to Create and Publish Surveys to the Web
Contents
1. 5 MIAMI ee UNIVERSITY Miami s Quick Start Guide for Using Prezza Checkbox Web 4 5 to Create and Publish Surveys to the Web November 17 2008 The CHECKBOX Quick Start Guide This guide will provide step by step directions to create activate and analyze a basic survey in Checkbox These steps include the following tasks e Create Edit your new survey adding items and logic stylizing the survey with images and colors e Activate Test the survey internally then activate publish the survey and invite survey respondents and users e Analyze Viewing the raw results live viewing Checkbox reports and exporting to other formats An Overview of Management Tools available on Checkbox Application Toolbar When you log in to the system you will see the following options depending on which version you are using Me Survey Manager Allows you to create edit and save surveys from an XML file or from a blank survey Invitation Manager Allows you to create email invitations to individuals and groups INVITATIONS beat Application Settings Allows you to make changes to how the survey platform works at an overall level System SETTINGS Administrator Only Online Help Walks you through basic and advanced tasks Logs you out of your current session LOGOUT You will use these options to create your first public survey 1 Miami s Survey Solutions http survey muohio edu Creating a Simple Survey with Ch2. e View the individual responses e Create reports within Checkbox e Export the data to either a csv or spss file We will examine each option in this section Viewing Individual Responses al 1 From the main application toolbar click the Reports icon reports 2 On the Reporting screen click the Actions icon associated to the survey name and select View Responses e The responses screen displays the following information for each response o ID response ID number Username will display AnonymousRespondent for an anonymous survey GUID number used as part of URL for linking to an individual response Started date and time the response was started Completed date and time the response was completed O O O e f you click on an icon associated to a response in any of the following columns you can o View view the individual response o Edit Note this option is only available to the survey owner o Delete delete selected responses Deleting responses is useful if you rollout a survey in multiple phases after you ve saved the first round of results Also it can be used to start fresh after the testing phase of a survey Creating Reports within Checkbox 1 From the main application toolbar click the Reports icon reronrs 2 Onthe Reports screen click the Actions icon associated to the survey name and select View Reports Eee Re port Wizard A 3 On the Su
3. icon Ae ese 3 Give the style a name and select Public if you wish to allow others to use your style 4 Select Editable by other users only if you want to allow others to edit the style 5 Select from the available settings within the Chart Settings area Available chart setting modifications e General Settings chart type width height background color and item position e Text text font title font size legend font size label font size and text color e Border border frame style line style line width frame background color and line color e Bar Line Column Graph Options bar line color and bar column style e Pie Doughnut Chart Options color palette and doughnut radius e Other Options show percentages hatching style hatching background color show in 3D x angle y angle and perspective 6 Click OK Applying Survey Security Permissions Checkbox offers the ability to secure access to the surveys you are creating Surveys may be either public or private restricted in some way By default all surveys are public aA 1 From the main application toolbar click the Surveys icon ss to open the Survey Manager 2 Either double click the survey name or click the Actions icon E and select Edit Survey 3 On the Survey Manager toolbar click Permissions and choose the desired level of security e Public any respondent who can access the link will be able to take
4. surveys e Password Protected respondents must supply a password before taking surveys e Access List respondents must have a Checkbox account and appear on the list of account holders e All Registered Users includes all Miami faculty staff and students and requires logon with Miami UniquelD and MUnet password e Invitation Only only respondents who were sent an e mail invitation via the Invitation Manager within Checkbox can participate 6 Public O Password Protected O Access List O All Registered Users Miami s Survey Solutions 6 http survey muohio edu Resources for information and assistance Visit the following Web sites for more information about using Prezza Checkbox Web e Prezza Technologies Web site at http www prezzatech com for o Complete User Manual o Demonstrations o Prezza s Knowledge Base o Discussion Forums o FAQs e Survey Tools Web site at http survey muohio edu e IT Help at http ithelp muohio edu and search on survey tools If you need assistance please contact the IT Services Support Desk at 513 529 7900 or ithelo muohio edu Miami s Survey Solutions http survey muohio edu
5. APTCHA fga Thai mii vabig dor Pe pure do re 1 Under Question Items click on Open Ended Single Line Text and use the following fields to Dep sw Shown resp do nat ow tne response to rir answers complete the question Mm Terz 2 Display an image Display a simple message do the nipande Question Text Sub Text Options Appearance Question Text What is your Default Text leave default Width leave default name Answer Format None Item Position leave default Question Sub Text Please Max Length 40 Label Position leave default provide your full name Answer is required Yes Alias leave default 2 Click OK The item appears similar to sample at the right 3 Add a few more questions and or display items by clicking Add Item again and choosing items from the lists Miami s Survey Solutions 2 http survey muohio edu Activating Publishing a Simple Survey Testing the Survey Before activating your survey test its functionality and appearance 1 Open your survey and on the Survey Manager urwey Editor Style Properties Permissions Activation Languages Test Survey Survey Manager toolbar New Page Preview Leek print Export a click Test Survey A page a displaying a URL opens 2 Click the URL to preview your survey http survey muohio edu checkbox survey aspx s e983jjd9g Note You may also share this URL with others once the surv
6. eckbox In this section you will create a new survey name it and add some basic survey items 1 Log in to Checkbox http survey muohio edu checkbox a Y 2 From the main application toolbar click the Surveys icon ss to open the Survey Manager 3 Click the New Survey icon re 4 Enter aname and description for your survey in the Properties area 5 To customize your survey URL enter a short name in the text field available in the Custom Survey URL area 6 Click Submit gt Survey Manager Surwey Editor Style Properties Permissions Activation Languages Test Survey e The first page of your survey opens You can new E Preview Sem Senor now access the options shown in the gt Add Item Copy Move Delete Conditions Branching View Page 1 Sample at right 7 Click Add Item Con cy zu CHECKBOX Welcome Traini O The Add Item to Survey screen opens You 2 a 2 s1roats e INVTIAMONS a can view a list of Question Items Display AGA Rem Sun current sorento ERE Items Report Items and Action Items from LT this screen GE raro moon rom ma Question tems e Mouse over the Item Preview icon to u nn examine each option a a e ei er Ea Agra of ern Now we will create a survey question to collect a A A bin un nn respondent s name i edo bution sosls consisting of conseculively numbered options a Fregio bexi h formating rules a Diaplary a C
7. ey has been activated e g for proofreading 3 Make any necessary changes to prepare the survey for activation Activating the Survey Activating the survey will make your survey accessible to your respondents 1 Open the survey if necessary and on the Survey Manager Survey Manager Survey Editor Style Zu Permissions Activation Languages Test Surwey toolbar click Activation z New Page Presos E prin 25 Export a 2 On the Activation screen within the Activation Status area enter a start and end i date and click Update Dates to save the Inactive activate changes or click Activate to activate the Start Date survey immediately Activation Status End Date 3 Ifa confirmation screen appears click OK Inviting Respondents Invite respondents using one of the following methods e Send the survey URL in an e mail Example http survey muohio edu checkbox survey aspx s e983jjd9g e Embed the URL on a web page Example Please Take Our Survey Embedded code lt a href http survey muohio edu checkbox survey aspx s e983jjd9g gt Please Take Our Survey lt a gt e Use the Invitation Manager interface within Checkbox not covered in this guide 3 Miami s Survey Solutions http survey muohio edu Analyzing a Simple Survey After you design a survey and send it out to the respondents you will want to be able see the results and to interpret the data There are three ways to view data
8. hic to the header Company Logo and some descriptive text in the footer Survey templates can also be made Public allowing other Checkbox users to use the style without allowing others to edit the style PL 1 From the main application toolbar click the Styles icon 2 On the Style Manager screen click the New Style icon fr Nev sve 3 Give the style a name and select Public All survey editors may use this style in their surveys if you wish to allow others to use your style 4 Select Editable All survey editors may edit this style only if you want to allow others to edit the style 5 Click Update The following tabs will appear allowing you to set the formatting for the survey style e Fonts amp Tabs includes Body Styles Font Styles and Matrix Styles e Additional Styles Progress Bar and Button Style e Header amp Footer Displays HTML editor for adding header and footer information to each page of your survey e Preview Displays a preview of your style selections 5 Miami s Survey Solutions http survey muohio edu Some Things to Try continued Creating a Chart Style Chart styles can be created saved and applied to all charts in a report to provide a more uniform appearance 1 From the main application toolbar click the Styles icon 2 Onthe Style Manager screen click the Chart Styles option and then click the New Style
9. rvey Reports screen click the Report Wizard icon which will SP New Report automatically create a report for you or click the New Report icon to manually create a report A new report will appear 4 Onthe Survey Reports screen click the Actions icon associated to the report name and select Run There are many other things you can do with reports that we will not cover here but you can e Edit the report and then add additional items to it e Edit and autogenerate filters e Run cross tab analysis Miami s Survey Solutions 4 http survey muohio edu Analyzing a Simple Survey continued Exporting Data to csv or spss file format sty 1 From the main application toolbar click the Reports icon reronrs 2 On the Reporting screen click the Actions icon associated to the survey name and select Export Responses 3 Choose from the following options adjusting the settings as needed and click Export Export Options CSV Options SPSS Options Output Encoding Export Mode Detailed Response Info Include Response ID ASCII CSV Detailed User Info In Export Unicode SPSS Merge Checkbox Results View SPSS Key UTF 8 Start Date Export Open Ended Results UTF 7 End Date Export With Aliases Export Hidden Items Some Things to Try Adding a New Style to a Survey Surveys can be stylized to maintain a standard look and feel Many users add a grap
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