Getting Started - Qualtrics » Information Technology Services (2024)

• Create your Qualtrics account
• Login your Qualtrics account
• About the Projects Page
• Creating New Projects
• Set up Single Sign-On (SSO) Authenticator for the project
• Collaborating On Projects

1. Go tohttps://hku.qualtrics.comand you will be redirected to HKU Portal login page.
2. Login using your HKU Portal UID and Portal PIN.

New Qualtrics User

3. ClickNo, I don’t have a preexisting account hereto proceed.
   
4. Your Qualtrics account will be created. You can clickSign in to login Qualtrics.
   
5. Read Qualtrics’s Terms of Service and clickI acceptto proceed.
   

Existing Qualtrics User

If you have already registered a Qualtrics account using HKU’s affiliation, you can link your Qualtrics account with your HKU Portal account.

6. ClickYes, I have a preexisting account here to proceed.
   
7. Enter yourpreexisting Qualtrics account email and password. Then clickVerify account.
   
8. Your Qualtrics account will be linked. You can clickSign in to login Qualtrics
   
9. Read Qualtrics’s Terms of Service and clickI accept to proceed. You will see all of your existing surveys and data under your newly linked account.
   

1. Go tohttps://hku.qualtrics.comand login using your HKU Portal account.

   

2. You will be logged in to your Qualtrics account.

   

All Qualtrics sessions begin on theProjectspage – a one-stop shop listing all the projects you have created and those that have been shared with you. The Projects page lets you:

1. Create new projects
2. Organize, sort, search, and view your projects
3. Collaborate on projects with colleagues
4. Identify your projects by their XM type

A typical project consists of asurvey, a distribution record, responses and reports. To make it easy to create a new project, Qualtrics gives you five options to guide you along. You can start with:

• Blank Survey Projects.

• Copies of existing surveys.

• Solution Templates.

• Templates in your Survey Library.

• Exported Qualtrics Survey Format (QSF) files.

The first time you login, you will be prompted to review the QualtricsTerms of Serviceand you will see the following screen. To start:

1. ClickCreate Project.
   

2. Choose either theResearch Coreor your desired project category.
   

3. Select from the project creation options such asBlank Survey Projector one of the Solution Templates.

4. Name your project.
   

5. ClickCreate Project.

Go toCreating a Projectpage for step-by-step examples on how to create new projects using any of these options.

Single Sign-On Authenticator can be used to verify respondents’ identity to enable survey owner to limit a survey to be completed by HKU staff and students only (verification is done via HKU Portal account login).

1. Select the project you need to set up the SSO Authenticator and go to the Survey tab. ClickSurvey Flow.
   
2. ClickAdd a New Element Here.
   
3. ClickAuthenticator.
   
4. SelectSSOfor Authentication Type.
   
5. SelectShibbolethfor SSO Type.
   
6. Tick the checkboxCapture respondent identifying info.
   
   Note: Qualtrics’ s survey platform will capture the respondent’s HKU email address, identity (i.e. staff or student) and IP address and make these data accessible to the survey owner. Please ensure the respondents are aware of this before they proceed to complete the survey.
7. ClickAdd Embedded Data.
   
8. For the ED field(s) on the left, you can name the field name according to your preference and it will appear in the response data.
   For the user attribute(s) on the right, please use the following format.

   User attribute	Information to be captured
   email	HKU email address
   account_type	staff or student

   

9. ClickAdd a New Element Here.
   
10. SelectBranch.
    
11. ClickAdd a Condition.
    
12. Set up the condition(s) to suit your needs and clickOKto proceed. Below is an example of making a survey accessible by both HKU staff and students.
    
13. Continue to add the element for displaying the question(s) and the End of Survey block. ClickSave Flowto finish the setup.
    
14. Test your survey to ensure you have setup the SSO authenticator properly. Respondent will be asked to login their HKU Portal account for identity verification before they proceed to complete the survey.
    Note: SSO authenticator may not function properly with Preview Survey. Please test your survey via the anonymous survey link.

The Projects page displays practical, at-a-glance information to help you organize, view, monitor, track, and sort through your projects. For example:

On the far-right of each project name you will see three dots that open the project actions dropdown menu. From there you can Activate, Rename, Copy, Edit, Translate, and Delete your projects and do more other actions.

Go to theOrganizing & Viewing Your Projectspage for step-by-step examples of how to get the most value and power out of the Projects page.

Collaborating on projects is as easy as clickingCollaboratefrom the project actions dropdown menu.

You can collaborate with individuals inside your organization. To begin collaborating, enter a colleague’s email address in the Collaborate popup menu.

You can refer to theCollaborating on a Projectpage for details on how to collaborate on projects.

1. Select the project you need to set up the SSO Authenticator and go to the Survey tab. ClickSurvey Flow.

   

2. Select the project you need to set up the SSO Authenticator and go to the Survey tab. ClickSurvey Flow.

   

   1. Track any tickets assigned to you or your team by your XM projects.
   2. View and organize projects by folder or category.
   3. Expand or collapse your projects for easy viewing.
   4. Sort your projects by various criteria, such asProject Type,Project Name, orLast Modified.
   5. Search for projects by name.
   6. View metrics summarizing your projects.
      • The project actions dropdown menu’s options.
      • The organization of your folders and categories.
      • The sorting and searching of your projects.