Global Survey Submit Events

Global Submit Events may be configured for a Survey that may or may not be utilized within a DatStat Discovery configuration.

Global Survey Submit Events are used to Add Participants to a Participant List, Update Participants on a Participant List, Assign a Participant to a Derived Participant List, send an Email Alert or send a SMS Text Alert.

They occur anytime a survey is submitted.

Creating a Global Survey Submit Event in the Enterprise Manager

1. In the Enterprise Manager
2. Expand the Project to view the Surveys within the Project
3. Click on Surveys
4. Click on the Edit Survey Submit Events Icon
5. Select the Data Collection Methods and Submission Types

Collection Methods

• Illume Collector - These are the standard surveys submitted online by Participants
• Data Import - Data uploaded to the survey data set with the Data Manager by a User with the Data Import feature enabled
• Remote Data Submit - Survey Data that has be captured by the Remote Data Collection process (submit events take place when RDC synchronization occurs)

Submission Types

• Full Submission - Complete Submission
• Partial Submission - Any point where the participant has stopped the survey before the end.  This event takes place when the data posts from the web server. A partial submission can take place multiple times if the participant starts and stops a survey multiple times. Depending on your system settings, the posting of data from the web server can occur every 10 to 30 minutes.

6. Enter an Event Description - Optional
7. Click Save Event
8. Click the Add Action Group in the upper right corner
9. Add the Name of the Action Group
10. Select the Participant List for which the actions will impact

11. Click the Save button
12. Click on the Action Conditions Tab, which is now enabled
13. Click the Add Action Condition   Icon to select from Survey or Participant data for the conditions
14. Enter appropriate conditions using the to save each row before adding another
15. If the Action Condition Comparison Type is “Complex Expression” write out the Complex Expression in the Action Comparison Type Advanced Field

NOTE: Use the Edit icon to edit specific conditions and the Delete icon to delete

16. Click the Actions Tab
17. Click the Add Action icon in the Actions Tab
18. Select the appropriate Action from the drop-down
19. Enter the appropriate information depending on your Action.

• Email Alert - Enter Email information, click Save Email Alert Action when completed See Creating an Email Job for more information on the Email Fields
• SMS Alert Action - Enter the SMS information and Click the Save SMS Alert Action button See SMS Alerts for more information
• Update Participant - will update the same participant who is taking the survey
• Select the Participant Properties to update using the to save each
• Add Participant - Adds an Unauthenticated Participant to a Participant list
• Select the Participant List where the Participant is to be added
• Select the Participant Properties to add using the to save each
• Assign Participant - Assign a Participant from one Derived list to another that is associated to the same Master Participant List
• Select the Destination Participant List - NOTE: This must be another Derived List associated to the same Master List or a Master list to its associated Derived List
• Select the Participant Properties to set on the new list from the fields on the existing list

20. Click Save and OK when complete