Surveys and questionnaires are managed as separate objects in the Web Survey that must be assigned to each other in order to carry out a survey. You make this assignment by assigning the desired questionnaires in the context of a survey. You can assign one or several questionnaires to a survey, and you can assign the same questionnaire to one or several surveys.
After you have assigned at least one questionnaire to a survey, you can start the survey. Here the active questionnaire is sent to the recipients you specified who are contained in the target group hierarchy of the survey. You can either select all recipients or a partial quantity of recipients contained in the target group hierarchy.
To be able to send a questionnaire the prerequisites must be fulfilled that are described in the sectionPreparatory Steps for Using the Web Survey.
Assign Survey and Questionnaire to each other
The Overview of Surveys screen appears.
The Change Survey: <Name of Survey> screen appears.
The system displays a list of all existing questionnaires from which you can select the desired questionnaire by simply clicking on it. The system assigns the questionnaire you selected to the survey.
Note that the system automatically makes a newly assigned questionnaire the active questionnaire of the survey. The active questionnaire is sent to the recipients when the survey is started.
You can also assign a questionnaire to a survey that you create new in the context of the survey. The system automatically assigns a questionnaire created in this way to the current survey.
The active questionnaire is the one whose name is displayed in the drop down list field Active Questionnaire. If several questionnaires are assigned to the survey you can select another questionnaire from the list and thus make it the active questionnaire of the survey.
The system opens a text editor in which you can enter the text of the letter.
The text contains a write-protected text variable
You can also select one individual recipient to test that the questionnaire is sent correctly before you send it to the whole target group.
The system sends the active questionnaire to the selected recipients.
The questionnaire is sent to the recipients using the mail system of your company. If in the header data of the questionnaire the Questionnaire Changeable after Sending indicator is not set (this is the system default setting) then the questionnaire can no longer be changed. This is useful to make sure that the questionnaire saved in your system is identical to the questionnaire that you have sent to the recipients.