Survey Dashboard Overview

The Survey Dashboard provides information about a survey to users and selected end users without them having to log in to Authoring. Some statistics can be accessed through a touch device or through a standalone browser.

Once the survey is launched, the URL to access a Survey dashboard is available on the Survey Management > Overview page General tab (go to General for more information). Note that the information presented in the dashboard is taken only from the Production database.

Copy the dashboard link into a browser and log in. You can access the URL using an iPhone, Android or Blackberry device.

Note: For security reasons the survey dashboard login cannot be placed in a frame in a web page.

On completion, click Log off to log off and close the dashboard.

Logging In

Log in to the dashboard using your username and password - . You can access the URL using an iPhone, Android or Blackberry device.

Figure 1 - The Dashboard Login page

• Dashboard ID input field - this field can be optionally supplied, or is automatically pre-populated when using the link from inside of the dashboard end user management functionality. The Dashboard ID refers to the end user list ID that the user will be authenticated against (go to About the Administration of End Users for more information). If no dashboard ID is supplied, it is assumed that a full professional (normal, standard) user is being authenticated against.

• Check the Stay Logged In checkbox to remain logged in for the specified time (default is 48 hours), even if the browser window is closed and reopened.
• "Forgotten password" functionality is available if required (go to Forgotten Password for more information).

After you have logged in, the Recent Surveys list is displayed.

Recent Surveys List

When you have logged in, the Recent Surveys list is displayed - . This is the same list as is on the Authoring Home > Recent drop-down, and it is presented with the "last accessed" survey at the top of the list. Note that this will only include surveys and Basic Panels; not Professional Panels.

Figure 2 - Example of a Recent Surveys list in the dashboard

• A colored icon beside the survey name indicates the current status of the survey; Red indicates the survey is closed, Green indicates it is open.
• Click on Settings to open the Dashboard Settings page. This page allows you to change your password and select the preferred survey language to be used for quotas and report pages.

• Click on a survey in the list to display statistics for the survey - . Note that if the survey database has not yet been created, then a message will be displayed informing you of this fact.

Figure 3 - Example of the statistics displayed for a survey in the dashboard

• The two buttons in the middle of the lower toolbar toggle between tile view (as in the illustration above - default) and list view. The same information is presented in both cases, just in a different format. The selected state is remembered via a cookie so that the next time the user logs on to the dashboard it will open in that state.
• When viewing a survey's statistics, click on the Surveys links at the top or bottom of the page to return to the Recent Surveys page.
• Users with the appropriate permission can open or close the survey by clicking the Set Survey Status button. The button is named and color-coded accordingly.
• If the survey contains quotas, the Quotas button is accessible in the upper toolbar. Click this to open the Quotas page - . This provides read-only access to the quotas in the survey. A drop-down list of the quotas in the survey allows you to select the quota you wish to view. All columns that appear in Authoring appear in the dashboard, including when optimistic quotas are enabled.

Figure 4 - Example of the Quotas page for the survey in the dashboard

• Click Status to return to the Survey Status page, or Surveys to go to the Recent Surveys list.To update the data presented, return to the Recent Surveys list then re-select the survey.
• Click Report to view a reduced-functionality Rapid Results style report page. Here you can select the question you wish to view the data for, and select the desired status filter.

• Click Log off to log off and close the dashboard.

Settings

In the dashboard, click on Settings to open the Dashboard Settings page - .

Figure 5 - The Survey Dashboard Settings page

Here you can change your password and select the language you wish to use for the quotas and report pages. For the language, end users will update their user language in the database, while Professional users will store the selected language only in a persistent cookie.

End User Reporting

Note: This functionality has special license requirements. Contact your Forsta Account Manager for further details.

Forsta designers may have clients (end users) who also need access to a survey dashboard. The End Users Reporting functionality gives designers the ability to give end users who are listed in an end user list, access to different parts of a survey dashboard. An end user can then log into the dashboard by entering his credentials along with the end user list ID (dashboard ID). Note that permissions are allocated at the survey level.

To set up a dashboard for end users:

1. Open the survey you wish to work with.
2. Ensure the survey has an end user list (go to About the Administration of End Users for more information), and has been launched.
3. Go to the Survey Management > End Users Reporting menu command.

The End User Reporting page opens - .

4. In the End User List drop-down, select the end user list that is to be used for this survey.

The users in that list will then be listed in the page, and you can allocate permissions as required.

Use the searchable headers to filter the list of users and assign appropriate permissions to the end users. When an end user is allocated permission to one or more of the reporting components (Interview Progress, Quotas, Responses, Saved Reports or Export Data) this user will utilize one end user survey reporting license. A summary of the available licenses is displayed. The same end user list can be assigned to several surveys.

Note: Only one end user list can be selected for a survey at any one time. If you change the end user list that is selected for a survey, then any dashboard permissions that were allocated to the end users in the original list will be revoked and those end users will no longer have access to the dashboard.



Figure 6 - Example of an end user permissions list for a survey

5. On completion, click Save to save the changes.

A link to the survey dashboard is provided above the user list, and you can copy this to the clipboard for ease of access. You give an end user access to the dashboard as follows:

6. Click the Copy to Clipboard link towards the right end of the Dashboard Link URL.
7. Paste the URL into an email and send it to the appropriate end user.

The end user must copy the URL into a browser to access the Dashboard Login page - , then log in using his/her UserID and password.

Figure 7 - The Dashboard Login page

The end user will then have access to the same dashboard information that is available to the user, except that it will be restricted by the permissions allocated.

The Dashboard ID field contains the ID of the dashboard the end user has access to. If this field is blank, the end user is assumed to be a full Authoring Professional (normal, standard) user and the User and Password will be checked against the company's license details.

An end user can be allocated access to multiple survey dashboards. The end user can then select which survey dashboard he/she wishes to view.

If the end user forgets their password, they can click the link below the log in fields to be sent instructions for resetting the password.

Read Only Access to a Survey

If a user has Read-only access to a survey, the Save and Delete buttons will be inactive on the Survey Management > Overview page and only the General and Active languages tabs will be displayed.