Grouping surveys into bundles

Multiple surveys can act on a single set of data tables. These tables can contain the details of cases. Hence a case can be created using one survey in a bundle and then updated using a second survey in the same bundle. Commonly a task will be created to get a user to perform the update. The task can include data from the first survey where the question names are the same.

A survey can be added to a bundle when it is created using either the spreadsheet editor or the online editor.

Spreadsheet Editor

Adding a new spreadsheet survey to a bundle

In the above example the new survey called "Evaluation Survey" is being added into the bundle identified by the existing survey "Feedback" in the "Case Management" project.

Online Editor

Creating a new survey using the online editor and adding it to a bundle

In the above example the user has selected the option to base the new survey on an existing one. This means that the two surveys will start out being identical. The user then selected the option to "store results in a shared table" which creates the bundle. Once the new "Evaluation Survey" is created questions can be deleted and/or added.

Bundle Settings

Bundles are related to case management in that they are used to manage cases. There is a single page to specify the settings for a bundle and the case management on that bundle. You can access this from the online editor. Select the menu "Tools" and then "Bundle and Case Management". The first two settings are:

• Bundle Name

• Bundle Description

The name will be shown on the survey management page next to surveys in that bundle. The description will be used by Large Language Models to access data from your bundle if you give them permission to do so.