Create Survey Instance table and selection tool on schools page

[TimReardon]

Create a mechanism to record survey instances and associate each survey with an instance. • Create an “Instances” table in which each time the “activate Survey” button is checked, a new record is created with the date, and when the survey is made inactive the closing date is recorded. • Convert the date range field on the schools page into a drop-down menu of recorded survey instances. We discussed assigning a Survey Instance ID to each record but I would rather continue to select records using the date range. This way if a user accidentally deactivates the survey and reactivates it (thereby creating two instances) we can delete one and modify the date on the other to create a single instance reflecting the actual survey period. However, I know it takes more resources to look up using a date range versus an Instance ID, so I’m open to other options here. • Add a field at the top of the batch entry form to specify survey instance that the record should be associated with. Assign the date of the manually entered survey to last date of survey instance or the current date if survey is still active. (Question: would this be the “created” date or the “modified” date? Which is used to create the view for the R script?) once a batch entry form is submitted, set the default survey instance for the next open form to be the instance on the previous form, so the data entry operator does not need to set it each time.

[matthewhanson]

Tim, Pavel and I just talked about this and a quick question.. We need a name to differentiate between a single survey (which we now call a survey) and a bunch of surveys (which we also call a survey), any suggestions?

[TimReardon]

I was thinking that "instance" would be the term for describing a group of surveys all conducted during a specified time period. If not that, how about "survey set" or "collection" ?

[matthewhanson]

completed