Differences

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

--- admin:settings:surveys [2019/03/19 21:28] – [Surveys] tmccanna
+++ admin:settings:surveys [2024/02/19 13:52] (current) – 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...
+===== Creating 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 |New Survey Form}}]
-  - Fill in the form and click Save.
+  - 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 =====
-===== Tips =====
+  - 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|}}
-  * When creating a new patron survey, name the survey and then save it. Refresh the screen to see the option to add a survey question. (Alternatively, you may leave the survey and re-enter it.)
+<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>
-  * When creating patron surveys, the survey must begin at least 1 day after the current date.