online survey application: csc survey central system overview

04/21/23 13:37 SurveyCentralOverview.pptCSC ©Copyright 2012

Online Survey Application:CSC Survey Central

System Overview

November 26, 2012

Supported by:

MSS Global ESM

Survey Central Overview 04/21/23 13:37 SurveyCentralOverview.ppt

Background

• Fulfill multiple requests for CSC hosted survey capability similar to online tools such as Survey Monkey

• Provide the capability to support different types of surveys

– Process Health Checks

– Data accuracy

– New Business discovery

– Client Satisfaction

– Help Desk Feedback

• Leverage our experience managing customer satisfaction surveys Current survey applications include COMPASS,TPAR, SWPAR

• Provide a platform for future growth and expansion of capabilities

Origin of the system

System Overview


Requirements

• Provides a flexible, secure survey application accessible by CSC employees and current or potential clients

– Web site is SSL secure

– Database is within the CSC network

• Provides multiple layers of administrative security, to allow delegation of authority

• Allows reuse of surveys and segregation of results

Functionality of the system

System Overview


Functionality

• Create a survey

• Distribute the survey

– Create invitation email

– Create list of recipients

– Create Survey from templates

– Add a Customized Header

– Send the survey invitations

– Options between multiple languages

– Send reminders to recipients who have not responded

• View/Download results

• Implement Survey Account Security

– Restrict access to modify the surveys, invitations, distribution lists or access reports

– Establish administrative user accounts with rights at the survey, invitation and distribution list levels

Overview of current system capabilities

System Overview


Request Access

• Log on to Survey Central using the user ID and password provided

• Click on the Access Request link provided on the Survey Central home page.

Establish an account where your surveys, distribution lists, and all results will be housed. Only one account is necessary per team or client.

System Functionality

Choose the type of access needed. If your team already has an account, select New User ID for Existing Account.



• Site Address:

– https://client.css.csc.com/surveycentral/


Account Home Page

This is the Account Home page. This page allows you to navigate to the different sections in the account. You can view account statistics, download survey summary reports, and under Resources you will find system documents.



Creating a SurveySet up survey questions, response options, question scoring and survey appearance.


Surveys can be created as a blank document (brand new) or copied from existing surveys and templates.

Brand New Survey

Copy Existing Survey

Use a Survey Template


Creating a Survey (cont’d)In order to create a question, click on the “Add Question Here” button. A new window will open and give you the option for which type of question you would like to create.


There are several options available for the question types. Additional question types will be added as requirements dictate.


Creating a Survey (cont’d)Each type of question has a specific set of parameters available to the user that controls the appearance and functionality.


The preview capability allows the user to verify the appearance before sending out Survey Invitations.


Creating a Survey (cont’d)On the Survey Options page, you can update the Survey Mode, Survey Header, Response Options, Follow up Method, and Access Settings.



Creating a Survey (cont’d)Language Options will give you the option to chose different Languages. English is default Language.


Available Languages


Creating a Survey (cont’d)

On the “Labels & Messages” page, you can edit the labels and other messages found with in the survey.



Creating a Survey (cont’d)On the Followup Management page, you can create groups to be notified in the event that a survey requires follow up.


You can create a follow up group by clicking the Create Group link at the top right corner of the Survey Followup Mgmt page.


Sending a SurveyOnce the survey is created, the user can create one or more Invitations that can be sent out to custom distribution lists.


Enter Invitations from either the Survey Options or Survey List page.


Sending a Survey (step 1 of 4)Each Survey Invitation has custom parameters such as an expiration date email, and security settings.


• Configuration Lockdown – users must be given explicit rights to modify, send or resend the current invitation.

• Reporting Lockdown – users must be given explicit rights to view the response report for the current invitation.


Sending a Survey (step 2 of 4)Use the default email or enter a custom message for the recipient.


• You can place the survey link anywhere in the email by using zzurlzz as a placeholder. If zzurlzz is omitted, the survey link will be added to the end of the email automatically.


Sending a Survey (step 3 of 4)

Create a new distribution list or reuse an existing list.


• Multiple distribution lists can be used for this invitation.

• If creating a new distribution list, type or paste the email addresses into the dialog box.


Sending a Survey (step 4 of 4)Once the invitation is configured, email may be tested and sent.


• The Test Email button sends an email to the current user.

• The Send Invitation buttons schedules emails in blocks of 250 recipients, 5 min apart.

• Once the initial emails have been sent, the option to send reminders will be available. Reminders will go to any recipients who have not yet completed a survey.

Click Send

Invitations


Sending a Survey (cont’d)


The resulting dialog box will allow you to send the survey immediately, schedule for the future and schedule reminders, if necessary.


Sending a Survey (cont’d)After you schedule the invitation delivery, you can monitor the progress, send additional invitations or reminders, resend the original invitations or even cancel existing jobs and start over. Once you begin to receive responses, you can also view and manage those responses:


Additionally, you can click on the Recipients icon for each job and see who received the email in the past or who is projected to receive the email for pending jobs, based on the type of job (Initial Send, Resend, Reminder, Add new recipients)


Viewing and Managing Results

Results for each survey are accessible from the Survey List page.


• Rights for all invitations are required to pull the combined report

• Access to reports segregated by invitation are also available from the invitations link


Viewing and Managing Results (cont’d)

Survey results can be secured by invitation or at the survey level. Survey admin rights are required to run reports or delete individual responses.


Download question results in a graph or grid, or even

the full excel spreadsheet

report.

View or delete individual responses

Download the summary

report in excel format


Distribution List

The Account Distribution List page serves to view and modify any lists that have been created when sending invitations.



Advanced Follow upYou can create advanced follow up tasks and assign them to individuals in order to keep track of survey responses.



Restricting Access

• System Rights*

• Account Rights

• Survey Rights

• Invitation Rights

• Distribution List Rights

System Rights

* System Rights are managed by the system administrators only

There are 5 levels of access restrictions that can be set. Each level has a unique set of options.

Security Settings


Account Rights

Security Settings

This page shows the account security settings, rights available, and a list of users who can access the account. Users must be in this list before additional rights can be granted at the survey, invitation, or distribution list levels.


Survey RightsUsers only need rights at the survey level if restrictions have been put in place.

Security Settings


Invitation RightsUsers only need rights at the invitation level if restrictions have been put in place.

Security Settings


Distribution List RightsUsers only need rights at the distribution list level if restrictions have been put in place.

Security Settings


Reports

Contacts

Allows user access to any reports pertaining to the survey(s).

The Common reports will give you summary results for your surveys and account configuration.


Reports

Contacts

There are custom reports that provide summary data for different attributes.


Reports

Contacts

Clicking the Survey link will give you access to all of the survey results.


System Contacts

• Primary Support Contact – email [email protected]

• Leadership

– Mike Shapiro

• Development / Support

– Bhawana Mathur

– Lora Hartwell

– Jeff Jeffcoat

– Lalit J Kumar

Survey Central is supported by the GESM Metrics & Reporting group.

Contacts

online survey application: csc survey central system overview

Documents