In that section you can create categories for surveys. Categories are used to provide convenient navigation through Surveys.

In that section you can Preview, create, edit and publish surveys. To create new survey press `New` button and input the following parameters (on completion press 'Save' button):
- Input survey name;
- Input survey description;
- Choose background picture for survey (optional).Background picture is shown only if questions in the survey are displayed one per one page.
- Choose category;
- Choose language;
- Choose state of survey - published(active) or unpublished;
- Input survey expiry date (optional);
- Auto insert Page Breaks - If `Yes`, then all Page Breaks will be ignored and questions will be displayed on the page one per one page, if `No` then questions will be displayed according to Page Breaks arrangement.
- Assign user access rights for survey (4 user types: Guests, Registered users, Invited users and users from the selected User`s Lists).

If survey is 'unpublished' it cannot be accessed by users. To publish survey press 'Publish' button, to unpublish press 'Unpublish' button.

To edit survey parameters press 'Edit' button.
To delete survey (the questions aren't deleted) press 'Delete' button. To delete the residuary questions for that survey you should delete them manually on Questions page.
'Move' button allows to transfer surveys (or list of surveys) to another category.
'Copy' button allows to copy surveys (or list of surveys) including all questions.

If you select survey on surveys page and pass by link there will appear a page with a list of questions for present survey. There're 6 types of questions:

Likert Scale
Pick One
Pick Many
Short Answer
Drop Down question
Drag'n'Drop question
Boilerplate
Page Break

To create new questions choose the new question type in the combobox and press the `New` key, and input the following parameters:
- Input question text
- Select survey for which the question is assigned
- Select 'importance scale' for question
- Select if answering on this question is necessary.
- Select if the Page Break will be added after this question.
- Fill in additional information that characterizes and describes answer variants (for each question type information differs)
- Press 'Save' button on completion

For all question types (except 'Short Answer') there are 'question rules' that allow to adjust questions appearance order. Also depending on answer it can be adjusted so that user will jump over any of the posterior questions. If several rules were activated for one question then changeover will take place for the rule with the highest priority. If on the one page several questions were displayed and for some of them rules were activated then changeover will take place for the question`s rule standing first in the succession. For the 'Likert Scale' rules can be defined only if you had saved the question.
Also you can use an 'unconditional rule' "Go to question XY next, regardless of what answer the user selects". To do this just mark checkbox. Unconditional rule have priority equal 1000, so if you want to have rules that override unconditional rule just set them priority more than 1000 (note that unconditional rule works even if a user did not answer the question)

For 'Likert Scale' you can set options and estimation scale. You can use newly created estimation scale or existing one.
For 'Drop Down' and 'Drag and Drop' questions you can set a pair of options which should be associated then.

Also for each question type, except Short Answer you can set default answer (for that you should firstly save the question)

To edit questions parameters press 'Edit' button.
To delete press 'Delete' button.
'Copy' button allows you to copy question (or list of questions) to selected survey.
'Surveys' button allows you to return to surveys preview list.

To have convenient questions management several questions could be grouped in Sections. You can create the Section by pressing the button `New Section`, further you should enter the following parameters:
- Section name
- Select which survey the question will be applied to.
- Select questions which will belong to the section (or `- No questions -` for the empty section).
After the questions adding to the section their order will be changed according to the section order. All the operations over the section - copying, moving, deleting will affect to the questions in this section.

On that page you can see the list of users. To create a new list press 'New' button and input the following information:
- input list name;
- select survey for which you create that list of users;
- select necessary parameters for users adding:
- 'add registered users' adds all registered Joomla users to the list;
- 'import from csv' (users are added from the specified csv-file;
- 'add users manually' adds users manually;
- Press 'Save' buttons.

When adding users from CSV-file the file should have the following structure:
lastname,name,email
Ivanov,Ivan, This e-mail address is being protected from spam bots, you need JavaScript enabled to view it
You can find the example of CSV file here: example_users.csv
Having created the list of users you can delete (add) users from (to) the list manually.

Also you can invite users from certain list to pass one of surveys. To invite user press 'Invite' button, then choose 'e-mail message' from the list in appeared window and press 'Start'.
As a result each user will receive invitation e-mail message.
'Remind' button allows to notify users who were invited, but haven't followed the survey link in invitation email.
Also list of users could be used to give the opportunity to complete the survey for users from special lists. ( the list can be chosen while creating or editing the survey).

Generate Invitations

If you want to send invitations with links to pass the survey by yourself, then you can use "Generate Invitations" option. You can generate the necessary number of invitations and get them in a CSV-file. To do this you should set the needed number of invitations and select a survey, after that you should press the "Generate" button.
To generate invitations users are created automatically (these are not Joomla! Users, they are inner SurveyForce users) who are placed in a special "_generated_users_" group.
These users have names like "Name 23" "Lastname 23" " This e-mail address is being protected from spam bots, you need JavaScript enabled to view it ". CSV-file will contain the following info - name, lastname and email of the generated user, and the link to pass the survey.

In that section you can create invitation e-mail messages to be sent to users. To write proper message text use #link# and #name# constants which will be replaced to username and personal link (leading to survey page) upon sending.

Here's the list of all text messages versions of the component. You can create new messages based on the standard ones. For that you should firstly download XML file, edit it and upload it.

On that page you can assign 'importance scales' which can later be set up for questions. 'Importance scales' is used to ascertain user's opinion on the question. When you create 'importance scale' you can adjust question values and text that offers user to let you assess question.

In that section you can set component global parameters, like:
- Colours of dragged rectangles while for 'Drag and Drop' questions and colours of 'Progress Bar';
- Component version preview.
- Configure type and color of the diagrams for the survey results displaying.
- Turn on/off integration mode with Joomla LMS. This mode provides the opportunity for LMS teacher to create his own surveys and also during the user`s list creation in the front-end appears an additional option that applies to create users list based on LMS group (class).
- Configure mail settings.
- Choose language for Front End questions managing system.

In that section you can review reports on how users were passing surveys. Also on that page you can see all users' attempts while passing the survey (in chronological order).
The following search filters are available: by survey, by user's answers, by user type, by list of users, etc.

At first there're 3 filters available: by answer status, by survey, by user type.
1. by answer status. Available options: completed (survey was passed successfully), not completed (survey started but not finished).
2. by survey. Filters by survey name.
Upon by survey filter activation by user's answers filter becomes available (allows filtering results by selected answers).
3. by user type. Available options: Invited users, Registered users, Guests.
Upon Invited users option activation by list of users filter becomes available (allows filtering invited users by the list name these users are associated with).
Upon printing (PDF, CSV) ONLY marked results are included into report. If NO results are marked then all filtered results are printed. By pressing 'PDF' button you can print all filtered listings.
Press 'CSV(sum)' button to get summarized information on all results in the form of Excel file.
With the help of the buttons 'PDF(sum)' and 'PDF(sum)' you can get the total report in numbers and percents. The report will contain only defined results from the list.
'Report' button shows information for specifically passed survey.
'Surveys' button shows list of surveys using which you can review and print summary Report.
'UserLists' button shows lists of users using which you can review and print summary Report for list of invited users.

There are two types of Advanced Reports: Cross Report and CSV Report. Cross Report is used to get information about answers depending on chosen question`s answer (so-called Column Question). CSV Report is used to get answers grouped in the chart with the following order: as columns are used questions and as rows are used user`s answers.

Here you can give authors privileges to registered users. User with author rights can create surveys in the front end and also he can create reports for his surveys. Note: while the integration mode with Joomla LMS is turned on, LMS teachers are automatically given authors privileges.

Now authors have opportunity to create surveys in the front end. The survey management and creation system in the front end is absolutely identical that system in the back end. Surveys creation page opens by default (that means on the link http://your_site/index.php?option=com_surveyforce) if user has sufficient privileges (he is set as author or LMS teacher while the integration mode is turned on).