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Before you generate the interview files, you must define the survey settings for the survey behavior, layout, and validation. Do this on the Survey Settings page. To open this page, go to the Survey Management > Survey Settings menu command. This page can contain up to seven tabs as follows:
- General Options.
- Survey Channels.
- Web Options.
- CAPI/Kiosk Options.
- CATI Options.
- Offline App Options.
- Layout.
- Validation & XSS.
Note: CATI, CAPI and the Offline App are chargeable add-ons. The CAPI, CATI and Offline App tabs and options will only be visible if the add-ons are licensed by your company.
In Test mode, after a web interview is generated, you are presented a link, for example English, to the test survey. Click the link to open the survey tree and the survey with the respondent layout. To open the survey tree structure, right-click the survey folder and choose Expand tree from the menu.
Once you have generated the survey in Test mode, you can access it again in Survey Settings > General Options. In the field Access existing test interview you will find the link to the test survey. However, if you make changes to the survey, you will have to recompile and regenerate the survey in order to apply the changes to the survey.
Note that you can hide any questions representing background, panel or hidden variables when using the test mode.
Default Survey Settings templates can be created for the site, company level, or for individual users. Then for example, if the same settings are used for all surveys created by your company, users will not have to go in and set them up for every survey (go to Creating Default Survey Settings Templates for more information). Once you have one or more default settings templates available, the Use system default survey settings button becomes available.