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! Initiated Via !! Description
! Initiated Via !! Description
|-
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| Display during visit entry || displays within the “Surveys” tab of a visit record, allowing you to fill out and submit the survey from the visit record itself
| Display during visit entry || This displays within the “Surveys” tab of a visit record, allowing you to fill out and submit the survey from the visit record itself. This survey type only appears when questions are directed to staff.
|-
|-
| Email after visit || will be sent to the student/staff after a visit takes place (immediately after the student is logged out)
| Email after visit || This will be sent to the student/staff after a visit takes place. Specifically after Kiosk logout, Log Listing logout, Quick & Batch Visit creation, and appointments being marked as attended (if a visit doesn't already exist).
|-
|-
| Email after 1st visit during survey period || will be sent to the student/staff after a visit takes place, but only after the student’s first visit during the survey period specified
| Email after 1st visit during survey period || Same as above, but only after the student’s first visit during the survey period specified. Subsequent visits will not initiate this survey.
|-
|-
| Email after new student record || is emailed to the student immediately after their account is created
| Email after 1st visit per subject during survey period || Same as above, but on a per-subject basis. E.g., the student will receive a survey for their first (and only first) visit for MAT100, then another survey for their first visit for CHEM100, and so on.
|-
|-
| Show at entry || displays during the login process.
| Email after new student record || This is emailed to the student immediately after their account is created. This only applies when manually creating student accounts, imported students will not receive this survey.
|-
|-
| Show at entry before 1st visit during survey period || displays during the login process, but only after the student’s first visit during the survey period specified
| Show at entry || This displays during the login process on a Kiosk or Log Listing. These responses will not appear in the visit record itself, as opposed to <i>Display during visit entry</i>.
|-
|-
| Show at exit || displays during the logout process
| Show at entry before 1st visit during survey period || Same as above, but only after the student’s first visit during the survey period specified.
|-
|-
| Show at exit after 1st visit during survey period || displays during the logout process, but only after the student’s first visit during the survey period specified
| Show at exit || This displays during the logout process on a Kiosk or Log Listing. Similar to <i>Show at entry</i>, these responses are not visible in visit records.
|-
|-
| Display as link on Main Menu || displays on student dashboards
| Show at exit after 1st visit during survey period || Same as above, but only after the student’s first visit during the survey period specified
|-
|-
| Do not auto send || This survey can be manually sent on the Student Listing, from Student Profiles, Batch Visits, or Group Rosters.
| Display as link on Main Menu || For each day that a user logs in, a new survey is created and will display as a link in the "Surveys/Documents" widget on their dashboard.
|-
|-
| Link on edit student || Appears as an option within each student’s profile. This allows you to manually send a survey to a student when needed.
| Do not auto send || This survey can be manually sent on the Student Listing as a batch, from individual Student/Staff/Faculty profiles under the "Actions" menu, during Batch Visit creation, and Group Rosters on the schedule.
|-
|-
| Link on edit visit || displays within the “Surveys” tab of a visit record, allowing you to manually email out a survey relating to a specific visit
| Link on edit student || Similar to <i>Do not auto send</i>, but more limited in where it appears as an option to send. This survey is only possible to send from the student listing as a batch or to individual student profiles manually.
|-
|-
| Display on document posting || is manually sent to the student from their profile via the Actions > “Survey Document…” prompt
| Link on edit visit || This displays in a "Send Survey" prompt in each visit record under the "Surveys" tab. This allows you to initiate the visit survey email manually, as opposed to the non-email <i>Display during visit entry</i> option.
|-
|-
| Display as Student Entry Form || is manually sent to the student from their profile via the Actions > “Complete form…” prompt
| Display on document posting || Similar to <i>Link on edit student</i>, except this "Survey" is under a new prompt in the actions menu labelled "Survey Document" and can only be sent to students individually.
|-
| Display as Student Entry Form || Similar to <i>Link on edit student</i>, except this "survey" is under a new prompt in the actions menu labelled "Complete Survey Form" and can only be sent to students individually.
|}
|}
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Revision as of 11:02, 13 March 2023

TracCloud Modules

• SAGE

• SurveyTrac

• Success Plans

• Whiteboard

• Q2 Tables

• TextAlerts


SurveyTrac


The SurveyTrac module allows you to send surveys to students and staff to collect information about their recent visits and Success Plans, or manually send a survey to a list of students. These surveys can contain an unlimited number of questions, be initiated by over a dozen different criteria, and you can report on responses after the fact. There are practically endless combinations of survey types and questions available to create.

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Creating a new Survey

To create a new survey, head over to your SurveyTrac menu (within the “Other” menu in your Navigation Bar), click the hamburger icon, then select “New Survey.” This will bring you to a survey entry form where you can start configuring basic options relating to your survey. Additional options will become available after saving.

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General

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  • Created By
The staff member who created this survey.
  • Profile
The profile that this survey is assigned to.
  • Active
Enables or disables this survey.
  • Survey Name
The name of the survey. This will also appear within emails sent to students and staff.
  • Survey Period From & To
The active period of the survey. Used for “Initiated Via” options that specify "during survey period," such as “Email after 1st visit during survey period.”
  • Initiated Via
This setting determines the send criteria for this survey, see table below.
  • In-Person / Online
This allows you to only send the survey for In-Person or Online visits, or "All" to ignore the location.
Initiated Via Description
Display during visit entry This displays within the “Surveys” tab of a visit record, allowing you to fill out and submit the survey from the visit record itself. This survey type only appears when questions are directed to staff.
Email after visit This will be sent to the student/staff after a visit takes place. Specifically after Kiosk logout, Log Listing logout, Quick & Batch Visit creation, and appointments being marked as attended (if a visit doesn't already exist).
Email after 1st visit during survey period Same as above, but only after the student’s first visit during the survey period specified. Subsequent visits will not initiate this survey.
Email after 1st visit per subject during survey period Same as above, but on a per-subject basis. E.g., the student will receive a survey for their first (and only first) visit for MAT100, then another survey for their first visit for CHEM100, and so on.
Email after new student record This is emailed to the student immediately after their account is created. This only applies when manually creating student accounts, imported students will not receive this survey.
Show at entry This displays during the login process on a Kiosk or Log Listing. These responses will not appear in the visit record itself, as opposed to Display during visit entry.
Show at entry before 1st visit during survey period Same as above, but only after the student’s first visit during the survey period specified.
Show at exit This displays during the logout process on a Kiosk or Log Listing. Similar to Show at entry, these responses are not visible in visit records.
Show at exit after 1st visit during survey period Same as above, but only after the student’s first visit during the survey period specified
Display as link on Main Menu For each day that a user logs in, a new survey is created and will display as a link in the "Surveys/Documents" widget on their dashboard.
Do not auto send This survey can be manually sent on the Student Listing as a batch, from individual Student/Staff/Faculty profiles under the "Actions" menu, during Batch Visit creation, and Group Rosters on the schedule.
Link on edit student Similar to Do not auto send, but more limited in where it appears as an option to send. This survey is only possible to send from the student listing as a batch or to individual student profiles manually.
Link on edit visit This displays in a "Send Survey" prompt in each visit record under the "Surveys" tab. This allows you to initiate the visit survey email manually, as opposed to the non-email Display during visit entry option.
Display on document posting Similar to Link on edit student, except this "Survey" is under a new prompt in the actions menu labelled "Survey Document" and can only be sent to students individually.
Display as Student Entry Form Similar to Link on edit student, except this "survey" is under a new prompt in the actions menu labelled "Complete Survey Form" and can only be sent to students individually.


  • Do not send email, just show on dashboard
This setting will only appear for surveys that are emailed to students. If this is checked, the email will not be sent, but it will still appear on the dashboard for students to access and fill out.
  • Recipient Email Settings (emailed surveys only)
Options relating to the emailed survey formatting. From email address and contact name, the subject line, and the body itself. The twig tags {{Survey.Link}} and {{Survey.Name}} can be used to display a link to the survey and the survey name field respectively.
  • Link to Centers
Determines which centers this survey is assigned to.
  • Instructions and Survey Head Text
These messages will appear at the very top of the survey entry window. Head Text appears in bold at the top, typically a title for the survey. Instructions appears smaller just beneath Head Text, typically a description for the survey or basic instructions.
  • Confirmation Message
The confirmation message will display at the bottom of the survey after submitting responses.
Options

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  • Allow modification
This setting allows students/staff to re-open and edit their responses after the initial submission.
  • Anonymous Survey
Will not display student names in responses. Once an Anonymous Survey has responses, it is permanently anonymous.
  • Questions directed to…
These settings determine who this survey will be sent to. For example, if this is an “Email after visit” survey, you can control if the survey gets sent to the Student, the Consultant, the Faculty member, or even all three.
  • Make this survey a quiz
See Grade Groups and Assignments for more information.
  • Send Rate
Allows you to define a percentage chance of a survey being sent to a student. 100% will always send the survey when the 'Initiated Via' criteria is met.
  • Notify results to emails
Email addresses entered here will be notified when a survey has been completed. These emails will contain the questions and answers provided by the student/staff.
  • Notify Results Email
This is an additional email that can be sent as soon as a response is submitted, typically to a staff member to review responses as they're received. You can choose which email addresses receive the responses, the From address, as well as the subject line and body of the email.
  • Link Survey to Reasons/Subjects
If you only want this survey to be sent out for visits/appointments of a specific reason or subject, you can list out the entries here. For example, “General Help,Exam Prep”
  • Answers Position
Position of answer fields, either below or to the right of the question, as seen below.
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  • Radio Button Style & Multi Checkbox Style
Determines how Radio and Multi-Checkbox Choice style questions display. Tall vs Wide, as seen below.
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Questions and Preview

The Questions tab is where we can configure the questions we’re asking within this survey. The Preview tab allows us to immediately take a look at our survey formatting to make sure everything is appearing as intended.

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To begin creating a new question, go to hamburger icon > New Question, or click the + icon on the right-hand side.

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  • Question #
This determines the order that questions will appear in. 0/Blank will hide the question.
  • Question Type
There are various Question Types available for use, depending on the format of your question. Each of the available options can be seen in the screenshot below.
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  • Required
Determines whether or not the question requires an answer before being submitted.
  • Question
Write out your question here. There are also some optional text formatting tools available if you’d like to display the question in a specific way, including the ability to use standard HTML by selecting Tools > Source Code.
  • Choices
Depending on the Question Type chosen, you may need to list out the available answers. If this box is available, include your answer choices on unique lines, as seen in the screenshot earlier in this article.
Responses

Here you can find a list of surveys sent, whether or not a response has been recorded, and you even the ability to resend surveys that have not yet had a response back. All of these entries can be opened to view the responses from that student or staff member.

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Survey Snapshot Report

A Survey Snapshot report can be found in your Management Reports category. This report allows you to export the response data for any of your SurveyTrac surveys in a Snapshot format, providing the total number of answers for each question.

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  • Time Frame
The date range for the data in this report. Beyond entering a date range manually, you can also choose a preset date range (Today, This Month, This Semester, etc) from the dropdown list above.


  • Survey
Export responses from this selected survey.


  • Show Charts
This field allows you to add charts to the report results. Pie, bar, or line.


  • Include Fill-in & Essay Answers
These options will include the answers that were written manually during the response process (as opposed to checkbox/multiple-choice answers).


  • Additional Search
Filter your results by a selected field.
Use * as a wildcard (Subject: MAT*)
| as "or" (Major: Mathematics|Biology)
# as "Not" (Status: #Inactive)
&& as "And" (Major: #Mathematics&&#Biology)
blankornull as a keyword to find records where the field is blank (Reason: blankornull)
Multiple fields can be added to further narrow down your results.


  • Additional fields to show
This can be used to add additional data fields to the report results. For example, you could use this to add a student's email address in a visit report.


  • Output format
Use HTML to view report data in your browser, or export this report to a CSV file (available for most reports). Some reports offer additional CSV options depending on if you want to include totals and/or data grouping in your export.


  • Deliver to
Display this report immediately in your browser ("Screen"), or send the report to a specified email address ("Email"). Multiple email addresses can be specified, use ; to separate them (example@example.edu;sample@example.edu).


HTML
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CSV
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For information on purchasing the SurveyTrac Module, reach out to sales@go-redrock.com
For SurveyTrac functionality questions, reach out to helpdesk@go-redrock.com


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