Survey Administration Manual
Survey Administration Manual
Table of Contents
Survey Administration Overview 1
Create a New Survey 1
Accessing an Existing Survey 2
Survey Main Menu & Sub Menu Options 4
Main Menu Options 4
Sub Menu Options 5
Settings Menu Menu Options 5
Results Reports Menu Options 5
Form Builder Menu Option 6
Survey Users Menu Options 6
Page Commands 7
Question Commands 8
Survey Settings 9
Creating Survey Instructions 10
Add Survey Fields to Collect Participant Data 11
Survey Questions Overview 18
Insert a Custom Drop-down List Question 18
Insert a Matrix Question 23
Insert a Radio Button Question 27
Insert a Checkbox Question 32
Survey Question Type and Display Matrix 37
Survey Instructions 37
Horizontally Displayed Participant Data Collection Fields 38
Vertically Displayed Participant Data Collection Fields 39
Multi-Colum Horizontally Displayed Participant Data Collection Fields 40
Multi-Column Vertically Displayed Participant Data Collection Fields 41
Medium and Large Text Field Displays 42
Drop-Down Menu Question Display 43
Matrix Question Display 44
Horizontally Displayed Checkbox Question 45
Vertically Displayed Checkbox Question 46
Multi-Column Horizontally Displayed Checkbox Question 47
Multi-Column Vertically Displayed Checkbox Question 48
Horizontally Displayed Radio Question 49
Vertically Displayed Radio Question 50
Multi-Column Horizontally Displayed Radio Question 51
Multi-Column Vertically Displayed Radio Question 52
Branching Logic 53
Create Branching Logic 53
Create a Role (Rights) for a Survey 55
Role Rights Definitions 58
Suggested Role Permissions 59
Client Administrator 59
Report Viewer 59
Survey Taker 60
Assign Survey 61
Survey Administration Overview
The Survey Tool in the Elsevier Performance Manger (EPM) is a robust tool that allows you to create custom surveys. This guide will provide the steps necessary to utilize the wide range of features available with this system. We will begin by presenting a detailed description of the functionalities that are accessible via various Survey Tool menu options. Then continue by supplying you with the steps necessary to:
• Design a new survey
• Create field. to collect survey participant data
• Insert Matrix, Radio button, or drop-down menu questions
• Add branching logic
• Establish role (right) for the survey
• Assign the survey.
|Create a New Survey |
|Steps |Display |
|Log in to the Elsevier Performance Manger (EPM). |[pic] |
|Click on the [Administration] button on the main menu. | |
|Select Create Survey from the Surveyor menu selections. |[pic] |
|The Survey Information screen displays. |
|[pic] |
|Enter the name of your survey in the Title field. |[pic] |
|Click the [Create survey!] button. | |
|The Form builder screen displays. |
|[pic] |
|Accessing an Existing Survey |
|Steps |Display |
|Log into the Elsevier Performance Manger (EPM). |[pic] |
|Click the [Administration] button on the main menu. | |
|Select Create Survey from the Surveyor menu selections. |[pic] |
|The Survey Information screen displays. |
|[pic] |
|Click the form builder link |[pic] |
|Select the survey name from the Form builder menu |[pic] |
|selections. | |
|The Form builder screen displays containing your survey information. . |
|[pic] |
Survey Main Menu & Sub Menu Options
|Main Menu Options |
|[pic] |
|[pic] |
|Settings Menu Menu Options |Results Reports Menu Options |
|Click Settings on the Survey Main Menu |Click Results Reports on the Survey Main Menu |
|[pic] |[pic] |
| |
|Form Builder Menu Option |Survey Users Menu Options |
|[pic] |[pic][pic] |
| |
|[pic] |
|[pic] |
|[pic] |
|[pic] |
|Click the Settings link |[pic] |
|Select your Survey from the Survey |Field |
|Information menu selections. |Description |
|Modify the survey settings. See field | |
|description table. |Field |
|Click the [Apply Changes] button. |Description |
| | |
| |Title |
| |Enter survey title. |
| | |
| |Scored |
| |Feature not available |
| | |
| |Opening date |
| |Enter the first day the survey will be available. |
| | |
| |Previous/next page navigation |
| |Click to allow the survey taker to navigate through the survey using next and previous functionality. |
| | |
| |Close Date |
| |Enter the last day the survey will be available. |
| | |
| |Resume of progress |
| |Select the choice that indicates if the survey can saved prior to completion |
| | |
| |Footer Progress display |
| |Not available |
| | |
| |Allow only creator to view reports |
| | |
| | |
| |Disable question numbering |
| |Click to disable the question numbering. |
| | |
| |Notification |
| |Feature not available |
| | |
| |Active |
| |Feature not available |
| | |
| | |
| | |
| | |
|Creating Survey Instructions |
|Steps |Display |
|Access your survey using the steps in the “Create a New |[pic] |
|Survey” or “Access an Existing Survey” sections. | |
|Ensure your survey name is displayed in the Form builder | |
|field. | |
|Click the Insert question link. | |
|The New Question screen displays. |
|[pic] |
|Enter survey instructional text into the Question field. |[pic] |
|Select Static free text from the Type menu selections. | |
|Click the [Add new question/text] button. |[pic] |
|The Form builder screen displays containing your survey data. |
|[pic] |
|Add Survey Fields to Collect Participant Data |
|Steps |Display |
|Access your survey using the steps in the “Create a New|[pic] |
|Survey” or “Access an Existing Survey” sections. | |
|Ensure your Survey name is displayed in the Form | |
|builder field. | |
|Click the Insert question link. | |
|The New question screen displays. |
|[pic] |
|Enter instructional text in the Question field. |[pic] |
|Select Single question from the Type menu selections. | |
|Click the [Add new question / text] button. | |
|The Edit question screen displays. |
|[pic] |
|Select TextBoxSelection from the Selection mode menu |[pic] |
|selections. | |
|Chose whether the answers will display horizontally or | |
|vertically from the Display mode menu selections. | |
|[pic]Note: Refer to the Survey Question Type and Display | |
|Matrix for detailed illustration regarding the types of | |
|data collection answer display options. | |
|Enable the Randomize answers order checkbox if | |
|applicable. | |
|Do not enable the Rating part checkbox. | |
|Leave Min. & Max selections required at their default | |
|settings. | |
|[pic]Note: Some options are not applicable when creating | |
|data collection fields. | |
|Click the [Add / Edit answers] button. | |
|The Question’s answers editor screen displays. |
|[pic] |
|Click the [Add new answer] button. |[pic] |
|The Add new answer screen displays. |
|[pic] |
|Enter instructional text for the collection field in the |[pic] |
|Answer text field. | |
|Leave the Image URL field blank. | |
|Choose the type of information to be collected from the |[pic] |
|Type menu selections. The choices are: | |
|Date = select Field – Calendar. | |
|Country = Select XML – Country list. | |
|State = Select XML – US States. | |
|Confidential Text = Select Field- Password. | |
|Open Text Entry Field = Select text field medium or Field| |
|– Large. | |
|Click the [Add] button. |[pic] |
|Your new data collection field displays in the Answers overview section of the Question’s answers editor screen. |
|[pic] |
|Repeat steps 16 through 22 until all data collection fields have been added. Then proceed to step 24. |
|Review your data collections fields in the Answers overview section. |
|Use the arrows in the Order column to set the order the questions will appear in the survey. |
|[pic] |
|To review your survey layout, click the form builder |[pic] |
|link on the main menu. | |
|The Form builder screen displays containing your survey data. |
|[pic] |
|[pic]Information: Refer to: |
|The “Survey Question Type and Display Matrix” section for detailed instructions regarding the 4 types of radio button answer display options.|
| |
|Use the features detailed in the “Survey Commands” section to customize your survey appearance. |
|To view your survey as a participant would, click the |[pic] |
|Take survey link on the main menu. | |
|The Take survey screen displays containing your survey data. |
|[pic] |
|[pic]Caution: The survey displayed on the Take Survey screen is a live survey. If you click the [Submit form] button the survey responses |
|will become part of the survey response reports. |
Survey Questions Overview
This section will detail the steps necessary to create the following question types:
• Drop-down List
• Matrix Question
• Radio Button
• Checkbox
|Insert a Custom Drop-down List Question |
|Steps |Display |
|Access your survey using the steps in the “Create a New |[pic] |
|Survey” or “Access an Existing Survey” sections. | |
|Ensure your Survey name is displayed in the Form builder | |
|field. | |
|Click the Insert question link. | |
|The New question screen displays. |
|[pic] |
|Enter your question text into the Question field. |[pic] |
|Select Single question from the Type menu selections. | |
|Click the [Add new question / text] button. | |
|The Edit Questions screen displays. |
|[pic] |
|Select DropDownList (single) from the Selection mode menu|[pic] |
|selections. | |
|Leave all Display mode and Number of columns fields at | |
|their default setting. | |
|Enable the Randomize answers order checkbox if | |
|applicable. | |
|Do not enable the Rating part checkbox. | |
|Leave the Min & Max selections required menu options at | |
|their default setting. | |
|Leave the Pipe alias field blank. | |
|[pic]Note: Some options are not applicable when creating | |
|data collection fields. | |
|Click the [Add / Edit answers] button. | |
|The Question’s answers editor screen displays. |
|[pic] |
|Click the [Add new answer] button. |[pic] |
|The Add new answer screen displays. |
|[pic] |
|Enter the answer text in the Answer text field. |[pic] |
|Leave the Image URL field blank. | |
|Choose Selection – Text from the Type menu selections. | |
|Click the [Add] button. | |
|The answer displays in the Answers overview section of the Question’s answers editor screen. |
|[pic] |
|Repeat steps 17 through 21 until all answers have been |[pic] |
|added. | |
|To review your survey layout, click the form builder link|[pic] |
|on the main menu. | |
|[pic] |
|[pic]Information: Use the features detailed in the “Survey Commands” section to customize your survey appearance. |
|To view your survey as a participant would, click the |[pic] |
|Take survey link on the main menu. | |
|The Take Survey screen displays containing your survey data. |
|[pic] |
|[pic]Caution: The survey displayed on the Take Survey screen is a live survey. If you click the [Submit form] button the survey responses |
|will become part of the survey response reports. |
|Insert a Matrix Question |
|Steps |Display |
|Access your survey using the steps in the “Create a New |[pic] |
|Survey” or “Access an Existing Survey” sections. | |
|Ensure your Survey name is displayed in the Form builder | |
|field. | |
|Click the Insert question link. | |
|The New question screen displays. |
|[pic] |
|Enter your matrix question text in the Question field. |[pic] |
|Select Matrix question from the Type menu selections. | |
|Click the [Add new question /text] button. | |
|The Edit matrix question screen displays. |
|[pic] |
|Do one of the following: |[pic] |
|To allow only one answer to be selected, do not enable | |
|the Multiple choices matrix checkbox. | |
|To allow multiple answers to be selected, enable the | |
|Multiple choices matrix checkbox. | |
|Do one of the following: | |
|If multiple choices are not allowed, leave the Min & Max | |
|selections per row menu options at the default settings. | |
| | |
|If multiple choices are allowed, select the appropriate | |
|choice from the Min & Max selections Required per row | |
|menu options. | |
|Click the [Update] button. | |
|The “Options have been updated” message displays at the |[pic] |
|top of the screen. | |
|Enter your row and column text by doing the following: |[pic] |
|To enter a new row: | |
|Enter your row text in the Row field. | |
|Click the [Add row] button. | |
|To enter a new column: | |
|Enter our column text in the Column field | |
|Choose Select- Text from the Column menu options. | |
|Click the [Add column] button. | |
|Your new row or column information will display in the Current row and columns section of the Edit Matrix question screen. |
|[pic] |
|Repeat step 13 until all row and column data has been |[pic] |
|added. | |
|To review your survey layout, click the form builder link|[pic] |
|on the main menu. | |
|The Form builder screen displays containing your survey data. |
|[pic] |
|[pic]Information Use the features detailed in the “Survey Commands” section to customize your survey appearance. |
|To view your survey as a participant would, click the |[pic] |
|Take survey link on the main menu. | |
|The Take Survey screen displays containing your survey data. |
|[pic] |
|[pic]Caution: The survey displayed on the Take Survey screen is a live survey. If you click the [Submit form] button the survey responses |
|will become part of the survey response reports. |
|Insert a Radio Button Question |
|Steps |Display |
|Access your survey using the steps in the “Create a New |[pic] |
|Survey” or “Access an Existing Survey” sections. | |
|Ensure your Survey name is displayed in the Form builder | |
|field. | |
|Click the Insert question link. | |
|The New question screen displays. |
|[pic] |
|Enter your question text into the Question field. |[pic] |
|Select Single question from the Type menu selections. | |
|Click the [Add new question / text] button. | |
|The Edit Questions screen displays. |
|[pic] |
|Select Radiobutton (single) from the Selection mode menu |[pic] |
|selections. | |
|[pic]Note: Refer to the Survey Question Type and Display | |
|Matrix for detailed illustration regarding the 4 types of| |
|radio button answer display options. | |
|Choose whether the answers will display horizontally or | |
|vertically from the Display mode menu options. | |
|Enable the Randomize answers order checkbox if | |
|applicable. | |
|Do not enable the Rating part checkbox. | |
|Leave the Min & Max selections required menu options at | |
|their default setting. | |
|Leave the Pipe alias field blank. | |
|[pic]Note: Some options are not applicable when creating | |
|radio button questions. | |
|Click the [Add / Edit answers] button. | |
|The Question’s answers editor screen displays. |
|[pic] |
|Click the [Add new answer] button. |[pic] |
|The Add new answer screen displays. |
|[pic] |
|Enter the answer text in the Answer text field. |[pic] |
|Leave the Image URL field blank. | |
|Choose Selection – Text from the Type menu selections. | |
|Click the [Add] button. | |
|The answer displays in the Answers overview section of the Questions answers editor screen. |
|[pic] |
|Repeat steps 17 through 22 until all answers have been |[pic] |
|added. | |
|To review your survey layout, click the form builder link|[pic] |
|on the main menu. | |
|[pic] |
|[pic]Information: Refer to: |
|Refer to the “Survey Question Type and Display Matrix” section for instructions regarding the 4 types of radio button answer display options. |
| |
|Use the features detailed in the “Survey Commands” section to customize your survey appearance. |
|To view your survey as a participant would, click the |[pic] |
|Take survey link on the main menu. | |
|The Take Survey screen displays containing your survey data. |
|[pic] |
|[pic]Caution: The survey displayed on the Take Survey screen is a live survey. If you click the [Submit form] button the survey responses |
|will become part of the survey response reports. |
|Insert a Checkbox Question |
|Steps |Display |
|Access your survey using the steps in the “Create a New |[pic] |
|Survey” or “Access an Existing Survey” sections. | |
|Ensure your Survey name is displayed in the Form builder | |
|field. | |
|Click the Insert question link. | |
|The New question screen displays. |
|[pic] |
|Enter your checkbox question text in the Question field. |[pic] |
|Select Single question from the Type menu selections. | |
|Click the [Add new question /text] button. | |
|The Edit matrix question screen displays. |
|[pic] |
|Select Checkbox (multiple) from the Selection Mode menu |[pic] |
|options | |
|[pic]Note: Refer to the Survey Question Type and Display | |
|Matrix for detailed illustration regarding the types of | |
|checkbox answer display options. | |
|Choose whether the answers will display horizontally or | |
|vertically from the Display mode menu options. | |
|Enable the Randomize answers order checkbox if | |
|applicable. | |
|Do not enable the Rating part checkbox. | |
|Choose the minimum number of answers allowed for the | |
|question from the Min. selections allowed menu choices. | |
|Choose the maximum number of answers allowed for the | |
|question from the Max. selections allowed menu choices. | |
|Click the [Add / Edit answers] button. | |
|The Question’s answers editor screen displays. |
|[pic] |
|Click the [Add new answer] button. |[pic] |
|The Question’s answers editor displays. |
|[pic] |
|Enter the answer text in the Answer text field. |[pic] |
|Leave the Image URL field blank. | |
|Choose Selection – Text from the Type menu selections. | |
|Click the [Add] button. | |
|Your new answer text will display in the Answers overview section of the Question’s answers editor screen. |
|[pic] |
|Repeat steps 19 thru 22 until a checkbox answers have |[pic] |
|been added. | |
|To review your survey layout, click the form builder link|[pic] |
|on the main menu. | |
|The Form builder screen displays containing your survey data. |
|[pic] |
|[pic]Information: Use the features detailed in the “Survey Commands” section to customize your survey appearance. |
|To view your survey as a participant would, click the |[pic] |
|Take survey link on the main menu. | |
|The Take Survey screen displays containing your survey data. |
|[pic] |
|[pic]Caution: The survey displayed on the Take Survey screen is a live survey. If you click the [Submit form] button the survey responses |
|will become part of the reported survey response reports. |
Survey Question Type and Display Matrix
|Survey Question Display |Creation Options |
|Survey Instructions |[pic] |
|[pic] | |
|Horizontally Displayed Participant Data Collection Fields |New Question Screen |
|[pic] |[pic] |
| | |
| | |
| |Edit Question Screen |
|The type of data field is based upon the options Type menu selections on the Add new Answer Screen. |[pic] |
|The choices are: | |
|Date = select Field – Calendar. | |
|Country = Select XML – Country list. | |
|State = Select XML – US States. | |
|Confidential Text = Select Field- Password. | |
|Open Text Entry Field = Select text field medium or Field – Large. | |
|[pic] | |
|Vertically Displayed Participant Data Collection Fields |New Question Screen |
|[pic] |[pic] |
| | |
| | |
| |Edit Question Screen |
|The type of data field is based upon the options Type menu selections on the Add new Answer Screen. |[pic] |
|The choices are: | |
|Date = select Field – Calendar. | |
|Country = Select XML – Country list. | |
|State = Select XML – US States. | |
|Confidential Text = Select Field- Password. | |
|Open Text Entry Field = Select text field medium or Field – Large. | |
|[pic] | |
|Multi-Colum Horizontally Displayed Participant Data Collection Fields |New Question Screen |
|[pic] |[pic] |
| | |
| | |
|The type of data field is based upon the options Type menu selections on the Add new Answer Screen. |Edit Question Screen |
|The choices are: |[pic] |
|Date = select Field – Calendar. | |
|Country = Select XML – Country list. | |
|State = Select XML – US States. | |
|Confidential Text = Select Field- Password. | |
|Open Text Entry Field = Select text field medium or Field – Large. | |
|[pic] | |
|Multi-Column Vertically Displayed Participant Data Collection Fields |New Question Screen |
|[pic] |[pic] |
| | |
| | |
| |Edit Question Screen |
| |[pic] |
|The type of data field is based upon the options Type menu selections on the Add new Answer Screen. | |
|The choices are: | |
|Date = select Field – Calendar. | |
|Country = Select XML – Country list. | |
|State = Select XML – US States. | |
|Confidential Text = Select Field- Password. | |
|Open Text Entry Field = Select text field medium or Field – Large. | |
|[pic] | |
|Medium and Large Text Field Displays |New Question Screen |
|[pic] |[pic] |
| | |
| | |
| |Edit Question Screen |
|[pic]Note: Due to the size of the text fields, we suggest you display these fields vertically only. |[pic] |
| | |
|The type of data field is based upon the options Type menu selections on the Add new Answer Screen. | |
|The choices are: | |
|Open Text Entry Field = Select text field medium | |
|Open Text Entry Field = Select Field – Large. | |
|[pic] | |
|Drop-Down Menu Question Display |New Question Screen |
|[pic] |[pic] |
| | |
| | |
|Leave the Type menu selection on the Add new Answer Screen at the default setting of Selection – |Edit Question Screen |
|Text. |[pic] |
|[pic] | |
|Matrix Question Display |New Question Screen |
|[pic] |[pic] |
| | |
| | |
| |Edit Question Screen |
| |[pic] |
|Leave the Column Type menu selection in the Insert a New section at the default setting of Selection | |
|– Text. | |
|[pic] | |
|Horizontally Displayed Checkbox Question |New Question Screen |
|[pic] |[pic] |
| | |
| | |
| |Edit Question Screen |
| |[pic] |
| | |
| | |
| | |
|Leave the Type menu selection on the Add new Answer Screen at the default setting of Selection – | |
|Text. | |
|[pic] | |
|Vertically Displayed Checkbox Question |New Question Screen |
|[pic] |[pic] |
| | |
| | |
| |Edit Question Screen |
|Leave the Type menu selection on the Add new Answer Screen at the default setting of Selection – |[pic] |
|Text. | |
|[pic] | |
|Multi-Column Horizontally Displayed Checkbox Question |New Question Screen |
|[pic] |[pic] |
| | |
| | |
| |Edit Question Screen |
| |[pic] |
| | |
| | |
| | |
|Leave the Type menu selection on the Add new Answer Screen at the default setting of Selection – | |
|Text. | |
|[pic] | |
|Multi-Column Vertically Displayed Checkbox Question |New Question Screen |
|[pic] |[pic] |
| | |
| | |
| |Edit Question Screen |
|Leave the Type menu selection on the Add new Answer Screen at the default setting of Selection – |[pic] |
|Text. | |
|[pic] | |
|Horizontally Displayed Radio Question |New Question Screen |
|[pic] |[pic] |
| | |
| | |
| |Edit Question Screen |
| |[pic] |
| | |
| | |
| | |
|Leave the Type menu selection on the Add new Answer Screen at the default setting of Selection – | |
|Text. | |
|[pic] | |
|Vertically Displayed Radio Question |New Question Screen |
|[pic] |[pic] |
| | |
| | |
| |Edit Question Screen |
| |[pic] |
|Leave the Type menu selection on the Add new Answer Screen at the default setting of Selection – | |
|Text. | |
|[pic] | |
|Multi-Column Horizontally Displayed Radio Question |New Question Screen |
|[pic] |[pic] |
| | |
| | |
| |Edit Question Screen |
| |[pic] |
| | |
|Leave the Type menu selection on the Add new Answer Screen at the default setting of Selection – | |
|Text. | |
|[pic] | |
|Multi-Column Vertically Displayed Radio Question |New Question Screen |
|[pic] |[pic] |
| | |
| | |
| |Edit Question Screen |
| |[pic] |
| | |
| | |
|Leave the Type menu selection on the Add new Answer Screen at the default setting of Selection – | |
|Text. | |
|[pic] | |
Branching Logic
Branching logic allows you to create conditional survey questions. Using branching logic you can determine which questions the survey taker receives based upon answers to a particular question.
For example: You have created a survey to determine which ice cream flavors are most popular. The first question 1: “Which ice-cream flavor do you prefer?” Answers: Chocolate, Vanilla, Strawberry or I hate ice cream. In this instance you could use branching logic to end the survey if the user selects “I hate Ice cream.”
|Create Branching Logic |
|Steps |Display |
|Access your survey using the steps in the “Create a New |[pic] |
|Survey” or “Access an Existing Survey” sections. | |
|Ensure your Survey name is displayed in the Form builder | |
|field. | |
|Click the Edit branching link on the page where the | |
|question you wish attach branching logic is located. | |
|The Add new branching rule to page “X” screen displays. |
|[pic]Note: The “X”’ will “be replaced by the actual page number. |
|[pic] |
|Select your question form the Question menu options. |[pic] |
|The Question, Conditional operator, Answer and Go to page fields display. |
|[pic] |
|Select the condition which will govern the branching |[pic] |
|logic. | |
|Select the answer the survey taker must select to |[pic] |
|activate the branching logic. | |
|Select the page the survey taker will be shown if they |[pic] |
|select the specified answer. | |
|Click the [Add New rule] button. |[pic] |
|A confirmation message displays above the Question field.|[pic] |
|Create a Role (Rights) for a Survey |
|Steps |Display |
|Log into the Elsevier Performance Manger (EPM). |[pic] |
|Click the [Administration] button on the main menu. | |
|Select Assign Survey from the Surveyor menu selections. |[pic] |
|The Survey users manager displays. |
|[pic] |
|Click the roles link. |[pic] |
|The Roles manager screen displays. |
|[pic] |
|Click the Click here to create a new role link. |[pic] |
|The New role screen displays. |
|[pic] |
|Enter the name for the role in the Role name field. |[pic] |
|Click the appropriate checkbox to enable the rights for | |
|the new role. | |
|[pic]Note: See the “Suggested Role Permissions” section | |
|for information on specific role right. | |
|Click the [Create new role] button. | |
|Your new role will display in the Select role to edit |[pic] |
|menu selections. | |
Role Rights Definitions
|Right |Definition | |Right |Definition |
|Create Survey |Select to grant the user the ability to | |Cross tabulation aces|Select to grant the user the ability to |
| |create a new survey. | | |access cross tabulation reports. |
|Delete Survey |Select to grant the user the ability to | |Export data access |Select to grant the user the ability to |
| |delete surveys. | | |export survey data. |
|Setting Access |Select to grant the user the ability to | |Mailing access |This feature is not available. |
| |modify survey settings. | | | |
|XML survey export |Select to grant the user the ability to | |.code access |This feature is not available. |
| |export a survey in xml format. | | | |
|Apply Settings |Select to grant the user the ability to | |User manager access |Select to grant the user the ability to |
| |apply setting change to surveys. | | |modify survey user permission. |
|Clone settings |Select to grant the user the ability to | |Library access |This feature is not available. |
| |clone survey settings. | | | |
|Privacy access |Select to grant the user the ability to | |Insert question form |This feature is not available. |
| |modify survey privacy settings. | |library | |
|Security access |Select to grant the user the ability to | |Insert question form |Select to grant the user the ability to |
| |modify survey security access. | |any survey |access and use questions from existing |
| | | | |surveys. |
|Reset votes |Select to grant the user the ability to | |Manage library |This feature is not available. |
| |reset survey results. | | | |
|Delete unvalidated |Select to grant the user the ability to | |SQL answer type |This feature is not available. |
|entries |delete unverified survey entries. | |editor | |
|Form builder access |Select to grant the user the ability to | |Xml Import |Select to grant the user the ability to |
| |access add edit and delete survey via form | | |import surveys in XML format. |
| |builder. | | | |
|Answer type editor |This feature is not available. | |Survey Taker |Select to grant the user the ability to take |
|access | | | |a survey. |
|Report access |Select to grant the user the ability to | |RegEx editor access |This feature is not available. |
| |access survey reports. | | | |
|Create results filter|Select to grant the user the ability to | |File Manger access |Select to grant the user the ability to |
| |create customer survey results filters. | | |output the overall results report into an |
| | | | |Excel or CSV file. |
|Field entries access |Select to grant the user the ability to | |Export files to |This feature is not available. |
| |modify survey field settings. | |server | |
|Edit voter entries |Select to grant the user the ability to | |Multi-Language access|Select to grant the user the ability to |
| |alter survey result entries. | | |modify survey language options. |
Suggested Role Permissions
|Client Administrator |
|[pic] |
| |
|Report Viewer |
|[pic] |
|Survey Taker |
|[pic] |
|Assign Survey |
|Steps |Display |
|Log into the Elsevier Performance Manger (EPM). |[pic] |
|Click the [Administration] button on the main menu. | |
|Select Create Survey from the Surveyor menu selections. |[pic] |
|The Survey users manager displays. |
|[pic] |
|Select the name of the facility from the Select a |[pic] |
|Facility menu options. | |
|The Select a department menu displays. |[pic] |
|Do one of the following: | |
|Enable the Assign survey to all users in the facility | |
|checkbox, to assign the survey to all users in the | |
|selected facility. . | |
|Select the department name from the Select a department | |
|menu options. | |
|The Select a user to edit menu displays. |[pic] |
|Select the name of the user from the Select a user to | |
|edit menu selections. | |
|The Edit user survey settings screen appears. |
|[pic] |
|Do one of the of the following: |[pic] |
|To assign all the available surveys to the user, select | |
|the Assign all surveys checkbox. | |
|To assign a specific survey to a user, locate and click | |
|on the survey name in the Unassigned Surveys field. | |
|Click the [Apply changes] button. |[pic] |
|A confirmation message will display above the Edit user |[pic] |
|survey settings screen label. | |
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Elsevier
Performance
Manager
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