• Select a survey from the Survey list.

• Click the More Options icon provided next to a survey name.

• Select the Benchmark option from the menu list.

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• The Edit Benchmark page opens.

• A new Benchmark gets created and it gets the name from the survey title. E.g., The Mobile Trend Survey gets a benchmark entitled Benchmark for Mobile Trend Survey by default.

• Users can edit the below mentioned fields (if desired). Such as:

  • Benchmark Title

  • Benchmark Mission

  • Benchmark Vision

• Click the Save option.

• The modified information gets saved. The same gets notified by a message.

• Select the Delete icon provided next to the benchmark goal name (on the left pane of the page).

• A dialog window appears to confirm the action of deletion.

• Click the OK option.

• The selected benchmark goal will get deleted.

• Navigate to the benchmark page.

• Click the Add New Goal icon on the left pane of the page.

• The users get redirected to the Create Benchmark Goal page.

• Fill in the following information:

  • Goal Name

  • Goal Description

  • Upper Threshold

  • Lower Threshold

• Operation on Goal Question Values: Select an option from the drop-down menu.

• Is High Value True: Select an option from the drop-down menu.

• Click the Save option.

• A Benchmark goal gets added to the benchmark.

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• By clicking the Save option from the Create Benchmark Goal the users get directed to the Add Questions for Goal page.

• The Survey Name, Benchmark name, Goal Name get displayed.

• Select a Question using the drop-down menu.

• The users get redirected to the Enter Question Rule Value for Goal window.

• Set value for each answer option.

• Select an Operation to be performed on the answer options (if asked based on the question type).

• Three options get listed under the Operation drop-down menu:

  • Addition

  • Multiplication

  • Average

• Click the Done option.

• The users get directed back to the Add Questions for Goal page.

• Click the Save option.

• The selected question gets added to the Benchmark Goal. A message appears to assure the same.​

• Navigate to the survey list.

• Click the Settings icon for options

• Select the Preview Survey option.

• The Preview of the selected survey opens.

• Select one display option from the top of the page.

• The Survey questions get displayed in the selected preview mode.

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• Click the Close option (provided for the preview page) to close the preview.

• Click the Edit icon provided next to a Benchmark goal name (on the left pane of the page).

• The users get redirected to the Edit Benchmark Goal page (on the right pane of the page).

• Edit the below mentioned details (if desired):

  • Goal Name

  • Goal Description

  • Upper Threshold

  • Lower Threshold

  • Operation on Goal Question Values: select an option from the drop-down menu

  • Is High Value True: Select an option from the drop-down menu

• Click the Update Goal option.

• The edited goal information gets saved.

• Navigate to the benchmark goal page.

• Click the View Goal Question icon.

• A list view of all the added questions will be displayed as per:

  • Associated Questions

  • Question Type

  • Calculated Value

  • Actions

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• Navigate to the question list for a benchmark goal.

• Click the Delete icon provided under the Actions.

• A dialog window appears to confirm the deletion.

• Click the OK option.

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• The selected question gets removed from the benchmark goal.

• Navigate to the Manage Datamart of Your Survey page.

• The DataMart details will be displayed.

• Click the Update Settings icon.

• The Scheduler View window opens.

• Click the Create Scheduler option.

• The users get directed to a new screen.

• Complete the following configurations:

  • Select a time range option

  • Enter start date

  • Select any one option to schedule refresh:

    • Every

    • At

  • Enter an end date.

• Click the Save option.

• A success message appears, and the scheduler is created successfully, the screen will display the Edit Scheduler and Stop Scheduler options.​

Editing the Scheduler

• Click the Edit Scheduler on the Create Scheduler screen.

• Edit information as needed.

• Click the Update Scheduler option.

• The scheduler information gets updated successfully.

Stopping a Scheduler

• Click the Stop Scheduler option.

• The scheduler gets stopped.

• A message appears to notify that the scheduler is stopped.

• Click the Restart Scheduler to resume the scheduler.

• A message appears to notify that the scheduler is restarted.

• Navigate to the Survey list.

• Click the More Options icon provided next to a survey name.

• Select the Manage Datamart option from the context menu.

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• A new screen gets launched to create/ update Datamart.

• Fill the following information:

  • Datamart Status: It will show that no Datamart has been created.

  • Database Type: Currently MySQL database is supported.

  • Database Name: Enter the name of the database where you want to write the survey data.

  • URL: Enter the proper IP link or data address.

  • Port: Provide the port number.

  • Username: Provide the username.

  • Password: Provide a password.

  • Datamart Description: Enter a description of the Datamart (It is an optional field).

• Click the Create/ Update Datamart option to create a Datamart.

OR

Click the Reset option to reset the details (if required).

• The users get directed to a new page (if a Datamart is created successfully) and the Datamart Status gets displayed on that page to confirm the successful creation of a Datamart.

• Click the Refresh icon.

• The created Datamart gets displayed on the page.

• Click the Datamart name to open the Datamart details.

This option is provided to reuse an existing survey with required modification to collect responses.

• Navigate to the Survey home page.

• Click the More Options icon.

• Select the Copy Survey option from the menu.

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• A message appears to notify that the selected survey has been copied successfully.​

• A new survey gets added to the survey list.

• The name of the copied survey gets displayed as Copy_of_name of the original Survey E.g., a copy of the Mobile Trends Survey gets renamed as Copy_of_Mobile Trends Survey.

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Update Now

• Click the Update Now icon on the Manage DataMart for Your Survey screen.

• A window will be displayed, allowing the user to update the scheduler manually.

• Click the Update Now option.

• The scheduler gets updated.

Edit DataMart

Users can edit or reset DataMart information by using the Edit DataMart icon.

• Click the Edit DataMart icon.

• DataMart details for the selected survey will be displayed

• Click the Edit DataMart Detail option.

• Edit information for the DataMart as needed.

• Click the Update DataMart icon.

• The DataMart details get updated successfully.

• This feature displays design and response summaries for the selected survey.

• Navigate to the Survey home page.

• Click the More Options icon.

• A drop-down menu gets displayed.

• Select the Survey Summary option from the drop-down menu.

• A new page appears containing the detailed survey summary.

• Navigate to the survey home page.

• Click the More Options icon provided next to a Survey Name.

• A drop-down menu will be displayed.

• Select the Delete Survey option from the drop-down menu.

• A new window will pop-up to confirm the deletion.

• Click the OK option.

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• The selected survey gets deleted.