Manage Member Exit Survey

Welcome to the Manage Member Exit Survey screen. From this main screen, you can perform a number of key functions and navigate to other screens. You can also view summary information about the survey’s questions.

Screen Functions and Navigation

You can perform a number of functions on this screen, including:

• Survey Instructions – Edit overall survey instructions (2000 character limit).

• Category – Change which categories (and all associated questions) are displayed.
• • Switch between categories by using the “Category” dropdown menu located beneath the survey instructions.
  • You can also choose to “Show Active Questions Only” by clicking the checkbox.
  • Apply these changes by clicking the “View” button. 
• Pg # – Assign or change question page numbers by using the dropdown menu in “Pg #” column.
• • The range of page numbers available in the dropdown menu is defined in the Manage Categories screen.
  • If there are any gaps between selected page numbers, no blank pages will be displayed to the member.
  • Note: These page numbers defined in the Staff Portal may not necessarily reflect the page on which questions display in the Member Portal. For instance, this could be due to inactivated questions or because one page applied to only one program.
• Seq # – Assign or change sequence numbers by typing the desired sequence number in the small text box in the “Seq #” column (four digit limit).
• • The sequence numbers for each page begins at 1. For example, if the first question on pg. 1 has a sequence number of 1, the first question on pg. 2 can also have a sequence number of 1.
  • Gaps between sequence numbers are permitted.
• Active – Activate or inactivate questions by clicking the checkbox in the “Active” column.
• • Active questions are visible to members.
  • Inactive questions are hidden from members.
• edit – Edit an existing question by clicking the “edit” link to navigate to the Add/Edit Member Exit Survey Question screen and modify the question.
• Add New Question – Add a new question to the survey by clicking the “Add New Question” button at the bottom of the screen.  This will navigate to an empty Add/Edit Member Exit Survey Question screen where you will be able to create a new question.
• Save – Confirm any changes to the main screen (such as edits to the overall survey instructions, changes in a question’s page or sequence number, or activating/inactivating questions) by clicking the “Save” button at the bottom of the screen.
• • Note: Clicking “Save” on the Manage Member Exit Survey screen will trigger the “Publish” button to appear on the bottom of the screen.
• Cancel – Undo any changes to the main screen by clicking the “Cancel” button at the bottom of the screen.
• Preview – Generate a preview of the survey by clicking the “Preview” button in the “Preview Survey” box at the bottom of the screen.
• • The survey preview is displayed in one continuous HTML view, but will have lines and page numbers showing where the page breaks occur and on what page each question appears on the Member Portal. It includes all active questions, including dependent questions.
  • Make sure to first select the desired program from the dropdown menu.
• Publish – Publish a new survey.
• • Adding a new question, editing a question, or inactivating a question will create a new version of the survey. Once changes are confirmed by clicking the “Save” button on the Manage Member Exit Survey screen, a “Publish” button will appear at the bottom of the screen.
  • Do not click this button until you are ready to publish a new version of the survey. Publishing a new version of the survey will make it live to members.
  • If a member is in the process of completing their survey when a new version is published, he or she will continue to see the previous version when they return to complete their survey.

Other important screens linked from this main screen include the following:

• Manage Categories – Navigate to the Manage Categories screen by clicking the “Manage Categories” link below the “Category” drop down field.
• edit – Navigate to the Add/Edit Member Exit Survey Question screen by clicking the “edit” link on the far right side of the screen.  You can also go to this screen by clicking on the question text under the “Questions” heading.
• Add New Question – Navigate to the Add/Edit Member Exit Survey Question screen by clicking the “Add New Question” button at the bottom of the screen.
• View Historical Versions – Navigate to the View Historical Versions screen by clicking the “View Historical Versions” link in the “Preview Survey” box at the bottom of the screen.

List of Member Exit Survey Questions

• QUEST ID – This four digit number is automatically generated when a new question is saved.
• Questions – The beginning of the primary question text is displayed here. Clicking on this question text will open the Add/Edit Member Exit Survey Question screen. If an asterisk (*) appears before the question text, this means that this question was created or edited after the publication of the most recent survey.
• QUEST Type
• • PO – “Primary Only” – A question with no dependent questions or sub-questions.
  • PD – “Primary Dependent” – A question with at least one response that triggers a dependent question.
  • PS – “Primary Sub-Question” – A question with sub-questions.
• Pg # - The page number assigned to this question. See discussion above.
• Seq # - The sequence number assigned to this question on a given page. See discussion above.
• Active – This checkbox indicates whether or not this question is active and therefore displayed to members.
• Response Type – The following response types are available options on the Add/Edit Member Exit Survey Question screen.
• • Single Radio Horizontal
  • Single Radio Vertical
  • Single Dropdown
  • Multi-Select
  • Numeric Textbox
  • Textbox Large
  • Textbox Small