Ultimate Survey User Guide - Edinburgh Napier...

Produced By Information Services - IT 30/11/2011

Ultimate Survey User Guide

ULTIMATE SURVEY USER GUIDE

This guide describes how to create and activate a survey using Ultimate Survey. It is aimed at

Edinburgh Napier University staff members.

Before you can access Ultimate Survey you will need to have an account set up. To get an

account set up contact the IT Support Desk:

Email: [email protected]

Telephone: ext 3000 or (0131) 455 3000 from an external line.

Once your account is created you will be given your Ultimate Survey username and password.

ACCESSING ULTIMATE SURVEY To access Ultimate Survey:

1. Go to http://www2.napier.ac.uk/ultimatesurvey/. The following screen will appear:

2. Click on the Login button:

3. Enter your Ultimate Survey username and password and click Login. The following screen will appear:

mailto:[email protected]

http://www2.napier.ac.uk/ultimatesurvey/



CREATING A NEW SURVEY To create a new survey:

1. Click on Surveys:

2. Click New Survey:

3. Enter the Survey Name and Title in the spaces provided.

4. Click Submit. 5. The Survey Editor will open:



ADDING QUESTIONS To add a question:

1. Click Add Item:

The Add Item to Survey screen will appear:

2. Click on a green plus sign to add the relevant Question Types or Display Items to the

survey.

The Add Item screen will appear (the example below shows the screen that will appear when you add a Multi-line text item):



3. Click Submit once you have completed the details. Click OK when asked to confirm. You

will return to the Survey Editor.

Follow steps 1 to 4 until you have added all your questions. When you are ready to go on to a new page click on the New Page icon:

UPDATING QUESTIONS

To update an existing question:

1. Ensure you are in the Survey Editor and go to the question you want to update. 2. Click on the Edit button:

The Edit Item screen will appear (the example below shows the screen that will appear when you add a Multi-line text item):

Enter the Question

Text and Sub Text

as required

Check the Answer is

required checkbox if

required



3. Update the question as required 4. Click Submit.

DELETING QUESTIONS

To delete a question:

1. Ensure you are in the Survey Editor and go to the question you want to delete. 2. Click on the Delete button:

3. Click OK.

ADDING A COMPLETION EVENT

You can add information into the Completion Event section to determine what happens when the user finishes the survey, e.g. you could add text to thank them for completing the survey.

1. From within the Survey Editor click on Completion Events:



The Completion Events screen will open.

2. Enter the following information in the spaces provided:

3. Click Submit.

UPDATING YOUR SURVEY PROPERTIES

The Survey Properties section allows you to change your Survey Name, Title and Description. You would have entered this information when you created the survey so there should be little need to go into this screen. If you need to update these details:

1. From within the Survey Editor click Properties:

The following screen will appear:

In the Action section click

on the radio button next to

display message

Enter the message to

be displayed on

completion here

Click on the Display

Message checkbox



2. Update the page as required and click on the Submit button. ADDING A SURVEY STYLE

You can alter the appearance of your survey using the Survey Style option. To update the style using an existing style:

1. From within the Survey Editor click Style:

The Survey Style screen will open.


Choose the desired style

from the drop down menu

Check the relevant

checkboxes as preferred



3. Click Submit.

To create a new style:

1. Click on the Styles button:

The Style Manager will open.

2. Click on the New Style button:

The following screen will open:

3. Enter a name for your Style in the space provided. 4. Decide whether you wish to allow other users to edit or use your style template and check /

uncheck the box accordingly. 5. Click Submit. The Header and footer screen will open:



6. Enter your header and footer text in the spaces provided using the formatting options to format as required.

7. Once complete click Submit.

8. You can then click on the other options in the Style Manager to customise the other style

elements of your survey:

To edit an existing style:

1. Click on the Styles button:

The Style Manager will open displaying a list of the existing styles.

2. Click on the Edit icon in the column to the left of the style you would like to update, e.g.:

3. Click on the relevant option in the Style Manager to udate the style as required.

4. Click Submit to submit your changes.

Go to the

Style Manager

home

Update the name of your

style and allow other users

to use and/or edit your

survey style

Update your

Header and /

or Footer

Update the

formatting options

for the entire survey

Update the

formatting options

for individual items

Update the formatting

options for additional

features such as the

progress bar, buttons and

completion message



SETTING SURVEY PERMISSIONS

To set the Permissions of the survey:

1. From within the Survey Editor click on Permissions:

The Permissions screen will open.


3. Click Update.

ACTIVATING YOUR SURVEY You need to activate your survey in order for users to be able to complete it. To activate your survey:

1. From within the Survey Editor click on the Activation button

The Activation screen will open:

Choose your security

settings

Choose your

Response options

Choose the

Reporting options




3. Click Update.

You must remember to deactivate your survey once the closing date is reached. To deactivate the survey you should follow the same procedure but select Deactivate. INVITING USERS TO COMPLETE YOUR SURVEY

To invite users to complete your survey email the Survey URL to the relevant group of users using an email program such as MS Outlook There is an Invitation Manager available within Ultimate Survey but you are advised to email using Outlook.

VIEWING YOUR SURVEY RESULTS

To view your survey results:

1. Log in to Ultimate Survey. 2. Click on the Reports icon:

A screen similar to the following will appear:

Click Activate

Enter the Start and End Dates

and click Update

This URL that users will visit to

respond to your survey



To view a general analysis of the results:

1. On the Report Manager screen click the Analysis button corresponding to your survey:


2. Click Run. You will see a full list of survey answers sorted by question. Please note: You can save this analysis so it can be emailed to others. To do this you can print to PDF and save the file to your H drive. To view the individual responses:

1. On the Report Manager screen click the Details button corresponding to your survey:


The Analysis button

The Details

button

The number of responses can

be found in this column



From here you will be able to view details about each individual response.

2. Click View to see the details of each answer next to each question.

Ultimate Survey User Guide - Edinburgh Napier...

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