Differences

This shows you the differences between two versions of the page.

--- admin:settings:surveys [2019/03/19 21:54] – tmccanna
+++ admin:settings:surveys [2024/02/18 19:34] – 3.12 updates smorrison
@@ Line 1: / Line 1: @@
 ====== Surveys ======
 Surveys can be created that appear on the patron registration/edit page for a branch or system. The Voter Registration question is an example of a survey that appears on all patron accounts for all locations.
-To create a new survey...
+To create a new survey:
-. Go to Administration > Local Administration > Surveys.\\
-. Click the Add New Survey button.\\
-. A popup will appear:
-[{{ :admin:settings:pasted:20190319-162438.png?direct&400 |}}]
-. Fill in the form.
-  * The Start Date must be at least one day after the current date.
-. Click Save Changes.\\
-. The screen will refresh so that you may add a question:
-[{{ :admin:settings:pasted:20190319-164501.png?direct&400 |}}]
-. Enter the survey question and click the Save Question & Add Answer button.\\
-. Enter each option answer and click the Add Answer button after each one.
-[{{ :admin:settings:pasted:20190319-164709.png?direct&400 |}}]
+  - Go to **Administration > Local Administration > Surveys**.\\
+  - Click the **Add New Survey** button. A popup will appear:\\
+  - Fill in the form.\\
+      * **Description**: A description about what the survey is/is for. (This must be filled in upon creating the survey, or the survey will fail to save.)
+      * **Display in User Summary**: This is a placeholder for future development and does not currently do anything.
+      * **Is Required?**: This will require an answer every time the patron account is updated.
+      * **Name**: The name of the survey.
+      * **OPAC Survey?**: This is a placeholder for future development and does not currently do anything.
+      * **Owning Library**: Your branch or system.
+      * **Poll Style**: This is a placeholder for future development and does not currently do anything.
+      * **Survey Start Date/Time**: Required. It must begin at least 24 hours later.
+      * **Survey End Date/Time**: Required. It must be after the survey start time.
+  - Click **Save**.\\ {{:admin:settings:survey_3.12.png?400|}}
+  - The screen will refresh. You may need to sort by Survey Start Date or Owning Library to find the new survey you have created. Double-click to open it.\\
+  - Click on the **Questions and Answers** tab.\\ {{:admin:settings:survey_qanda.png?400|}}
+  - Type in your question and click **Save Question & Add Answer**.\\ {{:admin:settings:survey_question.png?400|}}
+  - Enter each option answer and click the **Add Answer** button after each one.\\ {{:admin:settings:survey_answer.png?400|}}
+  - The survey will appear at the bottom of the patron registration / edit form once the start date arrives.
-. Click the Save button when complete.
+To end a survey:
+  - Go to **Administration > Local Administration > Surveys**.\\
+  - Select the survey you want to end, and from the actions dropdown, click **End Survey Now**.\\ {{:admin:settings:actions_edit_survey.png?400|}}
+  - Or, double-click on the survey in the grid to open the survey form and click **End Survey Now**.\\ {{:admin:settings:end_survey.png?400|}}