Home icon button is used to return you back to your home page.

Main Menu button is used to take you to the sites Administrators Main Menu.

Dashboard button is used to take you to your personalized dashboard.

Portal Prodigy button is used to take you to Portal Prodigy website.

Help icon button is how you got here. This button is on every page of the administration.

This is where we mark what version of Portal Prodigy you are running. Please note that this is also the version used to create this help page. If the version you are running is newer or older there maybe differences in layout and options.

You can setup here to display your company name. To do this, go to Site Settings Defaults and fill out Admin Page Title.

Here will be a list of all your questions. Each one will be a hyperlink that you can click on and modify.

During the creation of a new form this section is not present. Once the form is saved Page Settings will appear.

This list box displays currently selected page style. Global Content Page means its set to inherit the settings from Default Site Settings. Use this list box to select a specific Page Settings Collection. All the default and custom collections you create will be listed here.

SEO in red will be displayed here if this page has any kind of search engine optimizations turned on in the page manager, otherwise this spot is blank. SEO stands for Search Engine Optimization. Portal Prodigy includes a number of builtin search engine optimization features that make it easy to optimize your web pages for search engines and drive more traffic to your website.

Use to create a new Page Settings Collection. Currently when you click add new Portal Prodigy without prompting creates a duplicate collection with the same name. We recommend clicking on Page Manager and using Save As feature where Portal Prodigy will prompt you to specify a name for your new collection. Add New is a hotkey that can be accessed by "Ctrl+Alt+A".

Use to open Page Manager to view and edit the selected Page Settings Collection.

Survey Title Field is used for the Administrator to enter the title of the survey into the Survey Title Field. The title is displayed in lists on public portions of the site and, when clicked on by a visitor, opens a page which displays the entire survey.

You may enter instructions in the Description field to be displayed on the Survey entry form; however they are not required. It's displayed on the visitors page at the top of the questionnaire just below the Survey Title. The description field is HTML friendly, you can paste HTML directly into this field.

Portal Prodigy has a built in HTML Editor. Click on this icon to edit description in the editor.

Allow Repetitive Selection Field, this field can be set to "Yes" or "No". Setting the field to "No" prevents survey participants from submitting more than one set of answers. It is important to note that this feature will only work if the Private Field of the Record Detail is set to "Yes". When it set to "Yes" it will require the survey taker to be logged in, thusly giving the system a way of knowing who took the survey. When a non-longed in visitor attempts to take a survey he will be prompted to login or signup. A new signup login automatically enters the visitor into the User security group. (Non–logged in visitors default to the Visitor security group). Setting the private security group to User for surveys meant for public participation can help prevent single visitors from multiple submissions and secure a record of the visitor's contact information.

The Response Notification Email Field is used to indicate the email address of the individual that should be automatically notified of each time survey answers are submitted, for example, the survey chairperson. Each time a new survey questionnaire is submitted, an email message based on the selection in the Response Notification Template Field (on feature management page) will be sent to the email address entered into the Response Notification Email Field. The Response Notification Template is selected during the administrative setup of the feature and may be updated there on the Surveys Feature Management Page. The template selected in the Response Notification Template Selection Field indicates the message to be sent to the email address entered into the Response Notification Email Field when a completed survey questionnaire is submitted to Portal Prodigy.

"Upon Completion GoTo" is used to select the URL of the page to go to after the user clicks Ok on the Request or Survey Submittal Confirmation page. If left blank, the Request or Survey Selection page is displayed. This link will take you to the Link Management page where you can type in the URL or select from variety of Portal Prodigy Options.

This feature currently doesn't work.

The question entered here will appear on the sites questionnaire displayed to visitors.

Question ID displays unique id for the selected item.

Choice is a questionnaire type option where you can have multiple choice type questions.

This displays the order number in which choices are displayed to the visitor on the questionnaire.

This selection is only relevant if the Choice Question radio Button is selected. Generally, this is set to one meaning only one answer may be selected by the visitor. However, under certain conditions multiple answers might be desirable and in such cases the number may be set higher.

Set to "Yes" to display choices in list box or set to "No" to display choices as radio buttons.

Enumerate your multiple choice answers with:
1.(Numbers)
1.1(Sub-Numbers)
A.(Upper Case Letters)
a.(Lower Case Letters)

Here you'll have the list of all the answers. You can click on each one to open Response Management Page to modify it.

Opens Responses Sort Order Management page which lists all the responses and provides easy method to change their sort order.

Opens Response Scoring Management page to configure how to calculate the score based on the answers.

You will write your response(s) here. To enter multiple responses use Enter key to start a new line.

This displays the order number in which choices are displayed to the visitor on the questionnaire.

This feature allows you to insert a checkbox in the form. For example acceptance of terms and conditions.

This displays the order number in which choices are displayed to the visitor on the questionnaire.

Use this list box to select the type of date format. The choices are:

Text - Short text box for any kind of information.
Date - Date format text box that accepts this type of date format: "MM/DD/YYYY". This option also provides a mini calendar link to choose the date.
Number - Short text box for numbers only. If a letter is entered into the box, Portal Prodigy will show a warning and clear that field.
Dollars - Short text box for numbers and a dollar sign only. If a letter is entered into the box, Portal Prodigy will show a warning and clear that field.
Large Text (Memo) - This creates a large text box. This is useful when large amount of text need to be entered. An unlimited amount of text can be entered. Portal Prodigy will automatically create the scrolls so the user can review the text.

When Text is selected you will be given the choices to select a Data Format for the text.

This displays the order number in which choices are displayed to the visitor on the questionnaire.

When set to none you don't get a response field. None is used to make a title in the form.

This displays the order number in which choices are displayed to the visitor on the questionnaire.

Here you can choose from a drop down menu what type of information you are going to collect.

Field type question allows the system to collect and store the information by the contact management system. By using these fields you can automatically create a contact in the system when this form is filled out.

This displays the order number in which choices are displayed to the visitor on the questionnaire.

Enter the number of times you want the answer fields from the subform to be repeated.

When you first select SubForm this link is actually called "Create Subform". Clicking on it will open a new window to create a new subform. When the subform is made this link is changed to "Edit Subform", click on it to open it in a new window to modify it.

Subform allows you to create a separate form inside a form. Currently only one subform is supported per form.

Set Administrator Only to "No" for all questions/fields that you want the customer to see on their entry form. Set to "Yes" for all questions/fields that you want hidden from the customer but visible to administrators.

Set Required to "Yes" to make a response to the question/field mandatory. Set to "No" to make a response optional.

Set Include in Knowledgebase to "Yes" if you want customers to be able to perform public search for this Question and response.

This will add a bubble after the question that can contain an example or instructions.

You can select a question by entering the Question ID. Use this section to enter the ID.

Click here to execute Go to Question command.

Defaults to "Yes" which means the question will be included on the survey. Set to "No" to deactivate. When deactivated, the question will no longer be included on the Survey; however, it will remain in the database and can be viewed from Administration for Surveys taken when it was active.

This allows you to make copies of a question. Select a question and enter here how many copies to make.

Click here to execute the copy question command.

Navigation shortcut to the First Question.

Navigation shortcut to the Previous Question.

Navigation shortcut to the Next Question.

Navigation shortcut to the Last Question.

Lists user's first name followed by last name, who created this page. This section is not present in the Add New mode. Once you save this page, this section will appear.

Lists the date and time when the user created this page. This section is not present in the Add New mode. Once you save this page, this section will appear.

Lists user's first name followed by last name, who last edited this page. This section is not present in the Add New mode. Once you save this page, this section will appear.

Lists the date and time when the user last edited this page. This section is not present in the Add New mode. Once you save this page, this section will appear.

Active, by default this value is set to "Yes", which means the record is active and available for use. To deactivate a record, set it to "No". Deactivating a record is a logical form of deletion. It is used to remove the record from future use, yet maintain the relationship with existing data. Reports by default only include active records; however, there is a reporting option that allows inclusion of deactivated records.

The Expires Date Field provide for the input of a date, after which the survey will no longer be displayed on the visitor (public) portion of the website. It does not delete the record but tags the record so it will be filtered from display.

This Calendar icon will bring up the calendar window where can simply select the date you want. You can use the list boxes to select the month and the year, and then click on the date to accept it.

ChapterID, this value is only applicable if you are using the Portal Prodigy Site Synchronization feature. It is used to specify the Chapter that has primary ownership of the record.

The Topics Field contains a selection list based on entries made on the Survey Topics Management pages. Topics determine which surveys are grouped together on the list displayed to visitors.

The Level Field is applicable to multi-chapter synchronous installations of Portal Prodigy where levels, such as National, Regional, State and Local are used to filter the display of records.

Private, by default this value is set to "No", which means the record is publicly available to all visitors of your site. To limit access to authorized users only, set to "Yes" then check which Security Group to grant access.

Saves the data and continue working on the page. Save is a hotkey that can be accessed by "Ctrl+Alt+S".

Adds a new question, if a question is open then it updates the selected question.

Deletes the currently displayed question. Portal Prodigy will prompt to confirm deletion of the question. Select OK to confirm the deletion or CANCEL to abort the deletion.

Deletes the entire Survey Form. Portal Prodigy will prompt to confirm deletion of the form. Select OK to confirm the deletion or CANCEL to abort the deletion. Delete is a hotkey that can be accessed by "Ctrl+Alt+D".

Shows you how the form will look like to an end user. View is a hotkey that can be accessed by "Ctrl+Alt+V". This function currently does not work.

Opens Question Sort Order Management page which lists all the questions and provides easy method to change their sort order.

This opens up search for Broadcast Templates page. You may create a new or select an existing template to run an email broadcast to the surveyors.

Takes you to Reports generation page. Reports is a hotkey that can be accessed by "Ctrl+Alt+R".

Close button is used to close the page and save changes. Portal Prodigy will prompts to save changes. OK response saves changes, closes page, and returns to previous page. CANCEL response discards all entries and edits (same as Cancel button). Close is a hotkey that can be accessed by "Ctrl+Alt+C".

Security Groups are only listed when Private is set to "Yes".

Enter the company ID you want to grant access to.

If you want to enter your own company ID but can't remember what it is click this icon. Portal Prodigy will enter company ID into the box of the currently logged in user.

Use this search tool to lookup a company in the database.

View grant a user belonging to the selected company viewing right.

Edit grant a user belonging to the selected company editing right.

Add grant a user belonging to the selected company to add new right.

Use this checkbox to add view rights to a Security Group. All active security groups currently in the system will be listed here and each individual one can be selected. New Portal Prodigy comes with 3 predefined Security Groups; Admin, Users, and Visitors.

Opens up a new window to Portal Prodigy home page.

Takes you to your home page.

Takes you to your contacts page.

Takes you to your about us page.

Takes you to your sitemap page.