In this article
When you select Survey Designer from the Homepage (go to Homepage for more information) or the Global Navigation overlay (go to Global Navigation Icon for more information) from another application, or you click on the Survey Designer link in the Forsta Professional Authoring Quick Access pane, the Survey Designer application opens and you are taken to the Surveys list. This page lists all the surveys you have access to (including Benchmark, Library and Template surveys). You can filter the list and search for specific surveys (go to Searching, Filtering and Sorting the Survey List for more information), you can sort the list as you wish, and you can create new surveys (go to Creating a New Survey for more information).
Initially, by default, only the Survey Designer user who has created a survey has access to any information about that survey. This means that other users will not know that a survey even exists unless they are explicitly given access to the survey by its creator. So when you log in, only the surveys that you have created or have been given access to will be listed. However your company administrator will have access to every survey created by users in your company. So if you need access to a survey that’s been created by someone else and that person is not available, the easiest and quickest route will be to ask your company administrator to give you access.
In most cases the Forsta Support team can also give access to surveys to “other” users if necessary. However Support must first have permission from the client company to do this as the company will probably have internal regulations governing access.
Figure 1 - The Surveys list layout
The keywords and key metrics columns (invitations, completes etc.) are displayed. Click the button, then check/uncheck the boxes in the drop-down as required.
Figure 2 - The Display Columns drop-down
Click a survey name in the list to open that survey.
Note: Key metrics data is available only for surveys launched after the functionality described in this document was released. If no key metrics data is displayed for a survey then you will need to re-launch the survey.
Note: The key metrics count information is taken from the hub to which the survey is attached. As the hub data is updated at five minute intervals, the count information can be up to five minutes old.
Details
The Recent Surveys drop-down in the main toolbar is always available and allows you to quickly find surveys you have recently accessed, to list all the surveys you have access to, and to create new surveys.
Figure 3 - Example of the Recent Surveys menu
All the surveys that you have access to will be listed in the Survey List, along with some information about the survey.
Figure 4 - The survey details presented in the list
- Additional info - expands the row in the list and displays additional information about the survey.
- Favorites button - click to designate the survey as a "Favorites". This allows you to more easily identify specific surveys in the Survey List, and this also allows you to sort the list such that "favorite" surveys are placed at the top. Note that you can also designate a survey as a favorite from the survey's Overview page (go to Survey Overview for more information).
- Survey name - the name given to the survey when it was created. You can edit the name in the survey's Overview page (go to Survey Overview for more information).
- Survey ID - the identification number given to the survey when it is created. This cannot be changed.
- Company name - the name of the company to which the survey is registered.
- Survey creator - the user name of the person who created the survey.
- Creation date - the date the survey was created.
- Current status - the status of the survey (go to General Information for more information). The statuses are:
- Design - (orange icon) the survey has not yet been launched.
- Live - (green icon) the survey has been launched and response data can be collected.
- Maintenance - the survey has been launched but changes are being made to the survey so respondents cannot access it. This setting can be toggled manually in the Overview page.
- Closed - (blue icon) the survey is closed to respondents. This setting can be applied automatically on a preset date, or it can be toggled manually in the Overview page.
- Keywords - if keywords are registered for a survey, these are displayed in this column (go to Using Keywords to Classify Your Survey for more information).
- Key metrics data - six columns of data are provided for immediate viewing. To view/hide columns, click the Display Columns button in the list toolbar and select the columns you wish to see.
- Invitations - the number of email invitations that have been sent out.
- Completes - the number of complete responses that are registered for the survey.
- Responses - the number of respondents who have started the survey (this will include completes and all forms of in-completes including quota stops, screens, errors etc.).
- Quota full - the number of respondents who have been denied access to the survey because relevant quotas are full.
- Screened out - the number of surveys where the respondent has been closed out due to constraints defined in the survey (for example the respondent does not use the relevant product).
- Incidence rate - the percentage of respondents who were willing to complete the survey and who were actually qualified to do so.
Note that these columns will be blank until the survey is launched.
- Open Instant Analytics Report button - the Instant Analytics Report for the survey will be generated when the survey is launched. Once the report exists the icon will be visible in the survey list. Click the icon to view the report.
- View/edit button - click to open a new browser window with the survey open in the Designer page.
- More Options button - provides additional options for the survey. Here you can open the survey’s Overview page, duplicate or delete the survey, and export the survey definition, and the survey data once this is available.