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Technical Guide & Help File

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Create, Copy or Edit a Survey Model

 

Part 4 menu survey model


The Survey models menu item serves as the repository of all the survey models that have been created over time. This will also be the place where you can copy, edit or delete the survey models:

 

Part 4 A panel menu      Part 4 B dropdown menu

 

  • New survey model – create a new custom survey model from scratch;

  • Edit survey model – edit an existing survey model;

  • Copy survey model – copy an existing survey model to use it as the basis for a new survey model; and

  • Delete survey model – delete an existing survey model.

 

Part 4 C newmodel Create a new custom survey model from scratch

 

Click on the New survey model toolbox function in the side menu or on the New button in the work area to create a new survey model. A dialogue window will be displayed requiring you to add a name for the new survey model. Click OK to save the new survey model.

  

  

The Edit survey model work area and a number of sub-menu items in the side panel will be displayed:

   

  • Constructs/questions – define or edit survey constructs (themes or topics) and their related survey questions. The survey results of individual survey questions will be grouped and shown as part of a survey construct in the Engage ANALYTICS dashboard (see Constructs/questions);

  • Diagnostic survey – define or edit the default diagnostic online survey questionnaire layout for the survey model (see Diagnostic surveys);

  • Pulse surveys – define or edit one or more pulse survey questionnaire layouts for pulse surveys which use one or more survey questions from the survey model (see Pulse Surveys);

  • Communications – edit the email templates for the invitation and reminder emails to participants (see Communications);

  • Survey setting – choose whether a progress bar and mandatory question message should be displayed on the online questionnaire pages (see Survey Settings).

   

Part 4 D edit Make changes to an existing survey model

 

Select a survey model (it should be highlighted in burgundy), and then click on the Edit survey model toolbox function in the side panel or in the toolbox dropdown menu. Alternatively, just double-click on the survey model name to edit it. The Edit survey model work area and a number of sub-menu items in the side panel will be displayed (see the New survey model section above for more).

  

Part 4 E copy Copy an existing survey model from the list as the starting point for a new survey model

 

Select a survey model (it should be highlighted in burgundy), and then click on the Copy survey model toolbox function in the side menu or in the toolbox dropdown menu in the work area. A dialogue window where you can confirm that you want to copy the survey model will come up. Click on the OK button to save the survey model. An iteration number (#1) will be added to the name of the new survey model. You can edit or rename the survey model by means of the Edit survey model function.

  

Part 4 F delete Delete an existing survey model from the list of survey models and all questionnaires associated with the model

 

Select a survey model (it should be highlighted in burgundy), and then click on the Delete survey model toolbox function in the side menu or in the toolbox dropdown menu in the work area. A dialogue window where you will be required to confirm that you want to delete the survey model will come up. Click on the OK button to delete the survey model. Please note that a survey model that is currently in use in an active survey cannot be deleted.

 

« Survey Templates Constructs/questions »