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This article highlights the various ways surveys can be organized individually or on massin multiples. Survey organization is for organizing in the administrator side only. Changes will not be seen by users, unless visibility is changed.

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Categories for Surveys

The default list view of all surveys in the Survey Tool is by availability, sorted into current and past surveys. To organize by categories:

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  1. Select the drop-down menu by clicking the arrow.

  2. Click “By Category”.

  3. Click “Apply”.

Surveys will now be sorted by groups assigned by the user. Any surveys without a category will be sorted together. To revert this change, follow the steps outlined above but in step 2 select “By Availability” instead.Categories are an organizational tool for Surveys, which allow surveys to be grouped together based on a chosen idea or criteria.

Creating a Survey Category

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  1. Click Add Category.

    1. Note the new category added and is named “New Category” by default.

  2. Name the new category.

  3. Specify the order where this new category will fit with other categories (1,2,3,etc.).

  4. Save or Save and Close.

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  1. Click the drop down arrow next to the survey name on the Surveys homepage.

  2. Select Edit

  3. On the Properties Tab, select the desired category for that survey or click Add Category to make a new one.

  4. Click Save and Close when finished.

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  1. Click the drop down arrow next to the survey name on the Surveys homepage.

  2. Select Edit

  3. On the Properties Tab, select the desired category for that survey;

    1. OR click Add Category to make a new one;

    2. OR click no category in the drop-down to remove the assigned category.

  4. Click Save and Close when finished.

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No surveys will be deleted. Any surveys in the deleted category will now default to “No category”.

Viewing Surveys by Category

The default list view of all surveys in the Survey Tool is by availability, sorted into current and past surveys. To organize by categories:

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  1. Select the drop-down menu next to Preview by clicking the arrow.

  2. Click “By Category”.

  3. Click “Apply”.

Surveys will now be sorted by groups assigned by the instructor. Any surveys without a category will be sorted together. To revert this change, follow the steps outlined above but in step 2 select “By Availability” instead.

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Bulk Edit Surveys

The Bulk Edit tool allows for changes to be made to multiple surveys without having to click edit for each one. In this tool you can re-name surveys, assign and/or create new categories, and change visibility to users.

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  1. Select the surveys you wish to edit. To select all surveys click the top left box to select all.

  2. Click Bulk Edit above the list of surveys.

  3. Edit or Change the Name of surveys. This field cannot be left blank.

  4. Assign or change categories of the surveys. New categories can be created by selecting [add category].

  5. Change survey visibility. Check the box next to a survey to Hide from users. UN-CHECKED surveys are visible to users.

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