{"id":4281,"date":"2021-03-08T16:20:21","date_gmt":"2021-03-08T16:20:21","guid":{"rendered":"https:\/\/www.snapsurveys.com\/support-snapxmp\/?post_type=epkb_post_type_1&#038;p=4281"},"modified":"2023-10-04T10:52:22","modified_gmt":"2023-10-04T09:52:22","slug":"amending-an-individuals-information-held-in-snap-xmp","status":"publish","type":"epkb_post_type_1","link":"https:\/\/www.snapsurveys.com\/support-snapxmp\/snapxmp\/amending-an-individuals-information-held-in-snap-xmp\/","title":{"rendered":"Amending an individual\u2019s information held in Snap XMP"},"content":{"rendered":"\n<p>\n  There may be situations that require you to amend data relating to a survey participant in your Snap XMP data, for example when an individual exercises their right to rectification as part of GDPR compliance.\n  <br>\n  The participant data held in Snap XMP that you may need to amend includes:\n<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\n    the participants\u2019 submitted response data\n  <\/li>\n\n\n\n<li>\n    the participant details used for the email invitations and survey login information\n  <\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Amending submitted responses held within the survey<\/h2>\n\n\n\n<p>   Amending the response data is done in Snap XMP Desktop. The following steps outline the process. <\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>   In <strong>Snap XMP Desktop<\/strong>, open the <strong>Survey Overview<\/strong> window   <img decoding=\"async\" width=\"26\" height=\"26\" class=\"wp-image-4282\" src=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2021\/03\/surveyoverviewicon-png-1.png\" alt=\"SurveyOverviewIcon.png\">   . <\/li>\n\n\n\n<li>\n  Select the online or offline survey that you need to amend, and open by pressing <strong>Enter<\/strong>. If it is an offline survey that is not displayed, use <strong>Browse<\/strong> to find the folder containing it.\n<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" width=\"500\" height=\"99\" src=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2021\/03\/offline-surveys-png-1.png\" alt=\"Browse the offline surveys\" class=\"wp-image-4283\" srcset=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2021\/03\/offline-surveys-png-1.png 500w, https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2021\/03\/offline-surveys-png-1-300x59.png 300w\" sizes=\"(max-width: 500px) 100vw, 500px\" \/><\/figure>\n\n\n\n<ol class=\"wp-block-list\" start=\"3\">\n<li>\n  For an online survey, the responses synchronize when the survey is opened. If required, you can synchronize your survey responses by clicking <strong>Synchronize Responses<\/strong> \n  <img decoding=\"async\" width=\"37\" height=\"29\" src=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2021\/03\/15-synchronizebutton1-png-1.png\" class=\"wp-image-4284\" alt=\"15.SynchronizeButton1.PNG\">\n  on the main Snap Toolbar.\n<\/li>\n\n\n\n<li>\n  Open the <strong>Data Entry<\/strong> window\n  <img loading=\"lazy\" decoding=\"async\" width=\"26\" height=\"26\" src=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2021\/03\/dataentryicon-png-7.png\" class=\"wp-image-4285\" alt=\"DataEntryIcon.png\">\n  .\n<\/li>\n\n\n\n<li>\n  Find the responses and amend the data as necessary. Use <strong>Filter Cases<\/strong> to help you find any responses from the participant.\n<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"561\" height=\"93\" src=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2021\/03\/dataentryfilter-png-1.png\" alt=\"Filter the data responses\" class=\"wp-image-4286\" srcset=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2021\/03\/dataentryfilter-png-1.png 561w, https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2021\/03\/dataentryfilter-png-1-300x50.png 300w\" sizes=\"(max-width: 561px) 100vw, 561px\" \/><\/figure>\n\n\n\n<ol class=\"wp-block-list\" start=\"6\">\n<li>\n  Save the changes\n  <img loading=\"lazy\" decoding=\"async\" width=\"26\" height=\"26\" src=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2021\/03\/saveicon-png-4.png\" class=\"wp-image-4287\" alt=\"SaveIcon.png\">\n  .\n<\/li>\n\n\n\n<li>\n  For offline surveys you may have archive files; you can update them by overwriting the archived data. In the <strong>Survey Overview <\/strong>window, select the survey and click <strong>Archive Survey<\/strong>\n  <img loading=\"lazy\" decoding=\"async\" width=\"26\" height=\"26\" src=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2021\/03\/archiveicon-png-2.png\" class=\"wp-image-4288\" alt=\"ArchiveIcon.png\">\n  .\n<\/li>\n<\/ol>\n\n\n\n<p>   <img loading=\"lazy\" decoding=\"async\" width=\"370\" height=\"159\" src=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2021\/03\/archivedlg-png-2.png\" class=\"wp-image-4289\" alt=\"ArchiveDlg.PNG\" srcset=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2021\/03\/archivedlg-png-2.png 370w, https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2021\/03\/archivedlg-png-2-300x129.png 300w\" sizes=\"(max-width: 370px) 100vw, 370px\" \/>  <\/p>\n\n\n\n<ol class=\"wp-block-list\" start=\"8\">\n<li>\n  A generated file name with the .adf extension is defaulted. If required, change the location and file name to match the archived file you wish to overwrite, by clicking <strong>Browse.<\/strong>\n<\/li>\n\n\n\n<li>\n  Check the <strong>Include Raw Data<\/strong> box to include the case data in your archive.\n<\/li>\n\n\n\n<li>\n  Click <strong>OK to archive the survey<\/strong>. If the survey has previously been archived to that location, you will be asked if you want to overwrite the existing file. Click <strong>Yes<\/strong>. \n<\/li>\n\n\n\n<li>\n  A confirmation message is displayed when the archived is completed. Click <strong>OK<\/strong>.\n<\/li>\n<\/ol>\n\n\n\n<p><strong>Note:<\/strong> To fully amend the data, all previously created archive files, cloned surveys, or other copies of the survey data that specifically identify the individual also need to be amended. This includes re-running any reports containing information that can identify the individual participant.\n<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Amending a participant\u2019s details from the mailing and logins list<\/h2>\n\n\n\n<p>   In a survey that uses a list of participants to provide email invitations and\/or logins, you may need to update the participants\u2019 information. The participants\u2019 details for a survey are initially uploaded from a database or file in Snap XMP Desktop or Snap XMP Online. The details should be first updated in the source database or file. The following instructions show how to upload to Snap XMP Desktop or Snap XMP Online again. <\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Amending in Snap XMP Desktop<\/h3>\n\n\n\n<ol class=\"wp-block-list\">\n<li>\n  Open your database of participants and make the relevant amendments. (If you have uploaded multiple database files to your survey already, you can create a new database with just the necessary participants\u2019 details, clone the existing database link and select the new file.)\n<\/li>\n\n\n\n<li>   In <strong>Snap XMP Desktop<\/strong>, open the survey that is linked to the database of participants. <\/li>\n\n\n\n<li>\n  Choose <strong>File<\/strong> |<strong> Database links<\/strong>, <strong>select the relevant database link<\/strong> and click <strong>Run.<\/strong>\n<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"596\" height=\"282\" src=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2021\/03\/dblinks-png-1.png\" alt=\"Database links dialog listing the links for the survey\" class=\"wp-image-4290\" srcset=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2021\/03\/dblinks-png-1.png 596w, https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2021\/03\/dblinks-png-1-300x142.png 300w\" sizes=\"(max-width: 596px) 100vw, 596px\" \/><\/figure>\n\n\n\n<ol class=\"wp-block-list\" start=\"4\">\n<li>\n  In the <strong>Run Database Link<\/strong> dialog, select <strong>Update Participants<\/strong> in the <strong>Participants and Seeding<\/strong> list.\n<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"370\" height=\"117\" src=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2021\/03\/rundblinkppts-png.png\" alt=\"Update participants\" class=\"wp-image-4291\" srcset=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2021\/03\/rundblinkppts-png.png 370w, https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2021\/03\/rundblinkppts-png-300x95.png 300w\" sizes=\"(max-width: 370px) 100vw, 370px\" \/><\/figure>\n\n\n\n<ol class=\"wp-block-list\" start=\"5\">\n<li>\n  Click <strong>OK<\/strong> to update the participants\u2019 email invitation and login information.\n<\/li>\n<\/ol>\n\n\n\n<h3 class=\"wp-block-heading\">Amending in Snap XMP Online<\/h3>\n\n\n\n<ol class=\"wp-block-list\">\n<li>\n  Open your Excel, CSV or TSV file and make the relevant amendments.\n<\/li>\n\n\n\n<li>   In <strong>Snap XMP Online<\/strong>, select the survey that is linked to the participants\u2019 file. <\/li>\n\n\n\n<li>\n  In the <strong>Summary<\/strong> tab, click the <strong>Collect<\/strong> link.\n<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"419\" height=\"417\" src=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2021\/03\/collecttab-png-1.png\" alt=\"Summary tab for the selected survey with Collect highlighted\" class=\"wp-image-4292\" srcset=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2021\/03\/collecttab-png-1.png 419w, https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2021\/03\/collecttab-png-1-300x300.png 300w, https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2021\/03\/collecttab-png-1-150x150.png 150w\" sizes=\"(max-width: 419px) 100vw, 419px\" \/><\/figure>\n\n\n\n<ol class=\"wp-block-list\" start=\"4\">\n<li>\n  Select <strong>Participants<\/strong> in the side menu and then select the <strong>Participant list<\/strong>. This shows a list of all the participants for the survey.\n<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"846\" height=\"354\" src=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2021\/03\/participants-png-1.png\" alt=\"Upload participants\" class=\"wp-image-4293\" srcset=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2021\/03\/participants-png-1.png 846w, https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2021\/03\/participants-png-1-300x126.png 300w, https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2021\/03\/participants-png-1-768x321.png 768w\" sizes=\"(max-width: 846px) 100vw, 846px\" \/><\/figure>\n\n\n\n<ol class=\"wp-block-list\" start=\"5\">\n<li>\n  Click <strong>Upload Participants<\/strong>, select the updated participant file and click <strong>Next<\/strong>.\n<\/li>\n\n\n\n<li>\n  There are three options. Select <strong>Update Participants<\/strong> to update with the changes made to the participant file.\n<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"604\" height=\"439\" src=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2021\/03\/participantswizard-png-1.png\" alt=\"Update participants in the Participants wizard\" class=\"wp-image-4294\" srcset=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2021\/03\/participantswizard-png-1.png 604w, https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2021\/03\/participantswizard-png-1-300x218.png 300w\" sizes=\"(max-width: 604px) 100vw, 604px\" \/><\/figure>\n\n\n\n<ol class=\"wp-block-list\" start=\"7\">\n<li>\n  Click <strong>Next<\/strong> to proceed through the <strong>Upload Participants<\/strong> wizard. Click <strong>Upload <\/strong>to update the participants\u2019 email invitation and login information.\n<\/li>\n<\/ol>\n\n\n\n<p>\n  If there is a topic you would like a worksheet on, email to <a href=\"mailto:snapideas@snapsurveys.com\" target=\"_self\" rel=\"noopener noreferrer\">snapideas@snapsurveys.com<\/a>\n<\/p>\n","protected":false},"excerpt":{"rendered":"<p>There may be situations that require you to amend data relating to a survey participant in your Snap XMP data, for example when an individual exercises their right to rectification as part of GDPR compliance. The participant data held in Snap XMP that you may need to amend includes: Amending submitted responses held within the [&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":[82,83],"epkb_post_type_1_tag":[],"class_list":["post-4281","epkb_post_type_1","type-epkb_post_type_1","status-publish","hentry","epkb_post_type_1_category-how-to-tutorials-snap-online-collect","epkb_post_type_1_category-how-to-tutorials-snap-desktop-collect"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v25.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Amending an individual\u2019s information held in Snap XMP | 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\/amending-an-individuals-information-held-in-snap-xmp\/\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Amending an individual\u2019s information held in Snap XMP | SnapSurveys\" \/>\n<meta property=\"og:description\" content=\"There may be situations that require you to amend data relating to a survey participant in your Snap XMP data, for example when an individual exercises their right to rectification as part of GDPR compliance. 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