Set Permissions for a Survey

  1. From the PEARS homepage, hover the cursor over the Plan menu and click on Surveys
    The Surveys list displays. By default this will show a list of active surveys only.
  2. If the desired survey is not yet active, click the x next to the Active filter.
  3.  Click the Title of the survey to have permissions set.
  4.  The Survey Detail View displays. Click the Permissions link in the progress pane.

    The Survey Permissions page is displayed.
  5. Select from the drop-down menu whether or not to share this survey with others.
  6.  Click the +Add Shares button to add a share to the survey.

    The “Add Share” options page displays.
  7. Select a Scope from the drop-down menu.
  8. Type into the User, Unit, or Organization fields the name of the user, unit, or organization to share this survey with.
  9. Select from the drop-down menu whether to allow the user, unit, or organization to make copies of this survey.
  10. Select from the drop-down menu whether to allow the user, unit, or organization to view all responses attached to this survey.
  11.  Click the Save button to add the share.
  12. Repeat steps 6 through 11 as needed to add more shares.
  13. Click the Edit button to change the settings of any active shares.
  14. Click the x button to remove any shares that are no longer required.
  15. Click the Save button to save at any point.
  16. Click the Save and continue button once permissions have been set up.