Creating an Automapped Combined Survey

1. In Survey Designer, create and launch the master survey that will be used to provide the schema to combine the data from the other surveys (the metadata about the questions, answers and labels that will be used in the combined survey).

   This can for example be done by picking a survey from those you want to combine - one that has most of the questions you want to be in the combined survey. You can then copy this survey, modify the copy by removing/adding questions you want in the combined survey, and then launch it. Alternatively, if the surveys are based on a template, you can use that as a starting point, copy it and modify it.

   Note: This survey must not be added to the hub separately. If it is added then the system will think it is a regular survey. This survey must not be used for any other purpose than to provide the schema for the auto-mapping.

2. The data collection surveys you want in the combined must all be given a keyword, and be launched and added to the correct hub. If the surveys are created from a template or copied a previous survey, the keyword will be included automatically when the survey is created. Do not set this keyword on the master survey you use for the schema for the combined survey.

3. If the survey(s) hasn’t been added to the hub yet, open the SmartHub application, go to your hub, and add the survey to the hub. This can be done at any time, also after you have created the combined survey.

4. Click the Surveys icon in the SmartHub sidebar and click Auto-combine surveys.

   
   Figure 1 - Selecting Auto-combine surveys

   The Combine survey using auto-mapping page opens.

   
   Figure 2 - The Combine surveys using auto-mapping page

5. In the Keyword field, type in the keyword that is to be used for selecting the surveys from the hub that are to be added to this combined survey.

   Any survey with this keyword that is added to the hub will be registered and included in the combined survey.

6. Select the survey that is to be used as the schema for the combined survey.

   All the surveys you have access to are listed. Note that any surveys that are already used for a combined survey are not included in the list.

7. Click Create combined survey.

   The combined survey is created to include all surveys that are in the hub that have the defined keyword. The Manage Survey page for the selected master survey opens. Loading to vault and to mart will now start in the background. After a while, if you reopen or refresh the page, statuses and counters will have been updated.

You can now create your reports based on the data from this combined survey.

Note: Any survey that is later added to the hub and that has the appropriate keyword, will be added automatically to the combined survey.

• The name of the master survey, its ID and the keyword used are given in the title bar. This is the survey that will be used to provide the combined data for your reports.

• The green dot in the title bar (ringed in the image above) indicates that the data from the combined survey is loaded into the Mart, and the date/time stamp beside the dot indicates when the data was last synced.

• Edit Source - opens the master survey for editing in Survey Designer. Any changes made will be applied after the survey is relaunched.

• Remove - allows you to remove the combined survey from the hub. Note that any surveys linked to the combined survey are not affected - they will remain in the hub for later use as required. Once a master survey is removed from the hub, it must be recreated if it is later required.

• Settings - allows you to set up Data Synchronization or edit the question labels.

• The green dots towards the right end of the survey rows (ringed in the image above) indicate that the data from that survey is saved in the vault. Hover the mouse pointer over the dot to open a pop-up with details of the save task.