Differences

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

--- admin:settings:surveys [2022/12/05 20:30] – smorrison
+++ admin:settings:surveys [2024/02/19 13:52] (current) – smorrison
@@ Line 1: / Line 1: @@
 ====== Surveys ======
-<note important>There is a current bug regarding survey permissions that does not allow staff to add questions to surveys. As of December 5, 2022, we are still working on resolving this. </note>
 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:20211229-131357.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.
+===== Ending a Survey =====
-. Fill in the form.\\
+  - Go to **Administration > Local Administration > Surveys**.\\
-      * Description: Optional.
+  - Select the survey you want to end, and from the actions dropdown, click **End Survey Now**.\\ {{:admin:settings:actions_edit_survey.png?400|}}
-      * Display in User Summary: This is a placeholder for future development and does not currently do anything.
+  - 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|}}
-      * 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 End Date/Time: Required. It must be after the survey start time.
-      * Survey Start Date/Time: Required. It must begin at least 24 hours later.
-. 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.
+<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>