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Survey Setting

How to edit a survey

To edit a survey, do the following:

  1. Click on My Surveys from dashboard screen.
Figure 4 : Dashboard screen
  1. Click on edit icon to edit the survey.
Figure 5 : My surveys screen

How to duplicate a survey

To duplicate survey, do the following:

  1. Click on more icon () from My Surveys page.
Figure 6 : My surveys screen
  1. Click on Duplicate from the options shown.
Figure 7 ; My surveys screen
  1. The survey will be copied to another with the same name.

How to close a survey

To close the survey, do the following:

  1. Click on more icon () from My Surveys page.
Figure 8 : My surveys screen

2. Click on Close from the options shown.

Figure 9 : My surveys screen

3. The survey will be closed.

INFO
  • The survey cannot be closed unless the status of the survey is published.

How to archive a survey

When archiving the survey, it will not appear in the list of surveys on this page.

To archive the survey, do the following:

  1. Click on more icon () from My Surveys page.
Figure 10 : My surveys screen

2. Click on Archive from the options shown.

Figure 11 : My surveys screen

3. The survey will be removed from list of surveys.

INFO
  • you can’t archive published surveys.

How to add a survey as a template

When adding a survey as template, It will be added to the “use survey template” list and all users that have permission can add the added survey.

To add surveys to template, do the following:

  1. Click on more details () from My Surveys page.
Figure 12 : My surveys screen

2. Click on Add Survey to Templates from the options shown.

Figure 13 : My surveys screen

How to delete a survey

To delete survey, do the following:

  1. Click on more icon () from My Surveys page.
Figure 14 : My surveys screen

2. Click on Delete from the options shown.

Figure 15 : My surveys screen

3. The system will delete the survey.

TIP
  • The survey could be deleted just before it got published.

How to add / update collection modes

From configuration page, select the mode.

Figure 16 : Collection modes

It includes how to collect data in one of the following ways.

  1. Field Collector: CAPI Data collection mode; through personal interviews on the tablet with maps or list based
  2. Weblink Collector: CAWI Data collection mode; by sending an electronic link to specific respondents or to the public
  3. Call Center Collector: CATI Data collection mode; by call center agents on a targeted sample with phone numbers

How to change survey validity dates

To change survey validity dates, open configuration page then change survey start date and survey end date.

Figure 17 : Configuration page

How to change survey type

To change survey type, open configuration page then change survey type whether it is general or for education, etc.

Figure 18 : Configuration page

How to manage survey profile

From configuration page, click on Add File then enter File name, version, and URL.

Figure 19 : Configuration page

Click on Select File to upload the file then click on Add.

Figure 20 : Configuration page

How to close one collection mode

From Modes page, click on () icon next to the template you want to close then click on Close.

Figure 21 : Modes page

How to delete a collection mode

From Modes page, click on () icon next to the template you want to delete then click on Delete.

Figure 22 : Modes page