Your "Panel" are the people that you want to survey. Sometimes they are known as survey participants.
You add them to your survey under the Panel tab in Manage Surveys.
You add them by uploading an Excel file, which we call a "Panel File". The "Panel File" can include any known participant variables (such as Department, Team, Length of service etc) that you want to filter your results by later.
Your Excel file must conform to a specific format to import. There are three accepted formats:
Panel that does NOT include Variables.
Panel that includes Variables.
No Panel data, but Variables.
There are sample files for you to reference in the Panel tab to help.
You can upload multiple panel files, any changes will be detected and updated and new panel members will be added.
To start the panel again from scratch, first click the 'Delete your panel' - see below.
Once uploaded you can easily manage your Panel. You can search for participants by name, examine the organisational hierarchy, and arrange participants within this hierarchy through a simple drag-and-drop process.
Upon selecting a participant, you can access a complete overview of their information on the right and edit it as you need, or delete a panel member.
