Article: Managing Surveys

Creating a survey is a feature available to school and clinical site users by request. Survey details are discussed upon set up. Please contact ACEMAPP Support if you are interested in creating a survey.

Manually Sending a reminder for an incomplete survey

You can send broadcast messages to members within the Survey system.

Step 1:

From your home screen, click on the "Surveys" tab.

Step 2:

Click on the "Reports" icon found in the Actions column.

Step 3:

Click the "Member List" button on the Member List panel.

Step 4:

On the Member List screen, the list is categorized by Pending, Active, and Complete (if the results are not anonymized). Select the appropriate tab, then select the member(s) you wish to include by clicking on the "checkbox" next to their name(s). Next, click on the "Email Selected" button.

Step 5:

Enter the "Reply To" email address, the "Subject", and the "Body of the Email" and click "Save."

Step 6:

Click "Save and Continue".

Step 7:

Our internal system will run a spam check. Click "Continue."

Step 8:

The Manage Members step allows you to remove members you decided not to email. Click on "Save & Continue" to go to the Final Step or click "Save & Stay on this Page" to stay on this page and make additional edits.

Step 9:

Finally, click the "Send Broadcast Message" to email the selected members.

Suvery Reporting

ACEMAPP's survey feature allows for comprehensive reporting.

Step 1:

Click "Surveys" from your home screen to open the Survey Builder screen.

Step 2:

On the Survey Builder screen, inside the table, click on the "Reports" icon for that survey.

Step 3:

The Survey Report provides you with General Info as well as Field Info.

To generate the report, click "Results Report" to open the report.

Step 4: (Optional)

Apply any Filters to narrow down the data results. If filters are applied, the data will be generated based on those filters, reducing the total results in the report.

NOTE: When selecting the date range, please select the Date Filter Type. The date filter options are listed below.

• Boundary Method: The entire rotation is within the date range.
• Overlap Method: Any part of the rotation is within the date range
• Rotation Date Start: The rotation starts on or after the date entered in the date range.
• Rotation Date End: The rotation ends on or before that date entered in the date range

Step 5:

Select your Output View:

• Show All Results - Text: This will create an aggregate view per question. You can also export the results to a CSV file.
  • When viewing aggregated results with filters applied, the printout will list the filters at the top of the page.

• Show All Results - Graphs: This will create all the data in graphs. Clicking on a slice of the pie will open a "Cross Tabulation" of that result. Click "Undo Cross Tabulation" to go back to the original graphs.

• Show Individual Results - Answers Only: This will show each member's submission with their answer(s) to each question. You may export a CSV file and download this document to review their responses. If the survey is anonymous, you cannot see the member's name.

• Show Individual Results - With All Options: This will show each member's submission and answer(s) to each question. You may export a CSV file and download this document to review their responses. If the survey is anonymous, you cannot see the member's name.

NOTE: Each page will take a second to load, depending on the amount of data. Click the "Load All" button to load all data into a cache. This will get all the results simultaneously, so you will not have that lag between the result pages.

Step 6:

You may skip between individuals using the "First," "Previous," "Next," and "Last" buttons. You may also print survey reports by clicking the "Print" button.

--

NOTE: Surveys received or opened by the member have a 45-day shelf life. After 45 days, the survey will be considered expired, and the member cannot edit or submit their responses.