Actions

Overview: Difference between revisions

From LimeSurvey Manual

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**[[File:Button - execute survey.png]]: If the survey is active, you can click on the '''Execute survey''' button to complete the check and fill out the survey. The difference between this option and '''Preview survey''' is that the later does not store your answers while the former does;
**[[File:Button - execute survey.png]]: If the survey is active, you can click on the '''Execute survey''' button to complete the check and fill out the survey. The difference between this option and '''Preview survey''' is that the later does not store your answers while the former does;
**[[File:Button - expired survey.png]] : It is displayed if the survey has expired. If yes, click on the button to access the [[Publication & access|publication and access control settings]] to change the start or expiry date/time.  
**[[File:Button - expired survey.png]] : It is displayed if the survey has expired. If yes, click on the button to access the [[Publication & access|publication and access control settings]] to change the start or expiry date/time.  
*'''Preview survey:''' lets you preview (for each language) the survey. The green arrow appears when more languages are utilized in your survey. You can click on it to separately check the multilingual survey.
*'''Preview survey:''' It allows you preview the survey. The green arrow appears when your survey is multilingual. You can click on it to separately check the multilingual survey.
*'''Tools:'''
*'''Tools:''' The following functionalities can be accessed from the '''tools''' menu:
**''Delete survey:'' Use this button if you want to delete the survey;
**''Delete survey:'' Use this button if you want to delete the survey;
**''Quick-translation:'' Offers quick access to the translation menu;
**''Quick-translation:'' Offers quick access to the translation menu;
**''Reset conditions:'' All the survey conditions will be removed;
**''Reset conditions:'' All the survey conditions will be removed;
**''Survey logic file:'' It checks the logic of your survey. it is important especially in those cases in which more advanced features are used within your survey. For more details, read [[Show_logic_file|our wiki on survey logic]];
**''Survey logic file:'' It checks the logic of your survey. It is utilized when more advanced features are used within the survey. For more details, read [[Show_logic_file|our wiki section on survey logic]];
**''Regenerate question codes:'' At the beginning of each question, the user with the right to create a question can allocate an ID for each of them. However, if these IDs differ too much, the Regenerate question codes function can be used to easily rename the IDs of each from each group. It can be done in two ways:
**''Regenerate question codes:'' The users that have the permission to edit questions can allocate an unique ID to any survey question. However, if these IDs differ too much, the '''Regenerate question codes''' function can be used to automatically rename the survey questions. The numbering can be:
***''Straight:'' If this options is used, the questions will be allocated a code that corresponds to their order in the '''Question structure''' of the survey (e.g. Q00001, Q0002, etc.)
***''Straight:'' If this options is used, the questions will be allocated a code that corresponds to their order from the '''Question structure''' of the survey (e.g. Q00001, Q0002, etc.);
***''By question group:'' If this option is chosen, the questions will be allocated a code that corresponds to the group they belong to and the order within that group: (G1Q00001, G1Q00002, G2Q00001, etc.)
***''By question group:'' If this option is chosen, the questions will be allocated a code that corresponds to the group they belong to and their order within that group: (G1Q00001, G1Q00002, G2Q00001, etc.).
*'''Display/Export:''' For a comprehensive description of this functionality, read our wiki on [[Exporting_a_survey_structure|LimeSurvey export functionality]];
*'''Display/Export:''' For a comprehensive description of this functionality, read our wiki on [[Exporting_a_survey_structure|LimeSurvey export functionality]];
*'''Survey participants:''' It is used when you would like to invite a group of people to be part of your survey and ensure that each person can only participate once. For further details, check the [[Survey_participants|survey participants]] wiki;
*'''Survey participants:''' It is used when you would like to invite a group of people to be part of your survey and ensure that each person can only participate once. For further details, check the [[Survey_participants|survey participants wiki page]];
*'''Responses:''' It offers the survey administrator access to menus that allow him to see the collected received answers, enter new data, export or import answers, and view the partially saved but not submitted answer. By clicking on the arrow, three tabs will show up:
*'''Responses:''' It offers the survey administrator access to menus that allow him to see the collected received answers, enter new data, export or import answers, and view the partially saved but not submitted answers. By clicking on the arrow, three options will show up:
**''Responses & Statistics:'' It displays a summary of all the responses and survey participants;
**''Responses & Statistics:'' It displays a summary of all the survey responses and participants;
**''Data entry screen:'' It allows the survey administrator to enter new data into his or her response tables. It is a useful function when you first record the answers from the survey participants offline and then you want to analyse their answers via the functionalities provided by LimeSurvey;
**''Data entry screen:'' It allows the survey administrator to enter new data into his or her response tables. It is a useful function when you first record the answers from the survey participants offline and then you want to analyse their answers via the functionalities provided by LimeSurvey;
**''Partial (saved) responses:'' It displays the partially (but not submitted) saved responses.  
**''Partial (saved) responses:'' It displays the partially (but not submitted) saved responses.  
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=Survey quick actions=
=Survey quick actions=


Five options are available:
Below, you will see in the screenshot five options:




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*'''Format''': Three options are available:
*'''Format''': It allows you to choose the way in which the questions will be displayed to the survey respondents. Three options are available:
**''Question by Question'' : Public survey will display one question per page;
**''Question by Question'' : The questions will be displayed one by one (one question per page). If this option is picked up, a separate "welcome" page and "end" page will be displayed when taking the survey;
**''Group by Group'' : The survey will display all questions in a group per page. if this option is chosen, a separate "welcome" page and "submit" page will still be displayed when taking the survey, as in the "Question by Question" surveys;
**''Group by Group'' : Each survey page will display a question group. If this option is chosen, a separate "welcome" page and "end" page will still be displayed when taking the survey, as in the "Question by Question" surveys;
**''All in one'' : The survey will display all questions in one single page. If you activate this option, no separate pages exist for the "welcome" or "submit" pages - they will all appear on the same page.
**''All in one'' : If chosen, all the pages will be displayed on a single page. If you activate this option, no separate pages exist for the "welcome" and "end" pages - they will all appear on the same page.
*'''Add group:''' It offers quick access to the '''Add question group''' panel;
*'''Add group:''' It offers quick access to the '''Add question group''' panel;
*'''Add question:''' It offers quick access to the '''Add question''' panel;
*'''Add question:''' It offers quick access to the '''Add question''' panel;
*'''Response & Statistics:''' It allows you to "filter" your data and retrieve numbers and summaries, using all or only the desired fields. For further details, please continue reading [[Statistics|our wiki on the Statistics panel]];
*'''Edit text elements and general settings:''' If you click on it, LimeSurvey redirects you to the survey general settings page. For further details, please continue reading [[General settings|our wiki on LimeSurvey general settings]];
*'''Edit text elements and general settings:''' Lets you edit some general settings of your survey. For further details, please continue reading [[General settings|our wiki on LimeSurvey general settings]];
*'''Response & Statistics:''' It allows you to "filter" your data and retrieve the desired information from your survey stored responses. For further details, please continue reading [[Statistics|our wiki on the Statistics panel]];
*'''Template selection:''' It allows you to select the survey template.
*'''Template selection:''' It allows you to select the template of your survey.


=Survey summary=
=Survey summary=
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*'''Survey URLs:''' It displays the URLs used by the survey participants to fill in the survey. A new URL appears for language that is used in your survey. In our case we have:
*'''Survey URLs:''' It displays the URLs used by the survey participants to fill in the survey. A new URL appears for language that is used in your survey. In our case we have:
**''English (Base language)'';
**''English (Base language)'';
**''Romanian:'' - All the additional languages will be listed below the base language;
**''Romanian:'' All the additional languages will be listed below the base language;
**''End URL:'' You have the possibility to redirect the user to another page when they finish filling in the questionnaire. For more details, check our wiki on [[Survey texts|Survey texts]];
**''End URL:'' You have the possibility to redirect respondents to another page once they are done filling out the questionnaire. For more details, check our wiki section on [[Survey texts|Survey texts]].
*'''Administrator:''' It shows the user that is the administrator of the survey
*'''Administrator:''' It shows the user that is the administrator of the survey;
*'''Fax to:''' It is used when you want to give a fax number on the "printable survey". For more details, check our wiki on [[General settings|General settings]];
*'''Fax to:''' It is used when you want to give a fax number on the "printable survey". For more details, check our wiki page on [[General settings|general settings]];
*'''Number of questions/groups''': It displays the total number of questions and question groups that exist within the respective survey. If you would like to add/edit/delete them, read [[Survey structure|our wiki on the survey structure]] of a LimeSurvey questionnaire;
*'''Number of questions/groups''': It displays the total number of questions and question groups that exist within the respective survey. If you would like to add/edit/delete them, read about [[Survey structure|the survey structure of a LimeSurvey questionnaire]];
*'''Survey Settings''': A short description of the main settings employed by the respective survey;
*'''Survey Settings''': A short description of the main settings employed by the respective survey;
*'''Survey texts:''' The options presented below can be edited from the [[Survey texts|survey texts]] option:
*'''Survey texts:''' The options presented below can be edited from the [[Survey texts|survey texts panel]]:
**'''Description:''': A general survey description;
**'''Description:''': A general survey description;
**'''Welcome:''' It displays the welcome message that is shown to the survey participants when they access the survey;
**'''Welcome:''' It displays the welcome message that is shown to the survey participants when they access the survey;
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**''Open the template options''([[File:Edit template options.png]]);
**''Open the template options''([[File:Edit template options.png]]);
**''Open the template editor in a new window'' ([[File:Open template editor in a new window.png]]).
**''Open the template editor in a new window'' ([[File:Open template editor in a new window.png]]).
For further details on the two options, check our wiki on he usage of LimeSurvey's [[Template_editor|template editor]].  
For further details on the two options, check our wiki section on the usage of LimeSurvey's [[Template_editor|template editor]].  


{{Box|All the options presented in the survey summary can be edited from the different options located in the '''Settings Menu'''.}}
{{Box|All the options presented in the survey summary can be edited from the [[Settings menu|settings menu.}}






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Revision as of 16:05, 19 October 2017

Introduction

The Overview panel offers access to the main survey-related settings and functionalities. The panel can be divided in three parts:

Overview toolbar

This toolbar contains the following options:



  • Survey status: There are four types of buttons that you might see on the left part of the toolbar, depending on the status of your survey:
    •  : If the survey is inactive. Click on this button if you wish to activate the survey. To see the URL of the survey, check the Survey URL box located in the Survey summary section;
    •  : If the survey is active. Click on this button if you wish to stop the survey (it cannot be accessed anymore by the respondents);
    • : If the survey is active, you can click on the Execute survey button to complete the check and fill out the survey. The difference between this option and Preview survey is that the later does not store your answers while the former does;
    •  : It is displayed if the survey has expired. If yes, click on the button to access the publication and access control settings to change the start or expiry date/time.
  • Preview survey: It allows you preview the survey. The green arrow appears when your survey is multilingual. You can click on it to separately check the multilingual survey.
  • Tools: The following functionalities can be accessed from the tools menu:
    • Delete survey: Use this button if you want to delete the survey;
    • Quick-translation: Offers quick access to the translation menu;
    • Reset conditions: All the survey conditions will be removed;
    • Survey logic file: It checks the logic of your survey. It is utilized when more advanced features are used within the survey. For more details, read our wiki section on survey logic;
    • Regenerate question codes: The users that have the permission to edit questions can allocate an unique ID to any survey question. However, if these IDs differ too much, the Regenerate question codes function can be used to automatically rename the survey questions. The numbering can be:
      • Straight: If this options is used, the questions will be allocated a code that corresponds to their order from the Question structure of the survey (e.g. Q00001, Q0002, etc.);
      • By question group: If this option is chosen, the questions will be allocated a code that corresponds to the group they belong to and their order within that group: (G1Q00001, G1Q00002, G2Q00001, etc.).
  • Display/Export: For a comprehensive description of this functionality, read our wiki on LimeSurvey export functionality;
  • Survey participants: It is used when you would like to invite a group of people to be part of your survey and ensure that each person can only participate once. For further details, check the survey participants wiki page;
  • Responses: It offers the survey administrator access to menus that allow him to see the collected received answers, enter new data, export or import answers, and view the partially saved but not submitted answers. By clicking on the arrow, three options will show up:
    • Responses & Statistics: It displays a summary of all the survey responses and participants;
    • Data entry screen: It allows the survey administrator to enter new data into his or her response tables. It is a useful function when you first record the answers from the survey participants offline and then you want to analyse their answers via the functionalities provided by LimeSurvey;
    • Partial (saved) responses: It displays the partially (but not submitted) saved responses.

Survey quick actions

Below, you will see in the screenshot five options:



  • Format: It allows you to choose the way in which the questions will be displayed to the survey respondents. Three options are available:
    • Question by Question : The questions will be displayed one by one (one question per page). If this option is picked up, a separate "welcome" page and "end" page will be displayed when taking the survey;
    • Group by Group : Each survey page will display a question group. If this option is chosen, a separate "welcome" page and "end" page will still be displayed when taking the survey, as in the "Question by Question" surveys;
    • All in one : If chosen, all the pages will be displayed on a single page. If you activate this option, no separate pages exist for the "welcome" and "end" pages - they will all appear on the same page.
  • Add group: It offers quick access to the Add question group panel;
  • Add question: It offers quick access to the Add question panel;
  • Edit text elements and general settings: If you click on it, LimeSurvey redirects you to the survey general settings page. For further details, please continue reading our wiki on LimeSurvey general settings;
  • Response & Statistics: It allows you to "filter" your data and retrieve the desired information from your survey stored responses. For further details, please continue reading our wiki on the Statistics panel;
  • Template selection: It allows you to select the template of your survey.

Survey summary

The bottom part of the Overview section offers some general information about your survey:



  • Survey URLs: It displays the URLs used by the survey participants to fill in the survey. A new URL appears for language that is used in your survey. In our case we have:
    • English (Base language);
    • Romanian: All the additional languages will be listed below the base language;
    • End URL: You have the possibility to redirect respondents to another page once they are done filling out the questionnaire. For more details, check our wiki section on Survey texts.
  • Administrator: It shows the user that is the administrator of the survey;
  • Fax to: It is used when you want to give a fax number on the "printable survey". For more details, check our wiki page on general settings;
  • Number of questions/groups: It displays the total number of questions and question groups that exist within the respective survey. If you would like to add/edit/delete them, read about the survey structure of a LimeSurvey questionnaire;
  • Survey Settings: A short description of the main settings employed by the respective survey;
  • Survey texts: The options presented below can be edited from the survey texts panel:
    • Description:: A general survey description;
    • Welcome: It displays the welcome message that is shown to the survey participants when they access the survey;
    • End message: It displays the end message that is shown to the survey participants when they access the survey.
  • Start date/time: It shows the start date and time of your survey. Even if the survey participants have access to the URL, they will not be able to start completing it till the start date.
  • Expiration date/time: It shows the expiration date and time of your survey. After the expiration date/time, no more responses are recorded.
  • Template: It allows you to quickly edit the survey template. You can:
    • Open the template options();
    • Open the template editor in a new window ().

For further details on the two options, check our wiki section on the usage of LimeSurvey's template editor.

{{Box|All the options presented in the survey summary can be edited from the [[Settings menu|settings menu.}}