Surveys
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Application Support Point

Surveys
Surveys
Standard
Created Date
20 Mart 2013
Current Version
2.6.1
Last Update
11 Ocak 2024

Conduct surveys for your in-house staff or your members on your websites.

  • Version History
  • Application Features
  • User Manual
  • FAQ
  • Community
About the Application
User Interface
Personal Settings and Filtering
Defining A Survey Record
Editing A Survey Record
Settings

Definition

Surveys app is a tool that allows users to collect information on various topics by conducting online or in-person surveys. This practice involves creating survey questions, distributing them, collecting responses, and analyzing the results.

Aim

Surveys app is a tool that allows users to collect information on various topics by conducting online or face-to-face surveys. This practice involves creating survey questions, distributing them, collecting responses, and analyzing the results.

Key Benefits

  • Surveys are an easy way to collect data from large audiences quickly and effectively.
  • Surveys include a variety of question types, such as multiple choice, open-ended, rating scale, etc., allowing for flexible data collection.
  • Survey applications provide graphs, tables, and statistical analysis tools that facilitate the analysis of collected data.
  • Online surveys make it possible to reach a wide audience by eliminating geographical limitations.
  • Participants can respond anonymously, resulting in more honest and open responses.
  • Survey results provide valuable feedback for improving processes or services.

Entrance

This is the login screen of the Surveys application.

Surveys

Surveys are divided into five categories: Open Surveys, Closed Surveys, Canceled Surveys, All Surveys, and Deleted Surveys.

Open Polls

This is the screen where open surveys are displayed.

On the Open Surveys screen, No., Survey Name, Stage, Contact Persons, Number of Participants, Survey Type, Registration Date, Update Date, Start Date, End Date, and Response Rate information are listed in a table. Stages are defined for open surveys: Stage 1, Stage 2, and Draft.

Closed Surveys

This is the screen where closed surveys are displayed.

On the Closed Surveys screen, No., Survey Name, Contact Persons, Number of Participants, Survey Type, Registration Date, and Closing Date information are listed in a table.

Canceled Surveys

On the Canceled Surveys screen, No., Survey Name, Related Persons, Number of Participants, Survey Type, Registration Date, and Cancellation Date information are listed in a table.

All Surveys

This is the screen where all surveys are displayed.

On the All Surveys screen, No., Survey Name, Stage, Contact Persons, Number of Participants, Survey Type, Registration Date, Update Date, Start Date, End Date, Closing Date, Cancellation Date, and Response Rate information are listed in a table.

Deleted Surveys

This is the screen where deleted surveys are displayed.

On the Deleted Surveys screen, No., Survey Name, Registration Date, and Deletion Date information are listed in a table.

Categories

This is the screen where the categories are displayed.

On the Categories screen, No, Survey Name, Registration Date, Deletion Date information are listed in a table.

Personal Settings

Kişisel Ayarlar, kullanıcının bir uygulama üzerindeki deneyimini özelleştirmesine olanak tanır. Kullanıcının kendi tercihlerine göre çeşitli ayarları yapılandırabilmesini sağlar. 

Anketler uygulamasını özelleştirmek için Listeleme Ayarları ve Sütunlar ayarları yapılır. 

Listeleme Ayarları

Detay Gösterim Yöntemi;  Sekme veya Popup seçilir. Anket kartı seçimine göre açılır
Varsayılan Takvim Filtresi; Günlük, Haftalık, Aylık, Senelik veya Tümü olarak Anketler listesinin seçilen takvim filtresine göre listelenmesini sağlar. 
Varsayılan Tarih Filtresi; Kayıt Tarihi, Güncelleme Tarihi veya Bitiş Tarihi seçilir. Anketler seçilen tarih filtresine göre listelenmesini sağlar.
Sayfalamada Kayıt Sayısı; 25, 50, 100, 250 veya 500 olarak seçilir. 

Sütunlar 

No
Anket Adı
Aşama
İlgili Kişiler
Katılımcı Sayısı
Anket Türü
Kayıt Tarihi
Başlangıç Tarihi
Güncelleme Tarihi
Bitiş Tarihi
Kapatma Tarihi
İptal Tarihi
Silme Tarihi
Yanıt Oranı

Yukarıda listenenen sütun maddeleri tercihe göre seçilerek kaydedilir. 

Filtering Settings

Filtreleme ayarları, uygulamada belirli kriterlere göre verileri listelemek için kullanılır. Kullanıcıya yalnızca ilgili veya uygun verileri sunmaya yardımcı olur. 

Filtreleme ayarları ekranında Tarih Aralığı, Aşamalar, Anket Türü, Durum, alanları seçilerek filtreleme yapılır.

Sıralama; No, Anket Adı, Anket No, Anket Tarihi, Kayıt Tarihi seçilerek sıralama yapılır. 

General Information

Survey records can be added.

To add a survey, select the Survey Type, Survey No, Survey Name, Key, Information e-mail Recipients, Status, Sending Restriction, Survey Date, Participation Status, Category information and Description are entered.
The survey can be filled out via the relevant website by selecting the option to fill out the survey via the website.

Summary

 

This is the screen of the Surveys application.

The summary screen includes General Information, Contact Persons, and Registration Information.

Edit

This is the screen where survey records are displayed.

On the General Information screen, Survey Type, Survey Number, Survey Name, Key, Information E-mail Recipients, Status, Sending Restriction, Survey Date, Participant Status, Category, Order, Description information are arranged.

 

 

Survey Preparation

Survey Preparation is divided into three parts: Question Groups, Table Definitions, and Field Definitions.

Question Groups

On the Issue groups screen, Order and Title information are listed in a table.

The question group is added by pressing the Add New button.

To add a question group, enter the Group Name and Order information. After all operations are completed, click the Save button to save.

Table Definitions

In the table definitions screen, Order and Header information is listed in a table.

The table definition is added by pressing the Add New button.

To add a table definition, enter the Table Name, Row Count, Column Count information. After all operations are completed, click the Save button to save.

Field Definitions

In the field definitions screen, Order, Title, Type information is listed in a table.

The field definition is added by pressing the Add New button.

To add a field definition, Group Name, Table, Row, Column, Type, Title, Requirement, Order, Description, Listing information is entered. After all operations are completed, it is saved by pressing the Save button.

 

Contacts

This is the screen where relevant people are displayed.

Crmid, Name and Surname information of the relevant persons are listed. The relevant person is added from the Add Personnel button.

 

Participants

This is the screen where the participants are displayed.

Crmid , Participant Name , Participant E-mail , Participant Key , Sent E-mail information are listed on the Participants screen.

Address / Presentation

Title and Presentation Text information is entered on the Greeting / Presentation screen. After all operations are completed, it is saved by pressing the Save button.

Parameters

This is the screen where the parameters are displayed.

Parameter information is entered on the Parameters screen.

Survey Cloning

Survey cloning screen.

Surveys are girthed.

Results

Anket sonuçlarının görüntülendiği ekrandır. Sonuçlar Grafik ve Tablo olmak üzere iki şekilde gösterilir. 

Grafik 
Anket sonuçlarının görsel olarak analiz edilmesini sağlar.


Grafik ekranında anketin yanıtı grafik yüzdelik dilimini gösterir. 

Tablo 
Anket cevaplarının düzenli bir şekilde listelenmesini sağlar.


Tablo ekranında anket yanıtları görüntülenir. Üstüne tıklanarak kimlerin yanıt verdiği görüntülenir. 

Response Forms

Anket yanıtlarının görüntülendiği ekrandır. 


Yanıtlar ekranında Sıra, Katılımcı, Cevap, Yanıtlayan, Yanıt Tarihi bilgileri yer alır. 

General Settings

Settings are customized by selecting the settings to be used according to the company's preference from the General Settings menu.

The color of the application is saved by selecting the preferred color.

Using the Stage Feature, it is shown what stage the surveys are in.

Communication becomes easier by using the e-mail sending feature.

By using Basic Component, multi-component use of the application is ensured.

Features can be defined for surveys using parameters.

Address text can be added to surveys using Address / Presentation.

Can be connected with other applications using Project Code.

Categories can be shown optionally in the Survey List.

Default Sorting; It can be sorted according to the information: No, Survey Name, Survey No, Survey Date, Registration Date.

Multi-Language Support is available.

Languages to be used; Turkish, English, French, Spanish, Arabic

Default Language can be selected according to preference

Summary Page Options are shown;

-Contacts are shown

-Registration Information is shown

-The Address/Presentation is shown

Stage Definitions

Definitions are created for the stages of the survey records. These stage definitions make it easier to follow the survey by showing which stage it is at.

Example stages: Pending, In Process, Completed. Canceled

The Phase Definitions screen lists the Color, Phase Name, and properties.

A stage is added by pressing the Add New Stage button.

To add a stage definition, Stage Information and Stage Options information is entered. After all operations are completed, the Save button is pressed to save. The stage is edited by clicking on the added stage.

-General Information


In the General Information screen, Stage Name, Description, Order and Stage Options are edited.

-Stage Color

A color representing the stage is selected. The color representing the stage allows records to be easily separated in the lists according to their stages and status.


-User Authorizations

The user sees the records at this stage, receives notifications, can make stage changes, and is given authorizations that are selected according to preference.

Authorized Users

The authorized users' Name and Surname information is listed on the authorized users screen. By clicking on the authorized user, stage authorizations are edited.

-Editing Stage Authorizations

Authorized users are given authority at each stage to edit stage authorizations. After all operations are completed, they are saved by pressing the Save button.

 

Reason For Survey Cancellation

This is the screen where Survey Cancellation Reasons are defined. The cancellation reason specified during the survey cancellation process is defined on this screen.

On the Survey Cancellation Reason screen, Order and Title information are listed in a table.

By clicking the Add New button, the reason for the survey cancellation is added.

To add a reason for cancellation of the survey, enter the Title and Order information. After all operations are completed, save by pressing the Save button.

 

Categories

This is the screen where categories are defined.

The Category screen includes Order and Title information.

By pressing the Add New button, a category is added according to the company's preference.

To add a category, enter the Title and Order information. After all operations are completed, press the Save button to save.

Address / Presentation

This is the screen where salutation/presentation information is entered.

Title and Presentation Text information is entered on the Salutation/Presentation screen. After all operations are completed, it is saved by pressing the Save button.

Mail Form Settings

This is the screen where Mail Form Settings are made.

On the Mail Form Settings screen, the Order, Mail Form, and Mail Account information are listed in a table. It is edited by clicking on the Mail Form.

General information is edited on the Mail Form Settings screen. After all operations are completed, save them by pressing the Save button.

Parameters

This is the screen where the parameters are defined.

In the Parameters screen, Order, Parameter Name, Keyword, Data Type information is listed in a table.

A parameter is added by pressing the Add New button.

To add a parameter, enter the Parameter Name, Keyword, Sequence Data Type (data type is divided into 6 items).

Data Type; Full-Line Text, Multi-Line Text, Multiple Choice Text (radio), Checkbox, Drop-Down Menu (combo), Location information is entered and saved.

Automatic Numbering

Automatic Numbering ensures that a new number is automatically assigned to each new record in the surveys.

Fill in the Prefix and Suffix fields as desired or leave them blank.

Give a starting value to the Auto-Increment Number field. For example, if you give 1000, the following numbers will go as 1000, 1001, 1002...

When a value is entered, a preview is displayed on the right for information purposes.

Authorized Users

On the Authorized Users screen, users are given the required authorizations and saved.

 

Questions

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