Snap XMP Help

Creating a new survey

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In Snap Desktop there are two types of survey; online surveys and offline surveys.

  • Online surveys
  • Offline surveys

Online surveys are surveys that are available in both Snap Desktop and Snap Online. They can be organised in folders that are shown in both applications. The online surveys are kept up to date and the response data synchronized between the two applications.

Offline surveys are surveys that are available in Snap Desktop only.

Creating an online survey

Your Snap Online account must be set up before you can use online surveys in Snap Desktop. Further details can be found in Setting up the online survey framework.

  1. Click Survey Overview SurveyOverviewIcon.png on the Snap Desktop toolbar. This opens the Survey Overview window.
  2. Click Online Surveys 5.OnlineSurveysIcon.png on the Survey Overview toolbar to show the online surveys.
  3. Click 1.NewSurveyIcon.png to create a new online survey.
  4. Choose one of the survey templates as a starting point for the new survey. If there are user-defined survey templates available you can choose User Templates or Snap Templates.
  5. The last used survey template is chosen by default. When you first use Snap Desktop, the Blank Template is selected as the default. This creates a survey with editions for PC/laptop, tablet, phone and paper. Select the survey template and click Next.
Select the survey template that the survey will be based on
  1. In the New Online Survey dialog, enter a name for the survey and select the folder to add the survey. Click OK.
New Online Survey dialog
  1. This creates the new survey. You can now build your questionnaire in the Questionnaire window. The tabs for the different editions are shown at the bottom.
Questionnaire window showing the new survey with the editions tab highlighted

Creating an offline survey

  1. Click Survey Overview SurveyOverviewIcon.png on the Snap Desktop toolbar. This opens the Survey Overview window.
  2. Click Offline Surveys 6.OfflineSurveysIcon.png on the Survey Overview toolbar to show the offline surveys.
  3. Click 1.NewSurveyIcon.png to create a new offline survey.
  4. Choose one of the survey templates as a starting point for the new survey. If there are user-defined survey templates available you can choose User Templates or Snap Templates.
Select the User Templates
  1. The last used survey template is chosen by default. When you first use Snap Desktop, the Blank Template is selected as the default. This creates a survey with editions for PC/laptop, tablet, phone and paper. Select the survey template and click Next.
Select the survey template that the survey will be based on
  1. In the New Survey dialog enter the survey name and title. You can enter further information in the available text fields. Click OK.
New Survey dialog
  1. This creates the new survey. You can now build your questionnaire in the Questionnaire window. The tabs for the different editions are shown at the bottom.
Questionnaire window showing the new survey with the editions tab highlighted
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