Forms & Surveys. Schoolwires Centricity2

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1 Forms & Surveys Schoolwires Centricity2

2 Trademark tice Schoolwires, the Schoolwires logos, and the unique trade dress of Schoolwires are the trademarks, service marks, trade dress and logos of Schoolwires, Inc. All other trademarks, service marks, trade dress and logos used in Schoolwires and the Website are the trademarks, service marks, trade dress and logos of their respective owners. Copyright tice 2015 Schoolwires, Inc. All rights reserved. This guide covers all available Centricity2 features and functionality. Features included in your contract may vary.

3 Schoolwires Centricity2 Forms & Surveys Table of Contents Introduction... 1 Create a New Form or Survey... 2 Set Options for a Form or Survey... 6 General Tab... 6 Display Tab... 7 Access Tab... 8 Completion Tab... 9 Report Tab... 9 Advanced Tab... 9 Publish a Form or Survey Embed a Form & Survey Using the Embed Code App Map a Page to Forms & Surveys Map a Section to Forms & Surveys Publish Forms & Surveys in a Link Library Publish Forms & Surveys in a Site Shortcuts App Accessing and Reviewing Form or Survey Data Review Form or Survey Responses from the Reports tab Review Form or Survey Responses from the More Drop-Down Create Styles for Forms & Surveys Create an Item Library Best Practices for Forms & Surveys Form Item Types and Examples C2Forms_ i

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5 Schoolwires Centricity2 Forms & Surveys Introduction Here are some examples of what you can create using Forms & Surveys. Faculty and course evaluations Needs assessments Alumni contact information Registration forms School safety surveys Opinion polls Community surveys Community and adult education surveys Employee surveys Self-grading online quizzes and exams C2Forms_

6 Forms & Surveys Schoolwires Centricity2 Create a New Form or Survey Here is how you create a new form or survey. 1. In Site Manager, navigate to the section workspace where you wish to create your form or survey. 2. Select the Tools tab and click on Forms & Surveys. 3. Click New Form/Survey. The Create Survey window will display. 2 C2Forms_060315

7 Schoolwires Centricity2 Forms & Surveys 4. Enter a name for your form or survey. 5. Select whether you want to create a new form from scratch or create a copy of an existing form or survey. Create from scratch is the default option. 6. Click Save. You are returned to the Forms & Surveys Workspace. 7. Click on the form name to begin creating your form or survey. 8. Click Insert to add a new item to your form or survey. 9. Enter at least the required information for the item. (Required fields will have a red triangle in the upper right hand corner.) Click Save. Your form will now display the first item entered. C2Forms_

8 Forms & Surveys Schoolwires Centricity2 10. Continue entering new items by using either of the following methods: a. Click Insert beside an item you already created. If you choose this method, you will be inserting an item above the current item. b. Click Insert at the bottom of the window. If you choose this method, you will be inserting an item below the last item on the page. 11. Edit an item by clicking Edit to the right of the question. tice that you can also copy an item by clicking Copy under the More drop-down menu. 12. Move items on a form or survey in one of two ways: a. After clicking More, click Move next to the item. This method allows you to move the item anywhere in the form or survey. b. Click on the arrow buttons to the left of the item. This method will only let you move an item within its current page. 13. Insert a new page for your form or survey by doing one of the following: a. Click New Page at the bottom of the page on which you are working. b. Click More next to an item to insert a page Break above that item. 4 C2Forms_060315

9 Schoolwires Centricity2 Forms & Surveys 14. After clicking More, click Pipe to take the answer from that item and place it on a subsequent page in your form. te: You must have multiple pages in your form to use this feature. 15. Title your pages by clicking Edit Properties. tice that you can also copy a page, move a page, or delete a page if you desire. 16. If you are interested in displaying questions selectively click Insert Conditions. For example, if a user entered yes to a question on Page 1, Page 2 would display. On the other hand, if the user answered no to that same question on Page 1, Page 3 would display. 17. Preview the form by clicking View to the right of the form in the Forms & Surveys window. You can test each form by entering responses in the preview window. C2Forms_

10 Forms & Surveys Schoolwires Centricity2 Set Options for a Form or Survey Centricity2 allows you to modify the default options set for a form or survey that you create. Options for a Forms & Surveys are grouped into six categories: General, Display, Access, Completion, Report and Advanced. To make option modifications, on Options next to the form or survey. Be sure to click Save to retain your changes. General Tab Use the options on the General tab to change the name of your form or survey. Here you can also edit the status of your form or survey, assign owners, enter the Admin address and edit the start and end date. 6 C2Forms_060315

11 Schoolwires Centricity2 Forms & Surveys Display Tab Use the options on the Display tab to choose the Style, Page Numbering, Question Numbering and Survey Navigation. C2Forms_

12 Forms & Surveys Schoolwires Centricity2 Access Tab Use the options on the Access tab to choose Response Access and Submission options, whether a login will be required, and if responses can be updated. Configure IP Address Validation, restrict completion of survey to certain IP addresses. You can also control the total number of responses allowed for the survey in additional to the number of responses per person and control the number of days the survey is available for a person to edit responses. 8 C2Forms_060315

13 Schoolwires Centricity2 Forms & Surveys Completion Tab Use the options on the Completion Tab to choose a Completion Action, edit the Completion Message. You can fill in the Completion URL to redirect the user to a certain page after filling out the form. By default, the browser will close after completing the form. Button Display allows you to choose buttons that will display on the completion page. Send Responses To controls who will receive the responses to the form or survey. You can enter multiple addresses. Report Tab Use the options on the Report tab to select a report format, manage report security and choose to highlight responses. Advanced Tab Use the options on the Advanced tab to configure hidden fields. Hidden fields can be added when there are no responses to your survey. C2Forms_

14 Forms & Surveys Schoolwires Centricity2 Publish a Form or Survey You have five different options to publish your form or survey. Embed a Form & Survey Using the Embed Code App Here's how you embed a Form & Survey within an Embed Code app. 1. Obtain the URL for the form & survey that you wish to embed. To obtain the URL, View the form & survey and copy the URL that displays in the browser Address Bar. 2. Navigate to a workspace and add or edit an Embed Code app on a page. 3. Enter the following code into the app. Replace the sample URL with the one you obtained above. Replace the Click here to take the survey text if you like. <a href="//c2.tc.schoolwires.net//cms/module/selectsurvey/takesurvey.aspx?surveyid=nnn" target="_blank">click here to take the survey</a> 4. Click Save. When visitors to your end-user website click the link, the form & survey opens in a new window. Map a Page to Forms & Surveys Here's how you map a page to a form or survey created with the Forms & Surveys tool. 1. In Site Manager, navigate to the Workspace containing the Form or Survey to which you wish to map. 2. Click the Tools tab. The list of available tools displays. 3. Click Forms & Surveys. The Forms & Surveys window displays. 4. To access the Web Address (URL) of a Form or Survey, click View. The Form or Survey displays in a new window. 5. Copy the URL from the address bar to your clipboard and close the Form or Survey window. 6. Navigate to the Section Workspace containing the page you wish map to the Form or Survey. 7. Click Actions to the right of the page. 8. Select Page Options from the drop-down list. The Page Options dialog displays. 9. Paste the URL of the Form or Survey in the Map to Web Address field. 10. Click Save. The Summary tab of the Section Workspace displays. Map a Section to Forms & Surveys Here's how you map a section to a form or survey created with the Forms & Surveys tool. 1. In Site Manager, navigate to the Workspace containing the Form or Survey to which you wish to map. 2. Click the Tools tab. The list of available tools displays. 3. Click Forms & Surveys. The Forms & Surveys window displays. 4. To access the Web Address (URL) of a Form or Survey, click View. The Form or Survey displays in a new window. 5. Copy the URL from the address bar to your clipboard and close the Form or Survey window. 6. Navigate to the Channel Workspace containing the section you wish map to the Form or Survey. 10 C2Forms_060315

15 Schoolwires Centricity2 Forms & Surveys 7. Click Options to the right of the section. The General tab of the Section Options dialog displays. 8. Click the Advanced tab. Paste the URL of the Form or Survey in the Map Section to Web Address field. 9. Click Save. The Summary tab of the Channel Workspace displays. Publish Forms & Surveys in a Link Library Here's how you publish a form or survey created with the Forms & Surveys tool in a Link Library. 1. In Site Manager, navigate to the Workspace containing the Form or Survey you wish to publish. 2. Click the Tools tab. The list of available tools displays. 3. Click Forms & Surveys. The Forms & Surveys window displays. 4. To access the Web Address (URL) of a Form or Survey, click View. The Form or Survey displays in a new window. 5. Copy the URL from the address bar to your clipboard and close the Form or Survey window. 6. Navigate to the Workspace containing the Link Library app you wish to use. 7. Click Actions to the right of the page and select Edit Page from the drop-down list. The page opens in Edit Mode. 8. Click on the Link Library app. The app opens. 9. Click New Link. The New Link window displays. 10. Paste the URL of the Form or Survey in the Address field. Complete the rest of the New Link fields as needed. 11. Click Save. The link to the Form or Survey is added to the Link Library App and you are returned to the workspace. Publish Forms & Surveys in a Site Shortcuts App Here's how you publish a form or survey created with the Form & Survey tool in a Site Shortcuts app. 1. In Site Manager, navigate to the Workspace containing the Form or Survey you wish to publish. 2. Click the Tools tab. The list of available tools displays. 3. Click Forms & Surveys. The Forms & Surveys window displays. 4. To access the Web Address (URL) of a Form or Survey, click View. The Form or Survey displays in a new window. 5. Copy the URL from the address bar to your clipboard and close the Form or Survey window. 6. Navigate to the Workspace containing the Site Shortcuts app you wish to use. 7. Click Actions to the right of the page and select Edit Page from the drop-down list. The page opens in Edit Mode. 8. Click on the Site Shortcuts app. The app opens. 9. Click New Link. The New Link window displays. 10. Paste the URL of the Form or Survey in the Web Address field. Complete the rest of the New Link fields as needed. 11. Click Save. The link to the Form or Survey is added to the Site Shortcuts App and you are returned to the workspace. C2Forms_

16 Forms & Surveys Schoolwires Centricity2 Accessing and Reviewing Form or Survey Data You can access data from your form or survey from the Reports tab or from the More drop-down. Review Form or Survey Responses from the Reports tab Here is how you can review your form or survey responses from the Reports tab. 1. Click on the Reports tab in the Forms & Surveys window. 2. Select the desired form or survey from the drop-down list. 3. View individual responses by clicking on Individual Responses. You can also access an individual response by clicking View next to the response record. 12 C2Forms_060315

17 Schoolwires Centricity2 Forms & Surveys 4. View the overall results by clicking on Results Overview button. a. Choose data to display in the Results Overview window by selecting a choice from the Display drop-down menu. b. Click on More to Manage Filters and Share Results. i. Click on Insert Filter to specify the data for which you are filtering. You may insert more than one filter. Uncheck the box next to the filter to de-activate it ii. Report Sharing allows you to specify those with whom you would like to share Overview Results. You can share reports with others who do not have access to Forms & Surveys. C2Forms_

18 Forms & Surveys Schoolwires Centricity2 5. From the Results Overview window, export Data by clicking Export Data. Data will be exported to a CSV file. a. Choose the Data Format option that you desire. Be sure to think about the question types that appear in your form or survey. For example, if you have used an Open-Ended multiple line item type, you may want to choose SPSS (Statistical Package for the Social Sciences) format in order to put each line of data into its own column. b. Click the desired checkboxes if you wish to include additional fields of response, user data or both. The Username will display when exported regardless of whether you check the box or not. c. Click on Export Data at the bottom of the window. You will be prompted to save or open the results file. Review Form or Survey Responses from the More Drop-Down You can click on the More drop-down list next to the form and select Analyze Responses to go directly to the Results Overview. 14 C2Forms_060315

19 Schoolwires Centricity2 Forms & Surveys Create Styles for Forms & Surveys Here is how you create styles for Forms & Surveys. 1. Click on the Styles tab in the Forms & Surveys window. (te: You must be working in a Site or Subsite Workspace to create styles). 2. Click on New Style. 3. Name your new style. Choose to create an entirely new style or copy an existing style. 4. Click Save. 5. To edit a Style, click on the Style Name. a. General Information i. Select from the Public Use drop-down list if you would like other editors to be able to apply this style to other forms or surveys. ii. Browse for a logo if you wish to add one to the top of your form or survey. iii. Select the desired alignment for the logo and the form. b. Borders and Colors Select colors for Matrix and Progress options. Adjust the background colors of the survey and page. Choose to display a border and select border options. C2Forms_

20 Forms & Surveys Schoolwires Centricity2 c. Font Styles Select Font color, size, weight, and family for all text in the form or survey. d. Header and Footer Insert HTML code into the Header and Footer of the form or survey as desired. e. Form/Survey Navigation Upload custom buttons for navigation if desired. Create an Item Library Item Libraries are collections of items (questions) that you can share so editors can insert them into a form or survey. You must be a Site or Subsite Director to add items to Item Libraries. Here is how you create an Item Library 1. Click on the Item Libraries tab in the Site or Subsite Forms & Surveys window. 2. Click on New Item Library. 3. Give it a Title. Choose to make the Item Library Active or Shared. Making it active will make the items available for use and making it shared will allow other editors to insert items from the library in their forms or surveys. Click Save. 4. To edit a Library, click on Library Name. Insert item types as you would when creating a new form or survey. These items will be saved for future use. Best Practices for Forms & Surveys Here are some best practices for Forms & Surveys. For each type of question, you can choose whether to make the item required. Users will not be able to complete the form without answering those specific questions. Be sure not to create too many items on one page. Add multiple pages to minimize scrolling. Users will be able to click next to view your additional pages/items. When using piping, you must put the piped answer on a subsequent page. You must change the status of the form to Active to allow data to be entered and recorded. You may not make extensive edits to a form without first clearing responses. If you need to retain the data, export it before you edit the form. 16 C2Forms_060315

21 Schoolwires Centricity2 Forms & Surveys Form Item Types and Examples Item Type Example or Requirements Random Answers? Point Values? Database Drop-down Here are the requirements: To use this question type, all that is required is that the user enters a valid SQL statement and the database connection string. When using this question type, be extremely careful to ensure that the SQL entered will return results, and that the database connection information is valid. If either of these is incorrect, no data will be displayed. The SQL statement must contain two columns called ItemValue and ItemDisplay. These two columns are used, respectively, as the value and the display text for each entry in the dropdown list. The correct way to make sure that your SQL contains columns with these two names is to use the "As" keyword in your SQL, as shown in the following example: SELECT state_code As ItemValue, state_name as ItemDisplay FROM tblstate ORDER BY state_name If you wish to use the same column for both the value and text, simply select that column twice in your SQL statement, and alias it using the "As" keyword, as follows: SELECT state_code As ItemValue, state_code as ItemDisplay FROM tblstate ORDER BY state_name The database connection string can be any valid DSN-less connection, or any valid DSN. Choice- Multiple Answers (Checkboxes) Choice-One Answer (Drop-Down) C2Forms_

22 Forms & Surveys Schoolwires Centricity2 Item Type Example or Requirements Random Answers? Point Values? Choice-One Answer (Option Buttons) Choice- True/False Choice- / Matrix- Multiple Answers per Row (Checkboxes) Matrix- Multiple Answers per Row (Text / Dropdown) Matrix- Multiple Answers per Row (Textboxes) Matrix-One Answer per Row (Option Buttons) Matrix- Rating Scale (Numeric) 18 C2Forms_060315

23 Schoolwires Centricity2 Forms & Surveys Item Type Example or Requirements Random Answers? Point Values? Open Ended- Comments Box Open Ended- Constant Sum Open Ended- Date Open Ended- Number Open Ended- One Line Open Ended- One or More Lines Open Ended- Ranking Presentation -Heading Presentation -Horizontal Rule (HR) Presentation -HTML Presentation -Image Presentation -Message C2Forms_

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