Overview
Surveys are a vital part of Impact Feedback so understanding the basics is an important step in taking advantage of all of our survey features.
Accessing a Survey
- Go to the navigation menu on the left and select Surveys to open the Surveys overview page.
- Click anywhere in the row for the survey that you want to access. This opens that survey's SUMMARY tab. Note: Use the 'Published Status' filter in the top left corner to display surveys that haven't been published yet.
The Summary Tab
This tab provides information regarding the name, description, who created the survey, when it was last updated. etc. Additionally, manage access to the survey and publish or republish the survey. Below is a rundown of the features and concepts included on the Summary tab of Surveys.
- Edit Details
- Select Edit Details to change the name or description of a survey. Be sure to hit 'SAVE' in order to save your changes. The name of the survey appears in the top left corner of the live survey and the description is usually used for internal use.
- Make A Copy
- Select Make A Copy to make a duplicate of an existing survey. All content and calculations will be copied. The title of the newly copied survey will be the name of the previous survey with '_COPY' appended to the end of the title which can be edited. Note: Duplicating a survey will not duplicate events or create a duplicate associated feedback report.
- Remove Survey
- Select Remove Survey to delete a survey. You will be prompted as to whether you want to permanently remove the survey. 'REMOVE' to do so. Note: This will remove the survey and all survey session data. Be sure to download any data you want to preserve prior to deleting a survey.
Publishing & Versioning
When a survey is newly created or copied, it will be Unpublished by default but a survey can only be opened by students/cases if it's been published. When attempting to access an unpublished survey, folks will receive a message 'survey not found' and will be unable to take the survey. This publishing step allows for changes to made to a survey and versions of that survey created (more on that below) without those changes immediately going live in an actual survey session.
When changes to the content or calculations of a survey are made and saved, a new version of the survey is created. For example, if a question is added to a survey, or the text of a question is changed (and saved) a new version of the survey is created. Moreover, the previous version of the survey (prior to changes) is also preserved. This is an important tool which will allow users to revert to and publish previous versions of the survey (if desired). The result is the possibility of multiple versions of the survey that are all preserved in the IMPACT Feedback system.
How to Publish or Re-publish a Survey
Access the survey's SUMMARY tab, see Accessing a Survey above.
In 'Published Status' section, select PUBLISH to publish a survey that is not currently published or RE-PUBLISH if it's already been published before. If there are multiple versions of the survey, each version will be displayed with summary information as to when it was created and by whom (shown below). Note that the most recent version "LATEST" will always appear at the top of the page.
- Select the version you want to publish and you will be presented with additional details about this version.
- Then click PUBLISH to publish that version which will make it live for survey sessions or CANCEL to void this change.
How to Unpublish a Survey
Access the survey's SUMMARY tab, see Accessing a Survey above.
- In 'Published Status' section, select UNPUBLISH which opens a confirmation window.
- Click UNPUBLISH again to make the survey inaccessible or CANCEL to void this change.
Managing Survey Access
Surveys can be accessed by invitation only or without invitation (anonymous), see more below. Click on Manage Access on the Summary tab to select either 'Invitation-Only' or 'Anonymous'.
- Invitation-Only
- The survey will only be accessible through a survey invitation sent through IMPACT Feedback. The invitation received will contain a code that is specific to the person receiving the invitation. This type of survey is used to associate the completed survey session with a particular case record. Consequently, the survey invitation and results will be available in the case record of the particular person.
- Anonymous
- The anonymous setting allows any person that is provided the invitation link or QR code of the survey to open and submit the survey. The link can be posted on a department website or sent via email and the QR code can be printed out for scanning.
- Importantly, because the survey is anonymous, the survey results (including feedback report) will not be automatically associated with a case record.
- However, if desired, a case record can be created by programming an automated Survey Submission Event to 'create a new case' upon survey completion. See Survey Events for details.