Getting Started with Using and Managing Surveys

The purpose of this topic is to describe the management of the Surveys application. This application is integrated with e-Business, and it is used to create end user surveys that can be used in your organization's e-Business Web site. You can design and develop surveys to gauge the opinion of Web users on any number of topics. For example, you can create a customer service survey to solicit user feedback. The Surveys application includes a sample survey provided by Aptify that collects basic demographics from Web users.

This topic contains sub-topics that describe how to use the Surveys module to create, edit, and view surveys. This topic also contains sub-topics that provide background information about the Surveys application and descriptions of the forms used by the related services.

 

 

Aptify 5.5.3 New Features (e-Business Support)

The following new features that support Aptify e-Business have been included in Aptify 5.5.3: 

 

Survey Management

The following new features were added to the Survey Management application as part of Aptify 5.5.3.

Aptify Web: Survey Management: New Dashboard

Currently in the Aptify web interface, the default dashboard for Survey Management found in the Aptify Desktop client cannot be displayed. Aptify 5.5.3 updates the schema, database objects, and metadata to ensure that an Aptify web interface dashboard for Survey Management can be displayed. The new Survey Management web interface dashboard displays the following information:

  • Top area of dashboard shows the In Progress/Planning Surveys list view (owned by sa)
  • Bottom area of dashboard shows the Responses Last 30 Days chart view.
  • New Survey Results shared folder (owned by sa) that has three views:
    • Survey Results (drill down) -- drill down view for chart
    • Survey Results by Question (Chart) -- prompt view to select a survey -- prompt prepopulated with list of survey names based on new ViewPromptQuery and Service Data Object.
    • Results for a Survey (List) -- prompt view to select a survey -- prompt prepopulated with list of survey names based on new ViewPromptQuery and Service Data Object.

(Issue 20778

Survey Management: Create Default Chart View of Survey Results

Currently in Aptify, there is no direct link between the default chart view on the results panel of a survey. Aptify 5.5.3 adds metadata to the Survey Management application to add a new Form Template part for a Chart View, which provides the ability to link directly between the results panel of a survey and the default chart view. (Issue 20544)

Survey Management: Drill Down Functionality to Chart View of Survey Results

Currently in Aptify, users cannot drill down into the chart view of survey results. Aptify 5.5.3 adds metadata to the Survey Management application to add the ability for users to drill down into the chart view of survey results. (Issue 20545)

Survey Management: Improve/Expand Survey Reporting and Data Analysis Capabilities

Aptify 5.5.3 updates the Surveys system to improve the reporting and data analysis functionality available to users. This is accomplished by adding the following capabilities:

  • Default list of views for survey results is available as a shortcut on the result panel of the Survey Panel view
  • Multiple base view available that is created out of questions, answers, and results so that appropriate data can be displayed in the survey report
  • Adds a New Survey wizard for the Aptify web interface.
  • Survey Panel view changes, including:
    • Ability to insert a question in-between questions
    • Answer logic record insertion using the panel view
    • Links to survey results and survey result rendering on right-hand side
    • Ability to drill-down in charts
    • Panel view is now the default Survey view
    • Text boxes are disabled when a survey is locked
    • Tree view of question list
    • In a Survey Results record, the Survey Export wizard can be launched from a button in the Results Details tab.

(Issues 6788, 20542, 20543, 20689 and 20581)

Survey Management: Survey Module Support on Aptify Web

Currently, the Aptify web interface does not support the Survey module. Aptify 5.5.3 updates the Surveys system to include the ability to use the Survey Module in the web interface. This feature includes the following Survey module functions:

  • Records for the following entities can be created or modified using the Aptify web interface:

    • Answers

    • Survey Capture Modes

    • Survey Categories

    • Survey Delivery Types

    • Survey Participants

    • Survey Results

    • Survey Status

    • Survey Style Sheets

    • Survey Tracking Types

    • Question Branches

    • Surveys (Question Trees)

    • Question Types

    • Questions 

    • Staging Survey
       

  • Icons are available for all services under the Survey application
  • Surveys created in the Aptify web interface can be viewed in Aptify e-Business.
  • Panel view is available for surveys in the Aptify web interface.
  • Panel view can be used to edit survey details in the Aptify web interface.
  • Ability to create a question branch that is triggered by a particular response to a given question.
  • Survey is open for editing when it has a status of Planning. When in any other status (Closed, In-Progress, or Complete), the survey is locked for editing, and can be accessed in read-only mode.

  • Questions can be viewed in read-only mode when a survey has a status of Closed, In-Progress, or Complete, and open for editing when a survey has a status of Planning.

  • Questions can be added in between two questions in an existing survey.
  • Questions and question details can be added, edited, or deleted using the Panel view.
  • When a question is added to a staging Survey record, the question is visible in the Panel view once the record is saved.

  • Status of a open new survey is Planning.
  • Answer logic can be added to a survey from the  Insert Answer Logic button in the Panel view.
  • When a new survey is completed in the wizard, the user is notified with this message: Survey created successfully
  • Survey results can be exported to Excel in the Aptify web interface.
  • Survey can be resorted

(Issues 20192, 20440, 20441, 20446, 20448, 20456, 20464, 20531, 20579, 20580, 20642, 20620, 20704, 20705, and 20886)

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