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Creating New Issue

Logging and Managing Issues During Survey Testing

The Issues feature allows testers to log, track, and review issues identified while testing a survey. Issues can be created directly from the survey interface and managed through the Issues tab.


When to Use This Feature

Use the Issues feature whenever you identify a problem during survey testing, such as:

  • Incorrect survey logic
  • Display or formatting issues
  • Missing translations
  • Validation errors
  • Data collection issues
  • Any other survey-related defects

Create a New Issue
  1. Locate the blue bubble in the bottom-left corner of the screen.
  2. Click the blue bubble and select the Issues icon to open the Issues window.
  3. Click Create New Issue.
  4. Complete the issue details by entering the required information.
  5. After completing the required fields, click Save New Issue.

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Issue Fields: Depending on your company's configuration, the available fields may vary. Common fields include:

Field Description
Issue Type Select the category that best describes the issue.
Priority Specify the severity or urgency of the issue.
Country Select the country or market where the issue was identified.
Description Provide a detailed explanation of the issue, including the observed behavior and expected behavior.
Markets Select the applicable market(s) for the issue.
Additional Classification Fields Complete any company-specific classification fields that are configured in your environment.

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The issue is created and added to the project's issue list.


View Logged Issues
  1. Open the Issues tab.
  2. Review the list of all issues logged for the survey.

The Issues tab displays all recorded issues and their associated details.

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To view details of the issues logged:

  1. In the Issues tab, double-click an issue.
  2. The issue details window opens, displaying the full information for the selected issue.
  3. Use the navigation buttons to move between issues without returning to the issue list.

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Notes
  • Issue fields may vary based on your organization's configuration.
  • Providing a clear and detailed issue description helps improve issue resolution.
  • All saved issues are available from the Issues tab for future review and tracking.
  • Navigation controls allow you to quickly review multiple issues sequentially.

Example Use Case

A tester identifies that respondents are incorrectly routed to a screenout page after answering a qualification question.

  1. The tester opens the Issues window from the blue bubble.
  2. Clicks Create New Issue.
  3. Selects:
    • Issue Type: Survey Logic
    • Priority: High
    • Country: UK
  4. Enters a description explaining the routing problem.
  5. Selects the affected market and saves the issue.

The issue is immediately available in the Issues tab, where team members can review and track it until resolved.