Post on 20-Jan-2016
04/21/23 16:24 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 16:24 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
Survey Central Overview 04/21/23 16:24 SurveyCentralOverview.ppt
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
Survey Central Overview 04/21/23 16:24 SurveyCentralOverview.ppt
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
Survey Central Overview 04/21/23 16:24 SurveyCentralOverview.ppt
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.
Survey Central Overview 04/21/23 16:24 SurveyCentralOverview.ppt
System Functionality
• Site Address:
– https://client.css.csc.com/surveycentral/
Survey Central Overview 04/21/23 16:24 SurveyCentralOverview.ppt
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.
System Functionality
Survey Central Overview 04/21/23 16:24 SurveyCentralOverview.ppt
Creating a SurveySet up survey questions, response options, question scoring and survey appearance.
System Functionality
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
Survey Central Overview 04/21/23 16:24 SurveyCentralOverview.ppt
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.
System Functionality
There are several options available for the question types. Additional question types will be added as requirements dictate.
Survey Central Overview 04/21/23 16:24 SurveyCentralOverview.ppt
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.
System Functionality
The preview capability allows the user to verify the appearance before sending out Survey Invitations.
Survey Central Overview 04/21/23 16:24 SurveyCentralOverview.ppt
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.
System Functionality
Survey Central Overview 04/21/23 16:24 SurveyCentralOverview.ppt
Creating a Survey (cont’d)Language Options will give you the option to chose different Languages. English is default Language.
System Functionality
Available Languages
Survey Central Overview 04/21/23 16:24 SurveyCentralOverview.ppt
Creating a Survey (cont’d)
On the “Labels & Messages” page, you can edit the labels and other messages found with in the survey.
System Functionality
Survey Central Overview 04/21/23 16:24 SurveyCentralOverview.ppt
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.
System Functionality
You can create a follow up group by clicking the Create Group link at the top right corner of the Survey Followup Mgmt page.
Survey Central Overview 04/21/23 16:24 SurveyCentralOverview.ppt
Sending a SurveyOnce the survey is created, the user can create one or more Invitations that can be sent out to custom distribution lists.
System Functionality
Enter Invitations from either the Survey Options or Survey List page.
Survey Central Overview 04/21/23 16:24 SurveyCentralOverview.ppt
Sending a Survey (step 1 of 4)Each Survey Invitation has custom parameters such as an expiration date email, and security settings.
System Functionality
• 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.
Survey Central Overview 04/21/23 16:24 SurveyCentralOverview.ppt
Sending a Survey (step 2 of 4)Use the default email or enter a custom message for the recipient.
System Functionality
• 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.
Survey Central Overview 04/21/23 16:24 SurveyCentralOverview.ppt
Sending a Survey (step 3 of 4)
Create a new distribution list or reuse an existing list.
System Functionality
• 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.
Survey Central Overview 04/21/23 16:24 SurveyCentralOverview.ppt
Sending a Survey (step 4 of 4)Once the invitation is configured, email may be tested and sent.
System Functionality
• 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
Survey Central Overview 04/21/23 16:24 SurveyCentralOverview.ppt
Sending a Survey (cont’d)
System Functionality
The resulting dialog box will allow you to send the survey immediately, schedule for the future and schedule reminders, if necessary.
Survey Central Overview 04/21/23 16:24 SurveyCentralOverview.ppt
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:
System Functionality
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)
Survey Central Overview 04/21/23 16:24 SurveyCentralOverview.ppt
Viewing and Managing Results
Results for each survey are accessible from the Survey List page.
System Functionality
• Rights for all invitations are required to pull the combined report
• Access to reports segregated by invitation are also available from the invitations link
Survey Central Overview 04/21/23 16:24 SurveyCentralOverview.ppt
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.
System Functionality
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
Survey Central Overview 04/21/23 16:24 SurveyCentralOverview.ppt
Distribution List
The Account Distribution List page serves to view and modify any lists that have been created when sending invitations.
System Functionality
Survey Central Overview 04/21/23 16:24 SurveyCentralOverview.ppt
Advanced Follow upYou can create advanced follow up tasks and assign them to individuals in order to keep track of survey responses.
System Functionality
Survey Central Overview 04/21/23 16:24 SurveyCentralOverview.ppt
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
Survey Central Overview 04/21/23 16:24 SurveyCentralOverview.ppt
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 Central Overview 04/21/23 16:24 SurveyCentralOverview.ppt
Survey RightsUsers only need rights at the survey level if restrictions have been put in place.
Security Settings
Survey Central Overview 04/21/23 16:24 SurveyCentralOverview.ppt
Invitation RightsUsers only need rights at the invitation level if restrictions have been put in place.
Security Settings
Survey Central Overview 04/21/23 16:24 SurveyCentralOverview.ppt
Distribution List RightsUsers only need rights at the distribution list level if restrictions have been put in place.
Security Settings
Survey Central Overview 04/21/23 16:24 SurveyCentralOverview.ppt
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.
Survey Central Overview 04/21/23 16:24 SurveyCentralOverview.ppt
Reports
Contacts
There are custom reports that provide summary data for different attributes.
Survey Central Overview 04/21/23 16:24 SurveyCentralOverview.ppt
Reports
Contacts
Clicking the Survey link will give you access to all of the survey results.
Survey Central Overview 04/21/23 16:24 SurveyCentralOverview.ppt
System Contacts
• Primary Support Contact – email Compass_Admin@csc.com
• 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