admin:settings:surveys
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admin:settings:surveys [2019/03/19 21:52] – tmccanna | admin: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/ | Surveys can be created that appear on the patron registration/ | ||
- | To create | + | ===== Creating |
- | + | ||
- | 1. Go to Administration > Local Administration > Surveys.\\ | + | |
- | 2. Click the Add New Survey | + | |
- | 3. A popup will appear: | + | |
- | [{{ : | + | |
- | + | ||
- | 4. Fill in the form. | + | |
- | * The Start Date must be at least one day after the current date. | + | |
- | 5. Click Save Changes.\\ | + | |
- | 6. The screen will refresh so that you may add a question: | + | |
- | + | ||
- | + | ||
- | [{{: | + | |
- | 7. Enter the survey | + | - Go to **Administration > Local Administration > Surveys**.\\ |
- | 8. Enter each option answer and click the Add Answer button after each one. | + | - Click the **Add New Survey** button. A popup will appear:\\ |
+ | - Fill in the form.\\ | ||
+ | * **Description**: | ||
+ | * **Display in User Summary**: This is a placeholder for future development | ||
+ | * **Is Required? | ||
+ | * **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/ | ||
+ | * **Survey End Date/ | ||
+ | - Click **Save**.\\ {{: | ||
+ | - 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.\\ {{: | ||
+ | - Type in your question and click **Save Question & Add Answer**.\\ {{: | ||
+ | - Enter each option answer and click the **Add Answer** button after each one.\\ {{: | ||
+ | - The survey will appear at the bottom of the patron registration / edit form once the start date arrives. | ||
- | [{{: | + | ===== Ending a Survey ===== |
- | 9. Click the Save button when complete. | + | - Go to **Administration > Local Administration > Surveys**.\\ |
+ | - Select | ||
+ | - Or, double-click on the survey in the grid to open the survey form and click **End Survey Now**.\\ {{: | ||
+ | < | ||
admin/settings/surveys.1553032357.txt.gz · Last modified: 2019/03/19 21:52 by tmccanna