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Welcome to the ubc orientation to QUALTRICS

Learn how to create, edit, and distribute surveys on Qualtrics. Transition from FluidSurveys. Access support, resources & terminology.

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Welcome to the ubc orientation to QUALTRICS

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  1. Welcome to the ubc orientation to QUALTRICS 2017/18

  2. Learn to: • Create and edit questions • Layout your survey with skip and display logic • Manage the look and feel of your survey • Distribute your survey • View and Report on Data • Find more information on Advanced Features • Get more help! • ORIENTATION TO QUALTRICS learning objectives

  3. FLUID to QUALTRICS TRANSITION

  4. Inventory your surveys • Backup your FluidSurveys information in Word/PDF/.CSV format • Consider how you will redistribute your survey URLs • Prepare your resources for transition • Key dates: • Early adopter access - now • Qualtrics available for sign-in using CWL as of Mid December • FluidSurveys no longer available as of February 26, 2018 • Fluidsurveys to QUALTRICS transition

  5. Support and Resources

  6. Qualtrics support • 24/7 support options • Functional (how do I…?) experts • UBC Survey Tool Catalogue page • Links to Qualtrics On-Demand Webinars • FAQs • UBC-specific reference guides • Training materials • Existing UBC support channels including Learning Technologies, IT Service Desk • User accounts • Groups/administration • Functional (how do I…?) support • Support OPTIONS

  7. Qualtrics terminology

  8. FluidSurveys Qualtrics Survey Project Section Headings    Descriptive Text Style and Settings Look & Feel Deploy, Email Distributions Collaborate Share Project Research Core (formally called Insights) and additional modules • qualtrics terminology

  9. Qualtrics Privacy & Data Security

  10. Cloud service hosted in Canada • Amazon Web Services hosting in Toronto and Montreal (backup) • Privacy Impact Assessment (PIA) • Completed project PIA process during Request For Proposal (RFP) and Solution Implementation • Survey data ownership and sharing • User project sharing, group sharing, external collaborator sharing • Service access for support • Qualtrics support, UBC Administrator support • Data Privacy Protection • Anonymous survey settings, Transfer of ownership, Employee and Student Contacts • Privacy & Data Security • Available Information • UBC User Consent Agreement • UBC Survey Tool Privacy Information • UBC Survey Tool Terms of Service • FAQs • Questions or Concerns? • Contact UBCIT.Communications@ubc.ca

  11. Signing in

  12. UBC Qualtrics Account (CWL ID) • Self enrolled using CWL when first using the UBC Qualtrics platform (after Dec 15th) UBC Early Adopters Interim Account (email based) • Created as interim but can automatically merge with UBC Qualtrics Account when CWL is enabled Qualtrics Trial Accounts (Qualtrics.com) • Separate account, can be manually merged and migrated with UBC Qualtrics Account Other Existing Qualtrics Arrangement Accounts • UBCArts.Qualtrics.com (Arts) or Business.Qualtrics.com (Sauder) • Separate account which can be manually merged and migrated with UBC Qualtrics Account • Understanding Your Accounts

  13. https://ubc.qualtrics.com Who • Active Faculty, Staff and Students can access Qualtrics • CWL guest accounts (Preferred Method) • External Collaborators Signing In • Early adopters – with your email address and password reset link • Mid December - with your CWL username/password • Signing in

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