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computer:lime_survey [2018/02/12 16:49]
Kenneth Odle [Creating a New Survey] typofix 		computer:lime_survey [2019/02/10 01:12] (current)
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 If you want to make changes to **this survey only**, make changes //after// you copy the survey. If you want to make changes to **the template survey**, make changes to the template survey and *then* copy it. If you want to make changes to **this survey only**, make changes //after// you copy the survey. If you want to make changes to **the template survey**, make changes to the template survey and *then* copy it.
 +
 +==== Activate a Survey ====
 +
 +  - Click on "Surveys" at top of the page. A list of surveys will appear.
 +  - Click on the status icon in the "Status" column.
 +  - Click on the "Activate this survey" button. (Make sure that "Anonymized responses?" is set to **Off**.)
 +  - Click on the "Save and activate this survey" button.
 +  - LimeSurvey will ask if you want to initialise the participants table. Click "Yes".
 +  - Add participants. (See below.)
 +
 +==== Adding Participants ====
 +
 +Prepare a comma-separated CSV file that contains three fields in this order: firstname, lastname, email. (Those fieldnames **must** be int he first row of the csv file.)
 +
 +  - Click on "Surveys" at top of the page. A list of surveys will appear.
 +  - Click on the active survey.
 +  - Click on the "Survey participants button.
 +  - Click on the "Create" button. In the drop-down menu, select the "Import participants from: CSV file" option.
 +  - Select your csv file and click "Upload".
 +  - Browse through the list of participants and make sure everything is correct. (This is your last chance to fix any mistakes in your csv file.)
 +  - Click on "Generate tokens". Click through twice more until this process is complete.
 +  - Click on "Invitations and Reminders". Select "Send email invitations."
 +  - Set up the email as you would like. Be sure to include a greeting, and the survey url shortcode.
 +  - Click on "Send invitations". LimeSurvey will email everybody on your list. Depending on your server's email configuration, this may take a while, or it may send them out in groups of 50.
 +
 +==== Exporting Results ====
 +
 +LimeSurvey will send an email to the survey administrator every time a survey is completed. You can click on the link and follow these instructions starting from step 7.
 +
 +If you don't have the email, follow this entire process to export results.
 +
 +  - Login to LimeSurvey.
 +  - Click on "Surveys" in the upper right-hand corner.
 +  - Click on the survey you need to export results from.
 +  - Click on the "Survey participants" button.
 +  - Click on "Display participants". (You may need to click through several screens, or just select "100 rows per page" in the bottom-right corner.
 +  - Find the person whose results you want to export. Then click on the "View response details" icon ({{:computer:view.png?nolink|}}). A new window/tab will open.
 +  - On that new page, click on the "Export this response" button.
 +  - On the next page, click the radio button next to "PDF" and then click the "Export" button in the top right corner.
  
 ===== Links ===== ===== Links =====
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   * [[https://www.limesurvey.org/forum/installation-a-update-issues/82140-survey-template-or-copy-survey | Copy a Survey]]   * [[https://www.limesurvey.org/forum/installation-a-update-issues/82140-survey-template-or-copy-survey | Copy a Survey]]
   * [[https://manual.limesurvey.org/Survey_participants | Survey Participants]]   * [[https://manual.limesurvey.org/Survey_participants | Survey Participants]]
 +  * [[https://manual.limesurvey.org/Expression_Manager | Expression Manager]] --- Not sure if I can use this to create an audit.