Creating Surveys

Prerequisites: Users require contributor+ permissions for this module to complete the task.

Create surveys in the Survey module.

To create a survey:
  1. Log in to Cartella.
  2. Navigate to [name-of-folio] > [name-of-survey-module].
  3. Click Create Survey.

    Create Survey

    The Create Survey view displays.
  4. Enter a survey name in the Name field.
  5. Enter a description in the Description field. Use the HTML editor to add formatting, links, media, and view the HTML source code.
    Click Manage Fields to add, remove, or edit fields that display in this view. See Field Management for details.
  6. Select or clear the following fields.
    Public AnswersDisplays answers to all users with or without a Cartella account.
    Single Per UserPermits users to answer the survey only once.
    Clicking Take Survey counts as answering the survey, regardless of whether or not the user answered the questions. Click Complete Previous Survey to enter answers.
    Ready For Publish

    Displays survey in the module.

    Select this checkbox to enable users to take the survey.

  7. Enter a URL in the Redirect URL field.
    The value directs to users to this URL after completing the survey.
  8. Add the step(s) for the survey. See Creating Survey Steps for details.
  9. Optional: Select categories to associate with the survey.
    Click Create New Category to create categories to classify content. See Creating Categories for details.
  10. Select a sharing permission in the Sharing drop-down list. See Creating Folios for option descriptions.
  11. Select or clear the Send Email Notifications Upon Save checkbox. Select users and groups to receive email notifications.
    The checkbox toggles back to cleared after saving.
  12. Select or clear restrictions. See Creating Folios for option descriptions.
  13. Click Submit.
    If the creator has contributor permissions, the item requires approval from a moderator to display in the module. See Inbox and Role Management for details. The following message displays:
    This item is pending approval by a moderator.
    If the creator has senior contributor permissions, the item automatically displays in the module without approval.
    Cartella saves the survey. If the user selects Ready for Publish, the survey displays in the module.

This section includes: