Before you begin, it is important that you pay attention to what database you are in. You should be in the College Wide database. The top left of the screen will tell you which database you are in and the top right side you can select the database and choose College Wide.
1. Create Evaluation Period
i. Create the Evaluation Period by navigating to Setup>Evaluation Period.
ii. On the next screen click Add New.
iii. On the next screen enter the Period Name, Short Name, and Start Date. Select Shared Status. Click Save.
2. Create Survey
i. Create the new survey by navigating to Survey>Survey Administrations.
ii. On the next screen select New Standard Survey Administrations.
iii. Enter the new survey information. Select Standard Survey, type in your Survey Name, choose Students will assess Faculty, choose Default program, select your evaluation period that you created in Step 1, choose Do not copy settings from an existing survey or template, then click Add.
iv. Repeat these steps for each new survey you want to create.
3. Select Questions for New Survey
i. Select questions for your new survey by navigating to Survey>Survey Administrations.
ii. Within the survey you just created click on the chat bubble with the 3 dots named Select Q's.
iii. Next you will select the question category from which you would like to chose questions and click View Questions.
iv. Next you can choose individual questions or Select All and click Save.
v. Repeat these steps for each survey.
4. Select Courses for New Survey
i. Select courses for your new survey by navigating to Survey>Survey Administrations.
ii. Within the survey you just created click on the book icon under Select Courses.
iii. Next you will choose the courses that apply to this survey. Click Apply Data Filters to populate the list of all active courses for this period.
Additionally you can use the Course Designation Data Filters to minimize your selection.
iv. Repeat these steps for each survey.
5. Configure Display Options
i. To configure display options in your new survey navigate to Survey>Survey Administrations.
ii. Within the survey you just created click on the page icon under Display Options.
iii. Expand the Question Category, Sub-Category, and Question Setup section and select Allow participants to select the individuals they will assess, then click Save.
iv. Repeat these steps for each survey.
6. Configure Results Access
i. To configure results access in your new survey navigate to Survey>Survey Administrations.
ii. Within the survey you just created click on the edit icon under Results Access.
iii. Next check the boxes as shown below and click Save.
iv. Repeat these steps for each survey.
7. Set Survey Details
i. To set survey details in your new survey navigate to Survey>Survey Administrations.
ii. Click on the new survey you created.
iii. On the next screen for Published Deadline choose 3 weeks after the semester ends. For the Auto-Open date/time leave blank until you have completed step 8. (After you have completed step 8 add the date you will be finished with setting up the survey.) For the Auto-Close date/time put the same date as the Published Deadline. Select the box that says Send Confirmation Email and add your email address. For the Relative to Courses make the same selections as shown below. Click Save.
iv. Repeat these steps for each survey.
8. Verify Open and Close Dates
i. To verify new surveys have open and close dates navigate to Survey>Survey Administrations.
ii. Within the survey you just created click on the settings icon under Detailed Settings.
iii. On the next screen before checking courses click on Reset Availability under Action to update Course Start/End/Release values.
There will be a pop up message to alert you that Availability has been updated. Click OK.
iv. On the next screen you will see all of the classes. Pay attention to classes highlighted in Red or Green. This might be because some classes may have already ended. Click on the blue link for the classes in Red or Green and add the custom open and close dates to the Survey Open Override and Survey Close Override fields. Survey Open Override - set it to the same date as you plan to release the course evaluations. Survey Close Override - set it to the date that is 21 days after Survey Open Override (or total number of days course evaluation will be open relative to the course end date). Click Save.
v. Complete this for any classes in red.
vi. Once you have completed these steps go back to step 7 and fill in the survey Auto-Open date/time.
vii. Repeat these steps for each survey.