PINES Documentation

This page is read only. You can view the source, but not change it. Ask your administrator if you think this is wrong.
====== 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. 

===== Creating a New Survey =====

  - 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.

===== Ending 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|}}

<note>The system will not allow the deletion of a survey if a response has been recorded on a patron's account. Ending the survey will effectively remove the survey from patrons' accounts.</note>