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{bgcolor:E6E6FA} h3. Create a New Survey or Poll {bgcolor}
DIRECTIONS to CREATE A NEW SURVEY OR POLL
# From the Opinio homepage, select *New Survey/Poll* from the left panel navigation menu.
!survey 1.jpg!
# Enter a unique name for the new Survey/Poll and click *Create.* Your newly named survey/poll should be now be listed to the Opinio homepage in the *Survey/Polls* section of the page. Click the link to launch the Survey/Poll Administration page. The Administration page is where you view the survey/poll details, check the status of respondents, and access the main features for building the survey/poll page. See Survey/Poll Administration in the _Opinio Help_ for complete details.
# Enter the *Start Date* the poll is available for responses. Click the *Start Date* link to change the default date, which is the date the poll is created. Select the *Calendar* icons to display a calendar from which to choose a *Start* and *Stop* *Date*, or directly edit the date and time in the *Open from:* (Start) and *Opened to:* (Stop) fields. Click *Save* to save all changes.
#* The default *Stop Date* (Open to) is one week from the *Start Date*.
#* The format is Month/Day/Year, Hour Minutes, AM/PM.
!survey startstopdate.jpg!
# A confirmation page displays to verify the action taken. Click *OK* to continue back to the *Survey/Poll Administration* Page where the poll profile is detailed.
{bgcolor:E6E6FA} h3. Delete a Survey or Poll {bgcolor}
All survey information (for that survey) will be deleted when you choose to delete a survey.
DIRECTIONS to DELETE A SURVEY:
1. Click on the survey link in the navigation bar.
!surveynav0.jpg|align=center,width=105,height=368!
2. Click "delete" on the survey you want to delete.
!delete_survey.jpg|align=center,width=684,height=328!
3. Click "ok" on the pop-up window to delete the survey.
{bgcolor:E6E6FA} h3. Customizing Look and Feel {bgcolor}
After designing the poll questions, the next step is to create a customized look to the page the respondents will access and complete. There are several preset templates to choose from or, depending on your HTML skills, the author can develop a unique look by editing the HTML of the default template, or one of the preset templates.*
BASIC SETTINGS
# Select *Look and Feel* on the left navigation panel.
# Click the *Simple* tab if it is not already selected. Choose one of the preset templates by selecting the radio button.
# Choose the Layout parameters or keep the defaults.
#* *Form Width* \- Increase or decrease the default value 250 to change the form width.
#* *Number of Columns* \- Choose between 1, 2, or 3 columns for displaying questions.
#* *Question Numbering* \- Choose between *None* (no numbering), *Default* \- (1,2,3...in the default font), and *Custom*. The *Custom* selection requires that custom numbering be setup on the *Questions* menu and selecting the *Custom Question Numbers* link.
# Click *Save*.
# Click *OK* on the *Confirmation* Page.
# Click *Preview Survey/Poll* to check the results.
ADVANCED SETTINGS
# Select *Look and Feel* on the left navigation panel.
# Click the *Advanced* tab.
# Choose the source style you wish to modify. Choose from the default template or one of the preset templates. The HTML that is loaded is dependent on the style selection.
# Modify the code for the selected template in the Advanced Poll Style field to create a unique, customized look for the Survey/Poll.
# Enter the *Form Width*, *Number of Columns*, and *Question Numbering* settings in the *Layout* section.
#* *Form Width* \- Increase or decrease the default value 250 to change the form width.
#* *Number of Columns* \- Choose between 1, 2, or 3 columns for displaying questions.
#* *Question Numbering* \- Choose between *None* (no numbering), *Default* \- (1,2,3...in the default font), and *Custom*. The *Custom* selection requires that custom numbering be setup on the *Questions* menu using the *Custom Question Numbers* link.
# Click *Save* to save any changes
# Click *OK* on the *Confirmation* page.
# Click *Preview Survey/Poll* to check the results.
{bgcolor:E6E6FA} h3. Previewing a Survey or Poll {bgcolor}
Previewing your Survey or Poll lets you take the survey and view it in the format it will be presented to those who will take the survey when it is published. It is a great tool to use to make sure your survey/poll looks and behaves as intended and designed.
DIRECTIONS to PREVIEW A SURVEY OR POLL
# Click the survey/poll link on the navigation bar
# Click on the survey you want to preview
# Click Preview Survey/Poll
The survey/poll tool will open the preview survey/poll in a new window.
Here is a *checklist* things that should be checked before publishing the poll:
* If piping tags are used, make sure that all piping tags are correctly placed.
If your survey/poll is translated, go to the *Translations* page and make sure that all translations are up to date.
* Set the date to open the survey/poll. Make sure that the open dates are set to the date you want the surve/poll to be accessed by respondents. By default, the survey/poll is open for one week only, starting from the date the poll was created.
* Unlock the poll by clicking the *Unlock Poll* link on the *Survey/Poll Administration* page. Ensure that the traffic light icon on the *Survey/Poll Administration* page is green, and not red.
{bgcolor:E6E6FA} h3. Working with Page Breaks {bgcolor}
{bgcolor:E6E6FA} h3. Publishing a Survey {bgcolor}
DIRECTIONS to PUBLISH A SURVEY
# Click the 'Publish Survey' link.
# There are several ways to publish and send the survey to respondents:
* Send the link on the 'Publish Survey' page.
* Use invitations to automatically send an email to all respondents on the invitee list. For more information on invitations, see the Invitations video [here.|http://web.mit.edu/stellar-help/survey_startpage.html]
* Print the surveys using the 'Print Survey' link on the 'Publish Survey' page.
Checklist before Publishing a Survey
* Survey has been tested (especially branch conditions, if any)
* Survey open dates are set
* Survey is unlocked (green light on the survey admin screen)
{bgcolor:E6E6FA} h3. Reports and Data {bgcolor}
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