DC Portal-Product Features:

Create Survey:

Allows users to create new surveys and questionnaires.

Save Point (Free Layout):

Enables users to save a specific point in the survey creation process when using a free layout.

Revert to Given Save Point (Free Layout):

Allows users to revert to a previously saved point in the survey creation process when using a free layout.

Delete Save Point (Free Layout):

Enables users to delete a previously saved point in the survey creation process when using a free layout.

Test Survey:

Allows users to test the survey to ensure its functionality and appearance.

Test Page:

Enables users to test individual pages within the survey.

View All Survey Pages:

Provides an overview of all the pages within the survey.

Update Survey Details:

Allows users to update the details and settings of the survey.

Add Page:

Enables users to add a new page to the survey.

Switch Page Layout (Standard -> Free, Free -> Standard):

Allows users to switch between standard layout and free layout for a page.

Update Page:

Allows users to update the content and layout of a specific page.

Delete Page:

Enables users to delete a specific page from the survey.

Add Field Standard Survey:

Allows users to add standard fields to the survey, such as external images, static labels, text fields, radio buttons, checkboxes, dates, file attachments, priority lists, and dynamic/static tables.

Add Field Free Layout Survey:

Enables users to add fields to the survey in free layout mode, including text fields, radio buttons, checkboxes, and file attachments.

Show Group of Radio Buttons as a Combo Box:

It provides the option to display a group of radio buttons as a combo box.

Calculated Fields:

Allows users to create calculated fields based on mathematical formulas and data from other fields.

WYSIWYG – Free Layout:

Provides a “What You See Is What You Get” editor for designing the survey in free layout mode.

Standard (Predefined) Layout:

Allows users to choose from predefined survey layouts for a consistent design.

Group Radio Buttons:

Enables users to group radio buttons for better organisation.

Ungroup Radio Buttons:

Allows users to remove the grouping of radio buttons.

Update Field Standard Layout:

       Enables users to update the survey’s properties and settings of standard fields.

Update Field Free Layout:

Allows users to update the properties and settings of fields in free layout mode.

Delete Field:

Enables users to delete a specific field from the survey.

Add Item Standard:

Allows users to add standard items to a field, such as radio button options or checkbox options.

Add Item Free Layout:

Enables users to add items, such as radio button options or checkbox options, to a field in free layout mode.

Update Item Standard:

Allows users to update the properties and settings of standard items in a field.

Update Item Free Layout:

Enables users to update the properties and settings of items in a field in free layout mode.

Delete Item Standard:

Allows users to delete a specific item from a field in the standard layout.

Delete Item Free Layout:

Enables users to delete a specific item from a field in free layout mode.

Clone Field:

Allows users to create a duplicate of a field with the same properties and settings.

Clone Page:

       It enables users to create a duplicate of a page with the same content and layout.

Arrange Items:

Allows users to rearrange the order of items within a field.

Reorder Pages:

Enables users to reorder the pages within the survey.

Reorder Fields:

Allows users to reorder the fields within a page.

Reorder Items:

Enables users to reorder the items within a field.

Modify Completion Protocol (HTTP, HTTPS):

Allows users to modify the protocol used for survey completion.

Modify Completion Workflow (How many completions per user):

Enables users to modify the workflow settings for survey completion, specifying the number of completions allowed per user.

Modify Final Page:

Allows users to modify the content and layout of the final page of the survey.

Modify Redirection Link:

Enables users to modify the redirection link after survey completion.

Modify Appearance (Default):

Allows users to modify the default appearance settings for the survey.

Modify Appearance (Choose Visually):

It enables users to choose and customise the appearance settings for the survey visually.

Modify Appearance (Advanced Customization):

Provides advanced customisation options for modifying the appearance settings of the survey.

Create Page Condition Based on Selected Radio Button:

 

Allows users to create a condition that determines the next page based on the selected radio button option.

Create Page Redirection Condition (Unconditional):

Enables users to create a page redirection condition that is applied regardless of the selected answer.

Conditional Completion:

Allows users to set conditions for completing the survey based on specific criteria.

Cascading Style Sheets (CSS). Add CSS to a Form:

Enables users to add custom CSS styles to the survey form for further customisation.

Skins. Change the Look and Feel of a Survey:

Provides different skins or themes to change the visual appearance and layout of the survey.

Change Survey Language:

Allows users to change the language of the survey interface and content.

Submit for Approval:

Enables users to submit the survey for approval by designated individuals or stakeholders.

Reject Survey:

Allows designated individuals to reject the submitted survey.

Approve Survey:

Allows designated individuals to approve the submitted survey for further processing.

Change Status from Published Initial to Published Online:

Allows users to change the survey status from the initial published stage to the online published stage.

Take Survey Offline:

Allows users to disable the survey and take it offline temporarily.

View Survey Summary:

Provides a summary of the survey, including key details and statistics.

View Survey Details:

Allows users to view and access the detailed information and survey settings.

View Status History:

Displays the history of status changes and actions taken on the survey.

Add Survey Notes:

 

Enables users to add notes or comments related to the survey for documentation purposes.

View Survey Notes:

Allows users to view the existing notes or comments associated with the survey.

View Results:

Provides access to view and analyse the survey results, including response data and analytics.

Edit Survey Notes:

Allows users to edit or update the existing notes or comments associated with the survey.

Download Empty Survey as PDF:

Enables users to download an empty survey form in PDF format.

Download the Filled Survey as a PDF:

Allows users to download the filled survey form in PDF format.

Download Empty Survey as PDF in Customized Layout:

It provides the option to download an empty survey form in a customised layout and design in PDF format.

Download the Filled Survey as PDF in Customized Layout:

Allows users to download the filled survey form in a customised layout and design in PDF format.

Restart Completion:

Allows users to restart the completion process for the survey.

Complete Standard Surveys (Whole Survey at Once):

Enables users to complete standard surveys by filling out all the questions and sections in a single instance.

Complete Free Layout Surveys (Whole Survey at Once):

Allows users to complete free layout surveys by filling out all the questions and sections in a single instance.

Start New Completion:

Enables users to start a new completion process for the survey.

Edit Completions Standard Survey:

Allows users to edit and modify standard survey responses and completion data.

Edit Completions Free Layout Survey:

Enables users to edit and modify free layout survey responses and completion data.

Proceed to Relevant Page Based on Condition:

 

Automatically directs the survey respondent to the relevant page based on a specific condition or answer provided.

Complete Survey in Selected Language:

Allows survey respondents to complete the survey in their preferred language.

Results Report (Graphical Presentation of Data):

Generates graphical reports and visualisations of survey results, including charts and graphs for fields such as radio buttons, checkboxes, and free text.

View List of Completions:

Provides a list view of all survey completions, including completion status, date, and respondent information.

View Completion Summary:

Displays a summary of each survey completion, highlighting critical data and responses.

Add Completion Comment:

Enables users to add comments or notes to individual survey completions for additional context or analysis.

Edit Completion Comment:

Allows users to edit or update the comments or notes associated with individual survey completions.

Search Results by User-Defined Criteria:

Provides advanced search capabilities to filter and search survey results based on user-defined criteria.

Download Results by User-Defined Criteria:

Users can download survey results based on specific user-defined criteria, such as date range, response type, or completion status.

Delete Completion:

Allows users to delete individual survey completions from the system.

Delete All Completions:

Enables users to delete all survey completions from the system.

Download Survey Results (XML):

Allows users to download survey results in XML format for further analysis or integration with other systems.

Download Survey Results (Excel, CSV):

 

Enables users to download survey results in Excel or CSV format for data manipulation or reporting purposes.

Show Results for a Group of Radio Buttons as One Column with Selected Value:

Displays the results of a group of radio buttons as a single column, indicating the selected value.

Modify Survey Results (One Field at a Time):

It allows modifying or editing individual survey results for specific fields.

Log in as Survey Respondent:

Allows survey managers to log in as survey respondents to troubleshoot or assist with completion issues.

Log in as Survey Manager Respondent:

Survey managers can log in as respondents to test the survey experience or troubleshoot issues.

Manage Survey Respondents:

Provides functionality to manage survey respondents, including adding, editing, or deleting respondent profiles.

Upload Survey Respondents:

Allows users to upload a bulk list of survey respondents from a file or external data source.

Modify Completion Authentication (Anon, Per User, Per Form):

Allows users to modify the authentication settings for survey completion, including options for anonymous completion, per-user authentication, or perform authentication.

Create Survey Workflow Status:

Enables users to create custom workflow statuses or stages for survey management and tracking.

Edit Survey Workflow Status:

Allows users to edit or update the existing workflow statuses for survey management.

Delete Survey Workflow Status:

Enables users to delete custom workflow statuses for survey management.

Create Survey Workflow Action:

Allows users to create workflow actions or tasks associated with specific survey statuses.

Edit Survey Workflow Action:

Enables users to edit or update the existing workflow actions for survey management.

Delete Survey Workflow Action:

Allows users to delete workflow actions associated with specific survey statuses.

Change Survey Workflow Action Role:

Allows users to assign or change the roles or responsibilities associated with survey workflow actions.

Save Changed Workflow:

Saves the modified survey workflow settings and configurations.

Test Survey Workflow:

Allows users to test the survey workflow by simulating different survey statuses and actions.

Clear Workflow:

Clears and resets the survey workflow settings and configurations to their default state.

View Templates Library:

Provides access to the library of survey templates for users to browse and select from.

Create Template Library:

Allows users to create a new library or repository for survey templates.

Add Survey to Template Library:

Enables users to add existing surveys to the template library for easy replication or reuse.

Delete Template Library:

Allows users to delete a template library, removing it from the system.

Delete Survey from Template Library:

Enables users to remove a specific survey from the template library.

Preview Survey from Template Library:

Allows users to preview the content and layout of a survey within the template library.

Create New Survey from Template Library:

It allows the creation of a new survey based on a template from the template library.

Edit User Template Library:

Allows users to manage and customise their template library, including adding, deleting, or modifying templates.

Approve User:

Allows designated individuals to approve or validate user registrations or requests.

Confirm User Registration:

Sends a confirmation email to users to verify their registration and activate their accounts.

Modify Survey Manager’s Surveys Limit:

 

Allows administrators or account managers to modify the maximum number of surveys a survey manager can create.

Modify Survey Manager’s Pages Limit:

Enables administrators or account managers to modify the maximum number of pages a survey manager can create within a survey.

Modify Survey Manager’s Respondents Limit:

Allows administrators or account managers to modify the maximum number of respondents a survey manager can manage.

Modify Survey Manager’s Completions Limit:

Enables administrators or account managers to modify the maximum number of completions a survey manager can have for a survey.

Modify Survey Manager’s Fields Limit:

Allows administrators or account managers to modify the maximum number of fields a manager can add to a survey.

Modify Survey Manager’s Updateable Fields Limit:

Enables administrators or account managers to modify the maximum number of fields a survey manager can update within a survey.

View Survey Manager Summary:

Provides a summary of the survey manager’s account, including key details and usage statistics.

Change User Interface Language:

Allows users to change the language setting for the survey manager’s user interface.

View User Notes:

Provides access to view the notes or comments associated with a specific user.

Add User Note:

Enables users to add notes or comments to a specific user for documentation or communication purposes.

Edit User Note:

Allows users to edit or update the notes or comments associated with a specific user.

Mandatory Field for Radio Button:

Allows users to designate a radio button field as mandatory, requiring respondents to select an option.

Mandatory Field for Checkbox:

Enables users to designate a checkbox field as a mandatory field, requiring respondents to select at least one option.

Mandatory Field for Free Text:

Allows users to designate a free text field as mandatory, requiring respondents to respond.

Mandatory Field for Date Picker:

Enables users to designate a date picker field as mandatory, requiring respondents to select a date.

Mandatory Field for File Attachment:

Allows users to designate a file attachment field as mandatory, requiring respondents to upload a file.

Custom Validation for Free Text (Using Reg. Expressions):

It allows the application of custom validation rules or regular expressions to free text fields for data validation.

Download Prefilled Surveys in XML:

Users can download prefilled survey data in XML format for further processing or integration.

Download Prefilled Surveys in CSV:

Enables users to download prefilled survey data in CSV (comma-separated values) format for data manipulation or analysis.

Upload Prefilled Surveys in XML:

Allows users to upload prefilled survey data in XML format to prepopulate survey responses.

Upload Prefilled Surveys in CSV:

Enables users to upload prefilled survey data in CSV (comma-separated values) format to prepopulate survey responses.

Retrieve Single Completion from the System by ID (WEB Service):

Provides a web service endpoint to retrieve a specific survey completion based on its unique ID.

Notify the Survey Manager About a New Response Submitted (Email):

Sends an email notification to the survey manager when a new survey response is submitted.

Retrieve Set of Completions Starting from Given Date and Time, for Given Survey (WEB Service):

Provides a web service endpoint to retrieve a set of survey completions starting from a specified date and time for a specific survey.

Payment Gateway Integration:

Enables integration with a payment gateway to accept online payments within the survey.

Advanced Payment Options:

 

Provides advanced payment options and configurations for collecting payments within the survey, such as selecting existing facilities or accounts, creating new facilities or accounts, and specifying payment methods.

No Credit Card Details Are Stored in the System:

Not storing it in the system ensures users’ credit card information security and privacy.

Payment Confirmation on the Last Page of the DC Portal:

Displays a payment confirmation message or receipt on the last page of the survey after a   successful payment transaction.

Receipt Number, Amount, and Transaction Outcome in Survey Results:

The survey results include receipt number, payment amount, and transaction outcome information for payment-related data tracking and analysis.

Advanced Set of Information Provided by the Payment Gateway Is Available:

The integrated payment gateway provides access to additional details or data for advanced payment processing and analysis.

Complex Logic and Formulas to Calculate the Payment Amount:

Provides the ability to define complex logic and formulas to calculate the payment amount based on specific criteria or conditions.

Specify User Level Discount:

Allows users to specify user-level discounts or pricing adjustments for individual respondents when calculating the payment amount.

Create Costs Due:

Enables users to create costs or charges associated with the survey, such as fees, subscriptions, or service charges.

Create Discounts:

Allows users to create discounts or promotional offers for the survey, such as percentage discounts, coupon codes, or special pricing.

Create Payments:

Provides options for creating and processing payments within the survey, including credit card payments, cash payments, cheque payments, money order payments, and direct deposit payments.

Allocate Payment to Costs:

Allows users to allocate payments received to specific costs or charges associated with the survey.

Generate Invoices:

Enables users to generate invoices or billing statements for the survey, including itemised details of costs, discounts, and payments.

View All Transactions:

Provides access to view and manage all transactions related to the survey, including payments, refunds, and adjustments.

View All Invoices:

Allows users to view and manage all invoices generated for the survey.

Delete Cost:

Enables users to delete a specific cost or charge associated with the survey.

Delete Payment:

Allows users to delete a specific payment transaction associated with the survey.

Delete Discount:

Enables users to delete a specific discount or promotional offer associated with the survey.

Download Invoice PDF:

Allows users to download invoices in PDF format for printing, sharing, or archiving purposes.

Create Session When the User Comes to the Site:

Provides session management functionality to authenticate and track user activity when accessing the survey site.

After Logging In, Return the User to the Area They Come From:

Ensures a seamless user experience by redirecting users to the previous page or section after logging in.

Update User’s Password:

       Allows users to update their password for the survey manager account.

Disable User:

Enables administrators or account managers to disable or deactivate a user account.

Enable User:

Allows administrators or account managers to enable or reactivate a previously disabled user account.

Change User Login Details:

It provides the ability to modify a user’s login details and credentials.

Logout:

Allows users to log out from the survey manager account.

Login:

Provides login functionality for users to access the survey manager account.

Login on Behalf of a User:

Allows administrators or account managers to log in to the survey manager account on behalf of a specific user for troubleshooting or support purposes.

Register Online:

Enables users to register for an account in the survey manager system through an online registration process.

Test User Password:

Allows users to test the validity and strength of their password in the survey manager system.

Update User:

Enables users to update their profile information and settings within the survey manager account.

View All Users:

Provides access to view and manage all users registered in the survey manager system.

View All Surveys:

Allows users to view and manage all surveys created within the survey manager account.

Update User (Update Your Own Details):

Allows users to update their profile information and settings within the survey manager account.

Request Password Prompt Emailed:

Sends an email to the user requesting a password reset or prompting them to update their password.

These are the various features and capabilities the DC Portal tool provides, allowing users to design, manage, and analyse surveys efficiently and effectively.