Managing preferences

Preferences are settings that users can configure which customize the User Interface (UI). Expand the Preferences button group. Then, select either General or Reports to check or edit your user preferences.

General

The General Preferences applet is broken down into three sections: Authentication, Application, and Survey. The default options are shown below for each setting. To return one's user preferences to the default settings, click on the Restore Defaults button. To save changes, click Commit Changes before exiting the screen.

Authentication

The following settings are included under Authentication.

Show status toast on login

If set to Yes, a notification will appear upon logging in to IntelliSurvey, displaying details about the user's last login.

Display alert on quit

If set to Yes, the application launches a warning if the browser tab is closed while a session is still active. Click Leave to close the browser tab.

Clear background on session timeout

If set to Yes, the application creates an opaque visual barrier over the interface if the user session is automatically logged out. This happens after a period of extended inactivity.

Application

The following settings are included under Application: HOME default page, Theme, Timezone, and Use workspaces. 

HOME default page

IntelliSurvey defaults to the Survey Navigator screen as its HOME screen for all users with a role of Standard User or higher. From this applet, users may search through a sortable table of all surveys to which they have access. If the user prefers using the dashboard view instead, they may change the Home default page setting to Dashboard.

Theme

IntelliSurvey is traditionally displayed in a lighter colored (Light) theme with white and light gray backgrounds and gray lettering. Users may instead apply a Dark theme, which can be easier on the eyes via a dark gray and black background with white lettering.

Timezone

The IntelliSurvey platform will default to the time zone detected by your computer or connected device. If you wish to change the timezone, first deselect the box to the left of Automatically detect timezone. Then, select a new timezone from the dropdown menu. For more information on how we use timezones, see Time zone usage in the IntelliSurvey platform.

Use workspaces

Setting the Use workspaces preference to Yes enables the platform to save "workspaces" for the users. Activating this setting allows the user to save all open application tabs in a given browser window as a "workspace," similar to how some internet browsers will allow a user to reopen the last pages they had been viewing when the browser is reopened. For users who open multiple application tabs in multiple browser windows, each of these can be saved as a workspace for reuse each time they log back in to an IntelliSurvey server.

When Use workspaces is first set to Yes, the platform will save the current workspace after the first tab transition is performed. (The address bar location will be updated to use the "wksp" format.) Users may access their saved workspaces by clicking on the dropdown menu in the top right-hand corner next to their username, then selecting Workspaces. Users will be able to choose other available saved workspaces or select Manage, which will take them to the Workspace Manager modal.

Hovering over one of the other workspace options will cause a tooltip to appear, listing the application tabs included. Selecting a workspace from this menu will open it in another browser tab.

Workspace Manager modal

The Workspace Manager modal displays a list of all available workspaces. The current workspace (the workspace from which the Workspace Manager was opened) will be displayed in bold. Clicking the expand button will enlarge the workspace's row and display the full description of the workspace if one has been provided. Clicking on a workspace's row will allow the user to Refresh or Delete the workspace. If Delete is chosen, a modal will appear, asking the user to confirm deletion of the workspace first.

The modal provides the following information in its table:

Survey

The following settings are available under Survey: Quotas default visualization mode, Default group, AutoSave (and AutoSave Frequency), and Enable sound notifications.

Quotas default visualization mode

This setting pertains to the Quota Manager applet. The default setting of Compact (below left) shrinks the quota tiles to fit more onscreen at one time. The Full setting (below right) expands the tiles to the full width of the screen and displays more information per quota.

Default group

This dropdown menu allows you to select a user group to automatically give access to when you create new surveys. The default setting here is No Team. The number of groups listed here will vary per user. 

For survey creators who regularly share their surveys with fellow team members, this is a useful setting that can be leveraged to ensure team members always have access to newly created surveys.

Once a default group has been selected and committed in your preferences, the Create Survey applet will display a new dropdown with which the user may choose a Team Role. A role must be chosen for your team in order for them to be added to the survey. The default Team Role is No Rights, which means team members will not show up as users for the survey.

AutoSave

Although users can also turn on AutoSave with the Survey Editor for a particular survey, this preference allows users to set AutoSave to Always on for any survey they create. Setting this field to Always on activates the AutoSave Frequency field. Then, select the desired auto-save time interval from the dropdown menu.

Enable sound notifications

If Yes, a sound notification is played when parsing a survey successfully completes or fails with warnings or errors.

Reports

Users are able to choose pre-populated report filters or have faster access to manual adjustments with these preferences.

Response reports

The Response Reports field defaults to No. The system will wait for instructions from the user before populating any respondent data since "All records" and "All Questions" is often a very large table to produce. Setting the preference to Yes increases initial load time of the report, but filter selections need not be made prior to viewing data.

Topline reports

The Topline Reports field defaults to Yes. The system will automatically generate a collection of tiles when the reporting applet is opened. Users who prefer the application wait for instructions before creating any tiles should change this setting to No. Setting the preference to No decreases initial load time of the report, but filter selections must be made prior to viewing data.