If you edit your screener, the saved changes will overwrite your past versions. Your most recent version will be live for all future participants to see and complete. Any past versions will be read-only.
To edit a screener survey, visit your project workspace. Under the Screener survey section, click "Edit". You'll be taken to a new page with our screener survey builder. It should look familiar—it's the same tool that you used when launching your project. Here, you can make and save your changes as you'd like.
If you often draft screener questions in other tools, it’s easy to bring them into UI. Copy and paste answer choices directly into the builder using command or control + v. UI will automatically create a new row for each answer choice added.
To add a page to your screener, click "Add new page" at the bottom of any page.
After you've created at least one new page, a trash can icon will appear in the top right corner of each page, allowing you to delete pages until you have one left. Keep in mind, deleting a page also deletes all questions inside the page. Each page is displayed as its own card, which can be collapsed or expanded as needed.
If you’d like to duplicate a page, you can do so using the duplicate icon on the top right corner of the page.
To move a question, click and drag the "grip" icon (it looks like a group of 6 small dots) in the top left corner of the question box. You'll be able to drag the question to any position you'd like, including new pages.
To change your question format (e.g. Pick One vs. Pick Any), click into the question. Then, click the name of the question type. A drop-down will appear and you can then select what kind of question you want.
To add an “Other” option to Pick One and Pick Any questions, click the Add “Other” option checkbox at the bottom of the page. This will give participants the option to select “Other” and enter text into a response field.
If you’d like to change the criteria behind a specific response (accept, reject, etc), click on the question. You'll see the criteria listed to the right of each response. Simply chose the criteria you'd like to apply to the response.
Below are a few important notes to keep in mind while editing your screeners:
Any questions? Email our Project Coordinator team to assist.