TraxSolutions - Survey Manager. Access Survey Manager

Transcription

1 TraxSolutions - Survey Manager TraxSolutions Survey Manager allows your organization to create surveys to send to participants. Surveys can be created from scratch or from templates. Surveys are then ed to participants and results can be viewed. In addition to the survey results, demographic and attendance data are needed to track outcome measurement. See Survey Kiosk document for instructions to allow participants to take non-anonymous surveys without ing a link. Access Survey Manager Go to Management Household Management Survey Manager from the top menu The Survey Manager home page will appear

2 Creating Surveys from Scratch (Anonymous) Allow anonymous responses may be sent to non-members; demographic and attendance reporting is not available. Select New Survey from Scratch link Enter survey name and purpose in the corresponding fields (both are mandatory) Choose answers to the following four questions and select Next The Survey Summary page will appear:

3 Choose Edit Questions from Menu dropdown and select Go The Survey Builder page will appear: Select Add Question to begin creating survey Enter question and select Next Choose question type and select Next

4 Enter number of answers and select Next Enter answers and select Next Verify question in Question Preview page and select Finish The Edit Questions page will appear; add additional questions using the previous instructions and select Survey Summary when finished with survey

5 The Survey Summary screen will appear: Choose Post Survey from Menu dropdown and select Go The survey is now posted and ready to be ed; see ing Surveys section below Creating Surveys from Scratch (Non-Anonymous) Non-Anonymous surveys may be used to report participant demographic and attendance data according to participation. Select Create Select New Survey from Scratch link

6 Enter survey name and purpose in the corresponding fields (both are mandatory) Choose answers to the following four questions and select Next The Survey Summary page will appear: Choose Edit Questions from Menu dropdown and select Go

7 The Survey Builder page will appear: Select Add Question to begin creating survey To enter a series of questions with similar responses you can enter a leading question and select Next Choose question type Multiple Rank and select Next (NOTE: This example uses Multiple Rank questions type) Enter number of answers and select Next

8 Select an existing Rank Set or create a New Rank Set by clicking the New Rank Set button Fill out the answers for this quest then select Next (NOTE: The rank Set responses display to the right of the answers) Verify the question/answer/response on the Question Preview page and select Finish f

9 The Edit Questions page will appear; add additional questions using the previous instructions and select Survey Summary when finished with survey The Survey Summary screen will appear; Choose Post Survey from Menu dropdown and select Go The survey is now posted and ready to receive responses Creating Surveys from a Template Select Create Select New Survey from Template link

10 The template list will appear; select template to create survey from Enter survey name and purpose in the corresponding fields (both are mandatory) Choose answers to the following four questions and select Next The Survey Summary page will appear:

11 Choose Edit Questions from Menu dropdown and select Go The Survey Builder will appear that allows you to add and/or edit questions When finished with survey questions, select Survey Summary Choose Post Survey from Menu dropdown and select Go The survey is now posted and ready to be ed; see ing Surveys section below ing Surveys Note: There is a limit of 100 s that can be sent at one time. Select survey from Active section on Survey Manager home page

12 Choose Invitations from Menu dropdown and select Go Choose the checkboxes next to the names with addresses and select Continue Confirm the names Verify participants to be ed, enter organization name and , and select Confirm and Send

13 The following screen will appear View Results Select the survey name from the Active section on Survey Manager home page The Survey Summary page displays up-to-date survey results select View to see individual responses

14 The survey separates those who have taken the survey from those who have not, select View to see an individuals survey response or Delete Response to remove that persons survey responses The person s survey responses may be viewed, printed, or saved in PDF format To save a survey click the Save a Copy button and save the file to a known location on your computer

15 For non-anonymous surveys you can attach attendance to the survey responses: Select the Survey Summary button and then select the Survey Responses by Member menu option The View Survey Response Report screen will display: Choose what attendance to link to the survey responses (Organization or Activity) then click Select Enter the attendance Start Date and End Date, (choose the activity) then click Continue

16 The attendance hours and minutes for the selected Activity display, if attendance for the selected activity has not been recorded for a person who has taken the survey, No Scan Records displays For full reporting return to the Survey Summary and choose Close Survey from the dropdown menu Close Survey Choose Close Survey from Menu dropdown and select Go