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admin:settings:surveys [2019/03/19 21:48] tmccannaadmin:settings:surveys [2024/02/19 13:52] (current) smorrison
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 ====== Surveys ====== ====== 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.  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 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 createdDouble-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. +  - Go to **Administration > Local Administration > Surveys**.\\ 
-  - Click the Add New Survey button. +  - Select the survey you want to end, and from the actions dropdown, click **End Survey Now**.\\ {{:admin:settings:actions_edit_survey.png?400|}} 
-  - A popup will appear: [{{ :admin:settings:pasted:20190319-162438.png?direct&400 |New Survey Form}}] +  - 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|}}
-  - 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 |Add Survey Question}}] +
-  - 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|Enter Each Option}}+
-  - Click the Save button when complete.+
  
 +<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>
  
admin/settings/surveys.1553032099.txt.gz · Last modified: 2019/03/19 21:48 by tmccanna