To change the fiscal year end date on a survey, the survey must be In Progress.
If your survey is In Progress you can change your survey's fiscal year end date following these steps:
- Log in to the SMU DataArts website and select Surveys to go to your Surveys page.
- On the Surveys page select "Edit" next to the survey you would like to edit, this will open your survey and allow you to make changes.
- Once the survey loads select "Survey Settings" from the top left-hand side of the page that will take you to your "Survey Settings" page.
- Once you are on the "Survey Settings" page select the orange "Rerun Survey Wizard" button, and select "Yes" when the pop-up appears asking you to confirm that you want to rerun the Survey Wizard.
- Once the orange pencils have appeared next to each of the headings scroll down to the bottom of the page and select the "Back" button in the bottom left-hand corner. That will take you to the "Select a Year" page.
- On that page select the blue "Click here to change FY end date". That will allow you to change your fiscal year end date.
- Once you have made your change changes select the orange "Next" button to go back to the "Survey Settings" page.
- On the "Survey Settings" page select the "Continue to Survey" button in the bottom right-hand corner of the page. This will reload update your survey with the changed fiscal year end date.
