Creating and Sending a Survey (Baseline: New Project)

The campus-wide tool for creating surveys is called Baseline. Users are grouped by department, and each survey within a user's account is called a project. Workspaces within Baseline are configured to support collaboration. Accordingly, by default, all of the individuals within your own campus organization or department have access to survey projects created within the group's designated space. Private research space can be created upon request, by submitting a ticket to the Help Desk. Follow the instructions below to get started.

To create a new survey project:

  1. Go to Baseline at http://www.hws.edu/baseline
     
  2. At the log in page, follow the screens to log in with your HWS username and password
    Enter Username
  3. On the welcome page, click Baseline Click Baseline
  4. On the upper menu, click Projects
    Click Projects
     
  5. On the upper far right of the screen, click New Project
    Click New Project
     
  6.  On the Select a Project Type screen, to the far right under Free-Form, click Create ProjectClick Create Project
  7. Complete the project information:
    createproject.gif
     
    • Enter a survey title (including the semester and year in the project title may be helpful for later searches) 
    • Select your department 
    • Select dates for the survey to open and close 
    • Enter any notes about the project 
    • Complete the unique link to the survey
       
  8. Click on the arrow for the Advanced Options dropdown menu 
     
  9. Decide if advanced options are required for privacy or security and click on the applicable boxes:
    • Requiring a Secure Connection would be advantageous if you do not have images in your survey and you want extra security
    • If you do not want the possibility of a user’s name to appear in a downloaded Excel file (possible if using Mass Mailing) then select Hide User Information in Report
    • If complete privacy is desired, including the prevention of these survey results from being accessible in another survey, select Hide Project Results from Cross-Project Reporting
     
     
  10. Click Create 
     
  11. At the upper left, click New to begin adding questions
     
  12. From the list that appears, select the question type 
    new+.gif


     
  13. After adding all the questions, at the upper left of the page, click Done Editing
     doneediting.gif
     
  14. Send the survey to recipients, using either of the following:
    • In the left column, under Administration (Web), the unique link to the survey will be shown, and may be copied and pasted into an e-mail to survey recipients Administration_web.gif

      Note: If you use this option, responses are anonymous (unless you add a validation) and respondents can access the link an unlimited number of times.
       
    • Alternatively, below the Administration area, use the Mass Mailings feature to send a group of recipients the link to the survey
      Note: With this option, a unique link is sent to each e-mail address so respondents are identified and may only complete the survey once; respondents may leave the survey and return to it where they left off; reminders may be sent to non-respondents only.
      1. Click Manage
      2. On the Mass Mailings page, click Create New Mailing
        massmailing_newmailing.gif
         
      3. Follow the instructions on the Blank Mailing page to compose the message
      4. Within the message, where you want the survey link to appear click the yellow [Insert INSTRUCTIONS] button
        Note: It will appear as just [INSTRUCTIONS] in the message text; this is normal.
      5. Click Create
        massmailing_new.png
         
      6. Follow the instructions on the mailing completion page to select recipients and schedule the date/time to send the e-mail
         
      7. To ensure your e-mail is what you want, above the Details area, click the Preview button
         
      8. When your e-mail is ready, click Finish
        finalizemailing.png