Copy a Survey

Instead of creating a new survey, you can copy an existing survey and make changes. Copy a survey if changes are needed for the new fiscal year, or if a similar survey is needed. 
  1. From the PEARS homepage, hover the cursor over the Plan menu and click Surveys:
    Plan, Surveys
  2. The Surveys list displays. Select a survey to copy.
    Select Survey to Copy
  3. The Survey details display. Click Copy.
    Survey Copy Button
    The Copy page displays.
    Survey Copy Page
  4. By default, “Copy of” is added to the beginning of the survey name. Change the name of the record, as needed.
    Survey Copy Name
  5.  Data from the General Information section is automatically included in the copy. Optionally, select other data sections to copy to the new record, as applicable.
    Survey Sections to Copy
  6. Review your selections, and click the Copy button.
    Copy or Cancel
  7. The details of the survey copy display, and an alert message confirms the copy was successful.
    Copied Survey
  8. Review the copy details to make sure all copied data is applicable to the new record. Click the Edit button to make changes, if needed.