Guide: System Navigation Overview
Overview
It is important when using the system to be able to find and utilize features quickly and efficiently. This article and accompanying links will provide a navigational tour of our platform which you can use to familiarize yourself with.
Launch Pad
When you first log into the system, you will land on the 'Pulse' Page. This will give you a snapshot of all your projects and any important information. You then have the option to click the the 'All Surveys' tab to see the list of all of your projects.
Reference Articles:
Dashboard
Once you find the specific project you want to review or work on, you will want to go to the project 'Dashboard'. This will allow you to get any malformation you may need at a high level.
Reference Articles:
- Quick Access Menu
- Tabs: General
- Tabs: Terms and Dropouts
- Tabs: Quotas
- Tabs: QA
- Tabs: Order Sample
- Tabs: Links
- Tabs: Admin
- Tabs: Graphs
Build & Edit
If you are programming surveys, the next area you will need to learn, is the 'Build & Edit' Tool. This is where all the survey building magic happens.
Reference Articles: