9.1 Edit, Delete, Duplicate & Publish or Unpublish A Survey Template – From Within The Header

Edit A Survey Template – From Within The Header

 

From the ‘Manage Survey’ screen, click on the survey template header you need to update. In the top half of the screen is the survey template header.

 

From the ‘Manage Survey / <survey name>’  screen click three dots to the right of the survey template header to reveal the following options.

  • Edit
  • Delete
  • Duplicate
  • Publish

 

Click Edit.

  • Click on the survey name to update the survey name.
  • Click on the description box to update the survey description.
  • Click on type to update survey type
  • Click on the upload icon to upload supporting documentation (once loaded you can delete these if needed)
  • Click inside the tags box to update any other data about the survey template header e.g., training, test, dev

 

Click save survey to save updates.

 

Delete, Edit, Duplicate & Publish A Survey Template – From Within The Header

 

From the ‘Manage Surveys/ <survey name>’, screen click three dots to the right of the survey template header to reveal the following options.

  • Edit
  • Delete
  • Duplicate
  • Publish

 

If you have no further need of a survey template you can delete it. Deletion is permanent.

From the ‘Manage Surveys/ <survey name>’, click Delete. Click ‘Yes’ when you see ‘Are you sure you want to delete’ the survey. Click ‘cancel’ if you do not want to delete the survey.

If you need to duplicate a survey template, click duplicate

To create a new survey template, avoid building from scratch, duplicate an existing template

 

If you need to publish a survey template, click publish

Note: A survey must have a section at least 1 section to be published.

The status bar above the survey template header shows the word ‘Published’.

Publishing a survey makes it available for attachment to a job.

If you need to unpublish a survey template, click unpublish