Survey Management & Categories

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

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:

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.

Creating a Survey Category

1. Click Edit Categories.

2. Click Add Category.

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

3. Name the new category.

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

5. Save or Save and Close.

Assign a Survey to a Category

1. Click the drop down arrow next to the survey name.

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.

Change or remove an assigned category

1. Click the drop down arrow next to the survey name.

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.

Delete a Category

To delete a category go to Edit Categories.

1. Select the category or categories to be deleted.

2. Click the trash icon above the table.

3. Confirm you wish to delete the category.

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

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.

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

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

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

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