Winthrop W
W
Web Servvices Train
nings & TTutorials www.winthrop.edu/web//tutorials Dynaamic Surveyy Builder and
d the CMS Creatting a Surveyy ontact Suzann
ne Sprouse to
o request access to the online survey syystem. 1. Co
2. Once access is granted, go tto www.winth
hrop.edu/surrveys. 3. En
nter your Win
nthrop usernaame and passsword, and th
hen click “Loggin.”
4. Th
he Dynamic Survey Builderr page displayys. Click “Creaate New Survvey.” 5. Beegin building the survey byy completing the Survey D
Details page. Last updated: 09/01/201
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Surveys &
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Web Servvices Train
nings & TTutorials www.winthrop.edu/web//tutorials ORTANT: Surrvey Details FFields IMPO
Whilee most are se
elf‐explanatorry, a descriptiion of each iss provided be low: A. Su
urvey Name: This is the title of the survey. It will no
ot appear on the survey. IIt serves as th
he file name.
urvey. It is fo
B. Deescription: De
escribe the sccope or purpo
ose of the surrvey. The texxt will not app
pear on the su
or record keep
ping purposes. C. Su
urvey Headerr: This text will appear at the top of the
e survey and ccould providee instructions or the surveyy’s purpose for the user. D. Sttatus: Choose “Active” to post the survvey to the We
eb or choose “Inactive” to
o allow for posting the survvey at a later time. NOTE: It m
may be a good idea to choo
ose “Inactive” until edits too the survey aare complete. E. In
nactive Statuss Message: TType the messsage that will display whilee the survey sstatus is “Inacctive” (e.g. D
Dr. Smith’s coursse survey currently is inacttive. Please ttry back later..) F. Su
urvey Footer: This text willl be displayed at the botto
om of the surrvey (underneeath the “Sub
bmit” button)). G. D
Display: There
e are three ch
hoices for thiss drop‐down box. 1. Custom
m Message: If this option is chosen, enter the messaage that will d
display for the responder once the survey is ccompleted an
nd submitted. (e.g. Thank you for takinng the time to
o complete th
he survey.) 2. Bar Graph: If selectted, this optio
on will displayy the current results of thee survey in baar graph form
m to the on is clicked.
responder once the “Submit” butto
ntage and Tottals: If selecte
ed, this option will displayy the current rresults of thee survey in a p
percentage 3. Percen
and totalss format to th
he responder,, once the ressponder has cclicked “Subm
mit.” NOTE: Ussing option 2 and 3 will allo
ow the user tto see results of the surveyy responses tto‐date. This does not reflect the
e total, complete survey re
esults. H. D
Display Surveyy Results to P
Public: If “Yes” is selected, the final re
esults of the ssurvey will be
e accessible foor viewing on
n the Web. N
NOTE: Additio
onal steps mustt be complete
ed for this opttion. They will be addresssed at a later point in the d
directions. o” is selected
d, the final ressults of the su
urvey will NOT be accessibble to anyone on the Web.. If “No
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Surveys &
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Web Servvices Train
nings & TTutorials www.winthrop.edu/web//tutorials I. Usser can submiit only once: If “Yees” is selected
d, the survey is restricted tto Winthrop u
users only. Too participate in the surveyy, users will haave to enter a
a valid Winthrop ussername and password. Th
his will limit tthem to accesssing the survvey only oncee. NOTE: If th
his option is ollowed. They will be addrressed later in this document. choseen, important security steps must be fo
o” to this option will not re
estrict the resspondent to aa username and password. It also allow
ws any user to
o A selection of “No
ond more thaan once. respo
ormatting De
etails: J. Fo
Creattors may choose to have e
each question
n numbered, have questio ns appear in bolded text o
on the surveyy, and choose to haave a line disp
played between questions. K. Co
olor Details: Surveey designers may also choose the colorr of the font, tthe color of eerror messagees, and the grraph display ccolors by entering the inforrmation in the
e corresponding text box. L. Su
urvey Button Text: The texxt on the Sub
bmit button m
may be editedd here. e Details” buttton when you
u have completed the “Surrvey Details” page. 6. Click the “Save
7. A display of the
e Survey Detaails page will appear with aa menu at thee top of the p
page. Edits m
may be made tto the page iff ded. (Click the
e “Save Detaiils” button on
nce edits are ccomplete.) N
Next, click thee “Question List” tab at thee top of the need
pagee. 8. Click on the “A
Add New Quesstion” button
n to add questtions to the ssurvey. Last updated: 09/01/201
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Surveys &
& CMS Winthrop W
W
Web Servvices Train
nings & TTutorials www.winthrop.edu/web//tutorials om the drop‐d
down menu: A. Seelect the question type fro
B. In
n the box labe
eled “Question,” enter the text. matting details for the question, then click the “Subm
mit” button.
C. Seelect the form
o add anothe
er question, cllick the “Add New Questio
on” button. D. To
E. Raadio Button, C
Checkbox, and Select Box questions willl require ans wer options tto be entered
d. ons are complleted. F. Click the “Add Answer” buttton when all aanswer optio
G. Creating Matriix Questions rrequires additional steps. These questiions consist o
of a main queestion, with su
ub‐questions er will answerr using the op
ptions provide
ed. that tthe responde
An exxample is as ffollows: Last updated: 09/01/201
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Surveys &
& CMS Winthrop Web Services Trainings & Tutorials www.winthrop.edu/web/tutorials Main Question Rate your satisfaction with the following: Satisfied Somewhat Satisfied Not Satisfied course offerings parking meal plans Answers Sub‐Questions Step 1. Type your main question in the text box labeled “Question,” then click “Submit.” Questions Details Position No. 7 Question Type Matrix Question
Question Rate your satisfaction w ith the follow ing:
Submit
Last updated: 09/01/2011 Page 5 Surveys & CMS Winthrop Web Services Trainings & Tutorials www.winthrop.edu/web/tutorials Step 2. Enter the sub questions by clicking “Add SubQuestion”. SubQuestion Details SubQuestion course offerings
1 Update | Delete parking
2 Update | Delete meal plans
3 Update | Delete 4 Add SubQuestion
Step 3. Enter the answer choices in the Answer Details Dialog Box then click “Add Answer” after each. Answer Details Answer Satisfied
1 Update | Delete Last updated: 09/01/2011 Page 6 Surveys & CMS Winthrop W
W
Web Servvices Train
nings & TTutorials www.winthrop.edu/web//tutorials Somew hat Satis
sfied
2 Update || Delete Not Satisfied
3 Update || Delete 4 Add Ans w er
9. Th
he Text Displaay Question w
will display a q
question but leave no room
m on the survvey to answeer it. This mayy be appropriate for qu
uestions that need to be submitted outtside the paraameters of th
he on‐line survey. 10. W
When questio
on entries are
e completed, click “Done.”” 11. O
Once all questions have be
een entered, a list of the survey questioons will be listed. At this p
point, questio
ons may be editeed by clicking on the “Edit”” link beside tthe correspon
nding questioon. Questions may also be deleted by cllicking on the
e “Deleete” link besid
de the corressponding question to be de
eleted. The o
order or posittion of the qu
uestions in the
e survey mayy be rearrangeed. To do thiss, place the cu
ursor in the ““Position” colum
mn beside the
e question to be moved. EEnter the possition (order) number you wish each qu
uestion to app
pear on the surveey. Click “Upd
date Order” to
o finalize the reorganizatio
on of the queestions. NOTEE: If only chaanging the ord
der of two qu
uestions, be su
ure to renum
mber both queestions. 12. C
Click the “Pre
eview” link at the top of the page to pre
eview the survvey on the web. Last updated: 09/01/201
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nings & TTutorials www.winthrop.edu/web//tutorials on a CMS We
ebsite Adding a Survey o
dy to be poste
ed on the we b. In order to
o complete th
his step, the “Source Code”” If ediits are not necessary, the ssurvey is read
mustt be copied an
nd pasted to a “live” web p
page or conte
ent block as iss the case witth the CMS. C
Complete thee following stepss to post the ssurvey to a CMS website: 1
1. Log on to the CMS at h
http://www.w
winthrop.edu//login.aspx. 2
2. Within the Content are
ea, create a n
new content b
block in the a ppropriate w
web folder. Neew/HTML Content 3
3. Title the ccontent blockk with the survey name, then go to the code view byy clicking the HTML icon att the bottom of the screen to view tthe code for that page. Last updated: 09/01/201
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4. Go back to the survey system and cclick on the “SSource Code” link at the to
op of the pagee. Click the ““Select All” button un
nder the first block of sourrce codes, the
en right click aand copy the Source Codee. 5
5. While in tthe HTML cod
de view in the
e CMS workarrea, paste thee code from the Survey Bu
uilder into thee popup box,
then click the “OK” buttton. 6
6. Be sure to
o click the “Pu
ublish” button
n to activate the survey.
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7. Identify th
he content block ID numbe
er and use that to build thhe survey’s UR
RL. Ex. ID num
mber 16565 
 https://ww
ww.winthrop.edu/wu_nossearch.aspx?id=16565 NOTEE: Be sure to create a link to the surveyy page from tthe appropriaate web page or provide th
he web addreess to those who need to take the survey. T
The URL provvided MUST b
begin with th
he secure pro
otocol “https..” Also, if the surveyy is updated/e
edited, the su
urvey will auto
omatically uppdate on the w
web, eliminatting the need
d to copy and pastee the code aggain after the initial time. Surveey Results & the CMS To allow public acccess to curre
ent results of tthe survey, a new page m ust be createed on the web
bsite hosting tthe survey pagee on the CMS. 1
1. Click to view the HTMLL code for the
e newly‐created results pa ge. In the survey builder, click on the ““Source utton under th
he “Web Resuults” code window, right‐cclick and selecct “Copy”. Code” linkk. Click the “SSelect All” bu
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2. Within the CMS, create
e a new conte
ent block. Aftter clicking onn the html ico
on, paste the code as text then publish ure to create a link from th
he appropriatte page for users to navigaate to the ressults. the page. NOTE: Be su
3
3. User can ssubmit only o
once: d to Winthrop users only. If “Yes” is selected to tthe “User can submit only once” questi on, the surveey is restricted
To participate in the su
urvey, users w
will have to en
nter a valid W
Winthrop userrname and paassword. Thiss will limit mportant secuurity steps mu
ust be followed. them to aaccessing the survey once. However, im
Step 1: Return to the web pagge where the Source Code for the surveey was inserteed. Click on the html view
w icon. In the de on the pagge, find the fo
ollowing line in the code.
HTML cod
http://ww
ww.winthrop..edu/surveys//generatepagge.asp?surveyy_id=176 Add an “ss” after “http.” The line sh
hould read as follows: p.edu/surveyss/generatepaage.asp?surveey_id=176 https://www.winthrop
Step 2: View the survey page o
on the web. C
Click on the w
web address oof the page, rright click, and copy it. Step 3: Go to the page where the link for th
he survey is fo
ound. Right cclick on the hyperlink to th
he survey pagge and select “Set Link Properties” frrom the menu. In the URLL box at the toop of the hyp
perlink dialog box, paste th
he URL, then
n click OK, and
d publish the content block. Last updated: 09/01/201
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nings & TTutorials www.winthrop.edu/web//tutorials Step 4: me and passw
word should ap
ppear. Go to the survey page.. The promptt for entering the usernam
op of the survvey page readds: “https://....” If it does n
not, the usern
name and NOTE: Make sure the URL at the to
password of the responder enters w
will not be seccure! 4
4. The creator of the survvey may view
w the complete survey resuults and down
nload the info
ormation into
o an Excel file e analysis. To do this, go to
o www.winth
hrop.edu/survveys , log in and locate thee appropriate survey. Click
k for future
the “Edit”” link, then cliick the “Repo
ort” link at the
e top of the ppage. This linkk will display the survey reesults. At the top of the
e page is an option to “Dow
wnload resultts in Text File Format”. Clicck this option
n. 5
5. Next, clickk the “Generaate Results File” button. B
By right‐clickinng on the icon and saving the results to
o a specific location, aa copy of the results will b
be downloade
ed as a txt filee. This file theen can be inserted into an Excel spreadshe
eet. Last updated: 09/01/201
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