Creating Assignments One at Time

June 29, 2017

Step 1

Log in to your server using the headquarters username and password

Note that each institution using Survey Solutions will utilize their own server. Consequently, your username can differ from the one depicted above


Step 2

Select the Survey Setup tab, and click on Questionnaires.

Step 3

Create the new assignment for your questionnaire.
Click on the questionnaire template you want to create a new assignment for, and then click on New Assignments  from the pop-up menu. 

Step 4

Fill out as many identifying fields as you would like. You do not need to fill out all the identifying fields. Interviewers will be able to fill out any identifying fields left blank so you may want to leave identifying field blank if you think the Interviewer would be able to more accurately fill out that information.

Step 6

Specify the quantity for the assignment. The quantity is the maximum number of interviews that can be generated for that assignment. For example, if you want your interviewer to perform 5 interviews for the assignment, you would put ‘5’ in the Quantity field. To specify an unlimited number of interviews for that assignment (previously known as census mode), leave the Quantity field empty. The quantity can be changed later if you want to increase or decrease the number of interviews.

Step 7

Specify who will be responsible for the assignment. Select the supervisor or interviewer that will be responsible for the assignment. The field allows you to search for the supervisor or interviewer by their username.

Step 8

Click on the blue Create button to generate the assignment. After creating the assignment, you will be taken to the Assignments dashboard where you will see your newly generated assignment at the top of the list.