Xerox Survey Tool User S Guide

Xerox Survey Tool User S Guide

Xerox Survey Tool User’s Guide

Overview

  • Xerox provides a survey tool to create and administer surveys to internal and external clients. The internal (xww.survey.world.xerox.com) and external ( tool are the same system but use separate user accounts.
  • For example, an account created on the internal tool will not work on the external tool, and vice versa.
  • It is possible to have an account on both the internal and external system, but only xerox.com email addresses are allowed to become survey administrators.

Creating an account

  • Browse to either xww.survey.world.xerox.com (internal) or (external).
  • Click on ‘Create an Account’
  • Enter your full name, Xerox email address, and password, then click ‘Register.’

NOTE:

  • You must register using a Xerox email address.
  • Accounts function on a per-website basis. That is, accounts created on the internal site WILL NOT WORK on the external site, and vice versa. You must create a separate account for each site.

Creating a Survey

  • Log in by clicking on ‘Manage Your Surveys’ and entering your Xerox email address and password.
  • Click on the ‘New Survey’ button.
  • Enter the appropriate information in the fields. ALL FIELDS ARE OPTIONAL EXCEPT TITLE AND END DATE.
  • Allow Anonymous Participation: At the end of the survey, the user will have the option of submitting their results anonymously. These results will be identified by a unique response ID instead of an email address when viewed in the survey report.
  • Notify Admin When Survey Is Taken: An email is sent to your Xerox email address whenever the survey is taken.
  • Allow Multiple Responses: A user is able to take the survey multiple times with the same email address.
  • When you are done, click ‘Create Survey.’ Your new survey will appear under the ‘New Surveys’ header in the Survey Management page.

Adding Questions to your New Survey

  • Click on the ‘Edit Questions’ link under your new survey in the Survey Management page.
  • Click ‘Add Question.’
  • Select the type of question you would like to add.
  • Fill in the appropriate fields, and click ‘Add Question.’
  • Your new question now appears in the Edit Questions page. You can edit it by clicking the pencil, delete it by clicking the X, or move it up or down by clicking the arrows.

Previewing your Survey

  • Before you launch your survey, you may want to preview it. To do so, click on the ‘Preview’ link under your survey.
  • You will be taken through the survey process as though you were taking the live survey. When you click ‘Submit’ at the end, your results will not be saved, and you will be returned to the Survey Management page.

Launching your Survey

  • To make your survey open for users to take, you must first launch it. Click on the ‘Launch’ link to make your survey live.
  • Your survey will now be moved to the ‘Open Surveys’ section of the Survey Management page. The code displayed under it is the special code your user must enter to access your survey.
  • You will receive an email with a link to your survey that you can distribute to your users.

Viewing Survey Results

  • You can view the results of your survey at any time after it has launched. Just click on the ‘Results’ link under your survey.
  • To make your survey results public, click on the ‘Share Report’ button. Anyone will be able to access the report using the link displayed. To stop sharing, click the ‘Stop Sharing Report’ button.
  • To change the type of chart for a particular question, click on the ‘Chart Type’ dropdown box and select your preferred chart.
  • To only display results from certain users, scroll to the bottom of the report and check the users you want to show. Click ‘Filter’ to view those results.
  • You can download a CSV report of the results by clicking on the ‘Download CSV Report’ button.

NOTE:

Excel truncates cells to 255 characters max. This is a feature of Excel and not an issue with the survey tool. To view full responses, import your CSV file into a program like Access.

Re-Opening a Closed Survey

  • When a survey reaches its end date, it automatically closes and does not allow further responses.
  • To re-open a closed survey and continue allowing responses, click on the ‘Re-Open’ link under your survey and enter a new end date.

Getting Help

  • The survey tool features an extensive knowledge base accessible from the ‘Support’ link.
  • For questions not answered in this document or in the knowledge base, you can contact support by clicking on the ‘Ask a Question’ button in the knowledge base.