Design

The Design page is where you create and edit your surveys. When you click on a blue survey name link in the Surveys list, you are taken first to the Overview page for that survey. Five tabs are available:

• Overview - opens by default, and holds all the survey settings whereby you specify display mode, layout, languages and validation options (go to Survey Overview for more information).
• Design - is where you build your survey. Here you add and set up questions and nodes, ordering them as required so the result is the survey you want to send to your respondents. Here you also have access to the survey settings.
• Deployment - is where you launch the survey. Here you create and update the databases (go to Launching The Survey for more information), and if you have a list of respondents to whom you wish to send your survey, you can also upload the list to the survey here.
• Data - provides access to the respondent data and export templates (go to Data Overview for more information).
• Permissions - for all surveys, the user who creates the survey is the survey administrator and owner, and a survey is initially invisible and inaccessible to all other Forsta users. As the survey administrator you have full access to view, edit and delete the survey, and can manage all modules, and you must give access permission to any other users who are to be able to view or edit the survey. Go to the Permissions tab to allocate access permissions (go to Survey Permissions for more information).

Design Tab

The Design tab is where you create and set up the questions you wish to present to your respondents. You build the survey by adding items from the Add Item overlay. If you hover over question types, you can see a preview image of that style of question and a description of how it works. To add questions and nodes to the Survey pane, click on an item in the overlay.

Figure 1 - The Design tab for a new, empty survey

Tip
If you already know what the general layout of the survey is to be, you can quickly add the required questions and nodes with a minimum of clicks, then return to each later to set it up with texts, answers etc.
Check the Add another box in the lower-right corner of the Add Item overlay. Then when you select an item for the survey, the overlay re-opens immediately allowing you to select the next item. If this box is not checked, then when you click on an item to add it to the survey, the overlay closes and the question details page for the question opens in its place.

If the Survey pane has some questions or nodes already in place, then the last item that was worked on will be selected and its Question Details page will be open in the design area.

Figure 2 - Example of a Question Details overlay

If you wish you can close the Survey pane (maybe you would prefer to have more space in the design area). To do this merely drag the pane's right edge until the pane has closed. You can then move through the survey questions by clicking the Next and Previous arrow buttons located both above and below the overlay towards the right side. If you browse to a question that has been deleted, then its question details overlay will have a gray toolbar. When you want to re-open the Survey pane, click on the border between the icon column and the design area, and drag it to the right as required.