Understanding and Using Surveys in Your Project

Surveys are structured sets of questions and corresponding answers, meticulously crafted by your Administrator. They serve as a vital tool for collecting and transmitting essential project-related information. These surveys are tailor-made for your project type and are configured based on your selection from the Project Information window in the previous section. If you find that there are new surveys relevant to your project type or crucial information that is not being captured, we encourage you to connect with your administrator to explore the possibility of creating a new survey.

Getting Started with Surveys

1. To get started, locate and click on the Survey Module situated on the left panel of your interface. Alternatively, you can right-click on a project from any grid displaying project items and access the modules menu, where you can select Surveys.

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2. Once accessed, the Surveys tiled window will open within your project's tabbed interface. Here, you will find tabs representing surveys available for your specific Project Type.

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3. Select the survey you wish to work with. You will then be able to see a list of questions on the left side of the window and their corresponding answers on the right-side grid.

4. Review the questions and choose the answer(s) that best fit the current project's context. Some fields may allow you to type in your responses, which will be indicated by a checkbox labeled "Fill-In" that will be pre-checked.

5. For Fill-In fields, you can modify the answers by directly typing in the cell and then pressing ENTER or TAB on your keyboard to save the entered value.

6. Once you have completed filling out the survey, you have the option to print either the answered items or all items. You can do this by clicking the respective buttons provided. The "Print (All items)" option will generate a document containing all the questions and answers, which can be handy as a comprehensive checklist in the field, among other uses. On the other hand, "Print (Only Answered Items)" will create a document that includes only the answered questions along with their associated answers.

7. To work with other surveys, simply navigate through the tabs at the top of the tiled window and repeat the above steps.

Creating and Managing PDFs

• If you need to create a PDF of the survey, e-manage offers this capability. Simply print the survey, and it will be converted into a .pdf file that can be saved within your e-manage documents for the project.

• If you require multiple instances of the same survey, the recommended approach is to save the current survey as a PDF by printing it and saving it to e-manage. Afterward, you can click the "Erase/Start Over" button to reset the survey and begin filling out a new set of information.