionality can be utilized as needed

The total count of questions and metrics that have been configured will displays in the #Ques and #Metrics columns.

Hovering over the date in the Updated column will display the creation and last updated details.

The current status of a Survey Template is displayed via the Status column:

• Draft: When in Draft status, edits can be made as necessary until a Survey Template is transitioned to the Published status.

• Published: If a published Survey Template has never been utilized in a Survey Schedule, it can be restored to Draft to edit the Survey Template as needed.

• Archived: If a Survey Template is deleted (via the Survey Template Homepage), the status will display as Archived.

New Survey Templates can be created by clicking +Add Survey Template.

The manager view can be be exported in PDF or CSV format or printed.

Clicking Manage will display the Survey Template Homepage. Clicking the drop-down menu will present the following options for selection.

• Copy: Select Copy to create a new duplicate Survey Template using the selected Survey Template as a template for the copy. When copying, users will be prompted to enter a name for the new Survey Template.

• Preview: Displays a preview of the Survey Form that will be generated for Survey Participants based off the Survey Template.

Video Resource

Learn about previewing survey forms/templates by watching a quick walkthrough video!

• Edit Owner: The owner of a Survey Template will be automatically assigned when a Survey Template is created. Selecting Edit Owner will allow the owner of a Survey Template to be reassigned to an owner of a comparable or lower level than the user performing the reassignment.

When a Survey Form is created, the platform automatically assigns it Draft status. When a form in Draft status is viewed, a Publish option will be available on the Survey Form Homepage. Edits can be made until the form is published; once published no edits can be made once associated surveys have been scheduled.

If a Survey Form in Published status has yet to result in a scheduled survey, a Restore button will be available via the Survey Homepage. The Survey List page for the associated survey schedule can be reviewed to see if surveys have been scheduled. Learn more about the Survey List page. Once a survey has been scheduled, the Survey Form cannot be edited.

A survey form in archived status means that it is no longer active and is not used in any currently running survey schedules.

Survey Form Designer can be clicked to return to the manager view to select a different Survey Template.

The left-hand menu can be utilized to navigate through various settings for a Survey Template.

For Survey Templates that are in Draft status, the option to select Publish will display.

The Actions and Export drop-down menus are available on all pages when viewing a Survey Template:

• Actions:

  • Action items, notes, and files can be attached to a Survey Template by selecting the applicable Attach option.

  • A Survey Template can be copied by selecting Copy. When copying, users will be prompted to enter a name for the new Survey Template.

  • The owner of a Survey Template will be automatically assigned when a Survey Template is created. Selecting Owner will allow the owner of a question to be reassigned to an owner of comparable or lower level than the user performing the reassignment.

  • A Survey Template can be archived by selecting Archive.

  • Deleting a Survey Template can be accomplished by selecting Delete Template and will permanently remove it from the platform and platform features that it is utilized in.

• Export:

  • By clicking the applicable export option from the Overview section of the Export drop-down will export (PDF) or print the page being viewed.

  • Selecting Preview from the Survey Form section of the Export drop-down will display a preview of the Survey Form that will be generated for Survey Participants based off the Survey Template.

  • By clicking the applicable export option from the Survey Form section of the Export drop-down will export (PDF) or print the the Survey Template.

The type of Survey Template and the created/last updated details are displayed on all pages when viewing a Survey Template:

The count of action items, notes, documents, and locations where the Survey Template has been tagged are displayed. This information can be viewed in more detail by scrolling to the bottom of the Survey Template Homepage. Users can click each tab to view existing items and click the Add button to attach new items, notes, documents, and tags.

The Survey Template title.

The Course, Course Section, and applicable Term that the Survey Form pertains to.

The Actions drop-down can be clicked to select Apply Course Data and Course Section data can be applied to a preview for a more accurate simulation of how the Survey Form will display to Survey participants.

Only Course Sections in Published status will be available for selection.

Via the Export drop-down, a Survey Form can be exported in PDF or CSV format or printed.

If review of a Survey Form is complete, Exit Preview can be clicked to return to the platform page where the preview was initiated from - this will be either the Survey Form Designer Manager or the Survey Template Homepage.

The name of the Survey Participant and the total count of Survey From sections and subsequent questions.