Survey PlotterSurvey PlotterWorkflow Overview

Introduction

This presentation will guide you through the Survey Plotter and provide an overview of the workflow.

About the application:◦ User Types: Admin and Regular

Logging in

The subsequent slide/s show the log-in process for Survey Plotter

1. Provide your user name and password

here

2. Click on “Login” button to go to the next

screen

Select the Client Name from the list box and click on “next” button to go to

the Home screen

Home Screen

After selecting your client you will be placed on the Home page. See next slide.

Your home page shows a read-only list of Online Surveys and Offline Surveys.

Online Survey is a survey for which participants have been invited.

Offline survey is a survey for which no invitation has yet been sent

Menu Options. See next slide.

Menu Items on Home Page

HomeSurveyProductUserRegionCustomer Emailer

Each has been shown separately

Menu Item: Survey

This lists all the Offline surveysUnder this option you can create/modify/delete

an offline survey. You can also invite participants for a survey

Please note: Online surveys cannot be modified or deleted.See next slide for illustrations.

Click on this icon to modify a listed

survey.

Click on this icon to delete a listed

survey.

Click on this icon to invite participants for

the corresponding survey.

Click on this button to create a new survey. See next

screen.

Click “next” button to go to step 1.

Select any one of the options to

provide the region details for the new survey in Step 1. On selecting an

option other details will appear.

1. If you select region Name option, then

select the name from the list box here.

2. Click on “Next” button to go to

step 2.

The Survey name is application-generated. It can be changed at any point of

time.

1. If you select Continent option, then

select the continent name from the list box

here.

2. Click on “Next” button to go to

step 2.

1. If you select Country option, then select the country name from the

list box here.

2. Click on “Next” button to go to

step 2.

1. If you select “Create Custom region” option, then fill in the details

here.

2. Click on “Next” button to go to

step 2.

1. Select the Product Type from the list box and select the Product for which the survey will be conducted.

2. Click on “Next” button to go to

step 3.

In Step 2, you select the Product

details for the survey.

2. Click on “Next” button to go to

step 4.

In Step 3, select any one of the

options to import people for the new

survey. On selecting an option

other details will appear.

1. If you select “import” option, then browse for an excel file having the list of people and click

on “Import” button.

3. Click on “Next” button to go to

step 4.

1. If you select to import people by

“Manual” option, then fill in all the details

here.

2. Click on “Save” button. This option allows you to add people at a time.

1. Provide the company name in the text box and select the corresponding check

box.

In Step 3, you can add/delete a

Company for the survey.

2. Click on “Add” button to add

Company for the survey.

3. Click on “Next” button to go to

step 5.

In Step 5, you can add/delete a

Question to be asked in the

survey.

1. Provide the question in the text box and

select the corresponding check

box.

2. Click on “Add” button to add the question for the

survey.3. Click on

“Finish” button to go to make the survey online.

On clicking “OK” the survey will become online.

The participant gets an email with a link and login/password. On

clicking that the participant can view the survey feedback form.

See next slide.

The participant gives his feedback in this report and

saves it.

Menu Item: Product

This lists all the ProductsUnder this option you can create/modify/delete a

Product.

See next slide for illustrations.

Click on this icon to modify a listed

product.

Click on this icon to delete a listed

product.

Click on this button to create a new product. See next

screen.

1. Provide the Product details in the text boxes provided.

2. Click on “Save” button to

create a new Product.

Menu Item: User

This lists all the UsersUnder this option you can create/modify/delete a

Product. This item is available to the Admin user only.

See next slide for illustrations.

Click on this icon to modify a listed User.

Click on this icon to delete a listed

User.

Click on this button to create a new User. See next screen.

1. Provide the User details in the text boxes provided.

2. Click on “Save” button to

create a new User.

Menu Item: Region

This lists all the RegionsUnder this option you can create/modify/delete a

Region.

See next slide for illustrations.

Click on this icon to modify a listed

Region.

Click on this icon to delete a listed

Region.

Click on this button to create a Custom Region. See next screen.

1. Provide the Region details in the text box, select the Continent and Country from the

list box provided.

2. Click on “Save” button to

create a new Region.

Menu Item: Customer

This lists all the CustomersUnder this option you can create/modify/delete a

Customer. This item is available to the Admin user only.

See next slide for illustrations.

Click on this icon to modify a listed

Customer.

Click on this icon to delete a listed

Customer.

Click on this button to create a Customer.

See next screen.

1. Provide the customer details and

browse for a company logo to add to the

customer.(Eg: Philips logo on this page)

2. Click on “Save” button to

create a new Customer.

Menu Item: E-mailer

This item allows you to create the survey mailer content.

See next slide for illustrations.

1. Provide the Email subject and email

content here.

2. Click on “Save” button to create the

e-mailer text.

Thank you