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- Include the name of your offering cycle at the top of your survey. If you want to include introductory text, keep it brief.
- Test your surveys. See our page Testing Your Surveys
- Harvard Catalyst reports on Institution, so having an "Other Institution" text box is important.
- Include at the top of your survey: "This application form cannot be saved. Please prepare your responses and save elsewhere before starting this form."
- Survey Options > Survey Expiration - This allows you to set a date by which no more applications can be submitted.
- Change navigational buttons from arrows to "Submit": Look and Feel -> Next Button Text - type "Submit." This makes it clear that there are no additional pages past this one.
If you are using multiple pages, specify different text for the next buttons. For instance "Start application," "Continue," "Submit." (Block Options > Next/Previous button text) - We use an Application ID, or appID, to tie an endorsement survey and/or review survey to a specific person's application survey. The number is random and non-sequential to hinder access to others' applications. Link the endorsement and/or review surveys to the application survey by including appID in the endorsement email, endorsement form, applicant email, reviewer email, and reviewer form.
- For the Agree to Program Requirements checkbox:
- Multiple Choice, Choices = 1, Multiple Answers (allows unchecking the box), Force Response (prevents form submission without agreement)
- Question: "To apply you must agree to the program requirements"
- Answer: "By checking this box, I certify that I understand the program requirements and agree to abide by them if I am accepted into this course."
- Use Rich Content Editor to add program requirements (RFA) link. Change target to "_blank" so it opens in a new window.
- PDFs (FAQs and RFAs) can be housed on the Harvard Catalyst website. Email WebUpdates@catalyst.harvard.edu and we'll send you the URL(s) that you can include in your surveys.
- Service pages will link to FAQ and RFA and will include date information and a link to the Qualtrics application survey.
Required Fields (Qualtrics doesn't automatically add asterisks to required fields.)
- If you want to indicate required fields, add the asterisk manually to each question and include "* = Required Field" near the top of the survey.
- To require fields, select "Force Response" in the question settings in the right column.
- You can select multiple questions at once using the checkbox at the top left of each question then select "Force Response" in the right column
- Section Headings: Add a question as Descriptive Text, then use Rich Content Editor to make it bold.
- Help Text: Using Rich Content Editor, put help text on line below question, in italics and smaller font (eg 10px)
- Harvard Authentication: Since the application forms are not behind login, you can ensure applicants are at Harvard by adding a required field for eCommons username or Harvard email.
- If Endorser email is wrong (applicant entered it wrong on application survey), you can replicate the endorser email. Include the link to the endorser survey: append endorser survey anonymous link URL with ?appID=${e://Field/appID}
- Restriction of file uploads to PDF type has two benefits: It protects you from viruses and it protects the document from further edits by other authors.
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