View and export participation tool submissions

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View participation tool submissions details and export them in a XLSX. format.

When public users fill in a survey, a poll or make any other submission to a consultation, District Engage records their responses in a specific tab, accessible from your admin interface.

 

To view participation tool submissions

  1. Log in via your District Engage website.
  2. In the left-hand menu bar, click Projects. This will show you all projects you currently have access to.
  3. Click on a project to open it.
  4. In the project sub-menu, under Participation, click on the tool type for the submissions you want to review. This will bring up a list of all participation tools available within this tool type.
  5. Click on the participation tool to open it. This default screen is your participation tool dashboard.
  6. Scroll down to view the list of submissions.

 

To navigate to the detail of an individual submission

  1. Log in via your District Engage website.
  2. In the left-hand menu bar, click Projects. This will show you all projects you currently have access to.
  3. Click on a project to open it.
  4. In the project sub-menu, under Participation, click on the tool type for the submissions you want to review. This will bring up a list with all participation tools available within this tool type.
  5. Click on the participation tool to open it. This default screen is your participation tool dashboard.
  6. Scroll down to the list of submissions.
  7. Select a submission by clicking on the View button. This will open a page with details of the submission.

 

Dashboard elements

The participation tool dashboard consists of two main sections:

  • A submission graph that shows the tool submissions overtime (this is a downloadable image)
  • A list overview of all the tool submissions.

participation.jpeg

 

To export the submission data from a participation tool

  1. Log in to your District Engage website.
  2. In the left-hand menu bar, click Projects. This will show you all projects you currently have access to.
  3. Click on a project to open it.
  4. From the project sub-menu, under Participation, select a tool type.
  5. Select a participation tool from the list. Click on the ellipsis on the right hand side of the listing.
  6. Select Export Submissions.
  7. The Excel download will automatically start. A confirmation message on the bottom of the screen will appear. You will receive an in-app notification when your download is ready.

 

To download submission attachments

  1. Log in to your District Engage website.
  2. In the left-hand menu bar, click Projects. This will show you all projects you currently have access to.
  3. Click on a project to open it.
  4. From the project sub-menu, under Participation, select a tool type.
  5. Select a participation tool from the list. Click on the ellipsis on the right-hand side of the listing.
  6. Select Download attachments.
  7. If there are any attachments associated with the submissions for the selected tool, they will be downloaded as a zip file containing all the relevant attachments.
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