Survey Task

The following steps explain how to edit and activate a Survey Task after it has been added from the Task Index. 

1. From the Tasks page in your Education Harvester, click on the row for the Survey Task. 
2. Then, select the Edit button.

3. In the task editor, modify the following: 

• Task Title: This is the name users will see on their Task List. 
• Due Date: Sets a visual (not enforced) deadline for users. 
• Status: Set to Active to make the task visible to users. 
• Task Order: Determines the position of the task on the Task List.

4. Apply these optional filters: 

• Course Filter: Filter the task to presentations with a specific Course Name. Course Names can be added or updated in Worksheet E (Course Name column). If you migrated data from Scorecard, this dropdown usually reflects Scorecard Submission Types.

• Track Filter: Use checkboxes to filter by Track(s). Tracks can be managed in the Core Details panel of each presentation or updated via presentation-focused worksheets.    

• Build Code Filter: Filter presentations using Build Codes: 
  • P = Presentation 
  • G = General 
  • H = Hidden 
  • M = Session

5. Set a Cutoff Date to prevent users from submitting after a specific date. For example: Set this to August 1 to block submissions after July 31. 
6. Enter one or more email addresses (separated by semicolons) in the Auto-Email Administrator(s) box to receive a notification each time the task is completed.
7. In the Instructions field, add the text that users will see when they first enter the Task. Use the Hotkeys located below the text field to customize the Instructions based on your event’s needs.
   • Hotkeys are pulled from the Users worksheet and are linked to Custom Presentation Fields, if applicable. You can also customize the ####PRESENTATIONINFO#### Hotkey using the additional Hotkeys provided.
8. Adjust the Text Label on the Continue button, if desired.
9. Start adding questions by selecting a question type from the dropdown menu. Then, indicate whether the question is required (Yes) or optional (No).

10. Enter the question text in the Question to Ask column.
11. Add instructional text to display beneath the question, if desired.
12. Choose a Custom Profile Field for data mapping, if applicable.

13. For Checkbox, Dropdown, and Multiple Choice questions, enter the possible answers separated by pipes ( | ).
14. Use the Yes/No dropdown under Enable Encryption on the far-right column to enable or disable encryption.

15. Filter by Role or User (Optional)

• Role Filter 
  • To see which roles are active, navigate to the Settings page, expand the General tab and select Role Filter. 
  • In the task editor, select only the roles you want the task shown to.
• Speaker Filter
  • You may also assign the task to specific users by selecting names from the user list. 

16. Finalize and Test 

• Select Update Task in the upper right corner of the page to save your changes. If any required fields are missing, a warning message will appear at the top of your screen.
• Test the task by logging in as a user to ensure everything is working as expected.

17. Hide the Task from Users (Optional) 

• To temporarily hide a task from users, toggle the eye icon next to the task title. 
• The row will turn pink, indicating it is hidden from users but still visible to administrators.

If you have questions or need any assistance, please reach out to your Project Manager.