Getting Started

TABLE OF CONTENTS

• How do I get started?
• Welcome Screen
• View Surveys Based on the Status
• Available Actions
• Shortcut Features

How do I get started?

• Navigate to the Admin settings.

• Access the Partner Account section

• Enable the Custom Survey Builder option to activate the functionality for accessing the custom survey builder.

Once activated, the Custom Surveys Tab is accessible to all users via the Main Menu. However, the capability to create new surveys and edit existing ones is available to Facility Admins and Account Managers.

Survey Builder Home Page

Upon accessing the platform, users will encounter the Welcome Screen, where they'll find an option to initiate a new survey. This option can be accessed by clicking on the "Add New Survey" row. Additionally, users will be able to view any existing surveys that were previously added on this welcome screen.

Important Points to Remember:

1. Survey Name: 

   - Survey name cannot be left empty and must be filled before proceeding.

   - Ensure that the survey name is unique and does not match any existing survey names.

2. Automatic Naming:

   - When clicking on "Continue" in the survey builder, the system will automatically append "survey" at the end of the survey name to prevent confusion and ensure clarity in survey identification.

View Surveys Based on the Status

You can filter surveys based on their status using the view dropdown menu. Trashed surveys are only accessible through this filter as they are not displayed on the main screen.

Trashed Surveys:

Surveys placed in the Trash can be restored to the Draft status.

Available Actions

Edit Survey

Users have the option to edit existing surveys to modify questions or add new ones.

Points to Remember:

- Edit Survey Name: Editing the survey name is restricted to the Account Manager once the survey is published. However, if the survey is in draft status, users with appropriate permissions can edit the survey name.

- Edit Question: You can edit a question by clicking on edit question. 

Preview Survey

All users can preview the survey to see how it appears to respondents. Users can switch between Desktop View and Mobile View using the dropdown menu located at the top of the screen.

Desktop View: 

Mobile View: 

Shortcut Features

They can be accessed by clicking on “More”.

Users accessing the main welcome screen can quickly perform the following actions on surveys:

- Publish Survey from Draft: Convert a drafted survey into a published one directly.

- Move Published Survey to Draft: Revert a published survey back to Draft status.

- Move Survey to Trash: Dispose of unwanted surveys by moving them to the Trash.

- Set Survey to Draft: Adjust the status of a survey, whether published or in Trash, back to Draft mode conveniently.