Forsta Express

If the survey you have selected is a Forsta Express survey, you will also have the Convert to Survey Designer button in the toolbar. If you have opened the survey as an Approver, then the toolbar will also include the Approve Survey and Deny Survey buttons - (see the figure below).

Figure 1 - The Survey Overview General tab for an Express survey

For further information about Forsta Express, refer to the Express User Guide.

Converting a Survey from Express to Designer

Forsta Express surveys can be converted to Survey Designer. You will need a Designer user login to do this. To convert a survey:

1. Log on to Survey Designer and open the survey.
2. Go to the Survey Management > Overview menu command.
3. In the page’s toolbar, click the Convert to Survey Designer button.

A warning message is displayed.

4. Confirm the conversion.

Important
Be aware that once an Express survey has been converted to Survey Designer it can no longer be opened in Express and cannot be converted back to Express. The conversion will also remove any skip logic that was in the survey.

For further information about Forsta Express, refer to the Express User Guide.

Approving an Express Survey

Supervisors who have the Approver permission may be asked to approve surveys for Express users within the company. All those with the Approver permission will be listed in the Approver drop-down that appears as a step in the Express survey deployment procedure (see the Express User Guide for further details), and if selected, will receive an email containing a link to the survey to be approved.

1. In the email, click the link to open a web browser window with the survey.
2. Work through the survey and ensure it looks and functions as it should. You will be required to add information to the survey and make selections just as a “normal” respondent will be once the survey is published and on-line.
3. On completion, assuming the survey functions as required and does not need any changes, log on to Authoring (not Forsta Express), open the survey, and click the Approve button. You must also reply to the email, to inform the Express user that the survey has been approved. Once the survey has been approved, it will be given a green icon in the Approval Status column in the survey list.

In the event changes to the survey are required, click the Deny Survey button and inform the user. The survey will then be given a red icon in the Approval Status column in the survey list. The Express user will then have to edit the survey, before re-sending it for approval.

Note: When an Approver is allocated a survey to approve, he/she will automatically be given full editing rights to that survey.

For further information about Forsta Express, refer to the Express User Guide.