5. Building a Team for the Input Section

This is the section in which multiple respondents may answer same survey questions. The first step completing this section is to build a team.

Step 1 – Open Manage Surveys

Click the Project in the My Project box in order to open Manage Surveys for that project, as noted below.

Figure 5.1 - Managing Surveys for Project

Step 2 – Adding Team Members to the Survey

Type the name and email of new team members in the bottom row. Click the Green Check Mark to complete the entry and move on to the next team member. Use the pencil icon to edit an entry. Use the Red X to delete an entry.

Figure 5.2 - Building a Team

Step 3 – Starting a Survey “Round”

Once the team has been built and you are ready to begin, click the Green Megaphone icon to initiate a survey round.

Figure 5.3 - Initiating a Round

Once a round has been initiated, a few things will happen:

 – Team members (other than the project coordinator) will receive emails with a link directing them to fill-out the survey.

 – A round time will begin, set for two weeks from the start date.

 – Notification icons (Exclamation in a red circle – to the right) will appear so that the project coordinator can remind team members and resend the survey link.

 – Close Round icon (An ‘X’ in a blue circle) will appear allowing the project coordinator to close the round sooner than two weeks.

Note that in the My Project box, the status of the Input Survey has changed to In Progress.

Figure 5.4 - In Progress

Step 4 – PC completes Input Section

The Project Coordinator doesn’t use an email link to access the Input Survey. Instead, the survey is available directly in the website by clicking the Input status grid in My Projects as below:

Figure 5.5 - Complete Input Section

Step 5 – Closing Survey “Round”

Click the Close Round icon (An ‘X’ in a blue circle) to close the round. Note that a blue chart icon is now apparent for the project’s phase.

Figure 5.6 - Close Survey Round

Clicking the blue chart icon will allow the PC to review the survey results in aggregate as shown below.

Figure 5.7 - Aggregate Results of Input Section

Step 6 – Initiate a new round if needed (Optional)

Figure 5.8 - Initiate a new Round if needed

If desired, the Project Coordinator can initiate a new round of survey for the team. Doing so will remove the prior responses and reset the Input section of the survey.