User Manual Overview

IDEAL Survey is a web-based platform for creating intelligent surveys with dynamic references, conditional logic, and cross-survey data linking. Whether you're conducting research studies, collecting structured data, or building complex workflows with multi-stage reviews, IDEAL Survey provides the tools you need with a clean, intuitive interface.

Getting Started

Begin with the Quick Start guide for a step-by-step walkthrough to create your first survey with conditional logic, validation, and calculations. Then explore the Question Types section for detailed descriptions of various question types from text inputs to repeat groups and tables.

Core Concepts

Learn about Paper Management for organizing research subjects, Survey Groups for bundling surveys together, and Paper Assignment for controlling access. These features help you structure complex research workflows with multiple team members.

Data and References

Display previous answers dynamically using Basic References, pull data from previously completed surveys with Cross-Survey References, and collect multiple instances with Repeat Groups. Master auto-computed fields with Calculations, filter and aggregate data, and explore the complete Syntax Reference for all available operators and formatting options.

Collaboration

Use @Mentions to notify team members in paper discussions and track notifications in your Inbox. Send Email Reminders to reviewers about pending tasks and set Survey Prerequisites to enforce completion order. Save Drafts while working and Resubmit responses after review feedback.

Workflow and Management

Manage multi-stage review workflows with approval and revision requests through the Review Process. Use Version Control to save snapshots before editing and rollback to previous versions when needed.