Associating a Survey with Search Categories and Values

After defining a set of categories and values within which to organize the surveys, each of surveys can be associated with one or more categories or values. This enables Illume users to easily locate surveys using the Illume Survey Manager‘s search tool.

Adding Categories and Values to a Survey

Only users with the Administrator or Reviewer role can associate surveys with categories and values.

To associate surveys with categories and values, follow these steps:

1. In the Survey Administration tab of the Illume Survey Manager, right click on the name of the survey.

2. Choose Set Survey Category Values from the context menu.

3. In the list of Categories, click on the name of the category to which this survey should belong. Notice that all of the values belonging to this category appear in the list to the right.

4. Click on a value in the list, and click the Add button to associate the value with this survey.

5. Repeat steps 3 and 4 for each of the values to associate.

6. Click OK to save the changes and close the editor.

Removing Categories and Values from a Survey

To remove categories and values from a survey, follow these steps:

1. In the Survey Administration tab of the Illume Survey Manager, right click on the name of the survey to work with.

2. Choose Set Survey Category Values from the context menu.

3. In the Category/Value list at the bottom of the Categories/Values editor, click on the value to remove.

4. Click the Remove button.

5. Repeat steps 3 and 4 for each of the values to remove.

6. Click OK to save the changes and close the editor.