Classic Path: Surveys > Survey Designer
Search Terms: Survey Designer
The Survey Designer tool allows a user to create survey templates containing questions and responses. These templates can be saved and re-used if the survey is a reoccurring event. After a survey is created and saved, it may also be accessed for editing and sending as tool rights allow of the appropriate user groups (e.g. teachers, secretaries, food service administrators).
Survey Designer
Create a New Survey Template
Click the New button. A Survey Detail editor displays.
Survey Designer - New Survey
Enter Survey Detail Information
See the Survey Detail Field Descriptions table for information on these fields.
- Enter the Survey Name.
- Determine if the Survey is Active.
- Enter the Start Date/Time.
- Enter the End Date/Time.
- Mark the Record Results Anonymously, if desired.
- Mark the Allow Repeat Responses, if desired.
- Enter introductory text to the survey in the Introduction Displayed to Starting Survey text field.
- Enter closing remarks to the survey in the Conclusion Displayed After Completing the Survey text field.
- Click the Save icon when finished. The Survey Detail will be saved.
Once the survey detail is saved, pages can be added to the Survey Template.
Survey Detail Field Descriptions
Field |
Description |
|---|---|
Survey Name |
The name of the survey. This name is visible to those individuals taking the survey and is included in survey reports. |
Active |
When marked, the survey is active. Respondents may access, complete and return the survey. |
Start Date/Time |
The day and time the survey is available for respondents. Dates are entered in mmddyy format or can be entered using the calendar icon to select a date. Time is entered in HH:MM AM/PM format or in HH:MM Military format. |
End Date/Time |
The day and time the survey is no longer available for respondents. Dates are entered in mmddyy format or can be entered using the calendar icon to select a date. Time is entered in HH:MM AM/PM format or in HH:MM Military format. |
Record Results Anonymously |
When marked, surveys will be submitted anonymously, without any identifying respondent information (personID). Respondents are alerted when surveys are recording anonymous results. The option to Allow Repeat Responses is not available as no identifying person information is retained after the survey is completed. |
Allow Repeat Responses |
When marked, the survey allows respondents to submit more than one response, should they decide to repeat the survey. Reports and extracts will display only the most recent submission. |
Introduction Displayed Prior to Starting Survey |
The Overview/Introduction displayed to the respondent before beginning the survey. The WYSIWYG editor allows font formatting and the insertion of hyperlinks, tables and graphics. |
Conclusion Displayed After Completing Survey |
The ending remarks/conclusion displayed to the respondent upon completion of the survey. The WYSIWYG editor allows font formatting and the insertion of hyperlinks, tables and graphics. |
Organize To |
The user account/user group(s) to which the survey is assigned. If a survey should only be accessible to the main survey staff member(s) and the district administration, this field should be set to User Account. |
Add Pages to a Survey Template
See the Survey Page Field Descriptions for information on these fields.
- Click the Add Page icon. A Survey Page Detail editor displays.
- Enter the Name of the Page.
- Enter a Sequence for this page.
- Enter the text for this page using the WYSIWYG editor to format the text accordingly.
- Click the Save icon when finished. The new page will display in the Survey Design list as a folder.
Once a Survey Page is defined, add Survey Questions or add more Survey Pages.
Survey Designer - Add Survey Pages
Survey Page Detail Field Descriptions
Field |
Description |
|---|---|
Name |
Indicates the page number or description of the questions it will contain. Required field. |
Sequence |
The order of this page in relation to other survey pages. |
Description |
The text or instructions that should appear at the top of the page. This is NOT the question for the survey, just a description or text for a group of questions that are included on the survey. |
Add Questions to a Survey Template
See the Survey Question Fields Description for information on these fields.
Survey Question Detail
- Select the Survey Page where the survey questions should display.
- Select the Add Question icon. A Survey Question Detail editor displays.
- Enter the Question Label.
- Select the Page for where this question resides. The Survey Page chosen is the default option.
- Enter the Sequence Number for the question.
- Mark the Required checkbox if a response to the question is required.
- Select the Question Type option from the dropdown list.
Survey Question Answer List
These fields are only applicable if Radio Button Group or Checkbox Group is set in the Question Type field of the Survey Question Detail editor.
- Enter the Value for a possible response to this question.
- Enter the Sequence of this value.
- Click the Add Survey Question Answer button to add more fields for value and sequence.
- Click the Save icon when finished.
After one or more pages are saved, questions can be added to them by clicking Add Question or Copy Question, which allows the question to be copied and then modified as desired.
Survey Designer - Add Survey Questions
Survey Question Fields
Survey Question Detail
Field |
Description |
|---|---|
Page |
The page to which the question is assigned. |
Sequence |
The order of questions on the page, as related to other questions on the same page. |
Required |
If flagged, checkbox indicates survey respondent must complete the question or he/she will not be allowed to move to the next page. |
Question Type |
The display format of the question. For more information on the functionality and formatting of options in this dropdown list, click the Help link.
|
Help (link) |
When link is clicked, a help menu expands to offer additional information on the Question Type dropdown list and Include 'Other' Text Box chexkbox. The Help link expands when clicked to list short descriptions of each Question Type option and basic information on question formatting. |
Include 'Other' Textbox |
If flagged, checkbox indicates that an Other text box will display as a possible answer to survey respondents. This allows the respondent to enter information that does not correspond with other available answers. Even if this checkbox is flagged, the Other will not display to respondents if Text Box, Text Area, Date Field or Time Field are set in the Question Type field. |
Alignment |
The direction on the page in which the answers will be listed. Selections set in the Alignment field will be ignored if Text Box, Text Area, Date Field or Time Field are set in the Question Type field. |
Survey Question Answer List Editor
These fields are only applicable if Radio Button Group or Checkbox Group is set in the Question Type field of the Survey Question Detail editor.
Field |
Description |
|---|---|
Value |
Possible answers to the survey question. |
Sequence |
Order in which the answer should display under the question. |
Add Survey Question Answer |
Click this button to add additional values for a multiple choice question. |
Copy Questions to a Survey Template
This feature allows questions to be copied for quick editing. This is especially useful when all or many questions have the same responses (e.g. when the possible answers are often Yes, No, Agree, Disagree, etc).
- Select Copy Question icon from the action bar. The question is copied to the same page as the original and will be renamed as "Copy of..."
- Rename the Question Label as necessary, and determine where the copied question should display in the Survey.
Survey Designer - Copy Survey Questions
Preview a Survey Template
When a survey template has been created, it may be previewed by clicking on the Preview Survey icon in the action bar. The preview pop-up will walk the survey creator through the pages and questions as they will appear to survey respondents. The preview is for review only. Completion of the preview survey will not count in survey results.
Survey Designer - Preview Survey Questions
At this point, the Survey has been created. Now, Respondents need to be added.
Review Respondents
After adding respondents to a survey, users can review the respondents included by clicking the Review Respondents button on the main Survey Designer screen. Totals of respondents are displayed. Respondent names are viewable by clicking the review link.
Survey Designer - Review Respondents
Add Respondents to a Survey Template
- Select the Survey Designer from the outline.
- Select the one of the radio buttons from the Add Respondents header:
- From Section Roster
- From Student Filters
- From Census/Staff Filters
- Click the Next button.
A warning message displays if the survey is not active.
Add Respondents from a Section Roster
The process of adding respondents via the From Section Roster option only returns results for active students of the section currently displayed in the Campus Toolbar. When the Students button is selected, the active students of the section will display. When the Guardian button is selected, the active guardians will display under the active students of the section.
- Select the desired Year and School from the Campus toolbar.
- Select Respondents as Guardians or as Students.
- Select the students from the left hand column to include in the survey by clicking their name. This action moves the name to the right hand column.
- Mark the Only add respondents with user accounts checkbox if the survey should only be sent to those students or guardians who have Portal accounts.
- Click the Add Respondents button when finished. A Survey Respondent Review screen displays, listing the number of respondents selected, respondents with and without user accounts, respondents who have completed and not completed the survey.
Survey Designer - Adding Respondents from a Section Roster
Add Respondents from a Student Filter
The process of adding respondents via the From Student Filters involves the use of existing ad hoc filters. A filter that includes the desired respondents must exist within the Filter Designer tool before this process is started or the filter will not exist for selection.
- Select the Filter(s) to use.
- Invite Students, Student Guardians or Student Portal Contacts.
- Click the Add Respondents button. A Survey Respondent Review screen displays, listing the number of respondents selected, respondents with and without user accounts, respondents who have completed and not completed the survey.
Survey Designer - Adding Respondents from a Student Filter
Add Respondents from a Census/Staff Filter
The process of adding respondents via the From Census/Staff Filters involves the use of existing ad hoc filters. A filter that includes the desired respondents must exist within the Ad Hoc reporting > Filter Designer tool before this process is started or the filter will not exist for selection.
- Select the Filter(s) to use.
- Select the Set Operation option. The Set Operation dropdown list specifics the way the filter will interact with respondents.
- Union: (Default) Combines two or more filters by appending one to the other(s) to pull all results from those filters.
- Intersection: Used to find only the data that is common to/shared between the selected filters.
- Mark the Only add respondents with user accounts checkbox to only include those individuals who have portal accounts.
- Click the Add Respondents button. A Survey Respondent Review screen displays, listing the number of respondents selected, respondents with and without user accounts, respondents who have completed and not completed the survey.
Survey Designer - Adding Respondents from a Census/Staff Filter
