Edit/Add Survey Period wizard in STAFFScope Campaign Management
The Edit/Add Survey Period wizard appears when you select Add Survey Period on the Survey Periods tab of STAFFScope Campaign Management.
Fields on the Edit/Add Survey Period wizard
Field | Description | Notes |
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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. |
Survey |
Survey associated with the period. |
If the survey has already started, you cannot update this field. |
Survey Period Name |
Name for the survey period. |
Required. If the survey has already started, you cannot update this field. |
Invite Methods |
Invitation methods for the survey. Methods include Email, Phone, Survey Code, or none. |
Required. If the survey has already started, you cannot update this field. |
Start Date |
Start date of the survey period. |
Required. If the survey has already started, you cannot update this field. |
End Date |
End date of the survey period. |
Required. |
Cancel |
Closes the wizard without applying your changes. |
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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 | Use the second screen of the wizard to specify which locations will be associated with the survey period. | |
Market Segments (filter) |
Filter the market segments by type. Click the field and then select check boxes to display items. |
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Regions |
Filter the market segments by region. Click the field and then select check boxes to display items. |
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Search |
Search for locations, market segment, or region. Enter your search criteria, and the list updates based on your entries. |
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Locations list |
The table includes a list of all available locations and their associated market segments and regions for the selected project.
Select the check boxes to add one or multiple locations to the survey period. To select all locations, select the check box ( |
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Selected: # |
Number of locations added to the survey period. This number reflects the number of items that you selected in the Locations table. |
Read-only. This text appears only if locations are selected. |
Back |
Returns to the previous wizard screen. |
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Submit |
Closes the wizard and submits your changes. |
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