How to get started as an Instructor

Modified on Mon, 14 Nov, 2022 at 10:02 AM

Reading time: 10-15min

For: Instructors and faculty members

Introduction

As an instructor you can use your own Qualtrics surveys and make them part of a Canvas course. This guide will first explain where you can find Qualtrics LTI in Canvas, and how you can add your first survey. Additionally, this guide will cover:

Understanding the survey overview
Use Qualtrics surveys in Canvas
- Option I: Add a Qualtrics survey to a Canvas assignment
- Option II: Add a Qualtrics survey with Canvas data to a Canvas assignment
- Option III: Make use of institute surveys
Checklist
Check the response rate of a survey

Understanding the survey overview

First click on the account button in the Canvas Global Navigation and navigate to the Qualtrics integration.
Click on the dropdown menu to select the Qualtrics domain you want to login to.
After selecting the domain you can press 'Login now'.
This will cause a pop-up to appear. Either log in using your Qualtrics credentials or use SSO if your organization supports this.
(Optional) If your account is linked to multiple brands/organizations, please select the one that matches the Qualtrics domain selected in step 2.

You will now see the Survey overview page. On the survey overview page, you can find the following information:

Survey name (1)	These surveys have already been added to Canvas. You can click on the survey name to go to the details screen of a survey.
Survey type (2)	Depending on how your organization configured Qualtrics LTI you might see the survey type. Hovering over the icon reveals the name of the type. The ‘Standard canvas assignment’ type is the type most commonly used. The ‘in-class survey’ type can be used to gather student input/feedback during a live event (such as a lecture). You can find more information about in-class surveys here

Linked assignments (3)	Here you can see how many assignments contain the survey. If you - for example - create a small evaluation survey and use that same survey in multiple courses, this number indicates how often the survey is used.
Enable survey for Canvas (4)	If the status is 'Unarchived' the survey can be added to any assignment within Canvas. When 'Archived', the survey will remain inside the integration but you won’t be able to add it to any assignment. This can - for example - be practical when you have a survey that you use for experimenting but don’t want to accidentally add to an assignment.
Add survey button (5)	Click on this button if you want to add a survey to the integration. After clicking on this button you will see a list with all your Qualtrics surveys where you can select the survey you want to use.
Menu button (6)	From here you can navigate to other parts of the tool. Data fields: If you want to use Canvas data in your survey you can check here which data your organisation has made available. Labels: If you want to create labels to tag to your surveys you can manage those here. I want to go to Qualtrics: Open your Qualtrics environment in a new tab. Help: Here you can send an email to your organization’s support or find documentation about the tool.

Use Qualtrics surveys in Canvas

Option I: Add a Qualtrics survey to a Canvas assignment

What to do in Qualtrics before using the Qualtrics LTI tool

Build the survey including survey instructions, questions, answers etc. and make sure to publish the survey. Once published, Qualtrics LTI will recognize the survey.

What to do in Qualtrics LTI

Add your survey (1). Once added, the tool will automatically redirect to the survey settings screen to execute the steps below.

Decide on survey settings:

Decide on the submission type	Decide on the grading method
Limit to 1 submission: 1 survey response per learner in Canvas and Qualtrics(recommended option for evaluations & adaptive quizzes).	For anonymous surveys: Select the 'No Canvas submission' option.
Allow submission update: Learner can update their submission in Canvas but Qualtrics will only save the latest submission (recommended option for evaluations).	For Qualtrics surveys with scoring: Select 'With Canvas submission' and 'Grade is the percentage of the Qualtrics score'.
Allow multiple submissions: Learner can update their submission in Canvas and Qualtrics will save all submissions.	To create a checkmark in the Gradebook or to assign a grade: Select 'With Canvas submission' and 'Grade is the assignment maximum score' (recommended option for evaluations -> to create the checkmark make sure the Canvas assignment has the 'Complete/Incomplete' submission type). Find more information about grading options here.

Set survey settings (1) and don't forget to save (2).

What to do in Canvas

Lastly, navigate to your Canvas course. The final step is to distribute the survey via a Canvas assignment.

Create a new assignment

Set the 'Submission type' to External tool (1). You can click on 'Find' (2) to select the Qualtrics LTI.

TIP: Don’t add text into the assignment header. If you have any instructions for your survey, place them directly in the survey with a Qualtrics Text question type.

The following screen will appear. In the tabs you can see your own surveys (1) and the surveys of your organization (2) (read more about institute surveys in the paragraph: Option III: Make use of institute surveys)

In the tab 'My surveys' you can find your own surveys. Once you select one of your surveys you can decide to add notifications (click here to learn more about notifications) to the survey. Once you click on ‘save’ the survey will be added to the assignment.

Once the assignment is saved, you can check the details of the added survey. These details are only visible for you, if a learner opens the assignment they will see the Qualtrics survey instead.

Use Qualtrics surveys in Canvas

Option II: Add a Qualtrics survey with Canvas data to a Canvas assignment

Why use Canvas data with your survey?
 
Embedded data is information recorded in survey data in addition to the question responses. Using embedded data ensures clean data capture and shortens surveys. For example; instead of having a set of questions asking learners to fill in their own student number, name and date of participation, this data can be automatically pulled from Canvas. The image below shows common data fields. Keep in mind every organization uses different data, you can check the ‘data fields’ page to see which data is available for you to use.

What to do in Qualtrics LTI

Add your survey (1). Once added, the tool will automatically redirect to the survey settings screen to execute the steps below.
Go to the 'Data Fields' tab (1).
Press the 'Activate' button (1) to enable a data field and move it to the 'Active Data Fields' container on the right side of the screen.

In case it concerns a selection data field (with an orange icon) or the 'Custom Text' data field, it is possible to make duplicates. You can do this by pressing 'More' (3) and then 'Duplicate' (4).

If you want to disable data fields you can use the 'Deactivate' button (2). Please be aware that this data will no longer be captured, even if there are still assignments open. The already captured data in the submissions will still be kept in Qualtrics.
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TIP: Use 'Custom text' to manually insert text when setting up the survey in a Canvas assignment.
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Decide on survey settings:

Decide on the submission type	Decide on the grading method
Limit to 1 submission: 1 survey response per learner in Canvas and Qualtrics(recommended option for evaluations & adaptive quizzes).	For anonymous surveys: Select the 'No Canvas submission' option.
Allow submission update: Learner can update their submission in Canvas but Qualtrics will only save the latest submission (recommended option for evaluations).	For Qualtrics surveys with scoring: Select 'With Canvas submission' and 'Grade is the percentage of the Qualtrics score'.
Allow multiple submissions: Learner can update their submission in Canvas and Qualtrics will save all submissions.	To create a checkmark in the Gradebook or to assign a grade: Select 'With Canvas submission' and 'Grade is the assignment maximum score' (recommended option for evaluations -> to create the checkmark make sure the Canvas assignment has the 'Complete/Incomplete' submission type). Find more information about grading options here.

Set survey settings (1) and don't forget to save (2).

What to do in Qualtrics (optional)

Open the survey you added to Qualtrics LTI.
If embedded data is used to personalize the survey (including the first name of the learner for example) or to make it more course specific (displaying course name), use piped text (1) to insert the relevant embedded data field(s) (2) in the survey content (3). This can be done in questions, answers, and text blocks. Please know that even without embedding the piped text in the survey content the data will still be captured.
Publish the survey. Once published, Qualtrics LTI will show the latest version.

What to do in Canvas

Lastly, navigate to your Canvas course. The final step is to distribute the survey via a Canvas assignment.

Create a new assignment.
Note! Give at least one point (1) if you set up any grading options in the survey settings. Otherwise, the grade is passed back to the grade book in Canvas.

You can also disable counting this assignment towards the final grade (3) if needed. Displaying the grade (2) can be set to whatever you like, but the 'Complete/Incomplete' option will show a checkmark in the grade book.

Set the 'Submission type' to External tool (1). You can click on 'Find' (2) to select the Qualtrics LTI.

TIP: Don’t add text into the assignment header. If you have any instructions for your survey, place them directly in the survey with a Qualtrics Text question type.

The following screen will appear. In the tabs you can see your own surveys (1) and the surveys of your organization (2) (read more about institute surveys in the paragraph: Option III: Make use of institute surveys)

In the tab 'My surveys' you can find your own surveys. Once you select one of your surveys you can decide to add notifications (click here to learn more about notifications) to the survey. Once you click on ‘save’ the survey will be added to the assignment.

Once the assignment is saved, you can check the details of the added survey. These details are only visible for you, if a learner opens the assignment they will see the Qualtrics survey instead.

Use Qualtrics surveys in Canvas

Option III: Make use of institute surveys

What are institute surveys?
 
These are pre-configured surveys created and managed by the admin users of your organization. If your organization has prepared surveys for you in advance you don’t have to set-up anything within the Qualtrics LTI tool. Instead, you can navigate directly to the course in which you want to use a survey.

NOTE! If you are not sure if your organization has any pre-configured surveys, you can follow the steps below to check it.

Lastly, navigate to your Canvas course. The final step is to distribute the survey via a Canvas assignment.

Create a new assignment.
Note! Give at least one point (1) if you set up any grading options in the survey settings. Otherwise, the grade is passed back to the grade book in Canvas.

You can also disable counting this assignment towards the final grade (3) if needed. Displaying the grade (2) can be set to whatever you like, but the 'Complete/Incomplete' option will show a checkmark in the grade book.
Set the 'Submission type' to External tool (1). You can click on 'Find' (2) to select the Qualtrics LTI.
The following screen will appear. In the tabs you can see your own surveys (1) and the surveys of your organization (2). The name of the tab may differ based on your organization. In this tab you can find all the pre-configured surveys. Once you click on a survey you can decide to add notifications to the survey. Once you click on ‘save’ the survey will be added to the assignment.

Once you select one of the institute surveys you can decide to add notifications (click here to learn more about notifications) to the survey. Once you click on ‘save’ the survey will be added to the assignment.

Once the assignment is saved, you can check the details of the added survey. These details are only visible for you, if a learner opens the assignment they will see the Qualtrics survey instead.

Checklist

These reminders will ensure you can smoothly embed a Qualtrics survey within a Canvas assignment.

✔️ While not related to Qualtrics LTI, this setting within Qualtrics (incomplete survey responses)
 can impact the recorded data. It allows you to determine whether to record or delete incomplete responses, and after how long.

✔️ The survey is published in Qualtrics

✔️ Some data fields are activated for the survey in Qualtrics LTI.

✔️ The desired settings for the survey have been selected in Qualtrics LTI

✔️ The survey is enabled in the Qualtrics LTI

✔️ When adding the survey to a Canvas assignment; select the grading type; complete/incomplete, points etc. and set the correct due-date

✔️ The Canvas assignment containing the Qualtrics survey is published

✔️ Always do a test run with a test student to check the data is being recorded as expected

Check the response rate of a survey

NOTE! For each assignment with a Qualtrics survey you can check the response rate (you can find this in the assignment overview). If the response rate is lower than expected; you can experiment with placing the assignment differently inside your Canvas Course (including it in a module for example).