"What's New" in SurveySolutions/EFM v2.0

"What's New" in SurveySolutions/EFM v2.0 is a one-day course meant to instruct experienced SurveySolutions/EFM users in the latest features of our version 2 product. Students must have previously completed a two-day, full curriculum training course in order to attend the "What's New" in v2 course. Students are expected to have a previous level of SurveySolutions product knowledge, including proficiency in beginning and advanced Questionnaire Design, survey deployment and reporting.

The course features topics as follows:

Getting Started – the new look of the /EFM home page
Login - workgroup
Survey, Respondent Group, User Administration controls
SS/EFM design environment/dashboard

Questionnaire Design
Question headings
Piping – from respondent profiles
Email triggers, scoring, end page designer
Advanced branching

Deployment or Respondent Sources
Open Participation
External Email/Access List
Workgroup Respondents

Survey Testing Mode vs Open Surveys
Testing mode vs open surveys – data integrity
Determining final deployment type
Distribution links

Select Participants
Select, manage, import participants

Survey Invitation Process
Creating the invitations
Managing the initial invitation, 1st , 2nd, 3rd reminders

Manage Responses
Filter responses
Import and validate records
Deleting, storing and exporting responses

Manage Reports
Review of reporting types
Standard reports
Quick stats & charts

Workgroup Respondents
Working with respondents – create, import, edit, filter
Profiles – creating, editing, managing data

• Access White Papers
• Read Business Reports
• View Demos