Checkbox 5 Manager Navigation

Checkbox is organized into five 'Managers':

• Survey Manager
• Users Manager
• Styles Manager
• Libraries Manager
• Settings Manager (cog icon at far right)

Each Manager has a similar menu-dashboard layout. When a Manager is opened, you will find a list of entities on the left side of the screen. This list may contain surveys, users, styles, libraries, or application settings depending on which Manager you are accessing. When you select an item on the left side of the screen, a dashboard will expand on the right side of the screen. This dashboard provides an at-a-glance view of all pertinent data related to that particular item.

CHECKBOX TIP: Use the 'Search' field to search for terms either universally or by category (Surveys & Folders, Responses, Users, Reports, Groups, Invitations).
CHECKBOX TIP: Use the 'Admin' drop-down to log-out/log-in, and to contact Checkbox Support if you have a support contract.

The Survey Manager is the database where all of your active and inactive surveys and survey folders are stored.

Select a survey to view the Survey Dashboard, which gives you at-a-glance access to various survey features, including:

• Edit Survey
• Survey Properties
• Activation and Response Limits
• Permissions & Resume & Edit Options
• Responses & Exporting
• Reports
• Invitations

To expand a Dashboard Menu, select the arrow on the menu bar.

Select a folder to expand it and view any surveys the folder contains. The number in parentheses ito the right of the folder name indicates the number of surveys contained within that folder.

Add and manage users within the User Manager. On this page you can create, modify or delete user profiles, import lists of users or email addresses, create and modify user groups, and designate user access roles and permissions.

To add/import users, click on the 'Users' tab from the menu on the left. From there, you can select the orange Add New User/Import Users buttons.

To edit existing user information, select the desired user from the list on the left and use the buttons at the top of the user dashboard on the right to modify:

• Login Credentials
• Profile Properties
• User Roles
• Group Memberships

To add groups, select the 'User Groups' tab from the menu on the left. From there, you can click the Add New Groups button.

To edit a group, select the desired group from the list on the left and use the settings options in the dashboard to the right.

If you would like to send survey invitations to individuals without setting them up as registered users, simply click the 'Email Lists' tab and then the orange 'Add New Email List' button. From here you can either manually type or cut and paste email addresses into the text box, or upload a file from your computer.

The Styles Manager is where you create, import, and modify style templates to be applied to surveys and reports.

To add a new style, click the 'New Survey Style' button.

NOTE: To apply a style to a particular survey, navigate to the Survey Manager, select a survey to open the survey's dashboard and select Configure >> Appearance

Preview an existing style by clicking on it in the list on the left.

Edit an existing style by selecting the 'Edit' button above the preview screen on the right. Styles can be personalized by changing fonts, colors, borders, headers, footers, and more. They can be made public or kept private depending on the security options you choose.

Store frequently used question items in your Libraries Manager to draw from when creating surveys. Question libraries are a great way to save, share, and group questions.

To add a new library folder, click the 'Create Library' button.

To edit an existing library, select the desired library folder and use the settings buttons at the top of the items list on the right. To add a new item to your library, select the 'Add Item' button. From here you can choose to build a new survey item, or copy existing items from other libraries and surveys.

To edit an existing library item, select the desired library folder and use the 'Edit' buttons to modify individual survey items.

Select the COG icon at the top right of the application window to enter the Settings Manager. From the Settings Manager you can configure Survey, Report, User, System and Application settings and defaults. Any changes you make in the Settings area will be applied across your entire Checkbox account for all users.

CHECKBOX TIP: Customize survey & validation text under Application Text
CHECKBOX TIP: Add more user attribute fields to user profiles under User Settings

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