Snap XMP Help

Amending an individual’s information held in Snap XMP

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There may be situations that require you to amend data relating to a survey participant in your Snap XMP data, for example when an individual exercises their right to rectification as part of GDPR compliance.
The participant data held in Snap XMP that you may need to amend includes:

  • the participants’ submitted response data
  • the participant details used for the email invitations and survey login information

Amending submitted responses held within the survey

Amending the response data is done in Snap Desktop. The following steps outline the process.

  1. In Snap Desktop, open the Survey Overview window SurveyOverviewIcon.png .
  2. Select the online or offline survey that you need to amend, and open by pressing Enter. If it is an offline survey that is not displayed, use Browse to find the folder containing it.
Browse the offline surveys
  1. For an online survey, the responses synchronize when the survey is opened. If required, you can synchronize your survey responses by clicking Synchronize Responses 15.SynchronizeButton1.PNG on the main Snap Toolbar.
  2. Open the Data Entry window DataEntryIcon.png .
  3. Find the responses and amend the data as necessary. Use Filter Cases to help you find any responses from the participant.
Filter the data responses
  1. Save the changes SaveIcon.png .
  2. For offline surveys you may have archive files; you can update them by overwriting the archived data. In the Survey Overview window, select the survey and click Archive Survey ArchiveIcon.png .

ArchiveDlg.PNG

  1. A generated file name with the .adf extension is defaulted. If required, change the location and file name to match the archived file you wish to overwrite, by clicking Browse.
  2. Check the Include Raw Data box to include the case data in your archive.
  3. Click OK to archive the survey. If the survey has previously been archived to that location, you will be asked if you want to overwrite the existing file. Click Yes.
  4. A confirmation message is displayed when the archived is completed. Click OK.

Note: To fully amend the data, all previously created archive files, cloned surveys, or other copies of the survey data that specifically identify the individual also need to be amended. This includes re-running any reports containing information that can identify the individual participant.

Amending a participant’s details from the mailing and logins list

In a survey that uses a list of participants to provide email invitations and/or logins, you may need to update the participants’ information. The participants’ details for a survey are initially uploaded from a database or file in Snap Desktop or Snap Online. The details should be first updated in the source database or file. The following instructions show how to upload to Snap Desktop or Snap Online again.

Amending in Snap Desktop

  1. Open your database of participants and make the relevant amendments. (If you have uploaded multiple database files to your survey already, you can create a new database with just the necessary participants’ details, clone the existing database link and select the new file.)
  2. In Snap Desktop, open the survey that is linked to the database of participants.
  3. Choose File | Database links, select the relevant database link and click Run.
Database links dialog listing the links for the survey
  1. In the Run Database Link dialog, select Update Participants in the Participants and Seeding list.
Update participants
  1. Click OK to update the participants’ email invitation and login information.

Amending in Snap Online

  1. Open your Excel, CSV or TSV file and make the relevant amendments.
  2. In Snap Online, select the survey that is linked to the participants’ file.
  3. In the Summary tab, click the Collect link.
Summary tab for the selected survey with Collect highlighted
  1. Select Participants in the side menu and then select the Participant list. This shows a list of all the participants for the survey.
Upload participants
  1. Click Upload Participants, select the updated participant file and click Next.
  2. There are three options. Select Update Participants to update with the changes made to the participant file.
Update participants in the Participants wizard
  1. Click Next to proceed through the Upload Participants wizard. Click Upload to update the participants’ email invitation and login information.

If there is a topic you would like a worksheet on, email to snapideas@snapsurveys.com

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