Working with Surveys

Use the Survey details page to view, add, or modify the information for a selected survey. You can copy the survey details using the Copy Survey option.

  1. Select Master Explorer > System Administration > Survey. The Survey list page is displayed.
  2. Click the survey name. The Survey details page is displayed.
  3. Click View More to modify this information:
    Name
    The name of the survey.
    Status
    The status of the survey in its current state. Possible values:
    • Active
    • Inactive
    • Draft
    Owner
    The owner of the survey.
    Include Last Survey
    Select this check box to view the answers that are specified by the user when a survey is conducted.
    Description
    The brief description of the survey.
    Effective Start Date
    The date on which the survey starts.
    Effective End Date
    The date on which the survey ends.
    Response Limit
    The limited number of times to create a survey execution plan.
  4. Select the History tab to view the history of activities performed on the selected survey.
  5. Attach files to the survey using the Upload Files option on the Files tab.
  6. Click Expand in the related item section to add, review or modify the data defined for the various entities linked to the survey. The entities are:
    • Products
    • Header Options
    • Questions
  7. Click Save.