File Survey Overview Page

1: Header

The Header section provides the current status of the survey as well as important actions.

1 Survey Name and Status: Shows the name of the file survey and if it is currently live.

2 Import File: A button to import a new file or loop.

3 Delete: A button to delete the file survey.

4 Edit: This button opens Survey Designer, where you can modify or delete parts of the survey schema and rename your survey.

Note: In Survey Designer, the Survey ID is a P-ID, while in Hub, it is an E-ID. However, a File Survey in Survey Designer can only be accessed through the Hub, not directly via Survey Designer.

2: Overview

The Overview section provides important details about the survey.

1 Type: Specifies the Survey Type

2 Last Synced: Displays when the last synchronization with the hub occurred.

3 Created by: Indicates the user who created the survey.

4 Created on: The date and time the survey was created.

3: Synchronization Schedule

The Synchronization Schedule section outlines the data synchronization settings.

1 Description: Displays the current synchronization schedule.

2 Sync Now: Click the Sync Now button for immediate manual synchronization.

3 Drop-down arrow: Click the drop-down arrow to access both the "Sync Now" and "Schedule sync" options.

4: Trend and Key Metrics

The Trend and Key Metrics section provides insights into survey data.

1 Time Period Selector: A dropdown menu to select the time period for the data shown (e.g., "This week").

2 Bar Chart with Completion Rate: Displays data trends, such as the number of completes and other statuses.

3 Completes Count: Total number of responses

4 Questions Count: Total number of questions analyzed.

Note: Metrics will only appear only after synchronization.

5: Mapped Files

The Mapped Files section provides details about files linked to the survey.

1 File Name: The name of the mapped file.

2 Level Name: The associated level or category of the file.

3 Added On: The date and time when the file was added.

4 Added By: The person who added the file.

5 Import Icon: A button to import additional data or loops.

6 Delete Icon: A button to delete the file, and all imported files underneath it. This will not delete the schema; Only the responses imported in that file.

Note: To delete or modify parts of the schema, such as questions, answers, or settings like scores, use Survey Designer. Remember to launch the survey after making changes to ensure they are reflected in the Hub and Reporting tool.

6: Dataflows

The Dataflows section provides an overview and management interface for dataflows.

1 Name: The identifier of the dataflow.

2 ID: Unique identification number for each dataflow.

3 Last Run Status: Shows the outcome of the most recent run.

4 Current Status: Shows the current state of the dataflow.

5 Create Text Analytics Dataflow: Click this button to access the new text analytics dataflow wizard.

6 View All: Click this button to access the Automations and Dataflows functionality.

7 Dataflows List: Displays a summary of available dataflows. If no dataflows exist, the screen shows "No data found".

7: Activities

The Activities section provides an overview of recent user activities.

1 Activity Type: Displays the type of activity performed.

2 Status: Shows the current status of the activity.

3 User: Shows the user who performed the activity.

4 View All: Click this button to access the full activity log.

5 Activities List: Displays a list of recent activities. If there have been no recent activities, the screen shows "No data found".