Latest revision as of 16:14, 14 December 2022

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Introduction

The survey settings menu allows users to edit different survey-related settings. The following survey settings are available by default:

Overview
General settings
Text elements
Data policy settings
Theme options
Presentation
Participant settings
Notifications & data
Publication & access

In the screenshot above, two buttons are emphasized. They can be used by users to rearrange the survey settings menu dimensions. If you wish to rearrange the main survey settings menu, drag the right side of the menu to the left or to the right by clicking the three-dots. If you click the left arrowhead, the menu collapses and is minimized until the only a side menu with icons is left. To go back to the default view of the survey settings menu, click the right arrowhead located above the survey settings menu. Hover the mouse over each option to see what each icon does.

Note: The menu can be changed/edited from the Menu configuration and Menu entries configuration pages. They can be accessed from the LimeSurvey configuration dialog. We recommend that only advanced users edit menus.

The survey menu (located below the survey settings) is described here.

Overview

The overview page offers an overview of your survey. It is divided in two parts:

Overview toolbar: The functions from the toolbar allow you to start/stop the survey, check its logic, save & export it, add survey participants, and manually introduce survey participants' data (in the case in which you conduct an offline survey);

Survey summary: A short summary of your survey.

For a complete description, check the Overview panel wiki page.

General settings

The general settings of a survey allow the user to edit basic survey information, such as the survey owner, administrator's email, and the template used in the survey.

For further details, please continue reading the following wiki page.

Text elements

From the Survey text elements panel, you can edit the title of the survey and its description, welcome and end messages, end URL, and the format of the decimal mark and date.

For more details, access the Survey text elements section.

Data policy settings

The set of options displayed under this option are related to the security text/policy settings. These are the settings that survey participants need to be aware of before completing the survey.

For more details, access our wiki section on data policy settings.

Theme options

This panel is for users who would like to enhance their templates by using the inheritance function and the bootswatch themes.

For more details, access our wiki section on theme options.

Presentation

In this panel you can edit presentation- and navigation-related settings. These changes impact how the survey is presented to survey participants. You can choose to show the number of the questions at the beginning of the survey, a progress bar or the current statistics of the survey once it is completed, and so on.

For a complete description, access the following link.

Participant settings

From this menu you can edit different survey participants table settings. For example, you can choose to anonymize all the responses you get from a survey or allow public survey registration.

For a complete description of the options, access our wiki section on survey participants handling.

Notifications & data

If you would like to save response-related details into the responses tables, access this panel. You can save the referrer URL, IP address, timings, etc. that can help you produce more in-depth analyses. Moreover, LimeSurvey allows you to use the tracking ID from Google Analytics.

For more explanations, read about notifications and data management settings.

Publication & access

This setting allows the survey administrator to choose the way in which the survey can be accessed by the survey participants (e.g., CAPTCHA codes can be used to increase the security of your survey). Moreover, you can also set up from here a start/expiry date/time.

For more details on each option, read from our manual about Publication & access.

@@ Line 5: / Line 5: @@
 __TOC__
+=Introduction= <!--T:43-->
-{{Alert|title=Attention|text=Please note that this tutorial uses explanations and screenshots that are applicable to LimeSurvey 3.xx. Small differences exist between LimeSurvey 3.xx and LimeSurvey 2.xx, especially in terms of design. That is why we always recommend the usage of the last Limesurvey version.}}
+<!--T:44-->
-{{Box|To access the survey settings wiki for the [[Special:PermanentLink/76584|early versions of LimeSurvey]] (e.g. 2.5X, 2.6X, 2.7X).}}
+The survey settings menu allows users to edit different survey-related settings. The following survey settings are available by default:
-=Introduction=
-The survey settings menu permits users to customize and enhance their surveys. By default, the following options are available:
+<!--T:45-->
 <center>[[File:Settings Menu screen.png]]</center>
+<!--T:46-->
 *[[Survey settings#Overview|Overview]]
 *[[Survey settings#General settings|General settings]]
-*[[Survey settings#Survey texts|Survey texts]]
+*[[Survey settings#Survey texts|Text elements]]
-*[[Survey settings#Template options|Template options]]
+*[[Survey settings#Data policy settings|Data policy settings]]
-*[[Survey settings#Survey participants|Survey participants]]
+*[[Survey settings#Theme options|Theme options]]
 *[[Survey settings#Presentation|Presentation]]
+*[[Survey settings#Participant settings|Participant settings]]
+*[[Survey settings#Notifications & data|Notifications & data]]
 *[[Survey settings#Publication & access|Publication & access]]
-*[[Survey settings#Survey permissions|Survey permissions]]
-*[[Survey settings#Participant tokens|Participant tokens]]
-*[[Survey settings#Survey quotas|Survey quotas]]
-*[[Survey settings#Assessments|Assessments]]
-*[[Survey settings#Data management|Data management]]
-*[[Survey settings#Email templates|Email templates]]
-*[[Survey settings#Panel integration|Panel integration]]
-*[[Survey settings#Resources|Resources]]
-In the screenshot from above, two buttons are emphasized. They can be used by the users to rearrange the survey settings menu dimensions as they wish. If you wish to rearrange the main survey settings menu, drag the right side of the menu to the left or to the right by clicking on the '''three-dots''' button. If you click on the '''left arrowhead''', the menu collapse,  getting minimized until the moment in which only a sidemenu is left. To go back to the default view of the survey settings menu, click on the '''right arrowhead''' button.
-Hover the mouse over each option to see what each icon does.
-In order to change these two menus, access the menu configuration and menu entries configuration panels which are located
-=Overview=
-The overview page offers a general perspective of your survey. It is divided in three parts:
+<!--T:47-->
-*'''Overview toolbar:''' The functions you may find on the toolbar allow you to start/stop the survey, check its logic, save & export it, add survey participants, and manually introduce survey participants' data (in the case in which you conduct an offline survey);
+In the screenshot above, two buttons are emphasized. They can be used by users to rearrange the survey settings menu dimensions. If you wish to rearrange the main survey settings menu, drag the right side of the menu to the left or to the right by clicking the '''three-dots'''. If you click the '''left arrowhead''', the menu collapses and is minimized until the only a side menu with icons is left. To go back to the default view of the survey settings menu, click the '''right arrowhead''' located above the survey settings menu. Hover the mouse over each option to see what each icon does.
-*'''Survey quick actions:''' There are four boxes that allow to quickly add questions and question groups, edit text elements and general settings, and see the statistics of the survey. The format option (situated over the boxes) allows you to select the way in which the questions will be displayed to the survey participants;
-*'''Survey summary:''' It comes with a short set of information about your survey.
-For a complete description of the three parts, check our wiki on the [[Overview]]|Overview panel]].
+<!--T:49-->
+<div class="simplebox">[[File:help.png]] '''Note''': The menu can be changed/edited from the [[Menu configuration]] and [[Menu entries configuration]] pages. They can be accessed from the LimeSurvey configuration dialog. '''We recommend that only advanced users edit menus.'''</div>
-=General settings=
-The general settings of a survey allows the user to edit basic information about the survey such as the survey owner, administrator's email, and the template employed in his survey.
+<!--T:101-->
+{{Note|The survey menu (located below the survey settings) is described [[Survey menu|here]].}}
-For further details, please continue reading [[General settings|the following wiki]].
+=Overview= <!--T:50-->
-=Survey texts=
-From the '''Survey texts''' panel, you can edit the title of the survey and its description, welcome and end messages, end URL of your survey, and the format of the decimal mark and date.
+<!--T:51-->
+The overview page offers an overview of your survey. It is divided in two parts:
+*'''Overview toolbar:''' The functions from the toolbar allow you to start/stop the survey, check its logic, save & export it, add survey participants, and manually introduce survey participants' data (in the case in which you conduct an offline survey);
-For more details, access our [[Survey texts]] wiki.
+<!--T:53-->
+*'''Survey summary:''' A short summary of your survey.
-=Template options=
-This panel is for those users that want to enhance their templates by using the inheritance function and bootswatch themes.
+<!--T:54-->
+For a complete description, check the [[Overview|Overview panel]] wiki page.
-For more details, access our wiki on [[Template options|template options]].
+=General settings= <!--T:55-->
-=Survey participants=
-You may want to invite only a specific group of people to participate in your survey to better keep track of who has completed the survey and who hasn't and ensure that each person can only participate once. To do this, click on '''Survey participants''' and start to add only those persons that you wish to answer to your survey.
+<!--T:56-->
+The general settings of a survey allow the user to edit basic survey information, such as the survey owner, administrator's email, and the template used in the survey.
-For a more in-depth presentation of this functionality, access this '''[[Survey participants|Survey participants]]''' wiki.
+<!--T:57-->
+For further details, please continue reading [[General settings|the following wiki]] page.
-=Presentation=
+=Text elements= <!--T:58-->
-You can edit in this panel presentation- and navigation-related settings of your survey. These changes impact what your survey participant. You can choose to show the number of the questions at the beginning of the survey to the survey participant, a progress bar or the current statistics of the survey once it is completed.
-For a complete description, access the [[Presentation|Presentation]] wiki.
+<!--T:59-->
+From the '''Survey text elements''' panel, you can edit the title of the survey and its description, welcome and end messages, end URL, and the format of the decimal mark and date.
-=Publication & access=
+<!--T:60-->
+For more details, access the [[Text elements|Survey text elements]] section.
-This setting allows the survey administrator to choose the way in which the survey can be accessed by the survey participant (e.g. CAPTCHA codes can be used to increase the security of your survey). Moreover, you can also set up from here a start/expiry date/time.
-For more details on each option, read our wiki on [[Publication & access|Publication & access]].
+=Data policy settings= <!--T:102-->
-=Survey permissions=
-In some cases, the administrator might not want to give to a user (e.g. a translator) global permissions with which he can have access to more than one survey. That is why the survey permissions panel was created - to facilitate the allocation of permissions to different users without the need of using the global system of permissions. If you want to read more about global permissions and survey permissions, access the following [[Manage users|wiki]].
+<!--T:103-->
+The set of options displayed under this option are related to the security text/policy settings.  These are the settings that survey participants need to be aware of before completing the survey.
-For more details on survey permissions and their usage, access the following [[Survey permissions|link]].
+<!--T:104-->
+For more details, access our wiki section on [[Data policy settings|data policy settings]].
-=Participant tokens=
+=Theme options= <!--T:61-->
-You can edit from this menu tokens-related settings. For example, you can choose to anonymize all the responses you get from a survey or allow public survey registration.
-For a complete description of the options, access our wiki on [[Participant tokens|tokens]].
+<!--T:62-->
+This panel is for users who would like to enhance their templates by using the inheritance function and the bootswatch themes.
-=Survey quotas=
+<!--T:63-->
+For more details, access our wiki section on [[Theme options|theme options]].
-A quota is used to set a limit on responses from defined groups of people on an active survey. Some common attributes used in defining quotas are things like gender, age, race, province/state.  A quota can be added by clicking on the '''Add new quota button''' located in the right part of the window.
-For further details, access the wiki on [[Survey quotas|quotas and their usage]].
+=Presentation= <!--T:67-->
-=Assessments=
+<!--T:68-->
+In this panel you can edit presentation- and navigation-related settings. These changes impact how the survey is presented to survey participants. You can choose to show the number of the questions at the beginning of the survey, a progress bar or the current statistics of the survey once it is completed, and so on.
-LimeSurvey contains a future that allows survey "assessments" creation - even for multilingual surveys. Assessments are rules which evaluate the responses to a survey immediately after it is submitted, displaying text blocks to the survey participant (based on that evaluation).
+<!--T:69-->
+For a complete description, access the following [[Presentation|link]].
-For further details on its usage, check our [[Assessments|wiki about it]].
+=Participant settings= <!--T:76-->
-=Data management=
-If you would like to save response-related details into the responses tables, access this panel. You can save the referrer URL, IP address, timings, etc. that can help you produce more in-depth analyses. Moreover, LimeSurvey allows you to use tracking ID from Google Analytics.
+<!--T:77-->
+From this menu you can edit different survey participants table settings. For example, you can choose to anonymize all the responses you get from a survey or allow public survey registration.
-For more explanations, read our wiki on [[Data management|Notifications and data management settings]].
+<!--T:78-->
+For a complete description of the options, access our wiki section on [[Participant settings|survey participants handling]].
-=Email templates=
+=Notifications & data= <!--T:85-->
-In the email templates are used to quickly send personalized invitations, reminders, confirmations and registrations emails to your survey participants (that are in the tokens table). You can also edit the standard basic (or detailed) admin notifications that is send to the survey administrator.
-Access our wiki on [[Email templates|Email templates]] for more information.
+<!--T:86-->
+If you would like to save response-related details into the responses tables, access this panel. You can save the referrer URL, IP address, timings, etc. that can help you produce more in-depth analyses. Moreover, LimeSurvey allows you to use the tracking ID from Google Analytics.
-=Panel integration=
+<!--T:87-->
+For more explanations, read about [[Notifications & data|notifications and data management settings]].
-You can set from this tab which additional URL parameters will be accepted by your survey (these parameters would be attached to the start URL of the survey).
-For further details, see [[Panel integration|panel integration]] wiki.
-=Resources=
+=Publication & access= <!--T:70-->
-<!--T:22-->
-This panel lets you manage files (pictures and media files) that were uploaded in the HTML Editor and it is only visible if you edit a survey - not during the survey creation process.
-For further details, check our wiki on [[Resources|how to use external resources]] in your survey.
+<!--T:71-->
+This setting allows the survey administrator to choose the way in which the survey can be accessed by the survey participants (e.g., CAPTCHA codes can be used to increase the security of your survey). Moreover, you can also set up from here a start/expiry date/time.
+<!--T:72-->
+For more details on each option, read from our manual about [[Publication & access|Publication & access]].
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Survey settings: Difference between revisions

From LimeSurvey Manual