How do I duplicate a survey?

Modified on Fri, 25 Apr at 2:07 PM

Learn how to duplicate a survey.



 


In your Studies Overview, click on the button showed above, near to the deletion button. This button appears when you hover over your study hand have the necessary management rights. A new window will pop up where you can update the name and the status of the new duplicated survey. Also you will find all required information about default options as well as configuration options for this action.


What will be duplicated by default?

Step 1 General: All configurations from the initial survey, including language. The user duplicating the survey will be the coordinator of the survey.

Step 2 Access: Some configurations from the initial survey, including the collaborator who duplicates the survey with all management rights. The Product Support user is added by default for support. The duplication of all other collaborators and roles are part of the configuration options below.

Step 3 Forms: All configurations from the initial survey, including all survey forms and form settings (e.g. field dependencies).

Step 4 Workflow: All configurations from the initial survey, including study step settings (e.g. step name, forms, tab dependencies) and participant consent.

Step 5 Trigger Events: All configurations from the initial survey, including validations, mirrored fields and notifications.


What configuration options do I have when duplicating a survey?

Collaborators: If toggled on, you will give all invited collaborators access to the new survey. Collaborators will receive the same role as well as management rights assigned to them.

Roles: If toggled on, you will duplicate all existing roles to the new survey. Activating this option is necessary to duplicate collaborators as collaborators can only exist with the assigned role.


Then click 'Duplicate'.





✉️ Still have questions? 
Feel free to contact your Customer Success Manager or email us at support@climedo.de.


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