Explainer: Surveys page

Introduction

The Surveys page is often the first place users find themselves upon login. It is where all surveys, forms and consultations you have permissions to see are found. Here, you will find information about each survey, and have a number of quick access options to help you administer your survey.

This page has infinite scrolling and various ways to filter your surveys, meaning that you can easily access all of your surveys from this page.

Create a survey

The [+Create survey] button will begin creating a new survey. A menu will appear offering the choice to create a survey either from a template, or to create a new survey.

Survey filters

The Surveys page offers several ways to filter the page and find the surveys you are working on.

Status Filter : filter the Surveys page based on survey status such as draft, published, closed, archived and deleted.

Search bar : this is a free text search bar to filter the Surveys page. Most normal characters can be used. Text searches will look in the survey title and survey description fields. You can search by an email address which will pull any surveys the user has ‘Created’, ‘Updated’ or is listed as a 'Manager'. You can also paste a survey ID into the Search bar to locate the desired survey.

Tags : filter the Surveys page based on survey tag(s).

Template filter : this allows you to filter the Surveys list based on the survey template which surveys are based on. When a survey template is selected, only surveys using that template will be shown.

Order : select what the list of surveys is ordered by.

Survey tiles

Surveys are represented by Tiles. Survey Tiles provide a summary of key information like the survey’s title, status and open/close dates, along with some buttons to help you quickly administer aspects of your survey.

By default, surveys are presented in order from the most recently updated date to the oldest updated date.

Survey information

Looking more closely at a survey tile we can see information about the survey and the actions available to take:

Title : the title of the survey is displayed first. It can be selected which will expand the survey tile, revealing additional information about your survey and action buttons.

Description : the first line of the survey description is displayed below the title with additional information.

Status icons : the status of a survey is represented by an icon next to the survey title. Hovering over the icons with a mouse curser will pop-up what the icon represents.

Open date : displays the open(ed) date for the survey. The date can also be amended from here.

Close date : displays the close(d) date for the survey. The date can also be amended from here.

Progress bar : if a 'maximum' number of responses has been set, the progress bar will display the response completions relative to the maximum. In this case, the solid bar represents completions, with a faint bar representing 'in progress' responses. Alternatively if no maximum has been set, the bar represents progress through the 'field period' (the date period where the survey is open, as set by the open and close dates).

Completed responses : the number of completed responses to the survey. Hovering over this number will reveal the in-progress and visit counts as well.

Maximum responses : the maximum responses set for the survey. Hovering over this number will reveal the in-progress and visit counts as well.

Test mode : when a survey has been set to test mode, it will be indicated on the survey tile. In Test mode, any responses will be marked as ‘test responses’, so it’s important that Test mode is turned off before the survey goes live to respondents.

Additional information

Additional information is revealed when expanding the survey tile. The information shown depends on the survey and its characteristics. The following fields may be visible to you in an expanded survey tile.

Description : the full description of the survey is revealed on an expanded tile, displayed below the title with additional information.

Template : if the survey has been created from a template, that information is displayed here.

Copy of : if the survey has been copied from another survey, that information is displayed here.

Tags : if a survey has been given any tags, they are all displayed together on the card.

Survey management buttons

Surveys can be managed using buttons found on the survey tile. Some buttons are always displayed, whilst others are revealed when expanding the survey tile. Depending on the status and settings of the survey, these buttons may become available to you:

View : open the survey summary page. This page displays key information about the survey along with some buttons to help you quickly administer aspects of your survey. The information displayed will depend on the status of the survey, showing the most relevant information and actions for the current state. Other survey pages such as the survey editor, responses page and report pages can be accessed from the survey summary page.

Edit : launch the survey editor for the survey.

Share : the share button reveals several options to copy a public link to the survey.

Publish : set the survey to published.

Close : close the survey.

Re-open : re-open the closed survey.

Copy : make a ‘copy’ of the survey. This will launch a pop-up with options to “create a follow-on copy” or “create a new, unlinked copy”. Selecting your desired option will launch the survey editor with a copy of the selected survey.

Delete : delete the survey.

Undelete : undelete the survey.

Erase responses : erase the response data in the survey.

Archive : archive the survey.

Unarchive : unarchive the survey.

Report : open the Dynamic Report for the survey.

Dashboard : open the default dashboard for the survey.

Responses : open the Responses page for the survey.

Status page : launch the status page for the survey (if set-up).

Print PDF : create a PDF copy of your survey.

Manage email buttons

By clicking on the [Manage emails] button on an expanded survey tile or the survey summary page, you can also reveal some further buttons to help you manage the email features. The buttons available to you will vary depending on the email settings within the survey.

Manage emails : reveals additional email buttons to manually send from the survey tile (if set-up in the survey).

Send creation email : send the survey creation email to the recipient(s).

Send reminder email : send the manager reminder email to the recipient(s).

Send 2nd reminder email : send 2nd reminder email to the recipient(s). Send 3rd reminder email : send 3rd reminder email to the recipient(s).

Send report email : send report (or non-report) email to the recipient(s).

Test report email : send report email to logged in user for testing.