Survey Overview

Through the overview screen of the Surveys module, you can create, edit, view and test surveys, and change the status of your surveys.

Getting started

When you are in the Overview screen, move your cursor across the screen. You will see round symbols with an arrow icon light up that will allow you to open the editing menus. The screen looks like this:

Manage and edit folders
Create new folders by clicking the plus icon next to Folders or rearrange folders by clicking on the double arrow icon. Would you like to edit existing folders? You can open the editing menu by clicking on the round icon. Would you like to know more about the possibilities of this editing menu? Please continue to Editing menus for folders and surveys.

Manage and edit surveys
Manage and edit existing surveys through the editing menu, which you can open by
clicking on the round icon that lights up on the right side of your display. Would
you like to know more about the possibilities of this editing menu? Please continue to Editing menus for folders and surveys. 

Select and move multiple surveys
You can select multiple surveys by ticking the box in front of the name of the survey. You will see a round symbol with an arrow icon light up in the upper-right corner, that will allow you to open the editing menu for moving surveys. Next to this button, you will see the number of selected surveys. When you click the button, you will see the following editing menu drop-down:

By using the Move function, you can move the selected surveys to one of the existing folders. 

 

Rearranging the columns Name and Date Move your cursor across the titles of the columns. You will see two arrows light up next to the Name and Date columns. These will allow you to alphabetize your forms and to sort them to see newest or oldest forms first.

 

Editing menus for folders and surveys

In the Overview you can open the following three drop-down menus:

1. The drop-down menu for folders, by clicking the round symbol with the highlighted arrow that appears when you hover your cursor over the folders.
2. The drop-down menu for surveys by clicking the round symbol with the arrow that lights up when you hover your mouse cursor over your surveys.
3. The drop-down menu for surveys can also be found in the upper right-hand corner of your screen when you select the checkboxes of multiple surveys.

The menus look like this:

Explanation of the functions in the Folder editing menu:

Rename	Change the name of your survey folder.
Archive	Move your survey folder to Archive.
Delete	Delete your survey folder.

Explanation of the functions in the Survey editing menu:

Edit	Open the step-by-step plan New survey. This will allow you to make changes to your survey. Do you need help? Please continue to New survey.
Open editor	Open the editor of the Surveys module. This will immediately open the survey editor. Do you need help? Please continue to Editors for the Surveys module.
Reports	Open the reports of your survey. Here, you can view and/or export respondents' reactions to your survey.
Change status	Open the Change status menu. In this menu, you can change the status of your survey from Draft to Test or Final. Give a survey the Concept status if you are still working on the survey. You only use the Test status for yourself and your colleagues. You will use this status when your survey is good enough to be tested. Give a campaign the Final status if your survey is ready and has been tested. This status is necessary if you want to start using the survey. Don't forget to delete all test responses before you start using the survey definitively.
View	Open het scherm Bekijken. Je ziet nu een voorbeeld van je survey. Aan de linkerkant van het scherm zie je de eigenschappen van de survey en de webpagina’s waarin het formulier gebruikt wordt.
Rename	Change the name of your survey.
Duplicate	Copy your survey.
Move	Move your survey to a folder.
Archive	Move your surveys to the Archive.
Delete	Delete your survey.