The Details page provides a focused, read-only view of the schedule, template, and participant information associated with a survey instance. Survey managers can use this page as a checkpoint before launching, monitoring, or reviewing a survey to verify that the instance was created from the correct schedule and includes the expected audience.
Review the information on this page to confirm:
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The survey schedule name, survey type, and template tied to the instance
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Whether student anonymity or post-graduate settings apply
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Which participant groups are included and who should receive survey notifications
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Whether the inherited survey template is the correct version before assignments or results are reviewed
Because the details shown here are inherited from the survey schedule, changes typically need to be made at the schedule or instance settings level rather than directly on this page. If something looks incorrect, verify the original survey schedule configuration before communicating with participants or interpreting response data.
The Schedule & Template section displays the source information inherited by the survey instance. It identifies the survey schedule, survey type, survey template, and term associated with the instance. The section also provides a link to preview the survey template so users can review the questions and layout. When applicable, the section indicates whether survey results are anonymous.
The Participants section summarizes who the survey covers and any participants or groups excluded. Participant information is established when the survey is created and is read-only on the Details page. The summary cards provide a quick overview of the survey scope, the audience being surveyed, and any exclusions:
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Survey Scope shows the number of included groups.
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Surveying identifies the participant audience, such as students.
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Exclusions identifies whether any participants or groups were excluded from the survey.
The Included list below the summary cards displays each included group and its associated details. In the example below, the survey includes three course groups.
