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Implementing Daily PC Checklists: Template Management, Auto-Save, and Reporting

  • maxim.vorobiev
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6 days 4 hours ago #271141 by maxim.vorobiev
LimeSurvey version: 6.15.4 
Own server or LimeSurvey Cloud: Own server (Ubuntu + Docker)
Survey theme/template: Standard (Fruity TwentyThree)
==================Hello LimeSurvey Community,I’m designing a system for daily PC maintenance checklists and need guidance on best practices. Here’s the workflow:
  1. Core Setup:
    • Each PC has a dedicated survey (or question group) acting as its checklist template.
    • These surveys must be cloned daily for daily logging (or re-used if feasible).
  2. Key Requirements:
    • Auto-save during the day: To prevent data loss, partially completed checklists must save automatically (e.g., every 5-10 mins).
    • Template adjustments: How to safely modify template surveys during the day?
      • Should we deactivate the live survey → edit the template → reactivate?
      • Is there a better workflow for minor daily changes?
    • Daily replication: Is daily cloning of each survey necessary? Or can we reuse the same survey daily while preserving historical data per date?
    • Reporting: Must view/export responses filtered by:
      • Specific PC
      • Specific date
    • Access control: Should each PC’s survey have a unique participant (with access code)?
Main Questions:
  1. How to implement reliable auto-saving for in-progress responses?
  2. What is the safest way to edit checklist templates without disrupting active submissions?
  3. Survey strategy: Daily cloning vs. reusing the same survey with date tracking? (Considering minor daily template changes).
  4. How to filter/export responses by PC and date efficiently?
  5. Is individual participant access per PC survey recommended for security?
Thanks for your expertise!

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