Getting to Know your Survey Building Platform

What you'll learn

During your survey set up process you will become very familiar with the Panorama platform and its functionality. To help you help started, this article with show you the different features available to you as you dive into your survey creation process.

NOTE: This article only applies to you if you have access to Panorama's survey creation tools. If you see an 'Admin' button on the top right-hand corner of your screen, then this article is for you! If you work with a Panorama Professional Services Manager to create your surveys and share your results, they will build your surveys for you.

Landing Page

If you are new to Panorama, after you log into your Panorama platform your landing page will look similar to this. To get started with the creation of your next round of surveys, please click on the "Admin" icon at the bottom left-corner or the top right-corner of your screen. 

NOTE: If this is your first time running surveys with Panorama, your landing page will look a little bit different. You can get started clicking on the "Admin" button or on the "Start a new project" button.

Project Timeline

This is the place where you will be able to create and see all your survey projects.  A project contains all of the surveys you are hoping to launch within a similar time frame. You cannot create a survey without first creating a project to house it in. 

Here you will be able to create your first survey! In your project summary page you will find all the surveys created under a project. Your project summary will show at a glance how many surveys are live or closed, as well as on the draft stage. You can also toggle between projects to see past administrations.

Survey Content Setup Page

Select content by copying from past surveys or create new content using Panorama's instruments.

Roster Upload Page

Upload your roster file with all the information needed to create your surveys. Guidelines for roster uploads vary from survey to survey. You can find data upload guides and templates here.

Review and Approve Surveys Page

Once your content has been selected and your roster file uploaded, the final step will be to approve your surveys. You will be able to review or make edits to your content or roster before approving your surveys.

Additional Resources

Once your survey is approved and live, you are ready for survey administration! You will then find in-platform instructions on how to do the following:

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