Enhanced subscriptions may include Survey Management, which can be used in conjunction with Profile and Compensation Management. Survey Management provides a tool to compare ERI Assessor Series data with data from various third-party surveys imported by the user.
Three sub-tabs are included in Survey Management:
•Manage Surveys
The Manage Surveys sub-tab is used to import and store your third-party surveys.
To Import Third-Party Surveys
1.In Survey Management, navigate to the Manage Surveys sub-tab.
2.Click the 
button to download and save a .CSV file template.
3.Download and save the .CSV file template.
4.Complete the template. Required columns are designated with an asterisk (*). See note below.
5.Once the list is complete, give the file a unique name (different from the template file name) and save the file in .CSV (comma delimited) format.
6.Close the .CSV file.
7.Click the Upload from CSV button to open the Upload Survey modal.
8.Enter the Survey Name and Survey Year.
9.Click the Browse button to select the .CSV file to upload and click Open. Then click Upload.
10.In the Survey Upload Results modal, a message will display the rows that you have successfully imported.
11.Select the job list from "My Organizations" profile to which the new Internal Title(s) will be inserted.
12.Click OK.
Note: If your .CSV file does not include a list of Internal Job Titles matched to the Survey Job Titles, then you will need to navigate to the Survey Summary Analysis sub-tab to create a list of internal job titles.
To Rename a Third-Party Survey
1.In Survey Management, navigate to the Manage Surveys sub-tab.
2.Select a stored survey.
3.Click the Rename Survey button.
4.Enter a new name for the selected survey
5.Click OK to confirm the name change.
To Delete a Third-Party Survey
1.In Survey Management, navigate to the Manage Surveys sub-tab.
2.Select a stored survey.
3.Click the Delete Survey button.
4.Click OK to confirm the deletion.
To Export Data
1.In Survey Management, navigate to the Survey Summary Analysis OR ERI Assessor Data sub-tab.
2.Click the Download Report button.
3.Select either Short Report (including Summary Analysis only) OR Full Report (including Summary Analysis and data from all third-party surveys).