{"id":3270,"date":"2020-11-10T10:06:48","date_gmt":"2020-11-10T10:06:48","guid":{"rendered":"https:\/\/www.snapsurveys.com\/support-snapxmp\/?post_type=epkb_post_type_1&#038;p=3270"},"modified":"2023-10-05T14:59:30","modified_gmt":"2023-10-05T13:59:30","slug":"moving-from-offline-to-online","status":"publish","type":"epkb_post_type_1","link":"https:\/\/www.snapsurveys.com\/support-snapxmp\/snapxmp\/moving-from-offline-to-online\/","title":{"rendered":"Moving a survey from offline to online"},"content":{"rendered":"\n<p><a id=\"post-3270-o20590\"><\/a>   In Snap XMP Desktop there are two types of survey; online surveys and offline surveys. <\/p>\n\n\n\n<p>   Online surveys are surveys that are available in both Snap XMP Desktop and Snap XMP Online. You can organise them in folders, which are available in both applications. The online surveys are kept up to date and the response data synchronized between the two applications.  <\/p>\n\n\n\n<p>   Offline surveys are surveys that are available in Snap XMP Desktop only.  <\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Prerequisites<\/h2>\n\n\n\n<p>   Your Snap XMP Online account must be set up before you can use online surveys in Snap XMP Desktop. <\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Summary of Steps<\/h2>\n\n\n\n<p><a href=\"#post-3270-_Step_1:_Archiving_2\">Archiving the offline survey<\/a> <\/p>\n\n\n\n<p><a href=\"#post-3270-_Step_1:_Creating\">Creating a folder to help organise the online surveys<\/a> <\/p>\n\n\n\n<p><a href=\"#post-3270-_Step_2:_Browse\">Browse to the location of the offline survey<\/a> <\/p>\n\n\n\n<p><a href=\"#post-3270-_Step_3:_Clone\">Clone the offline survey as a new online survey<\/a> <\/p>\n\n\n\n<p><a href=\"#post-3270-_Step_4:_Using\">Using the online survey<\/a> <\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Archiving the offline survey<\/h2>\n\n\n\n<p>\n  It is highly recommended that you archive the offline survey prior to moving it.\n<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>   In Snap XMP Desktop, highlight the survey you wish to archive in the <strong>Survey Overview <\/strong>window. <\/li>\n\n\n\n<li>\n  Click on \n  <img decoding=\"async\" width=\"26\" height=\"26\" class=\"wp-image-3271\" alt=\"ArchiveIcon.png\" src=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2020\/11\/archiveicon-png.png\">\n   to access the <strong>Archive Survey<\/strong> dialog.\n<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image\"><img fetchpriority=\"high\" decoding=\"async\" width=\"370\" height=\"159\" src=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2020\/11\/archivesurveydlg-png.png\" alt=\"Archive the survey\" class=\"wp-image-3272\" srcset=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2020\/11\/archivesurveydlg-png.png 370w, https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2020\/11\/archivesurveydlg-png-300x129.png 300w\" sizes=\"(max-width: 370px) 100vw, 370px\" \/><\/figure>\n\n\n\n<ol class=\"wp-block-list\" start=\"3\">\n<li>   A default file name and path are automatically generated, you can change these by clicking <strong>Browse<\/strong> <\/li>\n\n\n\n<li>   In <strong>Options<\/strong>, select <strong>Include Raw Data<\/strong> to archive the raw data (.rdf file) as well. (If the raw data option is selected, then the .snpdf file is included in the archive file.) <\/li>\n\n\n\n<li>   If you have archived the survey on an earlier occasion, you will be asked whether you want to replace it. Click <strong>Yes<\/strong> to replace the file.  <\/li>\n\n\n\n<li>   A message confirming the survey has been archived is displayed. Click <strong>OK<\/strong>. <\/li>\n<\/ol>\n\n\n\n<h2 class=\"wp-block-heading\">Creating a folder to help organise the online surveys<\/h2>\n\n\n\n<p>\n  Folders help to organise your online surveys. Creating your folders first allows you to create or transfer your online surveys to the place you want straight away. \n<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>\n  On the Snap toolbar, click <strong>Survey Overview<\/strong> \n  <img decoding=\"async\" width=\"26\" height=\"26\" class=\"wp-image-3273\" alt=\"SurveyOverviewIcon.png\" src=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2020\/11\/surveyoverviewicon-png.png\">\n   which opens the Survey Overview window.\n<\/li>\n\n\n\n<li>   On the Survey Overview toolbar, click <strong>Online Surveys<\/strong>    <img loading=\"lazy\" decoding=\"async\" width=\"25\" height=\"25\" class=\"wp-image-3274\" src=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2020\/11\/5-onlinesurveysicon-png.png\" alt=\"5.OnlineSurveysIcon.png\">    to show the online surveys. When you open the online surveys for the first time, you will see one top level folder called <strong>Your work<\/strong>. <\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"739\" height=\"250\" src=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2020\/11\/surveyoverviewonline1-png.png\" alt=\"Survey overview showing the Your work\" class=\"wp-image-3275\" srcset=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2020\/11\/surveyoverviewonline1-png.png 739w, https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2020\/11\/surveyoverviewonline1-png-300x101.png 300w\" sizes=\"(max-width: 739px) 100vw, 739px\" \/><\/figure>\n\n\n\n<ol class=\"wp-block-list\" start=\"3\">\n<li>\n  Click on <strong>Your work<\/strong> then right click to show a popup menu and click <strong>New Folder<\/strong>.\n<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"439\" height=\"250\" src=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2020\/11\/surveyoverviewonline2-png.png\" alt=\"Add a new online folder\" class=\"wp-image-3276\" srcset=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2020\/11\/surveyoverviewonline2-png.png 439w, https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2020\/11\/surveyoverviewonline2-png-300x171.png 300w\" sizes=\"(max-width: 439px) 100vw, 439px\" \/><\/figure>\n\n\n\n<ol class=\"wp-block-list\" start=\"4\">\n<li>   In the New Folder Name dialog, enter a name for the folder. In the example, the new folder name is &#8216;Demo Surveys&#8217;. <\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"235\" height=\"113\" src=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2020\/11\/newfoldernamedlg-png.png\" alt=\"New Folder Name dialog\" class=\"wp-image-3277\"\/><\/figure>\n\n\n\n<ol class=\"wp-block-list\" start=\"5\">\n<li>\n  Click <strong>OK<\/strong> and the new folder is shown in the Survey Overview window.\n<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"738\" height=\"249\" src=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2020\/11\/surveyoverviewonline3-png.png\" alt=\"Survey overview for online surveys\" class=\"wp-image-3278\" srcset=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2020\/11\/surveyoverviewonline3-png.png 738w, https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2020\/11\/surveyoverviewonline3-png-300x101.png 300w\" sizes=\"(max-width: 738px) 100vw, 738px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Browse to the location of the offline survey<\/h2>\n\n\n\n<ol class=\"wp-block-list\">\n<li>\n  On the Survey Overview toolbar, click <strong>Offline Surveys<\/strong> \n  <img loading=\"lazy\" decoding=\"async\" width=\"25\" height=\"25\" class=\"wp-image-3279\" alt=\"6.OfflineSurveysIcon.png\" src=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2020\/11\/6-offlinesurveysicon-png.png\">\n   to show the offline surveys.\n<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"696\" height=\"252\" src=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2020\/11\/movefromoffline-png.png\" alt=\"Survey overview window showing the offline surveys\" class=\"wp-image-3280\" srcset=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2020\/11\/movefromoffline-png.png 696w, https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2020\/11\/movefromoffline-png-300x109.png 300w\" sizes=\"(max-width: 696px) 100vw, 696px\" \/><\/figure>\n\n\n\n<ol class=\"wp-block-list\" start=\"2\">\n<li>\n  If you can\u2019t find the survey you want to move, click <strong>Browse<\/strong> to locate your offline survey. When you find the folder containing the survey, select it and click open.\n<\/li>\n\n\n\n<li>\n  In the Survey Overview window, select the offline survey that you want to move.\n<\/li>\n<\/ol>\n\n\n\n<h2 class=\"wp-block-heading\">Clone the offline survey as a new online survey<\/h2>\n\n\n\n<ol class=\"wp-block-list\">\n<li>\n  On the Survey Overview toolbar, click <strong>Clone<\/strong> \n  <img loading=\"lazy\" decoding=\"async\" width=\"25\" height=\"26\" class=\"wp-image-3281\" alt=\"CloneSurveyIcon.png\" src=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2020\/11\/clonesurveyicon-png.png\">\n   to create a copy of the offline survey. This copy is used to move your offline survey to an online survey, leaving the original offline survey untouched.\n<\/li>\n\n\n\n<li>\n  In the Clone Survey dialog, select <strong>Online surveys<\/strong> to create the clone as an online survey. Select <strong>Also clone the raw data,<\/strong> if you want to transfer the survey with a copy of all the raw response data.\n<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"265\" height=\"182\" src=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2020\/11\/clonesurveydlg-png.png\" alt=\"Clone as a new online survey with the raw data\" class=\"wp-image-3282\"\/><\/figure>\n\n\n\n<ol class=\"wp-block-list\" start=\"3\">\n<li>   Click<strong> OK<\/strong>. This displays the New Online Survey dialog. In the New Online Survey dialog, you can change the name of the survey and select the folder location for your online survey. <\/li>\n\n\n\n<li>\n  Enter the survey name, if required (for example, Crocodile XMP).\n<\/li>\n\n\n\n<li>\n  Select the folder where your online survey will go (for example, Demo Surveys, the folder created in Step 1).\n<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"313\" height=\"367\" src=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2020\/11\/newonlinesurveydlg-png.png\" alt=\"New Online Survey dialog\" class=\"wp-image-3283\" srcset=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2020\/11\/newonlinesurveydlg-png.png 313w, https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2020\/11\/newonlinesurveydlg-png-256x300.png 256w\" sizes=\"(max-width: 313px) 100vw, 313px\" \/><\/figure>\n\n\n\n<ol class=\"wp-block-list\" start=\"6\">\n<li>\n  Click<strong> OK<\/strong>. An information bar is displayed while the survey is cloned. Once complete the Survey Overview window switches to the online survey view with the new survey selected.\n<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"738\" height=\"251\" src=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2020\/11\/clonedxmpsurvey-png.png\" alt=\"Survey overview showing the cloned survey\" class=\"wp-image-3284\" srcset=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2020\/11\/clonedxmpsurvey-png.png 738w, https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2020\/11\/clonedxmpsurvey-png-300x102.png 300w\" sizes=\"(max-width: 738px) 100vw, 738px\" \/><\/figure>\n\n\n\n<ol class=\"wp-block-list\" start=\"7\">\n<li>\n  You can now delete the offline version in the Offline surveys list.\n<\/li>\n<\/ol>\n\n\n\n<h2 class=\"wp-block-heading\">Using the online survey<\/h2>\n\n\n\n<p>   Once you have moved the survey, you can use the online survey in both Snap XMP Desktop and Snap XMP Online. When you log into your account on Snap XMP Online you can see the new folder and cloned survey. <\/p>\n","protected":false},"excerpt":{"rendered":"<p>In Snap XMP Desktop there are two types of survey; online surveys and offline surveys. Online surveys are surveys that are available in both Snap XMP Desktop and Snap XMP Online. You can organise them in folders, which are available in both applications. The online surveys are kept up to date and the response data [&hellip;]<\/p>\n","protected":false},"author":7,"featured_media":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"inline_featured_image":false,"footnotes":""},"epkb_post_type_1_category":[36],"epkb_post_type_1_tag":[],"class_list":["post-3270","epkb_post_type_1","type-epkb_post_type_1","status-publish","hentry","epkb_post_type_1_category-getting-started-desktop"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v25.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Moving a survey from offline to online | SnapSurveys<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/snapxmp\/moving-from-offline-to-online\/\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Moving a survey from offline to online | SnapSurveys\" \/>\n<meta property=\"og:description\" content=\"In Snap XMP Desktop there are two types of survey; online surveys and offline surveys. 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