Survey Solutions server administrator may adjust the workspace settings. These settings affect simultaneously all surveys and all users in a particular workspace on the server and have the effect immediately when applied.

These settings are visible only to the user logged in in an administrative role and can be accessed from:

• for the current workspace: Menu → Settings → Workspace settings.
• for any other workspace: Menu → Administration → click particular workspace name → Settings.

Export Encryption

This group of settings contains settings that control the encryption of the data archive produced when exporting the data from Survey Solutions.

When enable encryption checkbox is checked, the produced data zip-archive will be encrypted with a password that the administrator sees in the settings. To ensure high level of security the password can’t be typed in, but is generated using a random password generation algorithm to make sure the password is sufficiently complex. The administrator may request a different password to be generated by pressing the circular arrows button. There is no way of setting a specific password in this field.

Default = disabled

The field password must be populated with a valid password for encryption to take effect. There is no default password. To ensure the password is strong, the program generates one automatically. A new password can be generated by clicking on the refresh button.

Global Note

This group of settings contains only one setting that controls the server global note. When specified, the global note will be shown at every page for every user logged into the Survey Solutions Server.

Default = empty

• To specify the global note - specify a new note and click save.
• To change the global note - specify a new note and click save.
• To remove a global note - click the delete button.

You will see a message Note saved on successful update or deletion of the global note.

User Profile Settings

This group contains a single setting that controls whether the interviewers may update their contact information.

default = off

By default the interviewers may not update their contact information (such as email address or phone number).

• To allow interviewers to update their contact information - set the checkbox to checked state.
• To disallow interviewers to update their contact information - set the checkbox to unchecked state.

Interviewer/Supervisor application settings

This group contains the Interviewer/Supervisor application settings centrally controlled from the server by the administrator.

Enable automatic updates determines whether only the most recent version of the App (as installed on the server) may be utilized by the workforce to exchange data with the server.

default = on

By default only the most recent version of the app is permitted to exchange the data with the server. Users of all earlier versions are required to update to permit synchronization.

• To always require the tablets to update to version of Survey Solutions as installed on the server, set the checkbox to checked state.
• To permit the tablets to exchange the data with the server from earlier versions of Survey Solutions, set the checkbox to unchecked state.

This setting is only a recommendation. If Survey Solutions determines that e.g. the newly imported questionnaire has features not supported by the version installed on the interviewer’s tablet, it will still require to update.

The checkbox Enable notifications on device controls whether the notifications will be issued for interviewers during their work on the tablets.

default = on

• To show the notifications to interviewers set the checkbox to checked state.
• To not show the notifications to interviewers set the checkbox to unchecked state.

The checkbox Enable partial synchronization controls whether partial synchronization will be performed during synchronization with the server.

default = off

• To enable partial synchronization set the checkbox to checked state.
• To disable partial synchronization set the checkbox to unchecked state.

Numeric parameter Geography question accuracy sets the requested accuracy (in meters) for geography-type questions with automatic and semi-automatic measurement. It accepts integer values from 1m to 1,000m.

default = 10

Numeric parameter Geography question period regulates how frequently the points will be recorded in a geography-type question by setting up the period between the recordings of the points. The period is measured in seconds. Any value from 5 to 1,000 may be specified.

default = 10

Textual parameter ESRI API key is the key that the user needs to obtain from Esri to utilize online source of tiles for the base map layer when using the map dashboard or answering geography type questions in Interviewer and Supervisor apps. Additional details are in the online maps key topic.

Usage of the ESRI API key may (and likely will) cost you money. It is important to familiarize yourself with the pricing, plans, charges and limits as applicable. These conditions may be changed, possibly even without prior notice. Pricing and billing conditions may depend on whether the user is a private user or an organization. All of the billing for this service occurs between you and the corresponding provider, the Survey Solutions developers are not charging you for this service.

By default the API key is blank (not specified) and the online maps are not selectable.

default = “”

Web interview settings

The checkbox Web interview email notifications controls whether respondents to web surveys may request an email with a link to resume the interview if the interview session gets interrupted.

The email with the resume link is only sent when a bulk email service provider is set up, otherwise it is not sent out even if this checkbox is checked.

default = off

• To allow respondents to request an email with a resume link set the checkbox to checked state.
• To not allow respondents to request an email with a resume link set the checkbox to unchecked state.

Company logo

Here one can customize the logo that is displayed when the user logs into the Survey Solutions data server or the Interviewer App.

default = neutral themed image

Survey Solutions is deployed with a neutral image that may be customized to the organization’s or survey’s logo.

• To change the logo, click on Choose File button and select an image from the local machine. Image will be displayed on the settings page. Click Save when ready to use this image on all the login screens.

• To remove the logo, click the Remove logo button.