Online Technology for Research & Insight

FAQs: Top-level asset management

Frequently asked questions. Click on any question to see the answer.

Top-level survey management


TLS01 How do I download a full list of surveys created in my account?

Available to Account Holders and Full Users only: Click on the Manage menu in the blue ribbon at top right, and select the "Manage Surveys" option. This will display all the surveys in your account by category (at right) or Unassigned (at left). Use the links at the top – "Status Summary" or "Category Summary". From here you can either download the summary by status or category or the full survey list using the Excel icons at the top of the pop up.

TLS02 How do I delete a group of surveys?

Available to Account Holders and Full Users only: Click on the Manage menu in the blue ribbon at top right, and select the "Manage Surveys" option. The management interface will appear showing your Unassigned surveys on the left and Categorised surveys on the right. Click on the survey you want to delete and drag it to the Recycle Bin at the bottom of the screen on left. To delete more than one survey at once, use the Shift or Control buttons to highlight them and drag them to the Recycle Bin. Use the "Permanently Remove Now" button to empty the Recycle Bin before closing the window. If the same survey is in multiple categories and you move one to the Recycle Bin, it will delete from all categories when permanently deleted. Note: Surveys that are live and collecting responses can't be deleted. In this case you need to click on the coloured status flag and change the status to "Close Survey to Responses" first.

TLS03 How do I change the status of a group of surveys?

Available to Account Holders and Full Users only: Click on the Manage menu in the blue ribbon at top right, and select the "Manage Surveys" option. The management interface will appear showing your Unassigned surveys on the left and Categorised surveys on the right. Find each survey you want to change and click on the colour-coded flag. Select the alternative status from the drop-down menu. To view the survey first, click on the orange "eye" icon to the right of its title.

TLS04 How do I categorise a group of surveys?

Available to Account Holders and Full Users only: Click on the Manage menu in the blue ribbon at top right, and select the "Manage Surveys" option. The management interface will appear showing your Unassigned surveys on the left and Categorised surveys on the right. To move surveys, drag-and-drop them from one folder to another. To copy (not move) them between category folders, hold down the Control key while dragging. Use the Shift or Control keys to select and move multiple surveys at once. To remove surveys from a category, drag them to the "Unassigned surveys" container. You cannot COPY surveys to or from the left-hand side folders. To create a new category, use the "Create New Category" link at the top of the screen. NOTE: you can rename or delete categories by using the [Choose an Action] menu at the right of the category folder.

Top-level image management


TLI01 How do I delete a group of images?

Available to Account Holders and Full Users only: Click on the Manage menu in the blue ribbon at top right, and select the "Manage Images" option. The management interface will appear showing your Unassigned images on the left and Categorised images on the right. You can see info about each image (e.g. when uploaded, which survey(s) it's used in) by clicking the orange "i" button. To see a larger version of the image click on the orange magnifying glass icon. To delete, click on the image and drag it to the Recycle Bin at the bottom left of the screen. To delete more than one image at once, use the Shift or Control buttons to highlight them and drag them to the Recycle Bin. Use the "Permanently Remove Now" button to empty the Recycle Bin before closing the window. If the same image is in multiple categories and you move one of these to the Recycle Bin, it will delete from all categories when permanently deleted.

TLI02 How do I categorise a group of images?

Available to Account Holders and Full Users only: Click on the Manage menu in the blue ribbon at top right, and select the "Manage Images" option. The management interface will appear showing your Unassigned images on the left and Categorised images on the right. To move images, drag-and-drop them from one folder to another. To copy them between category folders, hold down the Control key while dragging. Use the Shift or Control keys to move multiple images at once. To remove images from a category, drag them to the "Unassigned images" container. You cannot COPY images to or from the left-hand side folders. To create a new category, use the "Create New Category" link at the top of the screen. NOTE: you can rename or delete categories by using the [Choose an Action] menu at the right of the category folder. If an action is greyed out, this is because there are other asset types (e.g. audio/video) using the same category folder, preventing you from changing it (unless you move these assets out of the category first).

Top-level audio-video management


TLA01 How do I delete a group of audio/video files?

Available to Account Holders and Full Users only: Click on the Manage menu in the blue ribbon at top right, and select the "Manage Audio/video" option. The management interface will appear showing your Unassigned audio/video files on the left and Categorised audio/video files on the right. You can see info about an audio or video file (e.g. when uploaded, which survey(s) it's used in) by clicking the orange "i" button. To play an audio file (colour coded in green), click the loudspeaker icon. Use the audio player at the top of the screen to adjust volume or pause the audio. Similarly, press the play icon to play a video file (colour coded in blue). The video pops up in a separate window, which you can then play and adjust the volume if required. To delete, click on the file and drag it to the Recycle Bin at the bottom of the screen. To delete more than one file at once, use the Shift or Control buttons to select them, and drag them to the Recycle Bin. Use the "Permanently Remove Now" button to empty the Recycle Bin before closing the window. If the same file is in multiple categories and you move one to the Recycle Bin, it will delete from all categories when permanently deleted.

TLA02 How do I categorise a group of audio/video files?

Available to Account Holders and Full Users only: Click on the Manage menu in the blue ribbon at top right, and select the "Manage Audio/video" option. The management interface will appear showing your Unassigned audio/video files on the left and Categorised audio/video files on the right. To move files, drag-and-drop them from one folder to another. To copy them between category folders, hold down the Control key while dragging. Use the Shift or Control keys to select and move multiple files at once. To remove files from a category, drag them to the "Unassigned Audio/videos" container. You cannot COPY files to or from the left-hand side folders. To create a new category, use the "Create New Category" link at the top of the screen. NOTE: you can rename or delete categories by using the [Choose an Action] menu at the right of the category folder. If an action is greyed out, this is because there are other asset types (e.g. images) using the same category folder, preventing you from changing it unless you remove the other assets first.

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