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Downloading CARE Message/Referral Survey Responses [FDRO]

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Downloading CARE Message/Referral Survey Responses [FDRO]

  1. Locate the CARE Counselor Message/Referral survey and navigate to the Data & Analysis tab. Click Add Filter.

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  1. This will bring up a drop-down menu that says Select Choice. Click this drop-down menu and select Embedded Data. From here, you can select identifying information of the respondent (e.g., first name, last name, email, etc.) to help filter for the exact response you are looking for. We suggest filtering by email, as it will generally be more accurate than first and/or last name.

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  1. Once you have selected what you will filter by, you will add criteria to make the filter applicable. Since email is the filter we will use in the first dropdown, we will select “Is” in the second. Then, we will type the student’s email in the empty container.

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  1. Once filtered (by email), only one response should be displayed in the Data Table (unless you filtered by first or last name and there are multiple respondents that have the same name).

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  1. From here, click Export & Import in the top right corner, then click Export Data.

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  1. Here is where you select the format of how you’d like to download the response that will be scanned into the student’s chart. Typically, responses are downloaded via CSV or Excel. Please ensure that all fields are downloaded and that labels are selected, not values.

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OR

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  1. Lastly, to clear the filter, click the - button to the right of the filter text box.

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Questions for FDRO:

  1. How will FDRO divide responsibilities for uploading scanned documents from this form?

    1. Can divide by day of week (one person responsible for all submissions received on a given weekday OR week e.g. Cheyenne on Mondays/first week of month, Jack on Tuesdays/second week of month, etc.)

    2. Can divide by college/school (e.g. Cheyenne responsible for all CNS submissions regardless of type/day of week, Jack responsible for all COLA, etc.)

    3. Can divide by submission type (e.g. Cheyenne responsible for messages, Jack responsible for referrals)

  2. What information needs to be documented for you?

    1. Are 2 separate columns needed? (e.g. column for uplaod/non-upload reasoning and column for initial OR just one column for all)