There are two quick and easy ways to copy a questionnaire, but each method serves a totally different purpose.
The first method is used occasionally when a new survey you want to conduct is similar to one you already have completed; or, when someone with whom you are sharing your account wants to use a survey of yours. Simply saving the questionnaire under a new name allows it to be edited and used without affecting the original version of the survey.
The second method is for adding a questionnaire to your library file where it is readily accessible, through the Question Gallery, to insert into new or existing questionnaires. This method is intended only for long-term, repeated use of a questionnaire as in the case of, for example, multilingual surveys where one questionnaire is repeated several times in a survey but in different languages. As a means of saving you from re-creating your questionnaire over and over, Vista offers the ability to copy the questionnaire into your Question Library.
Copying a questionnaire as a new survey
On the Surveys tab, click to open the survey you want to copy; then, click Save As to save the survey under a new name.
Copying a questionnaire to your Question Library
If you have a questionnaire that you anticipate using repeatedly in one or more surveys, you can add it to your Question Library and save yourself from re-creating it. When you select it from your Library list, the full questionnaire will be inserted into the current questionnaire as though it's a question type from the Question Gallery. If there are parts of the Library questionnaire that you don't need, edit them out. Think of the time this will save.
NOTE: All Library questionnaires can be edited without affecting the Library version.
To add a questionnaire to your Question Library:
- Go to the Surveys tab, click the survey name you want to copy. It will open on the Edit tab.
- Make any changes you see fit.
- Click Save As and save the questionnaire under a name that begins with "_QT_". For example, if you have a survey named Customer Satisfaction Survey and you are adding it to your Question Library, you will save it with the name "_QT_Customer Satisfaction Survey". (This survey name will also display on the Surveys tab.)
- To insert this questionnaire into another questionnaire, click Question Library from the Question Gallery and choose the questionnaire's name from the Library's drop-down menu.
To learn more about the Question Library, see Inserting questions from the Question Library or Adding new questions to the Question Library.