Editing a survey |
The survey record can be edited in the following locations:
▪Management Survey planning ▪Execution Survey execution
When accessing the menu, locate and select the desired record and click on the button on the main screen.
At this point, the system opens the survey data screen. The sections configured during the creation will be filled out accordingly.
Follow the next steps to configure the sections available after the creation of the survey:
General dataOn this tab, in addition to the data entered during the creation, the following sections will be available for configuration:
Closure optionsFill out this section only if you wish to configure for the survey execution closure to be performed automatically. Thus, the survey in question will not be displayed in the "Survey execution" task as soon as it is enabled to be answered, but it can be tracked through the Survey tracking task.
General settings
1 - It will only be available if the survey mode is "Survey".
Critical analysis
ClosureThis section will only be displayed if, in the type that classifies the template, the "Closure" option is selected.
CorrectionThis option will only be available if the template mode is "Test". Select the option that corresponds to how the correction will be performed: Automatic:
Manual:
DescriptionEnter relevant information about the survey template.
AttributeThis section will only be displayed if at least one attribute is associated in the "Attribute" tab of the type that classifies the template. Enter the values of the displayed attributes. Those that are required must mandatorily have their values filled; whereas blocked attributes will be filled by the system with the default value defined when associating them with the type. The way to fill out an attribute varies according to the configurations established during its creation.
SectionConfigure the structure of sections and questions as they should be displayed on the survey: 1.On the side toolbar, click on the button to add one of the following options. ▪Section: Allows adding a new section in the survey structure. ▪Existing section: Allows adding a section from another survey recorded in the system to the survey structure. ▪Question: Allows adding a new question to the section selected in the survey structure. ▪Existing question: Allows adding a previously recorded question to the section selected in the template structure. ▪Randomization: This option will only be displayed if the section is being added to a "Test" mode template. It allows configuring for the questions of the section selected in the survey structure to be randomly chosen by the system. 2.After adding the desired options, click on the button if you wish to edit an item selected in the survey structure. 3.Click on the button to check/uncheck the question selected in the structure as required1. 4.Use the other buttons to perform other desired operations. 5.The system already displays the Introduction, Thank you and a pre-created Section in the structure. By hovering the mouse over the "Conditional" column of a question in the survey structure, the "Conditional expression" button will be displayed. Click on it to configure a condition for this question to be displayed.
RespondentThis tab must be filled out if you wish to preset the users who will answer the survey.
SE SuiteIf the respondents you wish to add belong to SE Suite, follow the steps below: 1.Click on the button on the side toolbar and select the SE Suite option on the screen that will be opened. 2.Use the Control field to select one of the following options to define the respondents of the survey: ▪Organizational unit: Users of a particular organizational unit will be survey respondents. ▪Position: Users who hold a specific position will be survey respondents. ▪Department/Position: Users of a defined department and who hold a specific position will be survey respondents. ▪User: A specific user will be a survey respondent. ▪Team: Users who compose a team already registered in SE Survey will be survey respondents. ▪External user: External users configured in the SE Administration component will be survey respondents. 3.According to the selected access type, Filters will be enabled to be filled out. Use them to make it easier to search for desired records. 4.If the control is Organizational unit, the hierarchy of business units and the departments belonging to them (if any) will be displayed. ▪Check the business units and/or desired departments. By checking the "Consider sublevels" option at the bottom of the screen, the system will also consider the organizational units that are down in the hierarchy of the selected organizational unit. Note that by checking this option, if new organizational subunits (whether they are business units or departments) are subsequently added, they will be automatically added to the respondent list. ▪Next to the hierarchy, the system also makes available buttons that allow you to check all the sub-levels of a particular organizational unit or uncheck all sub-levels. It is important to point out that by using the "Check all sub-levels" button if new organizational sub-levels are subsequently added, they will not be included in the security list. 5.After completing the fields above, press ENTER on the keyboard. Depending on the selected access type and the values entered in the filters, the result will be displayed in the list of records, located at the bottom of the screen. Select the ones that will compose the respondent list. Hold the SHIFT or CTRL keys down or check next to each item, to select more than a record at a time.
GuestIf the respondents you wish to add are Guests who do not belong to SE Suite, follow the steps below: 1.Click on the button on the side toolbar and select the Guest option on the screen that will be opened. 2.Drag a file or use the select button to upload a .csv or .xls files with the names and e-mails of the desired respondents. The respondents entered in the spreadsheet will be displayed in the Respondent list. 3.Obtain a template spreadsheet through the "CSV import template" and "XLS import template" options. 4.If you prefer not to use a file to create the respondent list, on the "Respondent list" field, enter the name and the e-mail of each guest respondent, separating them by ",". For example: John,john@email.com. Press ENTER on the keyboard to add the entered respondent to the listing. 5.Click on the "X" on the card of the respondent you wish to remove from the list. To remove all respondents simultaneously, use the Clear option on the upper part of the list.
Copy recordIf the respondents you wish to add belong to a previously created Survey, follow the steps below: 1.Click on the button on the side toolbar and select the Clone record option on the screen that will be opened. 2.On the Survey field, locate and select a survey created in the system whose respondents you wish to copy. 3.The bottom part of the list will display the respondents of the selected survey. Check those you wish to copy.
After performing the necessary configurations, click on the Save button at the bottom of the screen. If you wish to remain on the screen, check the corresponding option next to the "Save" button. Otherwise, the system will close the screen and add the respondent to the listing.
InterestedNotify interested when:
InterestedUse this list to configure the users who will be notified for the previously enabled events. To do that, click on the button on the side toolbar and, on the screen that will be displayed, perform the following steps: 1.Use the Control field to select one of the following options to define the respondents of the survey: ▪Organizational unit: Users of a particular organizational unit will be notified. ▪Position: Users who hold a determined position will be notified. ▪Department/Position: Users of a defined department and who hold a specific position will be notified. ▪User: A specific user will be notified. ▪Team: Users who compose a team already registered in SE Survey will be notified. 2.According to the selected access type, Filters will be enabled to be filled out. Use them to make it easier to search for desired records. 3.If the control is Organizational unit, the hierarchy of business units and the departments belonging to them (if any) will be displayed. 4.Check the business units and/or desired departments. By checking the "Consider sublevels" option at the bottom of the screen, the system will also consider the organizational units that are down in the hierarchy of the selected organizational unit. Note that by checking this option, if new organizational subunits (whether they are business units or departments) are subsequently added, they will be automatically added to the interested list. 5.Next to the hierarchy, the system also makes available buttons that allow you to check all the sub-levels of a particular organizational unit or uncheck all sub-levels. It is important to point out that, by using the "Check all sub-levels" button, if new organizational sub-units are added later on, they will not be incorporated to the interested list.
After completing the fields above, press ENTER on the keyboard. Depending on the selected access type and the values entered in the filters, the result will be displayed in the list of records, located at the bottom of the screen. Select the ones that will compose the interested list.
In this section, it is possible to configure the e-mail that will be sent to the respondents of the surveys. Select the desired e-mail sending option: ▪Default: The SE Suite default e-mail will be sent to the respondents. Use the enabled fields to enter the subject and the message to be displayed in the e-mail. In the Preview field, it is possible to preview the e-mail that will be sent to the respondents. ▪Specific: A customized e-mail, from a template, will be sent to the respondents. In the enabled fields, enter the e-mail subject and select the template file that has the e-mail template. In the Preview field, it is possible to preview the e-mail that will be sent to the respondents.
When editing the survey data, click on the "Save" option at the top of the screen to save the changes. At the upper part of the survey data screen, the following options will be available:
RevisionThe information displayed in this section will vary according to the revision process set in the type that classifies the survey: ▪Simplified: A history of the survey versions will be displayed. Use the button to view the template data in the version selected in the listing. ▪ISO9000 based/Workflow: If the survey has a revision in progress, the system will display subsections that allow configuring it. See a detailed description of those subsections in the Creating a survey template revision topic.
ApprovalThe Approval section will only be displayed if in the type that classifies the survey it is defined that the planning, critical analysis and/or closure steps of the surveys based on it will go through approval. In this case, a sub-section will be displayed for each step with configured approval, in which it is possible to view or define the users responsible for approval according to the configurations performed in the type. Completing the information in each sub-section depends on the route type you have selected. If it is a "Fixed & unique" route, it may not be edited.
1 - Filled out by the system according to the configuration performed when creating the route, and it is possible to edit it.
By adding a new responsible in a route associated with the approval of the planning/critical analysis/closure, this inclusion will not be replicated to the route record made through the Configuration Responsibility route menu.
DocumentationIn this section, it is possible to associate the documentation related to the survey. Attachment: It will be possible to add, delete, download, and view the attachments related to the survey. For further details on how to add attachments to the record, see the Adding attachments section. Document: If the SE Document component is part of the solutions acquired by your company, it will be possible to add, delete, download, and view the electronic file and the data of the documents related to the survey. Refer to the Adding documents section for further details on how to add and/or associate documents from SE Document.
PreviewClick on this option to view how the survey will be displayed to the respondents when answering it.
ReportsClick on the arrow located below it and select the corresponding option to generate a blank survey report, configure new reports and even view the parameters that may be used to configure new reports.
ImportIf in the type that classifies this survey it is configured that its revision will be "ISO9000 based" or "Workflow", this option will only be available for the revision activity drafters or executors with permission to edit it.
1.Click on this option to import the structure (sections, questions, answers, introduction, and thank you) exported from another survey/template to the survey in question. 2.On the panel that will be displayed, drag and drop the files on the indicated area or click on the Select file button, browse through the files saved in the computer and select the desired one. Wait until the file is completely loaded. 3.If any error happens, the system will display an alert icon. Hover the mouse over the icon to view the error message. 4.Then, click on the Finish button. At this point, the imported structure will be displayed in the section. Note: This operation can also be performed by clicking on the button on the main screen toolbar.
ExportClick on this option to export the structure of the survey (sections, questions, answers, introduction and thank you). Thus, it is possible to import it to another survey. Note: This operation can also be performed by clicking on the button on the main screen toolbar.
After performing all the necessary configurations, use the Save or Save and exit options. ▪If the survey that is being edited has been edited in the planning step, use the Save and next step button to close this step and send the survey to the next configured step. See further details in the Finishing planning section. ▪If the survey is being edited during its addition in the execution step, use the Enable answers button for the survey to be made available for the respondents or the responsible team for completing, through the Execution Survey response menu. Confirm the request made by the system to effectively perform this operation. |