Survey Types

Survey types are used to define what information will be gathered on a particular type of space survey. When a user assigns a space survey, he must first select the survey type which defines the set of values that users will have the ability to view and modify when performing the survey.

To open the Survey Types page:

  1. Open the Administration Menu page.

  2. Under the Space Survey Admin heading, click Survey Types.

ClosedAdd a Survey Type

To add a survey type:

  1. Click the Add Survey Type link.

    The Add Space Survey Type dialog box appears.

  2. In the Name field, enter a unique name for the survey type.

  3. In the Tab Order field, enter a numeric value.

    The Tab Order indicates the position, in menus, where this value will be listed. Lower numbered values are displayed toward the top of the list. Values will the same tab order will be sorted alphabetically.

  4. In the Active field, select Yes to make the survey type active.

    Inactive survey types remain in the system, but do not display to users.

  5. In the Default field, select Yes to set the survey as the default.

    Users associated with a space can access the default survey type for that space without the survey being assigned to them. This allows users to make changes to a space outside of normally scheduled surveys.

  6. In the Description field, enter a description of the survey type.

  7. Select one or more of the following check boxes to specify the type of information that should be collected on space surveys of this type:

    • Complex Allocations – information about how the space is categorized if simple categorizations have not been defined; complex allocations allow space to be classified under more than one category

    • Categorization – information about the categories used to classify this space and indicate how the space is owned and allocated

      You can add any or all of the following fields to include in the survey type by typing in the value or selecting the value by clicking the plus button: 

      • Allocated Individual - the person the location is allocated to for charge back or reporting purposes

      • Allocated Group - the department the space is allocated to for charge back or reporting purposes

      • Functional Sub-Category - defines the type of activity that occurs in the location beyond the functional category; for example, if the functional category is Student Services, the functional subCategory might be Financial Aid

      • Space Type - further defines the subCategory of the space; for example, if the category is Manufacturing, and the subCategory is Biomedical, the type might be Clean Room

    • User Defined Fields – information stored in any user-defined fields associated with the space

      You can add user-defined field groups to the survey type by typing in the value or selecting the value by clicking the plus button

    • Occupancy – information about the type and number of occupants that a space can hold and currently does hold

      You can add any or all of the following fields to include in the survey type by typing in the value or selecting the value by clicking the plus button: 

      • Capacity - a numeric value indicating the number of occupants the space can hold

      • Unnamed Occupants - the number of unnamed occupants, such as unnamed students or clients

      • Unnamed Occupants Description - a description of unnamed occupants (for example, Students or Clients)

      • Occupying Individual Primary - the name of the space's primary occupant

      • Occupying Individual Non-Primary - the name(s) of the space's non-primary occupants

      • Occupying Group - the department number of the group assign to the space

  8. Click ADD.

    The survey type is added to the list. The name of the user who added the survey type and the date and time it was added are displayed.

ClosedEdit a Survey Type

Limited modifications are allowed on survey types to rename the survey, modify the description or tab order, or to inactivate it. You cannot edit the check boxes and change the information gathered by a space survey.

You cannot edit the check boxes and change the information gathered by a space survey. The best practice is to inactivate the current survey type and then create a new one with the appropriate information check boxes selected.

You can modify a survey type that has already been associated with existing space surveys, however, existing surveys will not change. Only new space surveys that are assigned after the edits are made will reflect the changes you make.

To edit a survey type:

  1. Click the Edit button next to the survey type you want to edit.

    The Edit Space Survey Type dialog box opens.

  2. Modify any of the following values:

    • Name – the name of the survey type
    • Tab Order – the position in which the code will be displayed in drop-down menus
    • Active – whether the survey type is active (displayed to users)
    • Description – the description of the survey type

  3. Click UPDATE.

    The name of the user who last updated the survey type and the date and time it was updated are displayed.

ClosedDelete a Survey Type

Survey types can be deleted if they were entered in error.

If the survey type has been used, you cannot delete it. You can, however, edit it and change it to be inactive so that users can no longer access it.

To delete a survey type:

  1. Click the Edit link next to the survey type you want to delete.

    The Edit Space Survey Type dialog box opens.

  2. Click the Delete link in the top-right corner of the dialog box.

    A dialog box opens asking you to confirm your choice.

  3. Click OK.