BPC SurveyManager Web Client Manual: Accessing

Section 1. Accessing the BPC Survey Manager

1.1 Connect to the ACFE and BPC SurveyManager web site

1.1.1 ACFE clients: Accessing the ACFE Learners Satisfaction Survey Website

ACFE users or ACE providers wishing to access the Learners Satisfaction Survey Management Website should access the ACFE BPC SurveyManager site and log into your ACE organisation using your issued organistion administration. There you will find, added to your survey list, the LSS for the current year. This link will be in the email provided by your regional coordinator.

Connect to the Survey Manager site: ACFE BPC Survey Manager Website

1.1.2 Other clients: Accessing Survey Manager Management Website

All other users, including BPC RiskManager users should use the link provider by your BPC SurveyManager hosting provider. This link and any site specific instructions will be in the email you received on activation.

BPC RiskManager users have a further option of using your BPC RiskManager client to build and manage surveys. This manual, however, is about the use of the BPC SurveyManager Management website.

1.2 Starting The BPC Survey Manager Web Client

1.2.1 The BPC SurveyManager Launch Page

There are now two ways to access the BPC Survey Manager system using a web browser:

1. The Survey Manager (maintenance and management system)
2. The Survey Portal

The first – Survey Manager - (the maintenance and management system) provides facilities for creating, editing, publishing, and maintaining surveys, as well as maintaining users and responders and viewing reports and results, etc.

The second - the Survey Portal - must first be enabled using the Survey Manager system, but once enabled can be used for anonymous survey entry, class/course based survey response recording, etc without publishing surveys to users first. Where you do not wish to track responses by student ID, are not emailing survey invitations to responders (such as students or staff), are entering surveys from hard-copy responses or are using class/course based survey collection in (for example) your own computer labs, this new facility may be of interest.

The survey portal requires a password to access, but once accessed it will launch any survey assigned to it. Surveys must have the security flags set appropriately for portal use. This will generally be either "Login Required" or "Allow Anonymous". In the former case a responder who has not yet logged in will be presented with a login screen before proceeding to the survey. In the latter case the survey engine generates random identifiers for responders with each survey access. Surveys entered through the portal using Anonymous response will need to be completed in a single sitting, rather than in multiple sittings which can be done with the emailed invitations or "Login Required" surveys. The survey portal with anonymous access is not appropriate where a known list of responders are entering responses remotely as you will not be able to work out who has responded and who has not because of the IDs.

This manual covers the Survey Manager (maintenance and management system) access method first as you will still need to use that first, if only to enable anonymous portal use.

You can use the traditional emailed (invited) responders and the login OR anonymous portal based methods simultaneously on the one survey. You can mix all the methods across multiple surveys.

1.3 All Users - Start and Log into BPC Survey Manager Web Client

1.3.1 Starting BPC SurveyManager WC

The BPC Survey Manager Web Client and the Survey Portal are usually launched from the same launch page. The launch page is a static page which will always be visible if the hosting web server is running. For example the ACFE launch page:

Select the button that launches the Survey Manager application (not the Survey Portal). In the example page above that button is the "Enter the ACE Survey System".

1.3.2 Logging into BPC SurveyManager WC

On the login screen you have the opportunity both login and request login details be sent to the recorded email address for the ID you are using. The process for requesting your log in details in covered in the next section.

• Step 1: Select your organisation from the drop down list. ACFE and ACE users should select your ‘Training Organisation Identifier’ (TOID) from the drop down list. Other users should select the organisation unit advised to you with your login credentials, or any organisation to which you have subsequently been granted access.

• Step 2: Your username and password will have been provided to you by ACFE for ACFE and ACE users and by Bishop Phillips Consulting or your enterprise survey manager for other users.

1. . Enter your ‘User name’ (Case sensitive).
2. . Enter your ‘Password’ (Case sensitive).
3. . Click ‘Log In’

After login you will be presented with the Survey List screen for the current organisation. From this screen you can access all the capabilities of the survey manager web client.

1.3.2 Request your BPC SurveyManager WC login details

On the login screen you have the opportunity both login and request login details be sent to the recorded email address for the ID you are using. You must already have a valid login account for this process to work for you.

• Step 1: Select your organisation from the drop down list. ACFE and ACE users should select your ‘Training Organisation Identifier’ (TOID) from the drop down list. Other users should select the organisation unit advised to you with your login credentials, or any organisation to which you have subsequently been granted access.

• Step 2: Your username will have been provided to you by ACFE for ACFE and ACE users and by Bishop Phillips Consulting or your enterprise survey manager for other users.

1. . Enter your ‘User name’ (Case sensitive).
2. . Leave the ‘Password’ blank.
3. . Click ‘I Forgot My Password’

The systems will look up your user ID and send login details to the email recorded as belonging to that User name (User ID).

BackLinks

• BPC SurveyManager - Web Client Manual