My Surveys Screen
Overview
Last Updated: December 17, 2025Introduction The “My Surveys” screen serves as the primary interface for managing all surveys created by the user or placed under their supervision. It provides a comprehensive overview with details such as the survey name, status, last editor, and date of last modification. From this screen, users can also access the Survey Setup page or...
Viewing Surveys
Last Updated: December 17, 2025Viewing previously added surveys, along with their reports, versions, and available management options. To view previously added surveys and access their reports, versions, and control options, follow these steps:
Creating a New Survey
Last Updated: December 18, 2025Creating a New Survey To create a new survey, follow these steps: The following is a description of the function of each tab in the survey creation wizard: First: “Configuration” Tab: This tab is used to define the basic survey information, including: Second: “Builder” Tab: This tab allows you to build the survey content and...
Copy a Survey from Templates
Last Updated: December 22, 2025Create a Survey Using a Ready To create a survey using a ready-made template, follow these steps: Preview Template Edit the New Version
Duplicate an Existing Survey
Last Updated: December 22, 2025Use a Previous Survey as a Starting Point. 1- Duplicate Survey 2- Edit Survey Version
Edit an Existing Survey
Last Updated: December 22, 2025Update a Previous Survey. The Survey Designer allows you to edit surveys that are in progress or newly created, as well as closed surveys. For completed surveys, you can update the end date before making changes. Please note that published surveys cannot be edited. To make edits, follow these steps:
Delete a Survey
Last Updated: December 22, 2025Remove a survey you no longer need. To remove a survey from the surveys list in the Survey Designer system, follow these steps:
Add a Survey to Templates
Last Updated: December 22, 2025Add a survey you created to the list of ready You can add a survey to the ready-made templates list in the Survey Designer system by following these steps:
View Survey Versions
Last Updated: December 22, 2025Review the different versions of a specific survey. To review the different versions of a specific survey, follow these steps:
Survey Reports
Last Updated: December 22, 2025View the Results of a Completed Survey To view reports for completed surveys in the Survey Designer system, follow these steps: – Enable the password option if you want to restrict access to the survey.– Enter the page title.– Add a description for the survey (optional).– Select the collection mode (e.g., Weblink).– Choose the survey...
Sort the Surveys Table
Last Updated: December 22, 2025Arrange and sort surveys for easier viewing. To sort and organize the display of surveys on the My Surveys screen in the Survey Designer system, follow these steps:
Search the Table Data
Last Updated: December 22, 2025Find a Specific Survey. To search within the table data on the My Surveys screen to find a specific survey, follow these steps: