View-Edit Project

View/Edit Project allows you to modify parameters for an existing project, view parameters or to delete the project.

  1. Click on the Project Creation tab
  2. Click View/Edit Project
  3. Select the project you want to edit from the drop down menu
  4. Modify the parameters
  5. Click the “Update Project Details” button
  6. To delete the project, click the “Delete Project” button


Project Creation-ViewEdit2


Parameters that can be edited

Parameter Description
Project Name Project description. This text will appear on the index.php when interviewing. This text will also appear in all subsequent dropdown boxes within the console.
Start Date Date for project to begin – Informational only
End Date Date for project to end – Informational only
Contact Name Automatically filled in with the user’s name of who created the project.
Contact Email Automatically filled in with the user’s email address of who created the project.
Project Type Modes assigned for project. Multiple modes can be assigned. Each mode generates different types of specs as well as different paths where the study files are stored. However, when testing or deploying your project, the same fone, data and quota files are copied into the $CFMC area where they are accessed regardless of which mode you have built your study with.
CATI Terminal Interviews. These files are stored in a cati subdirectory.
IVR IVR-Interactive Voice Response. These files are stored in a IVR subdirectory. For Inbound/Outbound IVR choose IVR mode. For Blended choose IVR and either CATI or WebCATI modes.
webCATI Web Interviews designed for trained interviewers using telephones to call respondents with some form of sample and quota control. These files are stored in a webcati subdirectory.
webSURVENT Web studies designed for respondents who can access the study at their leisure. WebSurvent studies can be open or closed. Open studies do not require passwords and allow anyone into the survey (even multiple times). Closed studies do require passwords and allow the respondent to only complete the survey once. These files are stored in a websurvent subdirectory.
Assign Users A listing of “Available Users” will appear in a box on the left and a listing of “Assigned Users” will appear in a box on the right. If a user is in the “Assigned” box, they will have access to this project. If a user is in the “Available” box, that means they are available but not yet assigned to this project. To move a user from each box, click on the user and then click on the left/right arrow buttons.

Parameters that cannot be edited

The following parameters are created at the time the project is created. The project specifics including path, directory names and file names are dependent upon the client, study code and environment you chose when creating the project. Therefore, these parameters CANNOT be changed once the project has been created. If you wish to change one of these parameters, you would need to delete the project and recreate it.

Parameter Description
Client Client assigned to this project. The client and the users associated with this client will have access to the project created.
Study Code Name given to a project. This is limited to 32 characters and MUST start with an alpha character.  Only letters, numbers and underscores are allowed in the name. Spaces are not accepted.
Environment An environment is a “place” where the Survox Console software is installed on a particular  machine. A drop down menu will contain all environments available to the user setting up the project. The Environment is REQUIRED to setup a project.

Deleting a Project

Use the “Delete Project” button to delete the project. If the project has already gone LIVE, you will be given 2 prompts to make absolutely sure that you want to delete the project.

First Confirmation Screen:

Project Creation-ViewEdit-Delete Confirm


Second Confirmation Screen:

Project Creation-ViewEdit-Delete Confirm2

Video on editing a project



Video on deleting projects