Survey Module Overview
Jesus Torres
42 steps
12 minutes
Unmio
Unmio
Surveys are used to collect customizable types of information from community members. In this module, users can create, edit, publish, view and export survey results.
1
Click on "Hamburger" icon to expand Unmio side menu.
2
Click "Surveys"
3
The app opens the Survey module and navigates to the "Surveys" dashboard.
4
The "Surveys" tab displays the list of surveys that your organization has created. There are three options on this page. 1. Create a new survey 2. Filter survey list 3. Select survey to view its details.
1. Create A New Survey
5
Click on the "+New survey" button.
6
The "New Survey" wizard opens.
To create a survey, please use the following guide: [Creating A Survey](https://scribehow.com/viewer/Unmio__Create_A_Survey__tCMw7cooTUSPZiF03kzDWw?referrer=search)
2. Filter Survey List
7
The Surveys tab provides three filters to narrow search. 1. Title search 2. Published date 3. Status
8
Filter 1 - "Title" text field: Enter text
9
The list will automatically narrow down the options.
10
Filter 2 "Publish date" field: Modifying the "Publish date" filter further narrows the search. Filters work with each other.
11
Use the arrows and dropdown menus at the top of the calendar to find desired date. Click on a date to select it.
12
Filter 3 - "Status" Dropdown. Click on the "Status" filter to open the dropdown menu. There are two options Published and Unpublished. Publish means it has been sent to a community member. Unpublished means it has not been sent yet and can still be edited.
3. View Survey Details
13
Click on the survey in the list to open the details page.
14
The survey detailed view page opens. It has a header and 6 tabs that provide detailed information.
15
The header provides the survey title, status, button and menu.
16
Click on the action menu.
17
Click the "Export summary" option to create CSV file that you can save to your computer.
18
Click on the "Send" option to open the resend survey page.
19
The page opens providing a list of the individuals who were sent the survey.
20
Use filter to narrow community member search.
21
Click on the "Send survey" link button to resend survey to community member.
22
Click ont he "<Back" link button to exit page.
23
Below the header, the tab section provides survey details, organized into 6 tabs.
24
"Setup" is the default tab and provides survey title, description, and other relevant metadata.
25
Click on the "Questions" tab.
26
The "Questions" tab provides a list of the questions used in the survey.
27
Click on the "Up" and "Down" arrows to view answer options for the question.
28
Click on the "Groups" tab.
29
The "Groups" tab provides a list of the groups that were selected for the survey.
30
Click on the "Results" tab.
31
The "Results" tab provides survey responses using visual charts.
32
Several types of charts are used based on the question type.
33
Click on the "Submissions" tab.
34
The "Submissions" tab provides the answers of each of the responders.
35
Click on the "Down" arrow to view the submission details.
36
Individual submissions can be reviewed.
37
Click on the "Timeline" tab.
38
The "Timeline" tab provides an audit trail for changes to the survey.
39
Scroll to view survey history.
40
Click on "Setup" to return to the tab.
41
From the "Setup" tab, click on the "< Back" link button.
42
The app navigates back to the survey dashboard.
Survey Module Overview
Jesus Torres
42 steps
12 minutes
Unmio
Unmio
Surveys are used to collect customizable types of information from community members. In this module, users can create, edit, publish, view and export survey results.
1
Click on "Hamburger" icon to expand Unmio side menu.
2
Click "Surveys"
3
The app opens the Survey module and navigates to the "Surveys" dashboard.
4
The "Surveys" tab displays the list of surveys that your organization has created. There are three options on this page. 1. Create a new survey 2. Filter survey list 3. Select survey to view its details.
1. Create A New Survey
5
Click on the "+New survey" button.
6
The "New Survey" wizard opens.
To create a survey, please use the following guide: [Creating A Survey](https://scribehow.com/viewer/Unmio__Create_A_Survey__tCMw7cooTUSPZiF03kzDWw?referrer=search)
2. Filter Survey List
7
The Surveys tab provides three filters to narrow search. 1. Title search 2. Published date 3. Status
8
Filter 1 - "Title" text field: Enter text
9
The list will automatically narrow down the options.
10
Filter 2 "Publish date" field: Modifying the "Publish date" filter further narrows the search. Filters work with each other.
11
Use the arrows and dropdown menus at the top of the calendar to find desired date. Click on a date to select it.
12
Filter 3 - "Status" Dropdown. Click on the "Status" filter to open the dropdown menu. There are two options Published and Unpublished. Publish means it has been sent to a community member. Unpublished means it has not been sent yet and can still be edited.
3. View Survey Details
13
Click on the survey in the list to open the details page.
14
The survey detailed view page opens. It has a header and 6 tabs that provide detailed information.
15
The header provides the survey title, status, button and menu.
16
Click on the action menu.
17
Click the "Export summary" option to create CSV file that you can save to your computer.
18
Click on the "Send" option to open the resend survey page.
19
The page opens providing a list of the individuals who were sent the survey.
20
Use filter to narrow community member search.
21
Click on the "Send survey" link button to resend survey to community member.
22
Click ont he "<Back" link button to exit page.
23
Below the header, the tab section provides survey details, organized into 6 tabs.
24
"Setup" is the default tab and provides survey title, description, and other relevant metadata.
25
Click on the "Questions" tab.
26
The "Questions" tab provides a list of the questions used in the survey.
27
Click on the "Up" and "Down" arrows to view answer options for the question.
28
Click on the "Groups" tab.
29
The "Groups" tab provides a list of the groups that were selected for the survey.
30
Click on the "Results" tab.
31
The "Results" tab provides survey responses using visual charts.
32
Several types of charts are used based on the question type.
33
Click on the "Submissions" tab.
34
The "Submissions" tab provides the answers of each of the responders.
35
Click on the "Down" arrow to view the submission details.
36
Individual submissions can be reviewed.
37
Click on the "Timeline" tab.
38
The "Timeline" tab provides an audit trail for changes to the survey.
39
Scroll to view survey history.
40
Click on "Setup" to return to the tab.
41
From the "Setup" tab, click on the "< Back" link button.
42
The app navigates back to the survey dashboard.
