Welcome to the ubc orientation to QUALTRICS 2017/18

ORIENTATION TO QUALTRICS learning objectives Learn to: Create and edit questions Layout your survey with skip and display logic Manage the look and feel of your survey Distribute your survey View and Report on Data Find more information on Advanced Features Get more help!

FLUID to QUALTRICS TRANSITION

Fluidsurveys to QUALTRICS transition Inventory your surveys Backup your FluidSurveys information in Word/PDF/.CSV format Consider how you will redistribute your survey URLs Prepare your resources for transition Key dates: Early adopter access - now Qualtrics available for sign-in using CWL as of Mid December FluidSurveys no longer available as of February 26, 2018

Support and Resources

Support OPTIONS Qualtrics support UBC Survey Tool Catalogue page Functional (how do I…?) experts UBC Survey Tool Catalogue page Links to Qualtrics On-Demand Webinars FAQs UBC-specific reference guides Training materials Existing UBC support channels including Learning Technologies, IT Service Desk User accounts Groups/administration Functional (how do I…?) support

Qualtrics terminology

qualtrics terminology FluidSurveys Qualtrics Survey Project Section Headings    Descriptive Text Style and Settings Look & Feel Deploy, Email Distributions Collaborate             Share Project Research Core (formally called Insights) and additional modules

Qualtrics Privacy & Data Security

Privacy & Data Security Cloud service hosted in Canada Amazon Web Services hosting in Toronto and Montreal (backup) Privacy Impact Assessment (PIA) Completed project PIA process during Request For Proposal (RFP) and Solution Implementation Survey data ownership and sharing User project sharing, group sharing, external collaborator sharing Service access for support Qualtrics support, UBC Administrator support Data Privacy Protection Anonymous survey settings, Transfer of ownership, Employee and Student Contacts Available Information UBC User Consent Agreement UBC Survey Tool Privacy Information UBC Survey Tool Terms of Service FAQs Questions or Concerns? Contact UBCIT.Communications@ubc.ca

Signing in

UBC Qualtrics Account (CWL ID) Understanding Your Accounts UBC Qualtrics Account (CWL ID) Self enrolled using CWL when first using the UBC Qualtrics platform (after Dec 15th) UBC Early Adopters Interim Account (email based) Created as interim but can automatically merge with UBC Qualtrics Account when CWL is enabled Qualtrics Trial Accounts (Qualtrics.com) Separate account, can be manually merged and migrated with UBC Qualtrics Account Other Existing Qualtrics Arrangement Accounts UBCArts.Qualtrics.com (Arts) or Business.Qualtrics.com (Sauder) Separate account which can be manually merged and migrated with UBC Qualtrics Account

Signing in https://ubc.qualtrics.com Who Signing In Active Faculty, Staff and Students can access Qualtrics CWL guest accounts (Preferred Method) External Collaborators Signing In Early adopters – with your email address and password reset link Mid December - with your CWL username/password