Securing Participants' Access to a Survey

There are two levels when securing participants' access to a survey. The first level consists of setting the survey's "Access Types" to "Private". When a survey is set to "Private", the participants need to provide a unique participation code to access the questionnaire and respond. The simplest way of providing a unique participation code to participants is to invite them by email by using the email invitation functionality in Interceptum. Each participant will then receive a unique participation code automatically generated by Interceptum. It is also possible to use your own participant codes by using the generate participation code functionality so that each participant will need to use a unique code (for example an employe number or student number).

It is also possible to further secure access to a survey by asking participants to validate their personal information before they are granted access to the survey. For example, by asking them to confirm their date of birth. When you invite participants to complete the survey by using the email invitation functionality in Interceptum, you will need to provide all the information that the participants will need to validate before they can access the survey.

Securing Access with Unique Participation Code

To secure the participants' access to a survey with unique participation, follow these steps:

1. Click on the "Surveys" tab located at the top of the administrative user interface.

2. Select the Survey you want to edit in the list of Surveys below the "Surveys" small tab located on the left hand side of the administrative user interface.

3. Click on the "Edit the selected survey." button.

4. In the "Access Types" list select "Private".

5. Click on the "Save" button.

6. Invite participants by following the instructions for sending email invitations.

Securing Access by Requiring Validation of Personal Information

To secure the participants' access to a survey with the validation of personal information, follow these steps:

1. Set the survey's "Access Types" to private by following the instructions above.

2. Click on the "Surveys" tab located at the top of the administrative user interface.

3. Select the Survey you want to edit in the list of Surveys below the "Surveys" small tab located on the left hand side of the administrative user interface.

4. Click on the "Edit the selected survey." button.

5. Check the "Validate personal information" checkbox.

6. Click on the "Save" button.

7. Select the personal information fields to validate when accessing the survey by following the instructions to define a survey's personal information. You need to activate the option "Validate on Access" for each field you want a participant to validate before the participant can access the survey.