Control Panel
Overview
Last Updated: December 24, 2025Introduction The Control Panel is a set of management options that allow you to administer the survey system, organize entities and roles, and manage user groups assigned to oversee surveys. It includes capabilities such as assigning tasks, displaying the survey timeline, and enriching the question bank. The panel also provides easy-to-use tools to perform various...
Add organization
Last Updated: December 24, 2025Add a new organization to manage surveys. You can add a new contact to the Survey Designer system by following these steps:
Search for a User Role
Last Updated: December 24, 2025Quick access to a specific role. To quickly access a specific role, follow these steps:
Creating New Groups
Last Updated: December 24, 2025Add a new user group. To add a new user group in the Survey Designer system, follow these steps:
Add Users to Groups
Last Updated: December 24, 2025Add new users to the group. To add new users to groups in the Survey Designer system, follow these steps:
Search for Users
Last Updated: December 24, 2025Quick access to a specific user. To quickly access a specific user in the Survey Designer system, follow these steps:
Add Users
Last Updated: December 24, 2025Add new users to the Survey Management System. To add new users to the Survey Designer system, follow these steps:
Assign Surveys
Last Updated: December 24, 2025Assign survey data collection tasks to the field team. This window is used to manage the survey and assign it to users by defining roles and permissions. To do so, follow these steps:
Survey Timeline View
Last Updated: January 18, 2026Filter the survey calendar. The “Calendar” window displays all surveys as a timeline bar indicating the start and end dates. It is used to edit survey period names, as well as the start and end dates for each period.To filter the displayed calendar, follow these steps:
Enrich the Question Bank
Last Updated: January 18, 2026Add a new question to the Question Bank in the “Survey Designer” system. The Question Bank is a library containing hundreds of questions that can be added to a survey, making it easier for users to include them in their surveys and saving both time and effort. To enrich this bank, follow these steps:
Upload a Survey Sample
Last Updated: January 19, 2026Upload a predefined survey sample that includes respondent data. To download a predefined survey sample that includes respondent data in the Survey Designer system, follow the steps below: The Upload Sample page is used to automatically populate specific survey fields from the system for predefined users. Depending on the question settings, the user may also...
Enrich the Coding List
Last Updated: January 20, 2026Add a new coding list to categorize and identify key patterns or ideas within the data. This window is dedicated to the questions that will be coded as defined in the Build page, focusing on how to create and edit codes. You can add a coding list by following these steps:
