Navigating the Home Page

The Home page of the application indicates some natural starting points for your session - .

Note: Some of the items in the picture below may not be displayed in your menu as they are Add-ons and may be subject to payment.

Figure 1 - Example of a Professional user's Home page

Standard users are presented with a simplified GUI - .

Figure 2 - Example of a Standard user's Home page

• The 10 last surveys with which you have been working are displayed under Recent Surveys, Polls and Panels.
• The 10 last Reportal reports that you have accessed are displayed under Recent Reportal Reports. Click a report link to start Reportal and open the report in edit mode.
• In News, the latest news related to the current server is posted. The page is divided into six separate categories. The most recent changes are to be found on top. The lists are searchable. Click the subject links or the red arrows for details.

Note: On-Premise clients will post news related to their servers.

The New menu (- ) enables you to create surveys, Basic, Standard and Professional Panels, Survey Routers, Schema, Polls and Survey Layouts.

Note: Some of the items in the menu shown below may not be available in your menu depending on your user level, or because they are Add-ons and will be subject to payment.

Figure 3 - The New menu

You can also create new surveys by clicking the Survey button in the Quick Access pane.

Go to Home > Recent to display the 10 most recently accessed surveys and panels in a drop-down list - . Click on the desired survey or panel to open it.

Figure 4 - Example of the Recent menu

Go to Home > Surveys to display a list of your surveys and the surveys to which you have been granted access by other Authoring users - . Click the blue Survey ID link for the desired item to open it.

Figure 5 - Accessing the Home > Surveys page

Go to Home > Basic Panels to display a list of your panels and the panels to which you have been granted access by other Authoring users - (go to About Basic Panels for more information).

Figure 6 - The Home > Basic Panels menu commands

Note: Standard users do not have access to Basic Panels.

Note: Professional Panels is an add-on function and is subject to a separate license agreement. If your company has not purchased the required license then this functionality will not be available to you.

Go to Home > Professional Panels to display a list of your panels and the panels to which you have been granted access by other users - . Click the blue Panel ID link for the desired item to open it. For more information concerning Professional Panels, refer to the separate Professional Panels documentation.

Figure 7 - Accessing the Home > Professional Panels page

Here you can shortlist up to 50 surveys for quick access - . These surveys will also be available in the ordinary survey list or panel list. To add a survey to your Favorites list:

1. Go to the Survey list.
2. Right-click on the survey and select Add to Favorites from the menu.

Or

1. Click on the checkbox beside the survey you wish to add to the Favorites list to select it.
2. Click Add to Favorites.

Figure 8 - Selecting the Home > Favorites page

To remove a survey from the Favorites list, check the box beside the survey and click Remove from Favorites.

Note: Standard users cannot import survey definitions.

Surveys can be exported and imported through XML. The feature allows users to transfer Survey definitions, report definitions and individual report definitions from one Authoring server to another (go to Export Survey Definition for more information).

You can take advantage of Authoring's XML Web Services directly from the output of the Survey XML Export. This makes integration of Surveys with other systems much easier for customers developing solutions, since the Survey XML Export supports the Authoring XML Web Services’ object structure.

To import a survey definition from your computer:

1. In the Home menu bar, click Import Survey Definition.

The Import Survey Definition overlay opens - .



Figure 9 - The Import Properties dialog box

2. Click Browse to open a standard Windows file selection dialog, then browse to and select the local XML file or a zipped XML file (.zip) on your computer.
3. Click Import Survey Definition.

An import task is initiated.

4. On completion click OK to close the overlay and return to the Home page.

The newly imported Survey will appear as a new survey in your survey list (you may need to click the Refresh button to update your list).

Note: The import/export only concerns Survey and report definitions, not response data.

The Home > Help submenu contains the following:

• Public PGP Key - opens a page with the public PGP encryption key for the user (go to Data Transfer Encryption and FTP for more information).
• Language overview – opens a list of the languages that are available on the SaaS server. Note that the same list is included in Appendix B in this User Manual.
• 3rd Party Software - opens a page listing the 3rd-party software components used in Authoring, and describes the copyrights and any restrictions and attributions applicable.
• About – information about the Authoring build you are using.

To log off Authoring, go to the Home > Log Off menu command or click on the key symbol in the upper right corner of the window.

When you log off, you are taken to the Forsta Plus Login page.