Learn how to copy an existing survey in PEARS to create a customized version.
You can copy an existing survey to create a new survey that starts with the same questions and settings. This is useful when you want to customize an existing survey or create a version with minor modifications.
1
Open the Survey
Navigate to the survey detail page for the survey you want to copy.
2
Click Copy
Click the Copy button on the survey detail page. The copy form appears.
Screenshot: The survey copy dialog showing the Survey Name field pre-filled with Copy of followed by the original name, checkboxes for Questions and Permissions to include in the copy, and the Copy button
3
Edit the Survey Name
The Survey Name field is pre-filled with "Copy of" followed by the original survey name. Edit this to give the new survey a unique, descriptive name.
4
Select Data to Copy
Choose which elements to include in the copy:
Questions — Check this box to copy all questions and their response options from the original survey.
Permissions — Check this box to copy the sharing permissions from the original survey.
5
Click Copy
Click the Copy button to create the new survey. PEARS creates the copy and opens it for editing.
TIP: Copied surveys start in Draft status, regardless of the original survey's status. You can freely edit the questions and settings before activating the new survey.
NOTE: You can only copy a survey if the survey owner has granted you copy permission, or if you are the survey creator.
