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The Survey System "Home Page" and associated pages appear as follows:
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Current Quotations
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The first display tab on the "Home Page" screen is the "Current Quotations"
list.
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- View/Edit
Clicking on the "View/Edit" field will display the detail for that particular quotation.
- Survey Title
This is the display of the Survey Title for this quotation.
- Start Date/End Date
These are the starting and ending dates for this survey.
- Quotation Available
This field designates whether or not the survey quotation has been completed and posted by
Future Access for your review and approval.
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Quotation Details
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The "Quotation Details" screen
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- Estimate Comments
This field shows any pertinent comments about the particular survey quotation.
- Email List Estimated Cost/Approval
If an email listing was requested in the survey quotation, the price
for that list is stated here. If you agree to the cost specified, the "Yes" radio button
on the right should be clicked.
- Email Service Estimated Cost/Approval
If the delivery of an email list was requested in the survey quotation, the price
for that service is stated here.
If you agree to the cost specified, the "Yes" radio button
on the right should be clicked.
- Survey Estimated Cost/Approval
This is the price of the survey requested.
If you agree to the cost specified, the "Yes" radio button
on the right should be clicked. Failure to click the "Yes" button will cancel the quotation
and no further action on this quotation is required by you or Future Access.
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- Estimate Stipulations
These are any stipulations, assumptions, or requirements that may be attached to this
particular survey estimate.
- Estimate Terms And conditions
Listed here are the terms and conditions for payment of this survey.
- Terms And Conditions Approval
If you agree to the price quoted and the terms and conditions outlined, the "Yes" radio button
should be clicked. Failure to click the "Yes" button will cancel the quotation
and no further action on this quotation is required by you or Future Access.
- Check/Credit Card Type
Click on the method of payment you wish to use for this survey quotation. Checks may extend
the time for the completion of the survey process.
- Credit Card Number
If a credit card is selected, the credit card number needs to be entered here.
- Credit Card Expiration Date
If a credit card is selected, the credit card expiration date needs to be entered here.
- Name On Credit Card
If a credit card is selected, the name on the credit card needs to be entered here.
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Original Quotation Specifications
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- Quotation Sample(s)
Clicking on this field will display any samples originally sent for this survey. These will
remain on file until the completion of the survey process for reference purposes.
- Submit Approvals/Cancel/Exit
After you have selected the options want and approved the quotation, clicking "Submit Approvals
will notify the necessary persons to begin work on the survey process. A survey file will also
be opened on your home page whereby you can monitor the survey process. You can also refer back
to this survey quotation, as it will remain on file until the survey process is complete.
Clicking the "Cancel" button will negate the changes you made and you can review the survey
quotation at a later time. The "Exit" button will display if you have previously submitted
the approvals.
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Current Surveys
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The second display tab on the "Home Page" screen is the "Current Surveys"
list.
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- View/Edit
Clicking on the "View/Edit" field will display the detail for that particular survey.
- Survey Title
This is the display of the Survey Title for this survey.
- Start Date/End Date
These are the starting and ending dates for this survey.
- Owner
This is the owner's name for this survey.
- Number Of Respondents
This is the number of respondents who were sent the information for this survey.
When responses begin to come in for the survey, the number of responses will be
tabulated here and the percentage of responses versus respondents contacted will be
calculated.
- Completed
This field designates whether or not the survey has been completed and is ready for
review.
- Approved
This field designates whether or not you have previously
approved the survey.
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Survey Detail (Complete/Not Yet Complete)
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The "Survey Detail" screen
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- Survey Author
This is the name of the original person who submitted the
quotation for this survey.
- Survey URL For Review
Once the survey has been created by Future Access, the URL to
use to review the completed survey is placed here. When you
click on this link, you will be shown the completed survey in
the same form that the respondent would see it. When this
link is added, you will be notified by email.
- Start Date/End Date
These are the starting and ending dates that were originally
established for the availability of this survey to the
respondents. These dates may be changed prior to the
completion and acceptance of the survey's final form.
- Survey Owner
This is the name of the original person who assigned
ownership of this survey. This may be different from the
Survey Author. Multiple surveys may exist and be in
process simultaneously for your company with different
authors and owners.
- Number Of Respondents Notified
You can enter here the number of respondents that were
notified to take this particular survey. This entry is used
to calculate the percentage individuals who responded to the
Survey.
- Approved
This field signifies whether or not this survey has been
approved. Once the survey is approved by your company
representative, the survey is ready for distribution.
- Survey Quotation Sample(s)
This is the link to any original sample documentation that
was used in the construction of this survey.
- Exit/Submit Approval/Cancel
These buttons allow you to submit and save the updated
information for this survey or cancel any entries made.
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