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Public Health: COVID-19 Pre-Screen & Routing XM Solution

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About the Public Health: COVID-19 Pre-Screen & Routing XM Solution

The public is faced with a flood of information regarding COVID-19: symptoms, community incidents, school closures, and so on. Because it’s so hard to find the right information, the easiest solution is to call public health and government organizations. Due to the volume of calls to public health organizations for basic information, it is difficult for the members of the public who need assistance to get through to the right support resources over the phone.

  • Potential patients who need assistance are not able to get it.
  • The public health organizations are overwhelmed with requests for the same information.
  • The public health organizations are not able to easily understand what the trending requests are and where they should focus their external efforts to drive awareness.

The Public Health: COVID-19 Pre-Screen & Routing solution enables public health organizations to automate the distribution of the latest COVID-19 information to members of the public, perform an initial triage for COVID-19 symptoms, and ensure that people exhibiting symptoms of the disease have access to the right supporting and testing resources.

Developed by Qualtrics’ senior XM scientists, the Public Health: COVID-19 Pre-Screen & Routing XM Solution is a pre-made intake survey that can help the public triage their needs before calling into public health departments, and a pre-made report that visualizes trending information and volume of requests.

Qtip: All users with existing Qualtrics licenses have access to this solution. In addition, we are offering these solutions for free to companies based in India. If you are based in India and do not have a Qualtrics account, see this page for more information on how you can get access to this solution.

Creating a Public Health: COVID-19 Pre-Screen & Routing

Qtip: This XM Solution is only available in English. You will only be able to make this project if your account language is set to English. However, you can upload translations or auto-translate using Google Translate for content as needed. See FAQs for more details.
  1. Either navigate to the Catalog or click Create new project on the Projects page.
    Create Project button in Projects Page, catalog from navigation hamburger menu
  2. Under COVID-19 projects, select Public Health: COVID-19 Pre-Screen & Routing.
    Image of catalog, selecting the described project, seeing a sidebar open on the right describing it, ending with a button to get started creating it

    Qtip: You can also use the search in the catalog to find this project.
  3. Click Get started.
  4. Name your project.
    Field for project name and folder. Button to create on bottom-right
  5. If desired, put it in a folder.
  6. Click Create project.
  7. Determine what type of survey you’d like to create:
    Image that says Determine what type of survey you'd like to create: A symptoms evaluation (pre-screen) only or A symptoms evaluation plus information routing

    • A symptoms evaluation (pre-screen) only
    • A symptoms evaluation plus information routing
  8. Click Next.
  9. Provide your organization’s name.
    Fields described open in a new page
  10. If desired, upload a copy of your organization’s logo. Max file size is 1MB.
  11. If you chose A symptoms evaluation (pre-screen) only, you will be asked to specify one phone number for additional questions on COVID-19. You can then click Next and skip to Step 20 in these instructions, since the next few steps are only for A symptoms evaluation plus information routing.
    An image of the option exclusive to the more reduced version of the survey
  12. Specify the name of your Local Public Health organization.
    Image of the steps described
  13. Specify the URL of the website for your Local Public Health organization.
  14. Specify the name of your state’s healthcare organization.
  15. Specify the URL of the website for your state’s healthcare department.
  16. Specify the name of your state’s department of education.
    Image of steps described
  17. Specify the URL of the website for your state’s department of education.
  18. Specify a phone number people can reach out to with additional questions on COVID-19.
  19. Click Next.
  20. Determine whether you’d like to be notified when responses come in. If you say yes, you’ll be asked to specify the threshold of responses you’d like to reach before being notified.
    Image of notification settings
  21. When you’ve filled out these fields, click Finish to generate your survey.
  22. Click Preview Survey to test your survey.
    Survey builder open with a guidance sidebar to the right that takes you through key steps

    Qtip: Did your survey Preview not appear? Make sure your browser doesn’t block pop-ups on Qualtrics.
  23. Click Done to resume the guided setup.
  24. Use the tabs along the top if you’d like to edit components not included in the blue button steps. For example, you can go to the Survey tab to edit the survey theme and add demographic questions, whereas you can go to the Distributions tab to download a distribution history for emails you’ve sent.
Qtip: After completing the initial setup, you can review the guided setup steps by clicking Guidance in the top right corner of your project.
to access the guided walkthrough, click guidance in the top right corner of your project


Public Health: COVID-19 Pre-Screen & Routing Survey Customization

If you want to see the questions in your survey or edit them, click the Survey tab. Once inside the survey builder, you can add new questions, tweak the wording on existing ones, edit the survey theme, and much more.

The survey builder of a COVID-19 project

If there’s particular functionality you’d like to add, try searching the Support Site, or use the Support Site’s menu to the left to pick a page. In this section, we’ll cover some of the fundamentals of survey editing.

Qtip: The questions included in this survey were developed by our top subject matter experts. We advise trying to keep your survey as similar to the original template as possible, and not making too many large-scale changes.

Adding and Editing Questions

Warning: It’s important to make edits to the survey before you distribute it to recipients. If possible, avoid making edits to a survey actively collecting data, or you may risk invalidating your data and changing the premade reports that come with this solution. See Testing / Editing an Active Survey.

You can add as many additional questions as you want. However, keep in mind that the shorter the survey, the more likely recipients are to fill it out.

For guides to adding and editing questions, see:

Qtip: For surveys like these, we generally advise sticking to multiple choice and text entry questions.

Deleting and Restoring Questions

Warning: If you delete a question, it’ll affect the premade report and the display logic included with this solution! Be prepared to fix all the display logic in your survey, and to either make edits to the report or create a new report from scratch. We generally advise you not to delete any questions!

If you have sent a question to the trash, it is possible to restore it. To roll back many changes at once, see also how to revert a survey back to a previous version.

Survey Flow and Display Logic

This solution comes with custom display logic. Display logic affects what questions respondents see, based on previous answers they provided. For example, we can give respondents different advice on how to proceed based on whether they are already displaying symptoms of COVID-19.

Question with blue widget on top that says the conditions under which the question will appear

Warning: When you remove or edit a question, it can affect display logic on another question. Be sure to double-check your survey before making these edits!

In the survey flow, you’ll find some embedded data for city, region, and postal code is already added. Please do not remove this element – it’s there to help organize your data and format your report.

Survey flow open, green embedded data element at the end

Saving and Publishing

All edits you make are saved automatically; however, they won’t necessarily be pushed to the live version of the survey. When you are finished with all of your edits and are ready to generate a link and share the survey with your recipients, remember to click Publish in the upper-right.

For more on how this works, see Survey Publishing & Versions.

Distributing the Public Health: COVID-19 Pre-Screen & Routing XM Solution

When you are ready to distribute the Public Health: COVID-19 Pre-Screen & Routing solution, it’s super quick and easy to do so:

  1. Make sure you have published any survey edits.
    clicking the publish button
  2. If your changes are published or you don’t have changes to publish, head to the Distributions tab.
    Get a Single Reusable Link option in Distributions Tab
  3. Choose Get a single reusable link.
  4. You will see the anonymous link. This link does not collect any identifying information other than what you explicitly ask for in the survey. You can copy this link and distribute it through your company’s email.
    selecting the anonymous link

Qtip: If you publish changes, the menu that opens will give you your anonymous link.

Publishing a survey and being presented with the anonymous link

Other Methods of Distribution

We recommend using the anonymous link method described above, because it’s the quickest and easiest distribution method.

If you are interested in other methods of distribution, such as emailing from Qualtrics, see the Distributions Basic Overview for a list of options. Please note that depending on your license, not all options may be available, and some may be restricted.

Qtip: If you distribute through email to a Qualtrics contact list, results will not be anonymous unless you change the link type while writing the email or chose to anonymize responses in the Survey tab.


Premade Reports

Our XM Scientists have developed a special report for this XM Solution. This report gives an overview of the results, and is ready to share as soon as you have collected data.

Reports is last tab. Under that, another reports button, to right of Results. Screenshot shows the report, with a blue bar graph

  1. Go to Reports.
  2. Select Reports.
  3. The premade report, Public Health: COVID-19 Pre-Screen & Routing Report, will be the first one that appears!
Qtip: This report will not generate charts and tables until you collect data. Try completing the survey through the preview button if you want to test what these reports look like with data. Remember you can always delete preview data later.
Qtip: The premade report was developed by our top subject matter experts. We advise trying to keep your report as similar to the original template as possible, and not making too many large-scale changes.
Warning: Do not delete the premade report! If you do, this report will not be retrievable, and you will have to make a new one from scratch.

Other Ways to View Data

While Advanced-Reports include an expert premade report, this report is limited to showing 250 comments for a given Text Entry question (those are the open feedback questions). To see a full set of responses, you’ll want to use one of the other reporting options described below.

Data & Analysis allows you to edit data, export a spreadsheet of all responses, filter your responses, and much more.

the data & analysis tab

Results-Reports give a quick overview of your data, and do not require you to work from scratch. They have different charts and graphs than Advanced-Reports, and are generally there to help you get quick assessments of data.

the results and reports tabs

Qtip: There is no CX Dashboard associated with this XM Solution. If you are on a Qualtrics license with CX Dashboards, you can map this XM Solution’s data to a dashboard just like any other Qualtrics survey.

Response Notifications

Depending on how you set up your guided project, there may be notifications built in. These can be found in the Actions tab, and may require additional setup to complete.

A picture of an incomplete notification

Qtip: Once you’ve configured the notifications feed task as desired, make sure it is enabled.

The same notification as the above, but the warning text is gone, and the "turn on/ off" column is set to on

As needed, you can either review or edit:

  • Who receives the notification
  • The conditions under which the condition are sent
  • The message included in the notification

Depending on the frequency you chose, these conditions are set up with one of the following:

  1. Embedded data set in the survey flow.
  2. Quotas.

Do not edit the conditions on these actions, the corresponding embedded data in the survey flow, or the quotas involved.

If you don’t want to receive this notification after all, you may delete the action or disable the action (if it is not already disabled). Please note that once you delete an action, it cannot be retrieved.

Viewing Reports

Email listing number of survey responses. Under the text is a blue button for viewing reports

View report: Clicking View report in the email or clicking the in-product notification will take you to the Reports section of the Reports tab of your project, where you should see the pre-built report.

Notification in product saying how many responses were received

Qtip: If you’re clicking these buttons from your email, you may need to log into your account before you are taken to these tabs.

Unsubscribing from Notifications

If you no longer wish to receive notifications, you can click unsubscribe at the bottom of the email.

Unsubscribe button at the very bottom of the email

Qtip: This will unsubscribe you from all notifications. You cannot unsubscribe from a specific project.

Subscribing to Updates

Most users will be subscribed to these automatically. However, if you unsubscribed and find you want to start receiving them again, you can do the following:

Qtip: Users that have 10 or more active surveys that have received responses in the last 2 weeks will not be automatically subscribed.
  1. Go to your Qualtrics account.
  2. In the upper-right corner, click the notifications icon.
    Bell upper-right, once opened, settings gear is below that, further right
  3. Click the settings gear.
  4. Select Actions to subscribe to notifications set up using the Actions tab.
    Digests is listed towards the bottom, one of the last options. Notifications is towards the top, the first option in the panel
  5. You may need to select Notifications first if you at some time or another unsubscribed from all account notifications.

Terms of Use: COVID-19 Solutions

Expiry Dates

The following terms only apply to customers who sign up from the “Here to Help” or “Return to Work” landing pages or via Qualtrics Surveys. Prior to expiration on 30th November 2021, these customers will need to export their data or upgrade to a paid product.

Qtip: Existing customers will have access to the content for the life of their license with Qualtrics.

Access to the following solutions is subject to expire on 30th November 2021. Users will be notified in advance of access being terminated. This is applicable to the Return to Work Pulse, Remote + Onsite Work Pulse, Public Health: COVID-19 Pre-Screen & Routing, High Education: Remote Learning Pulse, K-12 Education: Remote Learning Pulse, Remote Educator Pulse, Dynamic Call Center Script, Customer Confidence Pulse (1.0), Brand Trust Pulse, Supply Continuity Pulse, and Healthcare Workforce Pulse solutions.

Response and Email Limits

  • New customers who are based in India and sign up from the “Here to Help” or “Return to Work” landing pages with a work email will get their own provisioned brand up to 500k responses total. This is applicable to the Return to Work Pulse, Remote + Onsite Work Pulse, Public Health: COVID-19 Pre-Screen & Routing, High Education: Remote Learning Pulse, K-12 Education: Remote Learning Pulse, Remote Educator Pulse, Dynamic Call Center Script, Customer Confidence Pulse (1.0), Brand Trust Pulse, Supply Continuity Pulse, and Healthcare Workforce Pulse solutions.
  • Customers who sign up for access to the COVID-19 solutions as described above will be limited to 1K emails per week per user.

New customers who sign up from the “Here to Help” or “Return to Work” page with a personal email will be provisioned a free account with up to 500 responses for each Return to Work Pulse or Remote + Onsite Work Pulse survey. This is also the case for new customers who sign up via Qualtrics Surveys.  The full COVID-19 solutions will only be available to new customers who sign up with a work email on the “Here to Help” or “Return to Work” pages as indicated above.

Other Free COVID-19 XM Solutions

The following COVID-19 XM Solutions are free to customers with existing licenses and to customers based in India. Click the name of the Solution for more guided support: