8/9/2015 1:47 AM SurveyCentralOverview.ppt CSC ©Copyright 2012 Online Survey Application: CSC Survey Central System Overview November 26, 2012 Supported by: MSS Global ESM

Survey Central Overview 8/9/2015 1:47 AM SurveyCentralOverview.ppt Background Fulfill multiple requests for CSC hosted survey capability similar to online tools such as Survey Monkey Provide the capability to support different types of surveys –Process Health Checks –Data accuracy –New Business discovery –Client Satisfaction –Help Desk Feedback Leverage our experience managing customer satisfaction surveys Current survey applications include COMPASS,TPAR, SWPAR Provide a platform for future growth and expansion of capabilities Origin of the system System Overview

Survey Central Overview 8/9/2015 1:47 AM SurveyCentralOverview.ppt Requirements Provides a flexible, secure survey application accessible by CSC employees and current or potential clients –Web site is SSL secure –Database is within the CSC network Provides multiple layers of administrative security, to allow delegation of authority Allows reuse of surveys and segregation of results Functionality of the system System Overview

Survey Central Overview 8/9/2015 1:47 AM SurveyCentralOverview.ppt Functionality Create a survey Distribute the survey –Create invitation –Create list of recipients –Create Survey from templates –Add a Customized Header –Send the survey invitations –Options between multiple languages –Send reminders to recipients who have not responded View/Download results Implement Survey Account Security –Restrict access to modify the surveys, invitations, distribution lists or access reports –Establish administrative user accounts with rights at the survey, invitation and distribution list levels Overview of current system capabilities System Overview

Survey Central Overview 8/9/2015 1:47 AM SurveyCentralOverview.ppt Request Access Log on to Survey Central using the user ID and password provided Click on the Access Request link provided on the Survey Central home page. Establish an account where your surveys, distribution lists, and all results will be housed. Only one account is necessary per team or client. System Functionality Choose the type of access needed. If your team already has an account, select New User ID for Existing Account.

Survey Central Overview 8/9/2015 1:47 AM SurveyCentralOverview.ppt System Functionality Site Address: –

Survey Central Overview 8/9/2015 1:47 AM SurveyCentralOverview.ppt Account Home Page This is the Account Home page. This page allows you to navigate to the different sections in the account. You can view account statistics, download survey summary reports, and under Resources you will find system documents. System Functionality

Survey Central Overview 8/9/2015 1:47 AM SurveyCentralOverview.ppt Creating a Survey Set up survey questions, response options, question scoring and survey appearance. System Functionality Surveys can be created as a blank document (brand new) or copied from existing surveys and templates. Brand New Survey Copy Existing Survey Use a Survey Template

Survey Central Overview 8/9/2015 1:47 AM SurveyCentralOverview.ppt Creating a Survey (cont’d) In order to create a question, click on the “Add Question Here” button. A new window will open and give you the option for which type of question you would like to create. System Functionality There are several options available for the question types. Additional question types will be added as requirements dictate.

Survey Central Overview 8/9/2015 1:47 AM SurveyCentralOverview.ppt Creating a Survey (cont’d) Each type of question has a specific set of parameters available to the user that controls the appearance and functionality. System Functionality The preview capability allows the user to verify the appearance before sending out Survey Invitations.

Survey Central Overview 8/9/2015 1:47 AM SurveyCentralOverview.ppt Creating a Survey (cont’d) On the Survey Options page, you can update the Survey Mode, Survey Header, Response Options, Follow up Method, and Access Settings. System Functionality

Survey Central Overview 8/9/2015 1:47 AM SurveyCentralOverview.ppt Creating a Survey (cont’d) Language Options will give you the option to chose different Languages. English is default Language. System Functionality Available Languages

Survey Central Overview 8/9/2015 1:47 AM SurveyCentralOverview.ppt Creating a Survey (cont’d) On the “Labels & Messages” page, you can edit the labels and other messages found with in the survey. System Functionality

Survey Central Overview 8/9/2015 1:47 AM SurveyCentralOverview.ppt Creating a Survey (cont’d) On the Followup Management page, you can create groups to be notified in the event that a survey requires follow up. System Functionality You can create a follow up group by clicking the Create Group link at the top right corner of the Survey Followup Mgmt page.

Survey Central Overview 8/9/2015 1:47 AM SurveyCentralOverview.ppt Sending a Survey Once the survey is created, the user can create one or more Invitations that can be sent out to custom distribution lists. System Functionality Enter Invitations from either the Survey Options or Survey List page.

Survey Central Overview 8/9/2015 1:47 AM SurveyCentralOverview.ppt Sending a Survey (step 1 of 4) Each Survey Invitation has custom parameters such as an expiration date , and security settings. System Functionality Configuration Lockdown – users must be given explicit rights to modify, send or resend the current invitation. Reporting Lockdown – users must be given explicit rights to view the response report for the current invitation.

Survey Central Overview 8/9/2015 1:47 AM SurveyCentralOverview.ppt Sending a Survey (step 2 of 4) Use the default or enter a custom message for the recipient. System Functionality You can place the survey link anywhere in the by using zzurlzz as a placeholder. If zzurlzz is omitted, the survey link will be added to the end of the automatically.

Survey Central Overview 8/9/2015 1:47 AM SurveyCentralOverview.ppt Sending a Survey (step 3 of 4) Create a new distribution list or reuse an existing list. System Functionality Multiple distribution lists can be used for this invitation. If creating a new distribution list, type or paste the addresses into the dialog box.

Survey Central Overview 8/9/2015 1:47 AM SurveyCentralOverview.ppt Sending a Survey (step 4 of 4) Once the invitation is configured, may be tested and sent. System Functionality The Test button sends an to the current user. The Send Invitation buttons schedules s in blocks of 250 recipients, 5 min apart. Once the initial s have been sent, the option to send reminders will be available. Reminders will go to any recipients who have not yet completed a survey. Click Send Invitations

Survey Central Overview 8/9/2015 1:47 AM SurveyCentralOverview.ppt Sending a Survey (cont’d) System Functionality The resulting dialog box will allow you to send the survey immediately, schedule for the future and schedule reminders, if necessary.

Survey Central Overview 8/9/2015 1:47 AM SurveyCentralOverview.ppt Sending a Survey (cont’d) After you schedule the invitation delivery, you can monitor the progress, send additional invitations or reminders, resend the original invitations or even cancel existing jobs and start over. Once you begin to receive responses, you can also view and manage those responses: System Functionality Additionally, you can click on the Recipients icon for each job and see who received the in the past or who is projected to receive the for pending jobs, based on the type of job (Initial Send, Resend, Reminder, Add new recipients)

Survey Central Overview 8/9/2015 1:47 AM SurveyCentralOverview.ppt Viewing and Managing Results Results for each survey are accessible from the Survey List page. System Functionality Rights for all invitations are required to pull the combined report Access to reports segregated by invitation are also available from the invitations link

Survey Central Overview 8/9/2015 1:47 AM SurveyCentralOverview.ppt Viewing and Managing Results (cont’d) Survey results can be secured by invitation or at the survey level. Survey admin rights are required to run reports or delete individual responses. System Functionality Download question results in a graph or grid, or even the full excel spreadsheet report. View or delete individual responses Download the summary report in excel format

Survey Central Overview 8/9/2015 1:47 AM SurveyCentralOverview.ppt Distribution List The Account Distribution List page serves to view and modify any lists that have been created when sending invitations. System Functionality

Survey Central Overview 8/9/2015 1:47 AM SurveyCentralOverview.ppt Advanced Follow up You can create advanced follow up tasks and assign them to individuals in order to keep track of survey responses. System Functionality

Survey Central Overview 8/9/2015 1:47 AM SurveyCentralOverview.ppt Restricting Access System Rights* Account Rights Survey Rights Invitation Rights Distribution List Rights System Rights * System Rights are managed by the system administrators only There are 5 levels of access restrictions that can be set. Each level has a unique set of options. Security Settings

Survey Central Overview 8/9/2015 1:47 AM SurveyCentralOverview.ppt Account Rights Security Settings This page shows the account security settings, rights available, and a list of users who can access the account. Users must be in this list before additional rights can be granted at the survey, invitation, or distribution list levels.

Survey Central Overview 8/9/2015 1:47 AM SurveyCentralOverview.ppt Survey Rights Users only need rights at the survey level if restrictions have been put in place. Security Settings

Survey Central Overview 8/9/2015 1:47 AM SurveyCentralOverview.ppt Invitation Rights Users only need rights at the invitation level if restrictions have been put in place. Security Settings

Survey Central Overview 8/9/2015 1:47 AM SurveyCentralOverview.ppt Distribution List Rights Users only need rights at the distribution list level if restrictions have been put in place. Security Settings

Survey Central Overview 8/9/2015 1:47 AM SurveyCentralOverview.ppt Reports Contacts Allows user access to any reports pertaining to the survey(s). The Common reports will give you summary results for your surveys and account configuration.

Survey Central Overview 8/9/2015 1:47 AM SurveyCentralOverview.ppt Reports Contacts There are custom reports that provide summary data for different attributes.

Survey Central Overview 8/9/2015 1:47 AM SurveyCentralOverview.ppt Reports Contacts Clicking the Survey link will give you access to all of the survey results.

Survey Central Overview 8/9/2015 1:47 AM SurveyCentralOverview.ppt System Contacts Primary Support Contact – Leadership –Mike Shapiro Development / Support –Bhawana Mathur –Lora Hartwell –Jeff Jeffcoat –Lalit J Kumar Survey Central is supported by the GESM Metrics & Reporting group. Contacts