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Difference between revisions of "Survey settings/en"

From LimeSurvey Manual

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{{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.}}
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{{Box|Click on the following link to access the survey settings wiki section for the [[Survey settings version 2|version 2.xx]].}}
  
{{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.}}
 
{{Box|Click on the following link to access the survey settings wiki section for the [[Survey settings version 2|version LimeSurvey 2.xx]].}}
 
  
 
=Introduction=
 
=Introduction=
  
The survey settings menu permits users to customize and enhance their surveys. By default, the following options are available:
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The survey settings menu allows users to edit different survey-related settings. The following survey settings are available by default:
  
  
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*[[Survey settings#Overview|Overview]]
 
*[[Survey settings#Overview|Overview]]
 
*[[Survey settings#General settings|General settings]]
 
*[[Survey settings#General settings|General settings]]
*[[Survey settings#Survey texts|Survey texts]]
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*[[Survey settings#Survey texts|Text elements]]
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*[[Survey settings#Data policy settings|Data policy settings]]
 
*[[Survey settings#Theme options|Theme options]]
 
*[[Survey settings#Theme options|Theme options]]
*[[Survey settings#Survey participants|Survey participants]]
 
 
*[[Survey settings#Presentation|Presentation]]
 
*[[Survey settings#Presentation|Presentation]]
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*[[Survey settings#Participant settings|Participant settings]]
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*[[Survey settings#Notifications & data|Notifications & data]]
 
*[[Survey settings#Publication & access|Publication & access]]
 
*[[Survey settings#Publication & access|Publication & access]]
*[[Survey settings#Survey permissions|Survey permissions]]
 
*[[Survey settings#Participant settings|Participant settings]]
 
*[[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 collapses,  getting minimized until the moment in which only a sidemenu with icons is left. To go back to the default view of the survey settings menu, click on the '''right arrowhead''' button located above the survey settings menu.
 
  
Hover the mouse over each option to see what each icon does.
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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.
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<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>
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<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 the edit of the menus only to advanced users.'''</div>
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{{Note|The survey menu (located below the survey settings) is described [[Survey menu|here]].}}
  
 
=Overview=
 
=Overview=
  
The overview page offers a general perspective on your survey. It is divided in three parts:
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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);
 
*'''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 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;
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*'''Survey summary:''' A short summary of your survey.
  
*'''Survey summary:''' It comes with a short set of information about your survey.
 
  
For a complete description of the three parts, check the [[Overview|Overview panel]] wiki page.
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For a complete description, check the [[Overview|Overview panel]] wiki page.
  
 
=General settings=
 
=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.
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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 [[General settings|the following wiki]] page.
 
For further details, please continue reading [[General settings|the following wiki]] page.
  
=Survey texts=
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=Text elements=
  
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.
 
  
For more details, access the [[Survey texts]] section.
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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.
  
=Theme options=
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For more details, access the [[Text elements|Survey text elements]] section.
  
This panel is for those users that 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|theme options]].
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=Data policy settings=
  
=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 participate only once. To do this, click on '''Survey participants''' and start to add only those persons that you wish to answer to your survey.  
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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 a more in-depth presentation of this functionality, access the [[Survey participants|following link]].
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For more details, access our wiki section on [[Data policy settings|data policy settings]].
  
=Presentation=
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=Theme options=
  
You can edit in this panel presentation- and navigation-related settings of your survey. These changes impact how the respondent sees your survey. 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 [[Presentation|link]].
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This panel is for users who would like to enhance their templates by using the inheritance function and the bootswatch themes.
  
=Publication & access=
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For more details, access our wiki section on [[Theme options|theme options]].
  
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|Publication & access]].
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=Presentation=
  
=Survey permissions=
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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.
  
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 [[Manage users|global system of permissions]]. If you want to learn more about global permissions and survey permissions, access the following [[Manage users|wiki section]].
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For a complete description, access the following [[Presentation|link]].
  
For more details on survey permissions and their usage, access the following [[Survey permissions|link]].
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=Participant settings=
  
=Participant settings=
 
  
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.
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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 [[Participant settings|survey participants handling]].
 
For a complete description of the options, access our wiki section on [[Participant settings|survey participants handling]].
  
=Survey quotas=
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=Notifications & data=
 
 
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 following link on [[Survey quotas|quotas and their usage]].
 
 
 
=Assessments=
 
 
 
LimeSurvey contains a feature that allows the survey administrator to create survey "assessments" for his or her respondents - 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).
 
 
 
For further details on its usage, check our [[Assessments|wiki page about it]].
 
  
=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 the tracking ID from Google Analytics.
 
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 [[Data management|notifications and data management settings]].
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For more explanations, read about [[Notifications & data|notifications and data management settings]].
  
=Email templates=
 
  
The email templates are used to quickly send personalized invitations, reminders, confirmations, and registrations emails to your respondents (from the survey participants table). You can also edit the standard basic (or detailed) admin notifications that are sent to the survey administrator.
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=Publication & access=
  
For more information, access [[Email templates|Email templates]].
 
  
=Panel integration=
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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.
  
You can set up 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).
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For more details on each option, read from our manual about [[Publication & access|Publication & access]].
 
 
For further details, see the wiki section on [[Panel integration|panel integration]].
 
 
 
=Resources=
 
 
 
This panel lets you manage files (pictures and media files) that were uploaded in the HTML Editor.
 
 
 
For further details, check our wiki section on [[Resources|how to use external resources]] in your survey.
 

Latest revision as of 17:13, 5 June 2021

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Important.png  Attention : 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.


Click on the following link to access the survey settings wiki section for the version 2.xx.


Introduction

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


Settings Menu screen.png



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.

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.


Help.pngThe 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.