How Compyle Users can Complete Survey Responses for Participants, Households, and Organizations
Compyle enables participants, households, and organizations to fill out their own survey responses online. Additionally, Compyle users can also complete surveys on behalf of participants. For example, a teacher can record student responses during an in-person class, or social workers can enter responses while performing home visits.
Responses can be completed for one participant at a time or for the entire list of survey instance participants.
To complete a response for survey participants, first open the list of data collection categories.
Find the data collection that contains the survey form, and click its name to open it.
Then click the name of the survey to open it.
When the Survey Form Management Folder opens, find the survey instance where the response needs to be completed. Click on the name of the instance to open the instance overview.
To complete the survey for a single participant, click the participant name. Or click the three-dot icon at the end of the participant row and choose Take Survey.
When the survey response opens, you will see the participant details on the left and the data entry fields on the right.
At the bottom, there will be both a "Save" and "Save and Complete" button.
- Save: saves the work in progress
- Save and Complete: submits the survey response
To complete survey responses for multiple participants, expand the three-dot Actions menu, and click the three-dot icon at the top of the Participants section and choose Participant Multi Entry Form.
By default, questions are listed vertically along the left, and participants are listed along the top.
To switch this arrangement, click Flip.
To find a particular participant, you can also use the search field at the top.
If you want participant responses marked as Complete, tick the Complete on Save box. You can do this for all participants at once by checking the Complete on Save that is not connected to a specific participant.
After recording participant answers, be sure to click Save. Required fields and calculation fields will be enforced, but form logic rules do not apply in the multi-entry format.
