Survey-To-Document Feature

The Survey-to-Document feature allows you to turn survey responses into documents automatically. You decide if you want the documents to be automatically posted, or to be available for review and editing before posting. This feature makes it easy to create Situation Update Boards on your PIER site. Here are some benefits:

• Non PIER Users can now post documents
• Input of content is fast and easy
• The input form provides prompts for the desired information
• Ideal for posting updates from the field - especially from handheld devices
  

Basic procedures are listed below. We encourage you to Contact Us for a consultation so we can help you design the most effective use for this powerful new feature.

How to Set up a Situation Update Board 

1. Create a Folder that the update posts will be published to.
2. Create a PIER Survey to set up a form to accept information updates
   1. Add a few simple questions to the survey form that prompt the submitter to enter the desired information. For a basic situation update you might use the following questions:
      • Your Name
      • Subject
        
      • What’s Happening Right Now
      • Follow up requested
   2. Set up the Survey-to-Document settings
      
      
      
      1. Auto Document = Yes
         Causes any submitted surveys to automatically become a PIER document in the designated Document Type
      2. Auto Post
         Auto Post = Yes will automatically approve and post every submitted survey.
         Auto Post = No will create an unposted document for every submitted survey. This allows a PIER User to log in and review or edit each submission before posting.
      3. Headline / Subheading
         Allows you to select responses to survey questions to automatically become the Headline or Subheading for the document that will be created. For example, choose "Subject" as the Headline, and "What's Happening Right Now" as the Subheading.
3. Add Information Update Board to Website
   1. If your site is public and you want the update form available publicly, you can add it to the Menu Bar or make a link on the Homepage to the survey form and posts. Read more about how to link to a survey form .
      
   2. Your Update Board can also be password protected for a select audience using Guest Groups .
      

Here are some examples of the resulting functionality:
Site visitors submit updates through the prepared Survey form:



The Homepage and Menu Bar can be updated to include links to posted updates:



Updates are viewed by clicking on a list of posted documents:

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