This article provides a comprehensive guide on using the Custom Question Type Editor in EFS. It covers the process of creating, prototyping, and administrating custom question types, including the overview page, creating new question types, and configuring various settings. The Overview Page Question types you create with the editor are available in the Questionnaire editor […]
Category: How-to
How-to: Service Layer
This article provides a comprehensive guide on how to use and configure the EFS Service Layer, which is the API that allows access to key EFS functionalities from external applications. Configuring the Services A dedicated configuration menu allows viewing and configuring of the services, which are available on your EFS installation. The menu is in Options → Service-Layer. The Service-Layer menu is […]
How-to: Accessibility
This article provides information on accessibility features in the Responsive Layout 3 standard layout and Portals. It covers accessible surveys, improvements in the exterior view of Portals, and various accessibility enhancements for different components. Accessible Surveys The Responsive Layout 3 standard layout includes major improvements in accessibility for surveys. The Information section informs users whether […]
How-to: Translator Interface
This article provides a comprehensive guide on using the EFS Translator Interface, a tool designed for translating questionnaires directly into EFS. It covers various aspects of the translation process, from logging in to managing multiple languages and exporting/importing translations. Logging In The login to EFS Translator Interface is performed via the URL of the respective […]
How-to: Cookies
This article provides comprehensive information about cookies used in EFS (Enterprise Feedback Suite). It covers the types of cookies used in different areas of the system, including Projects, People, and Portals, along with their purposes and durations. Projects The following cookies are used in the Projects section of EFS: Name Purpose Duration __Secure-#md5-hash#-cookiePolicy(until the 21.2 […]
How-to: My First Survey
This article provides a step-by-step guide on how to create your first survey using EFS Survey, a professional all-in-one solution for online surveys. It covers the process of creating an anonymous survey, building a questionnaire, and preparing the survey for distribution. Creating an Anonymous Survey After logging in, the home page of the software is […]
How-to: Survey Distribution – Anonymous and Personalized Survey
This article provides a comprehensive guide on survey distribution in EFS, covering both anonymous and personalized surveys. It explains various methods for delivering surveys to participants and managing participant data. Anonymous Survey In the case of anonymous surveys, you don’t know the participants beforehand. In the survey menu under project information you can find several options in the Distribution section for […]
How-to: Monitoring the Progress of my Survey
This article provides a comprehensive guide on how to monitor the progress of your survey using EFS (Enterprise Feedback Suite). It covers various features and tools available to track survey responses, manage email distributions, and ensure data quality during the field phase of your survey project. Mail Report For personalized surveys, the Mail report is your go-to […]
How-to: Automating Processes in the People Module
This article provides a comprehensive guide on automating processes in the People module of EFS. It covers the basics of automation and presents three practical scenarios for implementing automated workflows in different panel types. Automation Basics The basis for the automation of processes in the People module are groups and grouping filters as well as update rules. […]
How-to: Keeping Track of my Panel
This article provides a comprehensive guide on how to keep track of your panel using the Statistics menu in the People module. It covers two main topics: Panel Statistics and Quotas, offering step-by-step instructions on how to create detailed panel statistics and set up quotas to monitor your panel population. Panel Statistics Panel statistics allow […]