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Survey PlotterSurvey PlotterWorkflow Overview
Introduction
This presentation will guide you through the Survey Plotter and provide an overview of the workflow.
About the application:◦ User Types: Admin and Regular
Logging in
The subsequent slide/s show the log-in process for Survey Plotter
1. Provide your user name and password
here
2. Click on “Login” button to go to the next
screen
Select the Client Name from the list box and click on “next” button to go to
the Home screen
Home Screen
After selecting your client you will be placed on the Home page. See next slide.
Your home page shows a read-only list of Online Surveys and Offline Surveys.
Online Survey is a survey for which participants have been invited.
Offline survey is a survey for which no invitation has yet been sent
Menu Options. See next slide.
Menu Items on Home Page
HomeSurveyProductUserRegionCustomer Emailer
Each has been shown separately
Menu Item: Survey
This lists all the Offline surveysUnder this option you can create/modify/delete
an offline survey. You can also invite participants for a survey
Please note: Online surveys cannot be modified or deleted.See next slide for illustrations.
Click on this icon to modify a listed
survey.
Click on this icon to delete a listed
survey.
Click on this icon to invite participants for
the corresponding survey.
Click on this button to create a new survey. See next
screen.
Click “next” button to go to step 1.
Select any one of the options to
provide the region details for the new survey in Step 1. On selecting an
option other details will appear.
1. If you select region Name option, then
select the name from the list box here.
2. Click on “Next” button to go to
step 2.
The Survey name is application-generated. It can be changed at any point of
time.
1. If you select Continent option, then
select the continent name from the list box
here.
2. Click on “Next” button to go to
step 2.
1. If you select Country option, then select the country name from the
list box here.
2. Click on “Next” button to go to
step 2.
1. If you select “Create Custom region” option, then fill in the details
here.
2. Click on “Next” button to go to
step 2.
1. Select the Product Type from the list box and select the Product for which the survey will be conducted.
2. Click on “Next” button to go to
step 3.
In Step 2, you select the Product
details for the survey.
2. Click on “Next” button to go to
step 4.
In Step 3, select any one of the
options to import people for the new
survey. On selecting an option
other details will appear.
1. If you select “import” option, then browse for an excel file having the list of people and click
on “Import” button.
3. Click on “Next” button to go to
step 4.
1. If you select to import people by
“Manual” option, then fill in all the details
here.
2. Click on “Save” button. This option allows you to add people at a time.
1. Provide the company name in the text box and select the corresponding check
box.
In Step 3, you can add/delete a
Company for the survey.
2. Click on “Add” button to add
Company for the survey.
3. Click on “Next” button to go to
step 5.
In Step 5, you can add/delete a
Question to be asked in the
survey.
1. Provide the question in the text box and
select the corresponding check
box.
2. Click on “Add” button to add the question for the
survey.3. Click on
“Finish” button to go to make the survey online.
On clicking “OK” the survey will become online.
The participant gets an email with a link and login/password. On
clicking that the participant can view the survey feedback form.
See next slide.
The participant gives his feedback in this report and
saves it.
Menu Item: Product
This lists all the ProductsUnder this option you can create/modify/delete a
Product.
See next slide for illustrations.
Click on this icon to modify a listed
product.
Click on this icon to delete a listed
product.
Click on this button to create a new product. See next
screen.
1. Provide the Product details in the text boxes provided.
2. Click on “Save” button to
create a new Product.
Menu Item: User
This lists all the UsersUnder this option you can create/modify/delete a
Product. This item is available to the Admin user only.
See next slide for illustrations.
Click on this icon to modify a listed User.
Click on this icon to delete a listed
User.
Click on this button to create a new User. See next screen.
1. Provide the User details in the text boxes provided.
2. Click on “Save” button to
create a new User.
Menu Item: Region
This lists all the RegionsUnder this option you can create/modify/delete a
Region.
See next slide for illustrations.
Click on this icon to modify a listed
Region.
Click on this icon to delete a listed
Region.
Click on this button to create a Custom Region. See next screen.
1. Provide the Region details in the text box, select the Continent and Country from the
list box provided.
2. Click on “Save” button to
create a new Region.
Menu Item: Customer
This lists all the CustomersUnder this option you can create/modify/delete a
Customer. This item is available to the Admin user only.
See next slide for illustrations.
Click on this icon to modify a listed
Customer.
Click on this icon to delete a listed
Customer.
Click on this button to create a Customer.
See next screen.
1. Provide the customer details and
browse for a company logo to add to the
customer.(Eg: Philips logo on this page)
2. Click on “Save” button to
create a new Customer.
Menu Item: E-mailer
This item allows you to create the survey mailer content.
See next slide for illustrations.
1. Provide the Email subject and email
content here.
2. Click on “Save” button to create the
e-mailer text.
Thank you
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