Working with Surveys and Discussion Boards

Doing More with Microsoft Windows SharePoint Services

Creating a Survey

1	To view the list of existing surveys, on the Team Web Site Home page, on the Quick Launch bar, click Surveys.
2	To begin creating a survey, on the Team Web Site Documents and Lists page, in the right pane, click Create Survey.
3	To create a survey of the default type, on the Team Web Site Create Page, in the right pane, under Surveys, click Survey.
4	To name the survey, on the Team Web Site New Survey page, for the purposes of this exercise, press SPACEBAR, wait as the name is typed for you, and then click once below the scroll box on the scroll bar.
5	To create the survey with the default options, click Next.
6	To enter the text of the first survey question, on the Team Web Site Garden Survey: Add Question page, press SPACEBAR, and the question will be typed for you.
7	To display a list of answers for the respondents to choose from, with Choice selected in the The type of answer to this question is option list, click once below the scroll box on the scroll bar.
8	To make responding to this question mandatory, in the Require a response to this question area, click Yes.
9	To begin entering the answer options, click in the Type each choice on a separate line box.
10	To enter the answer options, press SPACEBAR, wait as the options are typed for you, and then click once below the scroll box on the scroll bar.
11	To display the choices as options preceded by option buttons, with Radio Buttons selected in the Display choices using area, click Next Question.
12	To enter the text of another question, on the Team Web Site Garden Survey: Add Question page, press SPACEBAR, and the question will be typed for you.
13	To specify that the responses to the question require a rating, under The type of answer to this question is, click Rating Scale, and then click once below the scroll box on the scroll bar.
14	To make responding to this question mandatory, under Require a response to this question, click Yes.
15	To begin entering the statements to be rated, click in the Type each choice on a separate line box.
16	To enter the statements to be rated, press SPACEBAR, and the statements will be typed for you.
17	To specify the maximum end of the rating scale, click the Number Range arrow, and then click 10.
18	To define the range of the rating scale, double-click in the first Range Text box, press SPACEBAR, wait as the definitions for the ends of the scale are typed for you, and then click Next Question.
19	To enter the text of another question, press SPACEBAR, and the question will be typed for you.
20	To specify that the response to the question is in currency format, under The type of answer to this question is, click Currency ($, ¥, £), and then click once below the scroll box on the scroll bar.
21	To make responding to this question mandatory, in the Require a response to this question area, click Yes.
22	To format the display of the response, click the Number of decimal places arrow, and then click 2.
23	To finalize the creation of the survey and display the Customize Garden Survey page, click Finish.

Responding to and Refining a Survey

1	To display the overview page of the survey to which you want to respond, on the Team Web Site Home page, on the Quick Launch bar, click Garden Survey.
2	To begin responding to the survey, on the Team Web Site Garden Survey page, in the right pane, click Respond to this Survey.
3	To answer the first question, on the Team Web Site Garden Survey: New Item page, under What is the size of your garden, click Less than 100 sq ft.
4	To answer the second question, click 1 in the first row, click 2 in the second row, and then click 8 in the third row.
5	To submit the survey without answering the final question, on the Garden Survey: New Item toolbar, click Save and Close.
6	To return to the survey to complete the mandatory last question, in the Microsoft Internet Explorer dialog box, click OK.
7	To enter your response, for the purposes of this exercise, press SPACEBAR, and the amount will be typed for you.
8	To submit the survey, on the Garden Survey: New Item toolbar, click Save and Close.
9	To test the survey again, on the Team Web Site Garden Survey page, on the Garden Survey toolbar, click Respond to this Survey.
10	To acknowledge that multiple responses from the same respondent are not allowed and return to the survey, on the Error page, on the Internet Explorer toolbar, click Back.
11	To begin modifying the survey to allow multiple responses, on the Team Web Site Garden Survey page, in the left pane, on the Actions menu, click Modify survey and questions.
12	To modify the survey options, on the Team Web Site Customize Garden Survey page, under General Settings, click Change general settings.
13	To display the survey options, on the Team Web Site Survey Settings: Garden Survey page, click once below the scroll box on the scroll bar.
14	To allow a respondent to complete the survey multiple times, under Survey Options, under Allow multiple responses, click Yes, and then click OK.
15	To test the change you made to the survey, on the Team Web Site Customize Garden Survey page, click Go Back to “Garden Survey”.
16	To begin responding to the survey a second time, on the Team Web Site Garden Survey page, on the Garden Survey toolbar, click Respond to this Survey.

Viewing the Results of a Survey

1	To begin viewing the survey responses, on the Team Web Site Garden Survey page, in the left pane, on the Select a View menu, click Graphical Summary.
2	To view a list of all the responses, in the left pane, on the Select a View menu, click All Responses.
3	To begin editing one of your own survey responses, in the right pane, point to View Response #1, click the arrow that appears, and then click Edit Item.
4	To change a response, under What is the size of your garden, click 100 to 500 sq. ft, and then on the Garden Survey toolbar, click Save and Close.
5	To return to the original survey view, on the Team Web Site Garden Survey page, in the left pane, on the Select a View menu, click Overview.
6	To begin displaying the survey results in a spreadsheet, on the Garden Survey toolbar, click Export Results to a spreadsheet.
7	To continue creating the Excel Web query file, in the File Download dialog box, click Open.
8	To approve the use of the survey data in the query file, in the Opening Query dialog box, click Open.
9	To acknowledge that the columns of the survey do not contain a default value, in the Microsoft Excel dialog box, click OK.
10	To close the floating List toolbar, click the View menu, point to Toolbars, and then click List.
11	To begin calculating statistics, in the Microsoft Excel – Book1 window, click in cell D13.
12	To begin creating a statistical function, click the Insert menu, and then click Function.
13	To create a function that displays the average amount that respondents spent on their gardens last year, in the Insert Function dialog box, in the Select a function list, click AVERAGE, and then click OK.
14	To finish creating the function with the default numbers, in the Function Arguments dialog box, click OK.

Creating and Using a Discussion Board

1	To view the default discussion page, on the Team Web Site Home page, in the left pane, on the Quick Launch bar, click Discussions.
2	To begin creating a new discussion board, on the Team Web Site Documents and Lists page, in the right pane, on the Documents and Lists toolbar, click Create Discussion Board.
3	To create a discussion board from the standard template, on the Team Web Site Create Page, in the right pane, under Discussion Boards, click Discussion Board.
4	To name the new discussion board, on the Team Web Site New Discussion Board page, for the purposes of this exercise, press SPACEBAR, and the name will be typed for you.
5	To finish creating the discussion board, with Yes selected in the Navigation area, click Create.
6	To begin adding a discussion topic, on the Team Web Site Garden Survey Discussion page, in the right pane, on the Garden Survey Discussion toolbar, click New Discussion.
7	To start the discussion, on the Team Web Site Garden Survey Discussion: New Item page, press SPACEBAR, wait as the subject and discussion text are typed for you, and then click Save and Close.
8	To begin replying to the discussion topic, on the Team Web Site Garden Survey Discussion page, point to Garden Survey – overall comments, click the arrow that appears, and then click Reply.
9	To enter and submit your response, on the Team Web Site Garden Survey Discussion: New Item page, press SPACEBAR, wait as the subject and response text are typed for you, and then click Save and Close.
10	To display all discussion topics and replies, on the Team Web Site Garden Survey Discussion page, in the right pane, on the toolbar, click Expand/Collapse.
11	To view the discussion topics and replies in a different way, in the left pane, on the Select a View menu, click Flat.
12	To delete the original discussion item, point to Garden Survey – overall comments, click the arrow that appears, and then click Delete Item.
13	To acknowledge the warning and finish deleting the item, in the Microsoft Internet Explorer dialog box, click OK.
14	To begin deleting the discussion board, on the Actions menu in the left pane, click Modify settings and columns.
15	To see additional options, on the Team Web Site Customize Garden Survey Discussion page, click once below the scroll box on the scroll bar.
16	To continue deleting the discussion board, at the bottom of the General Settings area, click Delete this discussion board.
17	To acknowledge the warning and finish deleting the item, in the Microsoft Internet Explorer dialog box, click OK.
18	To confirm that the discussion board has been deleted, on the Team Web Site Documents and Lists page, in the left pane, on the Select a View menu, click Discussion Boards.