Group Details

Note: The Survey Router functionality has been deprecated and is no longer available. The content below is for reference only.

The Group Details page opens at the General tab - .

Figure 1 - The router's General tab

This tab contains general information about the router group.

• ID - the identification number for the router group. This is allocated automatically by Authoring when the group is created, and it cannot be changed.
• Name - the name given to the router group by the user. This would normally be a logical name to provide easy identification of the group. This can be changed by a user with the appropriate permissions.
• Description - a descriptive text provided by the user. This can be edited at any time by a user with the appropriate permissions.
• Question IDs - at the router level you can define up to 10 questions, based on the QuestionIDs. These questions will then be used as part of the selection criteria when the router is asked for an available survey which the respondent can be transferred to. Type the required variables into the field, separating them with commas. Spaces can be included after the commas, but they are not required as the string will automatically be formatted correctly by the system when it is reloaded.

Click Save or Save and Close after making any changes.

Surveys

This tab lists the surveys that are currently included in the selected router group - .

Figure 2 - The router's Surveys tab

This tab lists the surveys that are included in the router group. The columns are searchable and can be sorted. Note that a survey's state must be Active for it to be considered as a target survey by the router.

Each survey that is included in the group has a drop-down menu with quick links to a number of useful pages - .

Figure 3 - The survey's drop-down menu

The options in this drop-down are:

• Router Settings - opens the details overview page for the selected survey (go to Adding a Survey to a Router Group for more information).
• Survey Overview - opens the Survey Overview page General tab for the survey (go to General for more information). Note that you can return directly to the router page by clicking the Survey Router link located towards the bottom of the Survey Overview page..
• Survey Designer - opens the Survey Designer page for the survey.

Permissions

This tab allows you to define the access rights to the routing group for the various users in your organization - .

Figure 4 - Example of a group's Permissions tab

• Search - type criteria into the appropriate column header fields and click Search to display only the users who satisfy the search criteria.
• Reset - clears any applied search criteria and presents the entire list.
• Access level - click the down-arrow beside a user's field to open a drop-down list of the permissions, then select the appropriate permission for that user. The options are:
• None - the user does not have access to the survey.
• Read - the user has only Read permission, i.e. he/she can view the Survey and associated reports but is not allowed to add new or delete existing elements in them.
• Write - the user has Write permission, i.e. he/she is allowed to add questions to the Survey and reports.
• Delete - the user has Delete permission, i.e. he/she is allowed to work on the Survey and reports, and is allowed to delete objects in them.

• Grant all - select a permission from the drop-down beside this button and click the button to give that permission to all the currently listed users. Note that if you do not wish to give the selected permission to all users in your company then you must first conduct a search such that only the appropriate users are listed on the page.