Overviews
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      Survey management overview

      Track and manage your community and project surveys, and control their access, all in one place

      The survey management page is the primary method you'll use to interact with your community and project level surveys. From this screen you can view all unpublished and currently available surveys, create new surveys, and view vital information about existing surveys.

      Accessing survey management

      To access your community level surveys:

      1. Click the upper left Community logo
      2. Select Community management>Surveys

      To access your project level surveys:

      1. Make sure you are viewing the appropriate project
      2. Select Management
      3. Click Surveys

      Survey management functions and settings

      1. Create a survey: Use this button to create a new survey (more info here).
      2. Create a survey group: Create a survey group. Survey groups can be used to group your surveys for organizational purposes. They will be grouped and displayed together in the survey management page, and group together in a fly-out menu when displayed in the activities menu.
      3. Create a complete report: Generate a report on one (or multiple) of the surveys on your survey management page (more info here).
      4. View archive: View and manage your archived surveys.
      5. Access survey form: Clicking on the survey name will take you to the form view of the survey where you can add and customize the elements contained in the survey (more info here).
      6. Modify: Modify the basic settings for the survey (more info here).
      7. Notify users: Notify/remind users of a surveys availability (more info here).
      8. Survey link: Generate a link to a survey that can be given to users with appropriate survey access
      9. Completed user list: Automatically generate a filtered user list of users who have completed the survey
      10. Create report: Generate a report on the highlighted survey (more info here)
      11. Export: Generate a survey report set up to export your survey results as a CSV or XLS file
      12. Export files: Generate and prepare a download link to a compressed file containing all files uploaded by users to File Attachment elements in your survey
      13. Archive: Archive the survey, removing all tester access and hide it from the general Survey management view

      Notes

      If you would like to restore access to an archived survey, navigate to your survey archive and use the Restore option when hovering over the desired survey