Overview
The Survey section is your interface to enhance collaborate with Potloc on your questionnaire. It allows you to:- View the optimized version of your survey prepared by Potloc
- Compare the optimized version to the original you submitted
- Approve modifications or request revisions
- Leave comments for further adjusments
- Reorganize the order of the questions
- Filter and search questions to quickly find what you need
- Export your questionnaire for offline review
Please note that testing the survey as a respondent is not possible within the Survey Builder or any other part of the Platform. However, you can test the survey through the test link provided by your project manager.
About questionnaire versions
Questionnaire optimization is a critical phase of your study, as well-designed surveys are key to collecting high-quality data and generating valuable insights. On the platform, questionnaire versions are tracked throughout the optimization process, enabling you to review and refine your survey effectively.
Client Version - The initial version of your questionnaire, received from you or your team, serves as the foundation for future improvements and updates.
Optimization by Potloc - Once modifications begin, the survey status changes to "Optimization by Potloc" During this phase, you can track and compare different versions of your questionnaire to ensure all changes contribute to improving the survey's quality.
Client review - This step is starting once Potloc gives you access to the platform. It's time to collaborate and let us know what you think about the optimization we applied on your initial survey. A set of actions will be required to validate each optimizations we applied before moving to the next stage.
Validated & Final - When all actions are validated your questionnaire can be scripted by Potloc.
Key Features of the Survey Page
Validate and give your feedback on the optimization
The status filter allows you to validate and provide feedback on the optimized questionnaire. By categorizing tasks into statuses such as pending or approved the filter highlights specific actions required from you. This feature ensures you can quickly identify and complete the steps needed to move closer to validation.
Add and answer comments
Collaboration is made effortless through the ability to add and review comments directly on the Survey Page. You can provide input on specific questions while also accessing Potloc’s comments, which offer valuable context about the rationale behind certain changes. This streamlined communication fosters better collaboration and ensures clarity throughout the process.