Need help? Looking for tips and tricks?

This knowledge base contains loads of useful advice and answers to common questions.

If you're still stuck you can always submit a support request and we'll get back to you ASAP.

Cloning a Consultation

Jess Henderson -

Why clone consultations?

If you run repeat consultations such as staff surveys or citizens' panels, you can clone a survey in its entirety and just update the details that have changed, such as the dates.  This allows for easy comparison of data over time (longitudinal studies) as the data exports will always contain the same questions with the same column headings.

If you have a set of standard questions, pages, or descriptive text that you would like to include in all surveys, you can make a 'template' consultation just containing this default information, and leave most of the consultation record blank.  You (or other members of your department) can then clone this template as the basis for subsequent consultations.

When you clone a consultation, you are cloning the Consultation Details, and the Survey content - so in the case of an Online Survey, the questions and answer components. The copy will not include any of the responses, results, outcomes or 'We Asked, You Said, We Did' data from the old consultation.

Who can clone consultations?

Consultations can be cloned by anyone who can see the consultation's dashboard and has permission to create consultations, which means:

  • Individual Admins in the same department as the consultation (even if they are not the original owner)
  • Department Admins in the same department as the consultation
  • Site Admins

Analysts cannot clone consultations.  Individual and Department Admins cannot clone consultations in other departments. See our article about types of internal users for more information.

How do I clone a consultation?

Existing consultations can be cloned in any state - forthcoming, open, closed or draft.  A cloned consultation will always begin life in the draft state, to give you a chance to update the details before publishing it.

Go to the Consultation Dashboard of the survey you would like to clone, and select "Clone this Consultation" 

consultation_dashboard.png

This will take you to a page where you can select the title and URL for the new consultation. If you are a Site Administrator, then you will also be able to choose which department the new consultation will be created in, from the drop-down list:

clone_screen.png

Once you've selected "Clone Consultation", your request will go into a queue, and you will see this message:

clone_message.png

On the Consultation Dashboard, next to 'Clone this Consultation', it now tells you that there is already 1 clone pending.

When your consultation has finished being cloned, you will receive an email to let you know, provide a link to the newly-cloned consultation, and list any changes that have been made from the original.

The email is sent to the person who requested the clone. If you don't receive an email within 20 minutes, and your clone no longer shows up in the 'pending copies' list (see below), please contact Delib by emailing support@delib.net, rather than trying again.

Creating multiple clones

If you try to clone a consultation again while the first clone request is still pending, you will see this screen. It shows you a list of 'pending copies' of the consultation - ie clone requests that are still in the queue:

pending_copies.png

Then you can decide whether you really want to make a second copy of the consultation, bearing in mind your first copy is on its way.

What are the differences between the original and new consultations?

Regardless of the state of the original consultation, some details are default for the new consultation:

All other details about the new consultation will be the same as the original.

Powered by Zendesk