Overview

Save a Section as a Template

This workflow is applicable to the administrator users.
Default "Read/write/delete" analyst permissions allow you to save templates for yourself only. If you try to follow the steps outlined in this workflow and you do not see some of the options, that means that you likely do not have high enough level of permissions.
Please contact Compusense Support to grant you necessary permissions. We will need approval from the subscription holder for your organization to grant you higher permissions.

1. Open the test that contains the section you wish to save as template and stay on the Overview tab.
   
   
2. Scroll to the bottom of the screen and expand Advanced. If the sections are not visible, you might be in a wrong test, or if you are very certain that you are in the right test and you wish to save as a template the only section that is in it, toggle the Multi-section test option to Yes.
   
   
3. Locate the section you wish to save as a template. At the end of the row for your section, under the More column, click the three vertical dots and click Save as template.
   
   
   
4. In the Save as template screen, you have the following options:
   
   
1. Save for me only. The default is No. This means that the template will be saved for all analysts in the group or groups you specify. If you wish to save the section as a template only for yourself, toggle this option to Yes.
   
   
2. Template name. By default the section name that you are trying to save as a template will populate in this field. Update as needed to make the template easily searchable.
   
   
3. Overwrite existing template with the same name. By default this checkbox is unchecked, which means that any existing templates with the exact same name that you are specifying will not be replaced. In other words, should a template or templates already exist with the exact same name, you will have an additional template with the same name if you keep the checkbox unchecked.
   
   If you would like to replace all existing templates that have the same name as your new template, place a checkmark in the checkbox. Use this only when you are very certain that other templates can be safely replaced.
   
   
4. Share this template with the following analyst groups. If you have access to one group, you can specify how this section should be available to the other analysts in your group.
   
   If you have access to more than one group, you can specify at individual group level how you want to make the section template available to them.
   
1. Unavailable. If you have access to one group only and you select this option, the template will save for you only. Other analysts will not be able to see or use it.
   
   If you have access to multiple groups and you do not wish to make this section available to the group you are currently deciding about, select this option.
   
   
2. Available. Select this option if you wish to make the section available to other analysts in the group you are currently deciding about. They will be able to use it as per the steps outlined below.
   
   
3. Pin to "Create a new Section". Please ignore this option as it is doing exactly the same thing as the Available option does.
   
   
5. Click Save template to save it according to the selections you made, or click Cancel to return to the Overview tab without saving the template.
   

Add to a Test a Section from a Template

1. In your test, in the Overview tab, enable sections.
   
1. Scroll to the bottom of the screen and expand Advanced.
   
   
2. If the sections are not visible, toggle the Multi-section test option to Yes.
   
   
2. Click + Add section template.
   
   
3. Use the search capability, and/or filters, and/or Column picker to find your template section. Select it and click Add selected template to add it to the test.
   
   
4. On the Overview tab, specify the section name (panelists will not see this name, but it will be useful to you for reporting purposes).
   
   
5. If there are any existing sections in the test that you do not need, delete them:
   
1. Locate the section you wish to delete. At the end of the row for your section, under the More column, click the three vertical dots.
   
   
2. Click Delete section > Delete section.
   
   
   
6. Section order setup:
   
1. If you wish to display all sections in the same order to every panelist, keep their Section presentation order set to Fixed.
   
   
2. If you wish to randomize some or all sections, set their Section presentation order to Use design. Scroll down a little and from the Pick a design list select the design that best suits your randomization needs.
   
   
   
7. Update the rest of the test as necessary to meet your testing needs.
   
   
8. Preview, run the test, and run analysis.