This document outlines the steps required to test the Course Evaluations & Surveys and Canvas LMS integration, including both data sync and user-level functionality.

New Client Notice: If your institution is new to CES and is in the Implementation phase, a Test Project and Survey has already been created for you. This Project and Survey will be identifiable by the word "Test" in the title. Please skip steps 2 and 3 of this article and proceed directly to Step 4: Import Course Data.

1. Prerequisites : LMS Side

Before beginning the test, please ensure:

• A Test course exists in Canvas.
• The course should be published.
• The course should have user enrollments:
  • At least one test student
  • At least one test instructor
• The test users must use dummy/fake email addresses, as automated email notifications may be triggered during testing.
• Please ensure that the test users have only a single role assigned to them, not multiple roles.

2. Create a Test Project in CES

1. Log in to CES.
2. From the top navigation bar, click Surveys & Projects.
3. Select Projects.
4. Click Create New Project.
5. In the Survey Notification, click Begin.
6. Enter a Project Title (e.g., Test Project, Sandbox Test, etc.).
   Set the dates:
   • Start Date: At least one week prior to the current date.
   • End Date: At least one week after the current date.
     
      
7. Scroll to the bottom and click Save.
   

3. Align a Survey to the Project

1. Click on Survey within the project.
2. Select a Survey.
3. Choose any available survey from the list.(Create a new survey if its not already there in the system)

Confirm the selection.

Creating a Test Survey

If no surveys are available for selection, please follow the steps below to create a test survey:

1. From the top navigation bar, click Surveys & Projects.
2. Select Surveys.
3. Click Begin in the window that appears.
4. Enter the desired Title and Description for the survey.
5. Click Save New.
6. Click Save once again to finalize the creation.

Your test survey will now be available and can be used within the Test project.

4. Import Course Data from Canvas

Step 1: Sync Accounts (This is done so that courses can be pulled from all the accounts in the Canvas)

1. Go to Courses.
2. Click on the Data Import dropdown.
3. Select Canvas.
4. Click Re-Sync Accounts.
5. In the resulting box, click Re-sync Sub Accounts.
   

Step 2: Sync Courses

1. Click Re-Sync Courses.
2. Enter the exact Course Name or Course Code as it appears in Canvas.
   • The name/code must match exactly.
      
3. Select the appropriate Account.
   • The Term field may be ignored for testing if needed.
     
      
4. Click Go.
5. Click OK to confirm.

If the course name/code is correct, the Re-Sync date and time will update to the current timestamp.

Step 3: Import Course

1. In the course search field, enter the exact Course Name or Course Code again.
2. Apply filters if needed.
3. Select the course from the search results.
4. Scroll to the bottom.
5. Click Import Data.

Step 4: Confirm Course Alignment

1. Scroll to the top.
2. Click Courses to refresh the page.
3. Confirm that the course appears with its survey alignment.

5. Deploy the Project

1. Open the project.
2. Click Deploy Project.
3. Click Deploy to confirm.

This confirms that the data settings are functioning correctly.

6. User Settings Testing (Role-Based Validation)

To confirm that user-level settings are functioning correctly, perform the following checks by impersonating users in Canvas (Only valid for users who have been imported into the CES using the steps above.)

A. Student Role Testing

Impersonate a test student enrolled in the course and verify:

1. A Survey Notification appears:
   • On the Dashboard tab

• Inside the specific course

2. The Course Survey Link appears in the course:
   • On the left-hand navigation menu

If both the notification and course link are visible, the student configuration is working correctly.

B. Instructor Role Testing

Impersonate a test instructor enrolled in the course and verify:

1. The Course Survey Link appears:
   • On the left-hand navigation menu within the course

If the link appears correctly, the instructor configuration is working as expected.

7. Expected Outcome

If all steps are completed successfully:

• Course data sync functions correctly.
• Project deployment is successful.
• Survey notifications appear for students.
• Survey links are visible for both students and instructors.
• User settings and role permissions are confirmed to be working as expected.
   

If all of the above conditions are met, the CES–Canvas integration is fully operational.