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Auitabs
idsurveys
titleNew Survey Wizard Procedure
directionhorizontal
Auitabspage
idsurvey554
titleAptify 5.5.4

 

  1. From the Survey Management dashboard, click More > New Survey Wizard.
    Aptify 5.5.4 New Survey Wizard
  2. If you want to copy an existing survey, enter the survey to copy In the Survey field. If you want to create a new survey, leave the Survey field blank.
    Aptify 5.5.4 New Survey Wizard Step 1
     
  3. Click Next to go to step 2.
    • If you are creating a new survey, go to step 4.
    • If you are copying an existing survey, go to step 19.
       
  4. In the Name field, enter a name for the new survey.
  5. In the Description field, enter a description of the survey.
  6. In the Category drop-down box, select a category from the list.
  7. In the Start Date field, enter a date that users can begin to take the survey on the e-Business web site.
  8. In the End Date field, enter a date when the survey becomes unavailable on the e-Business web site.
  9. In the Delivery Type drop-down box, select a delivery type from the list. 

    Aptify includes one default delivery type, Web. Each survey can support multiple delivery types, but at least one of them must be Web in order for the survey to appear on the e-Business web site.



  10. In the Style Sheet drop-down box, select a style sheet from the list. 
     
    Aptify 5.5.4 New Survey Wizard Step 2

  11. Click Next to go to step 3.
    Aptify 5.5.4 New Survey Wizard Step 3

  12. Click New.
  13. Add a new question to the survey.
    Staging Survey Questions

    • To add an existing question, enter a question name in the Current Question field and click the Search icon.
    • To add a new question, enter the appropriate information in these fields:
      • Question Name
      • Question Text
      • Question Description
      • Survey Question Type

        The fields to define a new question are similar to those in the Questions form. For more information on these fields, see .   



  14. In the Add Possible Answers section, click New to add an answer to the question.
    Possible Answers

    • To add an existing answer, enter an answer name in the Existing Answer field and click the Search icon.
    • To add a new answer, enter the appropriate information in these fields:
      • Answer Text
      • Answer Description

        The fields to define a new answer are similar to those in the Answers form. For more information on these fields, see .  



  15. Save the Possible Answers record.
    1. To save this record and add another answer, click OK and New and repeat step 14 for each answer.
    2. Once all of the answers are entered, review the answers in the listing at the bottom of the record.
      • You can add additional answers, edit existing answers, and update the order in which the answers are displayed in the survey using the buttons above the answer listing.

    3. Once the answers to the question are correctly set up, click OK to return to the Staging Survey Questions record.

  16. Save the Staging Surveys Questions record.
    1. To save this record and add another question, click OK and New and repeat steps 13 and 14 for each question.
    2. Once all of the questions for the survey are entered, click OK to return to the listing of questions.
       
  17. Review the questions in the survey and make any necessary modifications.
    • You can add additional questions, edit existing questions, and update the order in which the questions are displayed in the survey using the buttons above the questions listing.
       
  18. Go to step 20.
  19. In the New Survey Name field, set the name for your copied survey.
     

    Aptify 5.5.4 New Survey Wizard Step 4
  20. Click Finish to save the survey, and click OK in the success message.
  21. You can add answer logic to this survey using the Survey Panel View. See step 10 in  for information on adding answer logic to the survey.
Auitabspage
idsurvey553
titleAptify 5.5.3

 

  1. From the Survey Management dashboard, click More > New Survey Wizard.
     

    New Survey Wizard Screen 1
  2. In the Name field, enter a name for the survey.
  3. In the Description field, enter a description of the survey.
  4. In the Category drop-down box, select a category from the list.
  5. In the Start Date field, enter a date that users can begin to take the survey on the e-Business web site.
  6. In the End Date field, enter a date when the survey becomes unavailable on the e-Business web site.
  7. In the Delivery Type drop-down box, select a delivery type from the list. 

    Aptify includes one default delivery type, Web. Each survey can support multiple delivery types, but at least one of them must be Web in order for the survey to appear on the e-Business web site.



  8. In the Style Sheet drop-down box, select a style sheet from the list. 
  9. Click Next to go to the listing of questions.
     
    Adding Questions to the Survey
  10. Click New. 
  11. Add a new question to the survey.
     
    Staging Survey Questions Record
    • To add an existing question, enter a question name in the Current Question field and click the Search icon.
    • To add a new question, enter the appropriate information in these fields:
      • Question Name
      • Question Text
      • Question Description
      • Survey Question Type

         

        The fields to define a new question are similar to those in the Questions form. For more information on these fields, see .   



  12. In the Add Possible Answers section, click New to add an answer to the question.

    Possible Answers Record

    • To add an existing answer, enter an answer name in the Existing Answer field and click the Search icon.
    • To add a new answer, enter the appropriate information in these fields:
      • Answer Text
      • Answer Description

        The fields to define a new answer are similar to those in the Answers form. For more information on these fields, see .  



  13. Save the Possible Answers record.
    1. To save this record and add another answer, click OK and New and repeat step 12 for each answer.
    2. Once all of the answers are entered, review the answers in the listing at the bottom of the record.
      • You can add additional answers, edit existing answers, and update the order in which the answers are displayed in the survey using the buttons above the answer listing.

    3. Once the answers to the question are correctly set up, click OK to return to the Staging Survey Questions record.

  14. Save the Staging Surveys Questions record.
    1. To save this record and add another question, click OK and New and repeat steps 11 and 12 for each question.
    2. Once all of the questions for the survey are entered, click OK to return to the listing of questions.
  15. Review the questions in the survey and make any necessary modifications.
    • You can add additional questions, edit existing questions, and update the order in which the questions are displayed in the survey using the buttons above the questions listing.
       

      Survey Question Listing
  16. Click Finish to save the survey, and click OK in the success message.
  17. You can add answer logic to this survey using the Survey Panel View. See step 10 in  for information on adding answer logic to the survey.