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'
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 dropdown list:
Once you've selected 'Clone Consultation' your request will go into a queue, and you will see this message:
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 firstname.lastname@example.org, 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 an additional message on the Clone consultation screen. It shows you a list of 'pending copies' of the consultation — these are clone requests that are still in the queue:
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:
- The user who clones a consultation will be the owner of the new consultation (see our article about changing the consultation owner).
- The new consultation will not be private (see our article about how to make an existing consultation private).
- The new consultation will be in draft state (see our article about the different consultation status options).
- The new consultation will not be set as 'featured' on the consultation hub (see our article about featured consultations).
- The new consultation will have no mailing list entries (see our article about consultation mailing lists).
- The new consultation will have no online survey responses (this also means that for our customers with Response Publishing there will be no published responses to the new consultation).
- The new consultation will have no analysts assigned to it (See our article about assigning people as analysts).
- For Public consultations, the new consultation will have the URL and Title set when it was created. For Private consultations, the new consultation will have the Title set when it was created, but there will be a different set of letters and numbers at the end of the URL (see our article about how to make an existing consultation private).
- If you have IP address collection turned off on your site, but the original consultation you are cloning was set up prior to that being applied, your cloned consultation would collect IP addresses (as the original would have done). We can disable this for you if you let us know about it via our support email address with the URL of the cloned consultation.
All other details about the new consultation will be the same as the original.