Copy a Survey

Learn how to copy an existing survey in PEARS to create a customized version.

You can copy an existing survey to create a new survey that starts with the same questions and settings. This is useful when you want to customize an existing survey or create a version with minor modifications.

1

Open the Survey

Hover over the Plan menu in the top navigation bar and click Surveys, then open the detail page of the survey you want to copy.

2

Click Copy

Click the Copy button on the survey detail page. The copy form appears.

Screenshot: The copy form showing the Name field pre-filled with Copy of followed by the original name, a Questions checkbox, and the Copy button

3

Edit the Survey Name

The Name * field is pre-filled with "Copy of" followed by the original survey name. Edit this to give the new survey a unique, descriptive name.

4

Select Data to Copy

Choose which elements to include in the copy. Each box is checked by default:

• Questions — Check this box to copy all questions and their response options from the original survey. Appears only if the survey has questions.

• Permissions — Check this box to copy the sharing permissions from the original survey. Appears only if the survey is shared.

5

Click Copy

Click the Copy button to create the new survey. PEARS creates the copy and opens the new survey's detail page. Review its general information and other data to make sure they are correct.

TIP: Copied surveys start in Draft status, regardless of the original survey's status. You can freely edit the questions and settings before activating the new survey.

NOTE: You can copy a survey you created, a survey created by a user whose records you can view or edit, or, if you are a data manager, any survey in your organization. To copy a survey someone else shared with you, the share must allow copying. See Set Permissions for a Survey.