Search · Index

Guide to Creating Public Surveys and Simple Application Forms

Table of Contents

Overview
Top Level Survey Package
Creating a New Survey
Viewing Results
Adding a Survey to a Page
Understanding the Registration Link
Full Registration Support

Overview

The "Compass" is a complex tool for creating diagnostic and prescriptive tools within a class. This same underlying tool can be used for simpler tasks.  In this case we will go over how to create an "Application" a simple survey that collects information from someone who is not yet enrolled in any particular class.

Top Level Survey Package

To create a survey that is not part of any particular workshop goto: http://www.3ecompass.net/survey/admin/ 

Back to Table of Contents

Creating a New Survey

You can create a new survey with the New Survey button or you can copy and existing survey. In this example we are going to assume you want a survey very similar to the one created for the SAP class shown so we will start by coping that survey.

1. Click on the survey you want to copy.
2. Then click on Toggle Advanced Options.
3. Then click on Copy this Survey.
   
   
   
   
4. Enter the new title for the survey and click OK.
   
   
   
   The new survey can be edited the same way compass questionnaires are edited.

Back to Table of Contents

Viewing Results

Use the View Responses selections to view the results.

 

Back to Table of Contents

Adding a Survey to a Page

At this time creating the link to survey is not automated, you may need programmer assistance. This will be a bit easier in the new CMS. Here are the steps right now:

1. Create a page in "Public" announcing the event and a thank you page. Here are examples:
   

   http://www.3ecompass.net/public/Revenue_Management_Sponsored_by_SAP/

   http://www.3ecompass.net/public/Tax_and_Revenue_Thank_you
   

2. Adjust the register links to point to the new survey and the new thank you page. 

    

Back to Table of Contents­

Understanding the Registration Link

At this time the link must be constructed by hand should be of the following Form

http://3ecompass.com/survey/respond?survey_id=162487&return_url=/public/Tax_and_Revenue_Thank_you

There will be two things you need to change:

1. Survey_id.  Each survey has a unique id, you can see it in the url when you edit a survey.
   
   
   
   
2. Return_url. This is where you want the person to be sent when they have completed the form. This should be your new thank you page. The url should be an internal link, that is start with the part after the domain name, in this case /public.

   For example, if the page you want to redirect to is: http://www.3ecompass.net/public/Homeland_Security_Thank_You, and your new survey_id is 168402,

   then the url for the application form should be http://3ecompass.com/survey/respond?survey_id=168402&return_url=/public/Homeland_Security_Thank_You

    

Back to Table of Contents

­

Full Registration Support

­

This system is a bit awkward because its just a simple work around to use the tools we already have installed to allow you to simply collect info from program participants.

Note that .LRN does contain functionality for full course application and registration support, including creating a course catalog, accepting payments by credit card or invoice or check, managing waiting lists and customized application questionnaires, automatically putting students into courses and support for admission procedures. This is a bit of overkill for 10 workshops a year. However, if you find yourself in a situation where you are managing waiting lists, etc. you should know that far more functionality is available when you need it.

You can learn more about our course registrations system on our website at: http://www.solutiongrove.com/products/registration

 

Back to top

---

Categories: KSG (Docwiki Navigation)