Enable Survey

You can enable any instrument as a survey and then collect data for that instrument from survey respondents. The only difference between an instrument and a survey is who will be entering the data: project users, survey participants, or both.

For surveys, you may utilise a Participant List for emailing your recipients and to track who has taken your survey(s). And if your first data collection is enabled as a survey, then you may use a public survey link, which is a single link that can be emailed to all participants or even posted on a website.

  1. Go to Project Setup

  2. In the top box Main Project Settings click Enable Use surveys in this project?

  3. Next click on Online Designer

  4. Select Enable for the forms you want to use as surveys.

  5. The survey design page will now appear. Complete this screen and scroll to the bottom of the page, and click Save Changes.

  6. Other survey options include:

    • Survey Login
    • Survey Queue
    • Survey Notifications
    • Automating Survey Invitations