The survey schedule Details page gives survey managers a central place to confirm how a schedule is set up before generating surveys. From this page, survey managers can review the schedule name and type, verify the selected survey form, confirm who owns day-to-day administration, and check configuration options that affect respondent eligibility, anonymity, notifications, and reporting. Reviewing these details helps ensure the schedule is accurate, easy to identify, and aligned with the institution’s survey process before it reaches respondents. The Basic Information section identifies the survey’s basic details:
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Survey Schedule Name is the name used to identify the schedule throughout the survey management workflow. Using a clear, descriptive name can help administrators quickly recognize the term, program, course set, audience, or survey purpose. Consistent naming is especially helpful when managing multiple active or draft schedules.
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Survey Schedule Type identifies the type of survey generated by the schedule. This value is established when the schedule is created and is displayed for reference only on the details page. If the type does not match the intended survey process, review the original schedule setup before continuing.
The Survey Form section identifies the survey template used to create every survey generated by the schedule. Before publishing or republishing the schedule, confirm that the selected template contains the correct questions, instructions, response options, and formatting for the intended audience. Use the survey template preview to verify the participant experience before publishing the schedule. The section also provides a link to preview the survey template so users can review the questions and layout. The preview is useful for checking question order, required questions, branching or display logic, answer scales, and any introductory or instructional text.
The Options section contains settings that help survey managers confirm how survey results are attributed and which populations may submit responses. The information shown can vary by survey schedule type and by the choices made when the schedule was created. For Student Course Evaluation schedules, use this section to verify whether results are anonymous and whether co-curricular sections are excluded before publishing or republishing the schedule. These settings can affect respondent trust, reporting expectations, and which course sections are included in the survey process.
The Survey Schedule Administrator section identifies the user configured as the schedule administrator. This person receives notifications about the survey instances created by the schedule and should be the primary person responsible for monitoring survey activity after the schedule is published. Survey managers should select someone who can respond to schedule-related questions, review notifications promptly, and coordinate any follow-up needed for generated survey instances.
The administrator assignment is especially important when multiple survey schedules are active at the same time. Keeping the administrator current helps ensure the right person receives alerts about survey creation, schedule updates, and other instance-level activity. If ownership changes because of staffing updates, term transitions, or a handoff between departments, update the administrator before republishing the schedule so notifications are routed correctly.
