Edit an Attached Survey

Learn how to edit the details of a survey that has been attached to a program activity in PEARS.

After attaching a survey to a program activity, you can edit its details, such as the survey type, delivery date, name, aggregation setting, and online collection options.

1

Navigate to the Evaluation Section

From the PEARS homepage, hover over the Engage menu and click Program Activities. Select the program activity from the list to open its detail page, then scroll to the Evaluation section or click Evaluation in the progress panel.

2

Click Edit

In the list of attached surveys, find the survey you want to modify and click the Edit button.

3

Update the Survey Details

Modify any of the following fields as needed:

• Type — Change the survey type (Pre, Post, Follow-up, or Retrospective).

• Date Delivered — Update the date the survey was administered.

• Name — Update the custom name for this attached survey instance.

• Aggregate responses — Change whether responses are entered as aggregated totals or individually.

• Collect Responses Online? — Enable or disable online response collection via a public link.

• Expiration Date — Set or update the expiration date for the public link.

CAUTION: Changing the Aggregate responses setting after responses have already been entered may affect existing response data. Review your data before making this change.

4

Save the Changes

Click the Save button to apply your changes to the attached survey.

TIP: To change which survey instrument is attached (rather than just editing its details), you will need to remove the current survey and attach a new one. Removing a survey also deletes all response data associated with it.