Opening an existing survey

The Survey Navigator acts as the home landing page when you log into the IntelliSurvey platform. From here, you can view and search for any of the surveys that you have been granted access to.

Surveys can be opened from the Survey Navigator by:

• Clicking the hyperlinked survey ID (name) in the grid
• Clicking a pinned survey tile at the top
• Double-clicking a row in the grid
• Selecting the survey through Quick Search

Opening a survey

When you open a survey, you will be directed to Fielding Overview, Metrics, which displays tiles for monitoring quotas, terminations, and general survey activity.

The Survey Navigation menu provides access to tools organized by survey stage (Build, Field, Analyze), plus a Settings group for managing users and survey configuration. To open another survey, return to the Survey Navigator by clicking Home at the top of the menu.

For more screen space, minimize the menu with the collapse button, and restore it with the expand button.

Opening a survey in another browser tab

When you open a survey, it opens in the same browser tab. If you wish to open the survey in another browser tab, use Ctrl-click (PC) or Cmd-click (Mac) instead of a double click.