Managing survey templates
Edit a survey template
Once a survey template is created it can be edited using the Questionnaire window.
- Click Survey Overview
on the Snap XMP Desktop toolbar. This opens the Survey Overview window.
-
Select Online surveys
or Offline surveys
depending on the location of the survey template.
- Select the survey template.
- Right click and select Edit Template from the menu. This opens the Template details dialog.
- Click OK. This opens the questionnaire window to edit the survey template in the same way as a questionnaire. Note that the Data Entry window is not available for a survey template.
- Click Save to save any changes to the survey template.
Delete a survey template
A survey template can be deleted in the Survey Overview window. Surveys created using the survey template do not require it after the survey is saved.
- Click Survey Overview
on the Snap XMP Desktop toolbar. This opens the Survey Overview window.
-
Select Online surveys
or Offline surveys
depending on the location of the survey template.
- Select the survey template.
- Right click and select Delete Template from the menu. This opens the Delete template dialog.
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- Select the options, Template file and/or Temporary back up files, to delete.
- Click Delete then click Yes to confirm that you want to delete the template.
Rename an online survey template
This is only available for online survey templates.
- Click Survey Overview
on the Snap XMP Desktop toolbar. This opens the Survey Overview window.
-
Select Online surveys
and select the survey template.
- Right click and select Rename Template from the menu. This changes the name to an editable field in the Survey Overview window.
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- Enter the new name and press Enter to save.
Synchronising an online survey template
Synchronisation is a method of transferring information between Snap XMP Desktop and Snap XMP Online. This keeps the survey templates and surveys as well as other data up-to-date in both Snap XMP Desktop and Snap XMP Online. This is only available for online survey templates.
- Click Survey Overview
on the Snap XMP Desktop toolbar. This opens the Survey Overview window.
-
Select Online surveys
and select the survey template.
- The Download
and Upload
menu options are used to synchronize the template with Snap XMP Online. They are located on the Survey Overview toolbar.
- Select Download
from the toolbar to download the latest version of the survey template from Snap XMP Online.
- Select Upload
from the toolbar to upload the latest version of the template to Snap XMP Online.
- A progress bar displays the status of the Download or Upload.