Survey Instance Settings

📙 Knowledge Base Tip: This article provides instructions to configure survey schedule settings for parent-term-based survey instances.

Video Resource

Learn about managing survey instance settings by watching a quick walkthrough video!

Survey Schedule Settings

Survey instance-specific dates are inherited from the Survey Schedule and can be edited as needed based on the status of the survey instance.

Times are displayed in the Institution’s timezone.	Status	Permitted Date Changes
	Pending	All dates
	Active	Faculty Notification Survey Start Survey End Results Available
	In Progress	Survey End Results Available
	Pending Results	Results Available
	Completed	No dates

Course Evaluation Widget Settings

This setting is automatically configured as Do Not Allow. When enabled, Instructors can view a list of course evaluation participants via the My Course Evaluations dashboard widget for surveys in Pending Results or In Progress Status.

Survey Notifications

Survey start and results available notifications can be configured to send to one or all of the following roles:

• Course Section Director

• Instructor

• Teaching Assistant

Survey Start Notifications for Survey Administrators

This notification is sent on the activation date configured for the Survey and alerts Survey Administrators that a survey is about to begin. Notification verbiage can be customized as needed; the survey’s name, start date, and a hyperlink to the survey will automatically be included via dynamic text.

Survey Start Notifications for Course Instructor(s)

Alerts the Instructor that a survey associated with their Course Section(s) is starting soon. Notification verbiage can be customized as needed; the survey’s name, start/end dates, results available date, and a support email will automatically be included via dynamic text.

The default support email included via dynamic text is configured at the Institution-level of the Organizational Hierarchy.

Survey Invitation Notifications

Alerts survey participants that a survey associated with a Course Section they are enrolled in is available to collect feedback. Notification verbiage can be customized as needed; dynamic text will automatically include the participant’s name, associated term, survey end date, a hyperlink to the survey, and a support email.

The default support email included via dynamic text is configured at the Institution-level of the Organizational Hierarchy.

Survey Reminder Notifications

Reminds survey participants that their feedback was requested for a course Section they are enrolled in. Notification verbiage and reminder frequency can be customized as needed; dynamic text will automatically include the participant’s name, associated term, survey end date, a survey hyperlink to the survey, and a support email.

The default support email included via dynamic text is configured at the Institution-level of the Organizational Hierarchy.

Survey Results Available Notifications

Alerts Instructors and Survey Administrators that survey results are available. Notification verbiage can be customized as needed; the survey’s name, end date, hyperlink to view results, and a support email will automatically be included via dynamic text.

The default support email included via dynamic text is configured at the Institution-level of the Organizational Hierarchy.

📔 Additional Resources

Notification & Offset Configuration

Survey Manager

Institution Information