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Modifying Panels


Qualtrics makes modifying your created panels easy. You can update your panel by adding or deleting members or editing member information. This document contains information on the following:

For more information, refer to Creating a Panel.

Renaming a Panel

As you add panels to your library, you may find it necessary to rename a panel in order to distinguish it from another, similar panel.

  1. Select the Panels tab panels

  2. From the Current Panel Library pull-down menu, select the desired library (e.g., My Panels)
    Your list of panels appears.

  3. Click the name of the panel that you want to rename.
    The panel members for the selected panel appear.

  4. Above the list of panel members, click RENAME panel rename

  5. Type the desired changes panel rename 2

  6. Click away from the text box.
    The change is made.

Adding a Member to an Existing Panel

You can easily add additional members to existing panels. The instructions given here are best when you have only a couple of members to add. If you need to add a number of new members to a panel, refer to Adding Panel Members: Importing Member Information in the Creating Panels document.

  1. Select the Panels tab panels

  2. From the Current Panel Library pull-down menu, select the desired library (e.g., My Panels)
    Your list of panels appears.

  3. Click the name of the panel that you want to add to.
    The panel members for the selected panel appear.

  4. Click ADD NEW MEMBERS add new members
    The Add Panel Members dialog box appears.
    add new members 2

  5. In the first row, in the Email text box, type the email of the new panel member.
     
  6. In the First Name text box, type the first name of the new panel member.

  7. In the Last Name text box, type the last name of the new panel member.

  8. To add more panel members, repeat steps 5-7.

  9. Click SAVE.
    The new panel member(s) are added to the panel.

Deleting a Panel Member

Panel members may need to be removed from a panel for a variety of reasons. Deleting a panel member from a panel is easily done.

  1. Select the Panels tab panels

  2. From the Current Panel Library pull-down menu, select the desired library (e.g., My Panels)
    Your list of panels appears.

  3. Click the name of the panel containing the member information you want to edit.
    The panel members for the selected panel appear.

  4. Select the desired panel member.
    NOTE: The panel member is selected when a checkmark appears.

  5. From the With Selected: section, click DELETE.
    A confirmation dialog box appears.

  6. Click DELETE.
    The panel member is deleted.

Editing Panel Member Information

You may need to edit the name of a panel member or correct his/her email address. The following steps show you how to edit panel member information.

  1. Select the Panels tab panels

  2. From the Current Panel Library pull-down menu, select the desired library (e.g., My Panels)
    Your list of panels appears.

  3. Click the name of the panel containing the member information you want to edit.
    The panel members for the selected panel appear.

  4. In the Actions column for the desired panel member, click EDIT.
    The Edit Panel Member dialog box appears.
    edit panel member

  5. Click in the text box containing the information you want to edit.

  6. Type the new information.

  7. Click SAVE.
    The changes are made.
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