1. Welcome to the ubc orientation to QUALTRICS
2017/18

2. 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!

3. FLUID to QUALTRICS TRANSITION

4. 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

5. Support and Resources

6. 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

7. Qualtrics terminology

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

9. Qualtrics Privacy & Data Security

10. 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

11. Signing in

12. 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 ( 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

13. 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 address and password reset link
Mid December - with your CWL username/password