Enterprise Manager Surveys

The Data Grid displays the status of the surveys (e.g. Published, Suspended). The Edit Survey Icon may be utilized to change the location of a Survey to another Project to which the User has access.

NOTE: The actual Publishing and Test Publishing of Surveys takes place in the DatStat Illume Study Manager.

Published Surveys Tab

Edit Survey – Change the Project where the Survey is located, Associate Participant list for Authenticated surveys, Display any studies that are currently utilizing this survey as part of their study design

Edit Survey Submit Workflow Events – Configure Global Survey Submit Events

Edit Survey Login Workflow Events – Allow Variable Data to be passed from one authenticated survey to another.

Test Published Surveys Tab

Edit Survey – Change the Project where the Survey is located, Associate Participant list for Authenticated surveys

Unpublished Surveys Tab

Edit Survey – Change the Project where the Survey is located

Authenticated surveys must be associated with at least one participant list. Otherwise, DatStat has no way of knowing who is allowed to take the survey or to whom the data belongs.

Anonymous surveys do not need participant lists, since they are open to anyone. The only exception to this would be the case where users would like to send an e-mail job out to all people on a list. In this case, it may be appropriate to associate a participant list to the survey.

To see participant lists associated with a Survey

1. Log into the Enterprise Manager as either the Local Administrator or a User with sufficient permissions to work with Participant Lists and the projects they are in.
2. Expand the Project where the Survey is located
3. Click on Surveys
4. In the right pane, Click on the Edit Survey icon for the appropriate survey

5. The Right Pane will show the Associated Participants Lists for that Survey

Associating Participant Lists to a Survey

1. In Enterprise Manager as either the Local Administrator or a User with sufficient permissions to work with Participant Lists and the projects they are in.
2. Expand the Project where the Survey is located
3. Click on Surveys
4. In the right pane, Click on the Edit Survey icon for the appropriate survey
5. Select the Participant List or Lists to Associate to the Survey
6. Click Add>>, Save and OK

NOTE: Participant Lists that are associated to a Discovery Study will not show as Available Participant Lists

Removing Participant Lists from a Survey

1. In the Enterprise Manager as either the Local Administrator or a User with sufficient permissions to work with Participant Lists and the projects they are in.
2. Expand the Project where the Survey is located
3. Click on Surveys
4. In the right pane, Click on the Edit Survey icon for the appropriate survey
5. Select the Participant List or Lists to Disassociate/Remove from the Survey
6. Click <<Remove, Save and OK

Surveys Associated to DatStat Discovery Studies

Below the Participant fields will be a section displaying the DatStat Discovery Studies that a Survey is associated to.

Survey Login Events are used to preload a target survey with data from a source survey. Survey Login Events can also be utilized when a study involves a participant taking a survey at multiple points in the workflow. The Login Workflow Events allow users to specify which responses from a given survey (the source survey) will be passed into a variable (calculation, preload, standard question, etc) in a subsequent survey (the target survey). Users can specify either to preload responses from the most recent instance of the source survey or from the first instance of the source survey.

NOTE:  Global Survey Login Events can only be used on Authenticated Surveys

Adding a Global Survey Login Event in the Enterprise Manager

1. In the Enterprise Manager
2. Expand the Project to view the Surveys within the Project
3. Click on Surveys
4. Click on the Edit Survey Login Events Icon next to the target survey
5. Enter a Description – Optional
6. Click Save Event
7. Click the Add Action Group in the upper right corner
8. Add the Name of the Action Group
9. Click on the Action Conditions Tab
10. If applicable – Enter appropriate conditions using the to save each – if applicable – NOTE: These are only Participant Properties
11. In the Action tab select Data Transfer – This is the only option at this time
12. Select the Source Survey from the drop-down
13. Determine if the information will come from the First Instance or Most Recent Instance of the Source Survey
14. Select the box next to Map all Variables? or Click on the Add Variable icon
15. Map a Variable from the source survey to a Variable in the target survey, using the to save each time
16. Add more Action Groups if there are Actions to be taken that require a different set of conditions
17. Click OK when completed

Global Submit Events may be configured for a Survey that may or may not be utilized within a DatStat Discovery configuration.

Global Survey Submit Events are used to Add Participants to a Participant List, Update Participants on a Participant List, Assign a Participant to a Derived Participant List, send an Email Alert or send a SMS Text Alert.

They occur anytime a survey is submitted.

Creating a Global Survey Submit Event in the Enterprise Manager

1. In the Enterprise Manager
2. Expand the Project to view the Surveys within the Project
3. Click on Surveys
4. Click on the Edit Survey Submit Events Icon
5. Select the Data Collection Methods and Submission Types

Collection Methods

• Illume Collector – These are the standard surveys submitted online by Participants
• Data Import – Data uploaded to the survey data set with the Data Manager by a User with the Data Import feature enabled
• Remote Data Submit – Survey Data that has be captured by the Remote Data Collection process (submit events take place when RDC synchronization occurs)

Submission Types

• Full Submission – Complete Submission
• Partial Submission – Any point where the participant has stopped the survey before the end.  This event takes place when the data posts from the web server. A partial submission can take place multiple times if the participant starts and stops a survey multiple times. Depending on your system settings, the posting of data from the web server can occur every 10 to 30 minutes.

6. Enter an Event Description – Optional
7. Click Save Event
8. Click the Add Action Group in the upper right corner
9. Add the Name of the Action Group
10. Select the Participant List for which the actions will impact

11. Click the Save button
12. Click on the Action Conditions Tab, which is now enabled
13. Click the Add Action Condition   Icon to select from Survey or Participant data for the conditions
14. Enter appropriate conditions using the to save each row before adding another
15. If the Action Condition Comparison Type is “Complex Expression” write out the Complex Expression in the Action Comparison Type Advanced Field

NOTE: Use the Edit icon to edit specific conditions and the Delete icon to delete

16. Click the Actions Tab
17. Click the Add Action icon in the Actions Tab
18. Select the appropriate Action from the drop-down
19. Enter the appropriate information depending on your Action.

• Email Alert – Enter Email information, click Save Email Alert Action when completed See Creating an Email Job for more information on the Email Fields
• SMS Alert Action – Enter the SMS information and Click the Save SMS Alert Action button See SMS Alerts for more information
• Update Participant – will update the same participant who is taking the survey
  • Select the Participant Properties to update using the to save each
• Add Participant – Adds an Unauthenticated Participant to a Participant list
  • Select the Participant List where the Participant is to be added
  • Select the Participant Properties to add using the to save each
• Assign Participant – Assign a Participant from one Derived list to another that is associated to the same Master Participant List
  • Select the Destination Participant List – NOTE: This must be another Derived List associated to the same Master List or a Master list to its associated Derived List
  • Select the Participant Properties to set on the new list from the fields on the existing list

20. Click Save and OK when complete