Add New Survey wizard in STAFFScope Campaign Management

The Add New Survey wizard appears when you select Add New Survey on the Manage Surveys tab of STAFFScope Campaign Management

Fields on the Add New Survey wizard

Field	Description	Notes
Screen 1
Project	Name of the associated Survey Solutions project. A survey project refers to the UnifocusSurvey Solutions product or modules with which the survey period is associated. Projects might include STAFFScope, MEETINGScope, GUESTScope, SERVICEScope, and so on. For example, a STAFFScope project is a unique project associated with the UnifocusSTAFFScope product.	Required.
Template	Template that is used to create your survey. Select from a list of reusable, predefined templates for Survey projects. Note: There are both public and private survey templates. Public templates are available to all Unifocus partners. Private templates are customized for particular partners and are not available to general users. To create a customized template that is unique to your organization, contact your UnifocusClient Success Manager (CSM).	Required. By default, all public templates are available to all users. If your organization has a private template library, those templates are also available in the drop-down list.
Survey Name	Unique name applied to your survey. Note:Unifocus recommends that you avoid using dates in your survey name.	Required. Character limit: 20.
Rating Scale	Rating scale applied to the survey. Note: The rating scale is defined at the partner level. To change your rating scale, contact your UnifocusClient Success Manager (CSM).	Read-only.
Classification code	A code that identifies the type of associated survey template.	Read-only.
Default Language	Default language for the survey. All survey questions will be displayed in the default language.	Required.
Cancel	Closes the wizard without applying your changes.
Next	Saves your changes and moves to the next screen in the wizard.	This button is not available until all required fields are complete.
Screen 2
General Information	This section displays read-only information that you entered on the first screen of the wizard.
Project	Name of the associated Survey Solutions project.	Read-only.
Template	Template that is used to create your survey.	Read-only.
Survey Name	Unique name applied to your survey.	Read-only.
Default Language	Default language for the survey.	Read-only.
Invitation Note	Use this section to create the invitation note associated with the survey.
Note Type	Boilerplate invitation notes to apply to the survey. Select a note type from the drop-down list. The Desktop Text and Mobile Text sections update based on your selection. Like the survey templates, there are both public and private libraries of note templates. To create a customized Note Type template that is unique to your organization, contact your UnifocusClient Success Manager (CSM).
Note Language	Language in which the note text will appear. Select a language from the drop-down list.	If the note has been translated to other languages, those language options appear in the drop-down list.
Desktop Text	If you select Email as the invitation method, this section displays a preview of email invitation.	The text and language depend on your selections in the Note Type and Note Language fields.
Mobile Text	If you select Mobile as the invitation method, this section displays a preview of the SMS message.	The text and language depend on your selections in the Note Type and Note Language fields.
Questions	All questions for the selected survey template appear in this section. They are listed from top to bottom in the order in which they appear in the survey.
Number of questions	Number of used questions out of available questions in the template.	Read-only.
Questions	Each question displays the following: The text for the question or survey statement. A dimension and description (in gray text below the question). For example, for the question My direct supervisor treats me with respect, the dimension is Management Support. The description is the extent to which employees feel they are supported by management in the job.	Read-only. If the question has not been translated in the default language for the survey, an icon ( ) appears in front of the question number.
Show in survey	For each question, select whether to show or hide in the survey: Show ( ) Hide ( ) This option is helpful if the standard number of questions in the template might take too long for your employees to complete. You can hide questions to shorten the survey. If the question is required, there will be no option to show/hide. Instead, the read-only Required text appears.	By default, each question is shown ( ).
Back	Go back to the previous screen in the wizard.
Submit	Apply your changes and close the wizard.