Creating Base Surveys

Introduction

The following instructions are intended for Project Administrators. Base surveys are the foundational surveys used for all events created within a Project Group Section. Project Administrators must finalize base surveys before they can be marked "Active" and used for event data collection. Each Project Section can have one active mentor base survey and one mentee base survey. Base surveys may not be edited once they have been used to collect data.

On this page you will learn about the following:

Activating Base Surveys

Copying Base Surveys (Optional)

Additional Base Survey Management

Creating Base Surveys

Step 1

Visit www.cimerprojectportal.org and log in using your username and password provided by CIMER.

Step 2

Navigate to the Base Survey Management page by selecting “Survey Admin” > “Survey Admin”. The Base Survey Management page will show all the Project Groups to which your email has been assigned as a Project Administrator. Other members of your team who have been granted administrative access will also be able to access this page using their individual login credentials.

Step 3

Locate the Project Group and Section for which you would like to create a base survey and select “+Create new survey”.

Step 4

On the Create/Edit Base Survey page, type the Survey Name (this will be visible to Event Administrators, but not Survey Users).

Step 5

Type a Survey Description to provide a description of the survey (this will be visible to Event Administrators, but not Users).

Step 6

Choose the Survey Type (this will be visible to Event Administrators, but not Survey Users).

Step 7

Select “+Add Section”. All base surveys must contain at least one section for survey questions.

Step 8

Type the Section Name (this will be visible to users) and select “+Add Base Question”.

Step 9

Click on the Select Question Type drop down arrow to choose your base question type (Single-select, Text, Matrix, or Multi-select).

Step 10

For all question types, enter the text for your Question Prompt. This is the base survey question that will be visible to users.

Note: While typing the question prompt or response options, do not click outside of the question window. Doing so will close the window without saving the question.

Step 11 (Optional: Question Label)

For all question types, enter the text for your Question Label. This text is only visible to Project and Event Administrators and provides a succinct way to describe the question. Labels are displayed on the Create New Survey page. If a label is not added, the entire question prompt will be displayed.

Step 12a (Single and Multi Select questions)

For Single and Multi Select questions, first click on the Select Question Scale Length drop down arrow to choose your preferred scale length, or the number of response options for your question, and enter the text for your response options.

Note: For any response options for which users will need to enter text (e.g. an "Other, please specify" option), select the check box to the right of the option located under the "Additional Text" heading. Each question may contain only one text entry option.

Step 12b (Matrix questions)

For Matrix questions, first click on the Select Question Scale Length drop down arrow to choose your preferred scale length, or the number of scale anchors for your question, and enter the text for your scale anchors. Then, add text in the Enter Matrix Question Prompts text box with your question items. To add more question prompts, select “+Add New Matrix Question”.

Step 13

For all question types, select “+Add” to add your custom question to the base survey.

Step 14

Preview the survey by selecting “Preview”. A pop-up window will appear with how the survey will appear to Users.

Step 15

Save the base survey by either selecting “Save” or “Save and Exit”. Selecting “Save” will save the changes you made to the survey while allowing you to stay on the page and keep making edits. Selecting “Save and Exit” will save the changes you made to the survey and redirect you to the Survey Admin page. Surveys may still be edited after they are saved.

Activating Base Surveys

Step 1

On the Base Survey Management page, locate the survey that you would like to activate. Select the blue Check Mark in the Activate as Base Mentor (or Activate as Base Mentee) column next to your base survey. Activating the base survey will enable you to Create New Events and Assign Event Administrators to manage event level surveys.

Copying Base Surveys (Optional)

If you are working in multiple projects or in a project with multiple sections and have created a base survey that is useful for more than one of them, then this feature could be useful.

Step 1

On the Base Survey Management page, click on the Double Paper Icon in the Copy column.

Step 2

Select the Project and Section into which you would like to copy the base survey.

Step 3

Make any necessary edits to the base survey based on how it will be used in the new Section.

Note: The initial copy will be exactly like the original base survey, but you can add/delete questions or sections without these edits affecting the original base survey.

Step 4

Save the base survey in the new location by either selecting “Save” or “Save and Exit”. Selecting “Save” will save the changes you made to the survey while allowing you to stay on the page and keep making edits. Selecting “Save and Exit” will save the changes you made to the survey and redirect you to the Survey Admin page. Surveys may still be edited after they are saved.

Step 5

Once the base survey is copied, completed and saved, on the Base Survey Management page, click on the Check Mark in the Activate as Base Mentor (or Activate as Base Mentee) column next to your base survey in the recently assigned section. Doing so will enable Event Administrators to use the survey in creating surveys for specific events.

Additional Base Survey Management

Step 1

To edit your survey, locate your base survey on the Base Survey Management page and select the Edit Icon.

Note: If the base survey has already been used for data collection, it cannot be edited.

Step 2

Base surveys may be previewed at any time. To preview your base survey, select “Preview” while editing a survey.

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