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SurveyToGo Designer User Guide

1. Assign To Surveyors view Raw Data Change Survey Mode Refresh 3 Check the relevant surveyors or Remove Survey 4 Assign Survey C rei Organization Administrators IC ga Survey Managers C 7 Survey Conductors F 8 Results Managers Oo F 5 7GAnalvzer l F STGSurveyor O FE sTGWebSurveyer 4 Click the Assign button All rights reserved to Dooblo amm e te F f groups you want to assign to Page 27 of 91 Page 28 of Designer User Manual 91 The Operations Console Who did what when SurveyToGo includes an operations console that enables you to e geta clear Who did what when picture of your survey View the data for each of the results Change the status of results and then change the data of the results Add comments Assign results back to the PDA View result attachments You can open the Operations Console both for a specific survey and for all your surveys If you open the Operations Console for a specific survey only that specific Survey results will be shown If you open the Operations Console for the entire Surveys node you will see results for all surveys To open the Operations Console 1 Locate the relevant survey then right click Smoka Operations Console Assign To Surveyors view Raw Data Change Survey Mode Refresh Remove Survey 2 Click Operations Conso
2. Lets say for the sake of our example that we would like to collect a minimum of 20 male responses and 20 female responses How can we make Sure field surveyor will survey the correct amount of male and female subjects We can of course instruct the field surveyor to collect 20 male and 20 female respondents however this method of quota management is inefficient and can become nearly impossible to implement as quota demands become increasingly complicated and distributed This is where the built in quota management of SurveyToGo comes in handy The PDA Quota Management Mechanism Quota management for the PDA is composed out of a series of quota expressions and for each field surveyor you define his her individual limits of the various expressions Quota Expressions Quota expressions have names and a corresponding expression that defines the name In our example we will have the following quota expressions Quota Name Quta Expression Female Answer 1 1 the answer to question 1 was equal to 1 Subjects female Male Subjects Answer 1 2 the answer to question1 was equal to 2 male All rights reserved to Dooblo Page 57 of 91 Dooh z Designer User Manual 91 E To enter the above quota definitions into the survey select the Survey Node from the tree and click the Rules tab then use the add button to add the 2 quota definitions SurveyToGo Design Demo2 E E 1 Se S p
3. Add Question button lt gt Edit Survey Scores a oot Score All rights reserved to Dooblo Page 74 of 91 Designer User Manual 91 EE ee SS E 4 Inthe question select screen check all the questions that will influence the final score Add Score Parts tewhat ig your gender AWwhat is your age 34whatis your name 4 Have you ever smoked a cigarette 5On average how many cigarette packs BW hat would you do it you fnd oat your c KE 17 Ahat i your general opinion on smoking How do vou rate the service 5 Click the OK button to add the selected questions Adding more then one score to a survey Sometimes you will want to have more then one root score to a survey For example say you are conducting an in store survey Typically you will have questions that measure personnel service store cleaning conditions sales personnel performance etc You then want to configure a final score that is made up of 1 Service score 2 Store condition score 3 Sales performance score Since every one of these individual scores is interesting as well you can configure SurveyToGo to save the score for each and then make the final score reflect these sub scores with the relevant weights How to make it work Configuring 1 Adding and naming the sub score 2 Adding the sub scores to the root score Step 1 Adding and naming the sub scores To add more scores to the survey follow these
4. S SurveyToGo Management Console file Tools Help gp Survey ToGo Servers Name dblassaf stg_ws_db 8 Surveys a Organizations Organizations Ty Subject Stores 2 Location Stores Users and Groups abe w L ci pa Smokers Surveys 2 Smokers Surveys Ta Subject Stores Location Stores y Users and Groups QO Groups Organization Ax Results Manag Survey Conduc Survey Manaae 3C Users F mark E STGAnalyzer E sTGSurveyor STGWebSurve fy Log Using the Survey Manager you can easily do any of the following e Add additional surveyors amp groups of surveyors to your organization e Assign different surveyors groups to different surveys e Use the operations console to get a who did what when report of any survey with the ability to change the data for any result Managing Surveyor users amp groups In SurveyToGo everyone is a user It doesn t matter if you are a survey designer a Surveyor Or a manager in order to login you will need a user In addition users can be put into groups and thus make life a little bit easier in terms of assigning surveys to groups instead of individual surveyors All rights reserved to Dooblo Page 25 of 91 SSS SSS SSS SSE a eee I r E Adding Users In order to add a user to the system 1 Expand the Users amp Groups node BF Tse ard Grows B C Groups m Organization Administra Results Managers Survey Conductors Survey Managers E A S
5. Step 2 Configure an answer scale for easier looping configuration To quickly create a scale out of a question answers you can right click on the question and select the Make into scale option isa Lid Apter Question Type Multiselect E 1 Which brands do you feronnive Be 1 Brand Questions Cut Ctrl Fe 2 The Following que kas fe 3 Please indicate he F E Copy Crl e Eart Delete Del Ctrl R Reset Question Content Copy Attributes From Question a TELL You will now be able to reuse this scale throughout the survey and also in the Loops tab as you will see below Please refer to Chapter 12 for more information about scales All rights reserved to Dooblo Page 86 of 91 Designer User Manual 91 EE Step 3 Configure the looping We will use the newly created scale when configuring the looping parameters a view Rules Scripts Advanced Loops No iterations eri Tterate maximum number of times 5 l Iterate by scale NONE ie yol Include in Chapter Locator erat tes Randomize iterations Chich brands dovou recognize Iteration Break Rule This instructs the survey to loop through the available brands in the list of brands we have configured We will now add an entrance rule to make sure the survey skips the brands which were NOT selected in Q1 First select the Use en
6. Ss fescriptior 2 Sample ques 1 Chapter 1 You can also set the default quota amount that assigned surveys will receive by setting the Default Quota column Quota assignment to surveyors Once the quotas of the survey are defined it is time to assign the specific quotas to the individual surveyors that are assigned to this survey For more information regarding assigning surveyors to surveys please refer to Chapter 3 Once you bring up the surveyor assignment screen Survey gt Assign gt Surveyors you will notice a new setting appears the quota settings All rights reserved to Dooblo Page 58 of 91 Page 59 of Designer User Manual 91 2 Assigning Subjects To Surveyors On Survey Beer Event Survey Instance Instance Users Groupe Assigned Subjects ei Organization Administrators Store Name Subject Mame Quata Conducted a survey Managers Anonyrnious Unlimited e Survey Conductors ei Results Managers Or SRL E boaz rew F john F STGAnalpzer STGManager ST GSurveyar ST GWebSurvepor Edit Quotas Name Curent Exceed Action Hale Subjects 0 0 None Female Subjects 0 0 Hone Modify List This setting controls for each individual assigned surveyor the actual amount of subjects he is to collect for each of the quotas defined earlier To change the various settings simply click on the desired setting and enter the value you desire Edit Qu
7. To set the score simply click the relevant cell and write the score 4 Once you are done with setting the scores for the answers click the OK button l 3 1 0 00 L 4 5 Continue editing the other questions that you want to influence the final score of the survey Note The use of answer scales allows you to configure the scores of each answer in the scale in one central place and then use that same scale multiple times throughout the survey which can save time both in the initial survey design process and also later on when changes need to be made All rights reserved to Dooblo Page 73 of 91 Designer User Manual 91 E Step 2 Configuring the contents of the Root Score Once all the questions and answers are properly configured you are ready to configure the contents and weights of the root score or final score of the survey Setting the contents of the root score can be done by following the following steps 1 Select the main survey node from the questions tree and switch to the Advanced tab i oy erie EP A a j i 4 Smokers Surveys Edit Questions U DFs Ti 0 A e e ee ee 1 What is your gende 2 Click on the Edit Survey Scores link to bring up the survey scores screen Edit Answer Scales Advanced Rules 3 From the survey scores screen select the root score item and then click the
8. Back Do not display the back button on this question Do not render text Custom Question Do not show to Don t display this question to the surveyor only to the reviewer Surveyor Do not include as performance Do not show All rights reserved to Dooblo Page 15 of 91 Dooh Designer User Manual 91 ee a ee number Do not random If the chapter includes question randomization do not include this question in the randomization Randomized Enable answer topic randomization answers topics order Randomization Add this question to a pre defined randomization group You can groups have unlimited randomization groups In each groups the questions are randomized within the group Rules The rules control the flow of the survey and are composed of both Entrance Exit amp Validation rules ew Rules Scripts Jatiables Advanced Question Enterance Rule Create Rule Help Validation Rules xt SF Condition Message Jump Rules KF S Condition Action Target DEFAULT None Not Rele Component Description Question An expression that when evaluates to true the current question Entrance Rule will be displayed If no expression exists the question will also be displayed If the expression evaluates to False the question will NOT be displayed Example of entrance rule Answer 15 1 When this rule is in place the current question will only be shown if the answer to questi
9. Manual 91 Click the relevant question and switch to the answer tab a rity ness een ees poor a hia ae See z re m Kfanswes ECs es Answer Scale eit atte lt NDONE gt a the packs out you nesmokir Select the relevant scale from the available answer scales by choosing from the scales dropdown list Oveston Answers Answer Scale hl So0d Poor Scale I ee Notice that the answers are automatically filled once you select the scale Question Type Multichoice w L Somewhat Good All rights reserved to Dooblo Page 71 of 91 Designer User Manual 91 E Chapter 13 Survey Scores Scores overview For activities such as Mystery Shopping or any other surveys that require the feature of scores SurveyToGo includes the ability to define the weights and scores of each question and then automatically generate a final score for each survey result This score can be viewed from the Operations Console and will also be included when you export the survey results SurveyToGo includes support for one root score final score and multiple additional scores for each result This means you can define both a Root score which represents the final score of the survey and also additional scores which will be included in the survey result How to make it work Configuring scores is easy to do and involves the following steps 1 Set the score for the answers of the relevant question
10. Picture civ M iA loge jpa MIA loge jpa a ee All rights reserved to Dooblo Page 34 of 91 Designer User Manual 91 a E 7 That s it Save a deploy the survey Viewing the attachment on the device Once you have configured the picture attachment simply open the survey on your device Once you reach the relevant question you will see a small gt attachment icon on the toolbar Tapping on the icon will show you the relevant picture L r Te i _ E Smoker Survey cr ach i Attachment Viewer gar T tj ok What is your gender Male Female ACSO Logo jpg Fit To Screen Clicking on the attachment icon will bring up the attachment viewer If you attached more then one attachment you will see arrow icons on the bottom that allow you to navigate through the attachments All rights reserved to Dooblo Page 35 of 91 om e a e A f z Designer User Manual 91 EE I A E Chapter 6 Exporting amp Printing About Exporting amp Printing SurveyToGo enables you to export the data of a survey at any point to a number of different applications amp formats Furthermore additional export providers can be written easily to support additional formats Currently the supported formats include MS Excel MS Access SPSS amp XML When exporting you have complete control on the order of the exported columns enabling you to separate the way the survey is prese
11. a subject store 2 Assign subjects from the subject store to the different surveyors All rights reserved to Dooblo Page 61 of 91 e Voe F D Page 62 of Designer User Manual 91 Step 1 Creating a subject store To create a subject store first create an excel file that includes the location or customer data For example here is a sample sheet that includes retail store branch data E Microsoft Excel Branches xls E Elx TE a aa Edit View Insert Format me Data X f Branch ID W o re se en a a ie Gla Branch In Branch Name Branch Address _ Branch Manager a Morth River Outlet 22 North River st Oxford UK John Smith 2 North River Outlet 15 South River st Oxford UK Jane Doe 3 East River Outlet 5 East River st Oxford UK Cliff Born 3 West River Outlet 19 West River st Oxford UK Michael Grog EREEREER R fi A Ps h Sheeti Sheet Sheets ooo Make sure to have one column that includes the ID text and one column that includes the name text in it otherwise the creation of the subject store will be a bit harder After you have prepared an excel file you can follow these steps 1 Open the Survey Manager application Start gt Programs gt Dooblo SurveyToGo gt Survey Manager All rights reserved to Dooblo Page 62 of 91 Designer User Manual 91 E 2 Right click the Subject Stores node and select Create new subject store SurveyloGo Mana
12. designer To change the text content of this field 1 Open the child survey in the survey designer 2 Inthe Rules tab of the main survey node add the following text in the survey init code SS Senne ain Chapter e YOU a but Eat E Hame Expression Default Quota Edit Default Quota Advanced Rules dit list Sources Edit Custom Actions gt Survey Init Code 3 Save and deploy the survey 4 You will now see Central Park as the Data field of all the child surveys Please note you can interact with the SubjectData variable anywhere in the questionnaire including Expression questions start end question scripts etc For example by putting this line in the question end script of question 1 lt Question End Script Validate Sub jeatDpata Answer 1 You can have the Data field showing the answer of question 1 of the child survey All rights reserved to Dooblo Page 56 of 91 Designer User Manual 91 EE E E E Chapter 10 Quota Management About Quota Management SurveyToGo includes quota management for both Web and PDA surveys Quota management is the ability to control the desired amount of survey results based on various properties To clarify the need for quota and quota management lets consider the following PDA survey conducted by a single field surveyor Question 1 What is your gender Male Female Question 2 What is your weekly salary
13. list Contains all the available columns You can select one or more Source columns columns from this list to move to the output columns list Internal columns like the duration column etc have a yellow background while survey specific columns have a white background The list supports multiple selections amp sorting To sort simply click the column of the list you would like to sort by Right list Contains all the columns that will be included in the output output columns export file The order of the columns is the actual order of the exported file To change the order of the columns you can press the up down arrows To create a copy of a column right click that column which beer brands do you recom How many liters of beer do you Create copy and move Up down Control the actual order of the columns You can select either buttons one or more columns and press the up down buttons to move these columns up or down Left right Control the movement of columns between the left and right buttons list Options screen The options screen allows you to specify some general options regarding the exported file When you are done simply click the Next button to continue SurveyloGo Export Wizard SurveyloGo Export Wizard Results Options Include Filtered Out Subjects Export only results submitted between Fo Lenn and F Win Ez Swap rows and cols Define some extra export options like including excluding filter
14. status of his quotas The surveyor can easily figure out how many subjects he needs to conduct from each quota The survey engine in the PDA updates this quota status according to the survey results 4 a e PocketPC O Quota Demo Conducted 0 Completed 271 Run gt gt Not Completed 0 Name amp Female Subjects 12 20 a Male Subjects 9 20 All rights reserved to Dooblo Page 60 of 91 Designer User Manual 91 E Chapter 11 Assigning Surveyors to Specific Subjects Overview Sometimes there is a need for running a survey at a specific location or on a specific customer and thus there is a need for the surveyor to prior to starting the survey first select where the survey is performed or who the survey is performed on For example e You are running a survey at pre defined locations of retail stores and you need to assign different surveyors to different branches e You are running a survey for a pre defined list of customers and you need to assign different surveyors to conduct the survey at different specific customers The subject store mechanism was designed exactly for this This mechanism generates a different screen on the device which forces the surveyor to first select a Subject and only then tap the Run button b Conducted 0 Completed 0 Not Completed E New Results Tools How to make it happen Working with subject stores is composed out of the following steps 1 Create
15. steps 1 Add the questions you would like to loop and make sure to put them under a chapter 2 Configure the loop options of the chapter Below you will find 2 examples of common looping scenarios and how to configure them 1 Example 1 Looping for X number of times according to a numeric question 2 Example 2 Looping for X number of times according to a multi select question Step 1 Add the questions you would like to loop The first thing to do when working with loops is to add a chapter and then add all the questions you wish to include in the loop under that chapter To add a chapter either right click the Root Chapter and select Add sub chapter q Rules 5 Seripts Advanced E This chapter always pees le Root Main E Rapier eae get des ptf All rights reserved to Dooblo Page 82 of 91 Page 83 of Designer User Manual 91 Then follow the regular procedure to add questions under that chapter Please refer to earlier chapters in this manual to learn more about adding questions and chapters Step 2 Configure the loop options of the chapter Once all the questions are in place click on the chapter that contains them and select the Loops tab i Reot Main Chapter i Notepac dee 133 1 How many rooms are there int 1 Room Questions hak C 2 You are now entering room Iterate maximum number of times eE i Tkerate by scale ee T 3 Please indicate th
16. that in Test mode your results will be marked with a am a K F j J All rights reserved to Dooblo Page 22 of 91 Designer User Manual 91 n special flag so that you know you are in test mode Please see the start of this chapter for more info about survey modes All rights reserved to Dooblo Page 23 of 91 z Designer User Manual 91 E I A E E Chapter 3 Managing a PDA Survey Typical PDA Scenario When using SurveyToGo with a mobile work force on the field for data collection a typical scenario will be eh 1 Survey ToGo Thesiger Feld Surveyor In this scenario a number of field surveyors are used to collect the data Each of the field surveyors can have a number of surveys assigned to him and sends his results back to the SurveyToGo Server for processing In this scenario after creating the relevant surveys the Survey Manager application is used to both create new surveyors and to assign the surveys to the various field Surveyors or groups When the field surveyors synchronize their devices their updated survey package will include the surveys assigned to them All rights reserved to Dooblo Page 24 of 91 om e a e F D Page 25 of Designer User Manual 91 The Survey Manager Console The Survey Manager Console Start gt Programs gt Dooblo SurveyToGo gt Survey Manager is a special application designed to let you manage your field data collection operations
17. you a lot of time during survey design as changing the definition of a scale immediately affects all the questions that use that scale Using Answer Scales Using answer scales involves 1 Define the scale 2 Associate the scale with the relevant questions Step 1 Define a new answer scale In order to define a new answer scale 1 Switch to the Advanced tab of the survey node and click the Edit Answer Scales link E a F a EditQuestions UDFs Edit Survey Attachments Edit User defined fields Edit Subject Stores Edit List Sources Edit Child Survevs tE Edit Custom Actions Edit Beno ierninos Edit Survey Scores All rights reserved to Dooblo Page 69 of 91 Designer User Manual 91 E 3 Enter the relevant answers in the scale grid by clicking on the Text cells and entering answers en S e Jo note you can set other properties other then the text as well through this screen 4 When you are done configuring answers enter a name for the scale and either click OK to finish or the to add another scale Scale Name Good Poor Scalel You can click the Create Name button to have SurveyToGo generate a name for your scale automatically Step 2 Associating scales with questions In order to associate a scale with a question All rights reserved to Dooblo Page 70 of 91 Page 71 of Designer User
18. you record during the survey are automatically attached to the current survey result and will be sent along with the result to the server How to make it happen Configuring the survey to accept pictures sounds is very easy Simply add an empty question where you instruct the surveyor to take a picture Then the surveyor should activate the regular camera 1 Create your survey 2 Add an Empty question to the survey You can add text like this Please use your camera to take a picture now you can add any text you like 3 Save amp Seal the survey Survey gt Seal 4 Sync your device Now once the survey is running you can take a picture using your built in camera Just click the relevant hardware button on your PDA to start up the camera and take the picture Any picture that you take while you are in a survey is automatically bound to that survey result After you finish photographing close your camera application and you should be back in SurveyToGo Continue running the survey normally and once you synchronize the results back to the server the pictures are synced with the results How to export the attached pictures sounds In the last screen of the export wizard you can specify the folder for the attachments All rights reserved to Dooblo Page 31 of 91 Designer User Manual 91 EEE E a S SurveyToGo Export Wizard BR SurveyToGo Export Wizard Pi gt Select a destination file Jj eh Select File
19. 0 Chapter 4 Taking pictures recording sounds through the PDA OEE EEEE NIIE E AA eine OEA E ttc de E EEE ons nate sea EA ETE T 31 About attaching files to the running SUPVECYS 0 0 0 00cccccccccccceccc cece cece sesecseesceseeeeees 31 How to make it RAPP esau cec ces cescseseeccescsssscesecsesssesssssssseesecsecsusescsesseesseseeseeas 31 How to export the attached pictureS SOUNAS 0 0 0 0 cccccccccccccccccecsesceseeseecsteseeeseseesees 31 Chapter 5 Showing pictures amp media on the PDA 00000000 33 About Showing pictures amp media on the PDA 33 HOW to do M een ne ne n n N T E EE 33 Chapter 6 Exporting amp Printing cece cree 36 About Exporting amp Printing ereeisreirisreririererirrererisrererisrerisrsrerierereren 36 The Export WAZA ooo cece ccs ceescescsscescsecssssssessessssesscsecsussssesecsessessecsueesesseesecseeeess 36 PIDU a cee E Te ee ee ee TC ee E 43 Chapter 7 Aare 4 U een er en eee ree ee 46 ADOUT RULOS gcse r A A E E esses ews cose es Gace ee tease eee eden 46 Entrance Rule oo o c c cccceccsccscseseccessccoesscsesevesssasesssnteccesssvoeessensssesseossssesessscorosesscesssusestesssssenensenceetsneees 46 Valldalion 40 ce ae ee een A EEE E A 48 JUMP FS cess saeco en et Sete sng ase E tees ce AO E 49 Chapter 8 Start End Scripts ccc sccsseeseeseeees 5 About SOU DES nici seiascscedisasociedcusionpiaiigsbbasaesauideanwscasasesidseagebaiaspiusdadioveeicaiedgera
20. 1 Designer User Manual 91 SSS SSS eS eee EEE Run button If the anonymous option is still selected the surveyor WILL be able to also conduct anonymous surveys ie surveys that are not associated with any subject 6 That s it How is this shown on the device After assigning the subjects to the surveyor upon syncing the device the surveyor will get the subject list assigned to him and once he opens the survey he will see a screen like the following Survey Summary ot w 4 47 fak ACME Branches survey Conducted 0 Completed 0 Fiterec Not Completed 0 This screen forces the surveyor to first click on a subject from the list and only then will the RUN button be enabled Notice that when exporting the results the SubjNam field will hold the actual subject name data from the subject store EJ Microsoft Excel aaa xls All rights reserved to Dooblo Page 68 of 91 Designer User Manual 91 E Chapter 12 Answer Scales About Answer Scales A very useful feature of SurveyToGo is answer scales A Scale is a set of pre defined answers which you can then re use throughout your survey without the need to add the same answers to different questions The use of scales can make it easier when using scores in surveys as you can define the answer scores inside the scale avoiding the need to define the score for each individual answer in each question The use of answer scales is encouraged and can save
21. Select a file to save the export data to d test xls Include result attachments C Include attachment list DB Final Step The Exported info will be saved to the file you selected Export Data File This is the file name that will be filled with all the results according to your selection Include result If you specify this option and select a folder location any picture attachments attachment that was included in the results will be placed in this folder The name of the picture will be according to the relevant SubjectID field in the results file Include If checked you can choose a csv file that will receive a list of attachment list links to the various pictures that were included in the results This is useful if you need links to the attachments instead of the actual pictures All rights reserved to Dooblo Page 32 of 91 Dochi Page 33 of Designer User Manual 91 Chapter 5 Showing pictures amp media on the PDA About Showing pictures amp media on the PDA SurveyToGo enables you to attach a picture or any other media content like Word files sounds videos etc to a specific question of a survey and then enables the surveyor to view that content while he she is on the relevant question This is very useful for when you need to show a picture of a product and then ask questions about it How to do it To add content to a question 1 Open up SurveyToGo Designer 2 Select the relevant quest
22. Subject Unique Column name of the unique subject tag The unique subject tag Tag is taken from the definition in the subject store or the email for non store subjects Upload Date Column name of the upload data time The upload date time is the date time that the result was uploaded to the server by the PDA or submitted to the server in Web surveys Duration Column name of the duration The duration specifies the time it took for the subject to reach the end of the survey from the moment the survey was started All rights reserved to Dooblo Page 38 of 91 Dawe Page 39 of Designer User Manual 91 Execution Date Column name of the execution date time The execution date time is the time the subject performed the survey This date time can differ dramatically from the upload time of the result for PDA surveys while for WEB surveys the execution and upload date times tend to be very close to each other Subject Data Column name of the subject data The subject data is a custom optional data associated with the subject during the course of the survey that is mostly used as a way to send and later retrieve specific subject data while using an anonymous Survey For more information on the Subject Data field please refer to Chapter 6 When done you can either click the columns order tab to change the columns order settings or click Next to continue Columns Order screen The columns order screen allows you to define the exact
23. Survey ToGo SSS T E _ SESE ae Survey ToGo Enterprise Designer User Guide SurveyToGo Designer User Manual Page 2 of 91 E Table of contents Chapter 1 Installation 00 eeeeeeeeeeeresresresresresresresresresresresresresresresrss 4 fatale PUT 5 8 2 3 eocena E A E TAEA OEE 4 INSTOND ea eae NT EOE EST OER oP NN 4 REGIS EOT O Seen men PE E N Se Se nen TAE ner ae 4 Running the Designer for the first time 5 Chapter 2 Creating a basic Survey ccc ecrene ene 7 Creating De Src ce 7 Configuring Question Properties eeseererererisisrerereriririsrersrsririrrersrren 11 Adding Chapters amp Sub Chapters eeeeeseerrerersrreresisrerirerrerirererererrrrrreen 17 Question ae i 2 ee nee ene Ove ne een ee EH ee a nee 19 Saving the SUrvey acon ss csecssscctec certs csdinrtte ered eeeneaads onaee essa Gear ie 22 Survey Modes Getting the survey tO your PDA 22 Chapter 3 Managing a PDA Survey cece eee 24 Typical PDA SOCIO srcsseicce ss ccaoateceespnscteesesto a enous daccatiasiraeeanticiston peed aes 24 Managing Surveyor USers amp GlrOUPS ccccccccccccccccccccccecescseceescesceseescesecsesssssssseseeseesecsecstees 25 Assigning the survey tO Surveyors OF groups rreren 27 Configuring a survey to not auto approve results 29 Exporting only approved results eeeeeeeseeesessssrsersersrrsrsrsrererssrsrsrerrrss 3
24. TGWebSurveyor 2 Right click the Users node and select Create new user MS SUEY Managers Create a new User Refresh users List 3 Enter the relevant details and click the Create button From now on this user is ready for use Adding groups Page 26 of 91 SurveyToGo has some predefined groups built in however you are free to add as many groups as you need to To add a group 1 Expand the Users amp Groups node BF a eors and Groups J Groups Organization Administra Results Managers Survey Conductors Survey Managers ls E mak F STG Anabzer E sTGSurveyor i 3 TGWebSurveyor All rights reserved to Dooblo Page 26 of 91 SurveyToGo Create anew Group Refresh Group List Designer User Manual Page 27 of 91 3 Enter the relevant details and add the relevant group members and click the Create button Assigning the survey to surveyors or groups By default once you switch a survey to test production mode it is automatically assigned to the user who created the survey However you can assign the same survey to other surveyors group of surveyors To assign the survey to a surveyor or a group of surveyors follow these steps 1 Expand the Surveys node and locate the relevant survey 2 Right click the survey and select the Assign to Surveyors menu item i am D 7 Operations Console 7 Smoke Subject Sty Location Users and Log
25. an be set e Can be rendered with without numeric panel Sumber of animals in farm e Can be rendered single line or multi line e Max length can be set Enter your opinion Letters left 25 e Min Max selections can be eer Select 1 or more LJ Beer O Bread O Butter O Apple Pie Please rate the following Beer Bread e Low High text values can set 91 How much did you enjoy the show Current Rate 2 High Page 20 of 91 Date Time Counters Stopper Expression Empty topics e Can be set to either accept date or time value User can enter either a date ora time answer PDA Only User can count various items PDA Only User can measure using a stopwatch the time it takes to complete items Non Visible question You can enter an expression computation that will be evaluated when the survey reaches this question Question without an answer Used to display some text to the user without requiring him to answer Page 21 of Designer User Manual 91 How much time do you spend Watching TY Eating I Working 0 5 hours day 6 10 hours day gt 11 hours da When did you arrive at the shop W 10 2 2005 ki October 2005 Sun Mon Tue Wed Thu Please count the following cals 0 Cars Please measure the time it takes for the truck to pass the green line 00 00 00 00 Read out loud Welcome to the annual satisfacti
26. answers to show up on your exported data deselect this box Not Include In If you don t want this question to be printed when you click Print Survey gt Print you can select this box Export As Text If you select this box the answers will show up on the exported data as text instead of codings Coding This section controls the specific codings of the actual values Shown when exporting The coding schemes might differ by question type All rights reserved to Dooblo Page 12 of 91 Designer User Manual 91 E Configuring an Other Specify answer If you need one of your answers to be an Other specify answer you can do that by clicking the answer in the variable tab and clicking the Answer Properties button Answer Properties Question Which paper do you like the most Anewer Index 0 Answer Codes L Other Specify T I fil p i FORE Rie Meanie 5 u De notrandom Sinn Exclusive AnsWe Then check the Other specify box This will make the PDA display a text box next to that answer if the surveyor selects this answer All rights reserved to Dooblo Page 13 of 91 sas Cd Ve aa i Page 14 of Designer User Manual 91 Advanced The advanced options control various advanced options for the current question View Rules Sct ots fariables Advanced Advanced question options C Allow No Answer C Indude in selected subject answers Startsanew
27. ation of the loop Iteration End script This script will be run at the end of each iteration of the loop Iteration Entrance Rule If the entrance rule evaluates to false the specific iteration will be skipped Example 1 Looping for X number of times according to a numeric question Let s suppose we need to ask a certain set of questions for each room in an apartment In this case we will first ask how many rooms there are in the apartment and then loop through the per room questions for the number of times necessary To perform this example we will do the following 1 Add the numeric how many rooms question add the chapter with the per room questions 2 Configure the looping Step 1 Add the numeric how many rooms question View Puli Question Text e Step 2 Configure the looping We will assume there are a maximum of 8 rooms in the apartment and will there for set the Maximum Iterations to 8 All rights reserved to Dooblo Page 84 of 91 Page 85 of Designer User Manual 91 Therate by scale I T Poh pa ret d a Par a mul u Ta I ala M J We will then configure the break rule to stop the rule when we hit the number of rooms that was specified in Q1 ase j Include in Chapter Locator Randomize iterations Use iteration entrance rule Print only one iteration Iteration Break Rule Validate IterationiIndex Answer 1 nl No
28. del supported in SurveyToGo is composed of 2 Validation Rule s 1 Entrance Rule 3 Jump Rule s Entrance Rule The entrance rule controls whether or not the question will be visible entered in the survey The entrance rule is composed out of an expression that is evaluated during the course of the survey If the expression evaluates to true the question is shown otherwise the question is not shown An empty entrance rule is treated as a true expression and the question is shown The entrance rule can be written for either questions or chapters and act the same way If a chapter entrance rule equals to false the whole chapter is not shown including all of its questions All rights reserved to Dooblo Page 46 of 91 C CA 4 h P J Designer User Manual 91 E E E Writing the entrance rule You can either build an entrance rule with the help of the Entrance Rule Wizard or choose to write the entrance rule yourself Using the wizard has some limitations which are not present when writing the rule without the wizard It will prove extremely worthwhile to learn to write rules without the wizard To use the wizard simply click the Create Rule link Create Rule Answer 1 a aa dd witi a zen W Pi You will be then led by a series of questions where you specify the entrance rule properties Rule Builder Display question 3 only if The answer to questio
29. e details Question Types SurveyToGo suppo Ctrl Shitt Ctrl Shitt c Ctrl Sshift y FreeText Cirl Shift F MultiSelection Ctrl Shift H Ctrl Shift Rk Col shitt s Cirl Shift x Cin Shift4 T Ctrl Shift D Ctrl Shift Ho Chl Shift s MultiChoice Numeric Rating Scale Matrix MultiTopics DateTime Counters Stapper Expression Cirl ShiftsP Ctri Shift e Empty Chapter New question menu Question Description Specific Type configurations SG ils Simple question allows Do you like this question Yes No the user to either select yes or no User can select 1 e Can be rendered answer from a list of as list of radio What media do you prefer SRCWErS buttons or a drop ON down list ewspapers MultiChoice Ty C Internet All rights reserved to Dooblo Page 19 of 91 User can enter a numeric value only Numeric User can enter any free text he wants FreeText User can select 1 or more out of a list of values Multi Selection PDA Only user can order the various items in order of importance Rating User can select from a scale of 1 to N Scale This question type is Matrix obsolete please use Multi Topics instead Multi User selects from a Topi specified list of values Opics for a specified list of Deol All rights reserved to Dooblo Page 20 of Designer User Manual e Min Max values c
30. e room cle Include in Chapter Locator C Use iteration entrance rule _ Randomize iterations Print only one iteration Iteration Break Rule validate Help A x ra ff ES Iteration Start Script validate Help A s E Iteration End Script validate Help A s The loop tab contains the following iteration options Option Description No Iterations Do not loop this chapter Iteration Maximum number Loop this chapter based on a maximum number of of times times Iterate By scale Loop this chapter through the items present in a pre configured scale see Chapter 12 for scale reference Include in Chapter Locator Include all the loops of this chapter in the chapter locator if the chapter locator is enabled Randomize Iterations Loop this chapter each time using a different order Specifically useful when used with scales Use Iteration Entrance Rule Use an entrance rule when looping If the entrance All rights reserved to Dooblo Page 83 of 91 Dochi Designer User Manual 91 SS ee a U rule evaluates to false the specific iteration will be skipped By default this setting is false Print only one iteration When printing the survey using the Survey gt Print action print only the first iteration The tab also contains the following code sections Section Description Iteration Break Rule If this expression is true the loop will end Iteration Start Script This script will be run at the start of each iter
31. ect The result will contain the current question in the Filter column if the Include Filtered out Subjects option is selected in the export options Go to index Jumps directly to the question that is specified as the Target Next Continues to the next question This is the default flow of the survey Submit Submits the current survey without reaching the end of the survey Go to Chapter Jumps directly to the chapter that is specified as the Target Writing jump rules To add one or more jump rules to a question switch to the rules tab of the question details pane and use the jump rules section list box All rights reserved to Dooblo Page 49 of 91 Dochi Page 50 of Designer User Manual 91 Delete Change order Click the Add icon to add a new jump rule and action You can add more then one jump rule to each question All rights reserved to Dooblo Page 50 of 91 omn mm S o v D a Designer User Manual 91 E Sa eee eee Chapter 8 Start End Scripts About Scripts A script is a set of one or more user written instructions that form a block of instructions for SurveyToGo to process You can write question start end scripts and chapter start end scripts Common usage for scripts can be a script that initializes certain question texts based on the answers of previous questions You can write a question start script that sets the current question text to include answers fr
32. ed subject and filter the submit time of the results ee All rights reserved to Dooblo Page 40 of 91 Dooh Designer User Manual 91 E Include Filtered Subjects who participate in your survey can be filtered out from Out subjects the survey due to certain conditions If checked filtered out subjects will also be included in the exported file and an additional column Filter is added to the exported data The Filter column contains the index of the question the subject was filtered at Export only Enables you to specify a date range for the exported results If results specified only results from the specified range are included in submitted the export between and Swap rows and If checked the results are exported so that each subject is a cols column and each question is a row instead of the regular format where each subject is a row and each question is a column File name selection screen The file name selection screen allows you to enter the name of the output file name When you are done click the finish button to continue S SurveyToGo Export Wizard BR SurveyToGo Export Wizard x aes Pee gt Select a destination file el jy Select File Select a file to save the export data to id test xls C Include result attachments C Include attachment list E Final Step The Exported info will be saved to the file you selected Option Description Export Data Fi
33. edia LI aul hay ii F Add Shortcut Chapter navigate py Pescription in F Chapter Locator freely Title Exporting only approved results If you need to only export the approved results simply go through the regular export wizard and in the last step click the Options tab and select the status you want to export S SurveyloGo Export Wizard SurveyToGo Export Wizard Results Optians Extra STG Columns Columns Grder Options Include Filtered Out Subjects Sa TS oe at nelude only results in status Include Not Completed Subjects Swap ro ws and cols ignore Null Export only results submitted between In Progress tSu seman 4 tee Initially Approved Ils L708 200 and i7 Gh 2008 Internal Process Se CY Export Test Results Only Col Title Format SSID short id z ss T Text V VariableName C ChapterName Export Production Results Only Define some extra export options like incl uding excluding filtered subject and filter the submit time of the results All rights reserved to Dooblo Page 30 of 91 Designer User Manual 91 EE Chapter 4 Taking pictures recording sounds through the PDA About attaching files to the running surveys SurveyToGo is enabled by default to accept any file that is created during the survey as an attachment to the running survey result Because of this any pictures that you take during the survey or any sounds that
34. eesuecstcsecsteseeaseaeeas 68 Chapter 12 Answer SCal S ooo cece cescseseessssesseesseeees 69 About Answer SCALES ooooioiiiioicc ccc cccccccc cesses sssssessssessussescessscssssssssesecsssssssassecusesessessecsecsseseseesuceaeets 69 USING Answer SCAlCS biases eee eae 69 Step 1 Define a new answer SCAIC Luo cesses cescescescescescsscescsssseesesseeseeseetens 69 Step 2 Associating scales With questions 0 0 00 0 ccc ccccccccccccccessecceecsecsteseesseecseeeseens 70 Chapter 13 Survey SCOPFGCS 000 0 cece ccscssscseseessseesseeeseeees 72 SCORCS OV CTV IO onra E ec et ee 72 How to make it WOKK 0c cccccccccc ccc sess scecsscsssessescesssecscssssecsessssssssesssssseesscssestcssessesssesnsseneas 72 Step 1 Setting the score for the answers of the relevant question 72 Step 2 Configuring the contents of the Root Score 74 Adding more then one score tO a SUPVCY ccccc cece cece ceecescesceseceseescsessessteteneenes 75 How to make it worK sssssssesrsrsssrsrssrsrsrsssrsssesisrsrsrsrssirrsrsrarsresererrsrsrenss 75 Step 1 Adding and naming the SUB SCOPES 0 0 0ccccccccccccce ccc cc ce ceeecseescesteseeseeeees 75 Step 2 Adding the sub scores to the root SCOPE oo ccccccc cece cece se ceeeet ees Ki Generating a score out of an entire chapter at Once 79 Wei Nt a 91 9 x Gaunt eee mmr Ome On OE Onn a a e a a 79 Scores OUTPUT when exporting oui ccc cscs cesses cesceseceseessescesecsess
35. essscssssseseesecseesteetss 80 Scores Output in the operations console 81 Chapter 14 Programming LOOPS ccc ccc cecccsseeeeeeeeees 82 OVEFVIE ee ean nee Rm rete ae are E een err ne eee 82 HOW to make it RAPP eM caaaa iococceccccccccccccccccccec ccc cescesccscesccsccsscsscesecsesssssssssssseescesecsessucuesseeseeseeneeas 82 Step 1 Add the questions you would like to OOP cccccccccccccccccecceee cette 82 Step 2 Configure the loop options of the chapter 83 Example 1 Looping for X number of times according to a numeric Tieso pan eer A E ee Bn mT CE ane Ca ee ane ea wD 84 Example 2 Looping for X number of times according to a multi select GU SUO ne ee ccc nee eee ee ere eee ee re emer eee ee ere re rere re eee eee 85 Chapter 15 Loading Excel Lists As Question Answers 89 OVE a1 W ene ve ed dE E Pn Pn een eee ee 89 Chapter 16 Advanced TOpICS eeeeeeeereeresreeresresresresresresresresresrs 90 Showing table of contents aeeeeisrsrirreririsisrerrisririsisrrirreririsrsrsrersrerierereren 90 Showing the top panel o oo ccccccc ccc cec ces cescescesecescsseescesecscsssesecsssesssssescseesessuceseseeseeateetss 90 Running the survey in LOOP oii ccccecc cece csc ceccescsesccseesscuscescsscesecsecsssescsseeseeseesscaeens 90 Hiding the back Duttniini occc ccc ccccccccccccccecc ccc cecceccescsscescesecscesssssssssescsssesecsssesessesseeseeseeaeeas 90 Showing a custom Logo throughout the surv
36. estion chapter and switch to the Scripts tab Main Chapter Question Start Script ample quest Validate Help Chapter 1 End Script Question End Script Validate Help The syntax for writing start end scripts is the same syntax as for writing expressions survey init scripts etc you can use all the functions available in SurveyToGo All rights reserved to Dooblo Page 52 of 91 Om a hd wT D g J Designer User Manual 91 E Chapter 9 Child Surveys or running surveys from within surveys About child surveys SurveyToGo enables you to start a survey from within another survey This feature can be used for a bunch of different purposes such as e Filling out surveys in response to conditions For example a survey for a retail store that requires a different survey if the store was close e Filling out surveys in response to events in the field For example general medical device survey where if while filling out the general questions the patient suddenly reacts you need to fill out a survey about his her reaction then continue back to filling the general survey e Simple loops Each child survey is rendered as a menu option on the device allowing for quick ad hoc filling of child surveys How to make it happen In order to configure child surveys for a father survey you just need to specify for the master survey which survey s are its child surveys To accomplish this do
37. ey on the device 9 All rights reserved to Dooblo Page 3 of 91 Doodle SurveyToGo Designer User Manual Page 4 of 91 E Chapter 1 Installation Requirements Before installing the SurveyToGo Designer please make sure you have the following e SurveyToGo Installation Package available from http www dooblo net stgi e Windows 98 or later with the NET Framework installed you can obtain the NET Framework for no charge at www microsoft com e Working internet connection Installation To install the SurveyToGo Designer follow the instructions below 1 Run the installation package and follow the wizard Registering When you run the Designer for the first time you will be required to register in order to obtain a login user and password In order to register simply click the small register link located on the login screen Log On to Survey ToGo ff SurveyToGo D ToGo te Surveying Solution aa p E P User Name Passwor Organization 4 l Options gt gt Once you click it you will need to fill out some details All rights reserved to Dooblo Page 4 of 91 mm C An a K R p J Designer User Manual Page 5 of 91 Registration Wizard Welcome To The SurveyToGo Registration Wizard User name Password Repeat Password Valid EMail Repeat EMail Company Name Cancel Register You will later on use the details you supplied in order to lo
38. f the following 1 Select Question gt New gt Chapter 2 Right click on 3 Click the Add the Root Chapter gt Add Sub Chapter Chapter toolbar icon Question Results Tools Window Help New zi Yes No Ctrl Shift y 3 Multichoice Ctrl shit c LJ Numeric Ctrl Shift 4 jie zf FreeText Ctrl Shift F al MultiSelecton Ctrl Shift 4M i 3 Rating Ctrl Shift R a Scale Ctri Shift 5 Se Matrix Ctrl Shift X H MultiTopics Ctrl Shift T H DateTime Ctrl Shift D Ctrl Shift C E Ctrl Shift S oj Counters Stopper V Expression Ctrl Shift P an gt SurveyToGo Design New Sun O Empty Ctri Shift Chapter a lii amp ay 7 e aara ek H YE New Survey ia 1 Es arm Method 1 Chapter Settings Method 3 Method 2 Chapters have the following properties All rights reserved to Dooblo Page 17 of 91 Page 18 of Designer User Manual 91 Rules Sept Advane Chapter Name Chapter ed View Rules Scripts View Advanced chapter options Scipts Advanced ays starts a new page Chapter Execution Rule Description Starts a new page EO Show in TOC Text Visible in survey Hebrew Chapter 1 Various chapter tabs that controls its properties View Settings Chapter Name The name of the chapter This name will show up in the quest
39. f the survey If the condition evaluates to true the survey will not continue and the associated validation message will be shown next to the question In our example we will add this validation rule to question 2 condition Answer to this question gt Answer to the first question message Number of Best friends in the car cannot be more then passengers If we add this validation rule to question 2 when reached SurveyToGo will check the condition and if it is true the message will be shown and the survey will not continue to the next question Writing validation rules All rights reserved to Dooblo Page 48 of 91 Designer User Manual 91 To add one or more validation rules to a question switch to the rules tab of the question details pane and use the validation rules section listbox Validation Rules Condition Message Delete Change order Click the Add icon to add a new validation rule and a validation message You can add more then one validation rule Jump Rules The jump rule controls what action will be taken after the subject answers a specified question Jump rules are composed out of a condition and an action After the question is answered the question jump rules are evaluated If a jump rule s condition evaluates to true the specified action will take place Actions include Action Description Cancel Cancel the survey The current results are lost Filter Filter out the subj
40. gement Console Prt Survey ToGo Servers Es sta dooblo netAve fe i Organizations eate a new Subject Store Refresh Subject Stores List 3 Click the Browse button to locate your excel file E Subject Store Creator import Please select a file te import L 4 Then click the Import button to load the excel file to the wizard Notice the columns from your excel file will show up All rights reserved to Dooblo Page 63 of 91 Designer User Manual E Subject Store Creator Import Please select a file to import Page 64 of 91 le eeeh EEEIEE E l Browse Name od amp Nam Field Type Notify Fi Branch ID rant Number Branch Name ranch Nam String Branch Address SGrancl Address String Branch Manager Brangh_ Manager String Ts User Tag True False False False Iz Name False True False False Please specify Subject Store name Subj ect Store Name Description Important Please note that the column that has the ID text in it Branch ID is marked as User tag Also the column that has the Name text in it Branch Name is marked as Is Name If these are the incorrect columns please click on the column and remove the special tagging and put it on other columns 5 Then give the store a name that will identify it and a description and click the Create button Please
41. gin to SurveyToGo Once you click the register button you will become registered and you will be able to login to SurveyToGo Please note you will receive a registration confirmation email right after you register Running the Designer for the first time When running the designer for the first time you will see the following screen where you will need to enter your connection details and administrative details Enter your user name and password as you have received it from your system administrator and enter the connection details as you have received them from your system administrator These settings will be entered as defaults the next time you run the SurveyToGo Designer After logging in you should see the following screen that allows you to choose each of the following All rights reserved to Dooblo Page 5 of 91 amm e tye F i Designer User Manual survey ToGo Welcome Mark What would you like te do vl Open an existing survey Ow O Export results 1 Create new survey 2 Open an existing survey 3 Export existing survey results All rights reserved to Dooblo Deodio Page 6 of 91 Page 6 of 91 LIETARD Designer User Manual Page 7 of 91 Chapter 2 Creating a basic Survey Creating the survey To create a survey you first need to run SurveyToGo Designer by clicking Start gt Programs gt Dooblo gt SurveyToGo gt Designer You will then need to login to Sur
42. ies Number of copies a gi F Gollate Print Preview To preview a survey before printing select the Survey gt Print Preview menu option t i DED pe Lidije aa J C a wma I am Then the print preview screen will show allowing you to preview the output before printing All rights reserved to Dooblo Page 44 of 91 HN Print preview 82 0080m c Designer User Manual Smokers Updated Dooblo SueyToGo 1 Read out loud to the subject Hi there we are conducting a survey to understand people s habi smoking habits would appreciate it if you could spend a few moments answering this survey 2 Do you smoke Nessedrdethe sciectea anaver onlyone anas allowes 1 Yes 2 No 3 How many cigarettes do you smoke daily Thenumber sould be In herange 0 ang 00 4 How many cigarette packs do you buy weekly Therumber houla bein therange 0 ang 100 Smokers Updated Dooblo SumeyToGo Page 1 All rights reserved to Dooblo Page 45 of 91 Page 45 of 91 Designer User Manual 91 EE Chapter 7 Rules About Rules The general flow of a survey calls for showing the survey questions one by one or page by page until the end of the survey is reached General flow of survey for single question per page The flow of a survey can be manipulated to behave differently then the general flow To control the flow of the survey you can use rules The rules mo
43. ights iGuetiostet chetesTet SNE Weight Weight fi 5 That s it All rights reserved to Dooblo Page 78 of 91 es Designer User Manual 91 a Generating a score out of an entire chapter at once When using chapters SurveyToGo supports an easy way to add all the questions of an entire chapter as a score in one click instead of going through the lengthy process shown at the beginning of this chapter which includes adding the score and then adding all the questions of the score To add all the questions of a chapter as a score in one click 1 Right click the relevant chapter and select the Make into score option 4 What w Cut 3 Sales f 5 How did Copy Cti t Paste a Delete Add sub chapter dt Question Props Edit Report Props 2 When browsing the scores screen you will see a new score was added with the name of the chapter Weight report When using sub scores you can easily get a nice report of the weight distributions across your survey scores To get the report 1 Click the Show weights report button on the scores screen l lt core Name Sales All rights reserved to Dooblo Page 79 of 91 SurveyToGo Page 80 of Designer User Manual 91 2 You will then see a report of the weights Scores Weight qc a Pe al ee ee o i Lr AC VW a How did the sales team perform Scores
44. ion and switch to the Advanced tab C Test Deployed Production Deployed O Cosed gt Survey I j Biel E Mo ee Pe be View Rules Scripts Yatlaole fl Smoker Survey i Root Main Chapter E 2 What is your gender Allow No Answer Include in selected subject answers 2A 3 What is your name Starts a new page Custom Question 4 Have you ever smoke Lr a aaa Attecment ID 3J 5 Gn average how man Allow Comments 6 What would you do if 21 7 What is your general o ciliata C Do not render text Gass Name Edit Question Attachments 3 Click the Edit Question Attachments link C aloa No Answer Include in selected subject anaw Starts anew pace Custom Question Allow Comments Attacment ID i _ Hide Back i Name Class Name All rights reserved to Dooblo Page 33 of 91 Designer User Manual 91 EE A E E 4 You will then see the question attachments screen from which you can either select a previous loaded attachment or add a new one To add a new one click the New button Code Name 5 Click the button to select the file you want to attach and also select the type of the attachment AttachFile CAMIA _logo jpg MIA logo ipa 6 Click the OK button to close the window and then ok again to continue Editing Attachments for question 1 What ts your gender E E Eg S r y DE
45. ions tree Description Description of the chapter and its purpose Visible in survey Controls if the chapter text is shown in the survey If true the chapter text will be rendered as an empty question Hebrew Controls right aligning of the chapter when visible Chapter Text The actual text of the chapter that will be shown if the Visible in survey setting is set to true Advanced Settings Option Description Starts a new For surveys with multiple questions per page controls whether page this chapter will start a new page when rendered on the various platforms This setting overrides the number of questions per page setting in the survey properties page Show in TOC When TOC Table of contents is enabled controls whether this chapter is displayed in the TOC or not The TOC is enabled disabled by checking unchecking this setting in the Root Chapter When TOC is enabled the PDA will display a TOC menu when running the survey The TOC menu name will be taken from the root chapter name so you can for example rename the root chapter to be Chapters and then that will be the name of the menu item All rights reserved to Dooblo Page 18 of 91 Dooh Designer User Manual 91 i a Rules Settings Component Description Entrance Rule Please refer to entrance rules of questions for more details Jump Rules Please refer to jump rules of questions for more details Validation Rules Please refer to validation rules of questions for mor
46. le SS OperationsForm Observation Status Dates External ID a Start Date 18 05 2008 ihe 7 Approved Subject IDs Canceled End Dave 17 06 2008 wi F Expired V Full Row Selection In progress Office Observationd Mode In Progress Surveyo G Al Initially Approved a Requires Approval Production Observations Only X Retumed To Surveyo Test Observations Only En observations count 3 Survey Name Surveyor i ScenarioName All rights reserved to Dooblo Page 28 of 91 Designer User Manual 91 EE I U E This screen shows you all the results for the relevant survey for the period set in the Start End date If you double click any of the results row you will see the actual result data S Observation 750 Test Status Approved 15 06 2008 16 59 27 Location Subject ID 750 15 06 2008 10 59 47 15 06 2008 11 11 15 Question Answer Surveyor Comment 1 fgu_001 What is your gender Male Z qu_002 What is your age 25 40 years old 3 qu_003 What is your name John 4 qu_004 Have you ever smoked a cigarette Yes 5 qu_005 On average how many cigarette packs do yo 1 6 qu_006 What would you do f you find out your childre Takethem to 4 rehabili 7 qu_007 What is your general opinion on smoking None Change statusto Approved v Change Mode Test Comment From this screen you can view the data and attachme
47. le This is the file name that will be filled with all the results according to your selection Include result If you specify this option and select a folder location any picture attachments attachment that was included in the results will be placed in this folder The name of the picture will be according to the relevant All rights reserved to Dooblo Page 41 of 91 Designer User Manual 91 EE SubjectID field in the results file Include If checked you can choose a csv file that will receive a list of attachment list links to the various pictures that were included in the results This is useful if you need links to the attachments instead of the actual pictures After you click the finish button you will see the following screen Survey ToGo Export Succeeded Do you want to open the exported File Answer Yes to open the exported file using its associated application or no to continue without opening the external application Exporting the survey not the results Sometimes there comes a need to export the actual survey structure This can include backup purposes moving a survey from one SurveyToGo server to another one and more To export a survey to XML simply choose Survey gt Export then choose Export Survey Save AS Rename 4 Import All rights reserved to Dooblo Page 42 of 91 Page 43 of Designer User Manual 91 SurveyToGo SurveyToGo Export Wizard SurveyloG
48. n 2 How many liters of beer do WOU 1 2 3 5 litres 31 6 10 litres Finish Cancel All rights reserved to Dooblo Page 47 of 91 C An a e F f Designer User Manual 91 EE To write an entrance rule to a question switch to the rules tab of the question details pane and write the entrance rule in the top text box L Create Rule TI Answer 1 se Gimn Queston Enterance Rule oS ee ll Fame ie a f The entrance rule can be a simple statement however you can also write extremely advanced and complicated entrance rules The entrance rule is virtually unlimited in terms of flexibility To learn more about the actual syntax for writing rules please see Chapter 7 Validation Rules To clarify the role of validation rules lets consider the following survey for an example of the need for validation rules Question 1 How many people are in your car Question 2 of those how many are your best friends It is very obvious that if one answers 4 to the first question he cannot answer more then this to the second question We have a need to check the validity of the second answer in relation to the first answer This is where validation rules come in handy The validation rule controls whether the answer to the question is valid The validation rule is composed of a condition and a validation message The condition is evaluated during the course o
49. ner User Manual 91 E Simply select the desired export provider and click the Next button Export options screen Survey ToGo Export Wizard SurveyToGo Export Wizard Results Options Sc er ij ae Extra STG Columns Columns Order Options Index Subject Name Duration SbjMu m S biNa m Durtion Surveyor Name Subject Unique Tag Execution Date Srvyr UsrUng Date Surveyor Comment Reviewer Time Reviewer Comment rvyr omment Raw Time RwwComment Upload Date Subject Data Upload SubjData py Restrict to SPSS 7 Select wich extra columns you want You may format limits alter the names of the column headers Option Description Index Column name of a running index of the subject Surveyor Name Column name of the surveyor that created the result For PDA surveys this will hold the actual surveyor name while in WEB Surveys the surveyor name will STGWebSurveyor Restrict to SPSS When checked column names will be shortened to support older format limits versions of SPSS that only supported 8 character column names Surveyor Column name of the surveyor comment written by the surveyor Comment while on the field Subject Name Column name of the subject name The subject name is taken either from the relevant subject store the subject is a part of or Anonymous for anonymous subjects
50. nssesassastasnaebegedenaneiniekes 51 Relationship between Scripts and rules 51 Writing Start end Scripts ooo cccceccs ccc ceccescescescessesscssssecesecsessessssssesessecsessesseeseeees 52 Chapter 9 Child Surveys or running surveys from within 4 ah S e Sn ee re ere ee ee ne ee eee 53 About child SUPVOCYS 0 ccccccccccec cc cesccecsescscessecscesecssssecessesssecaseesecsssssssssuecstssscsesseeseeseeatens 53 HOW to make it happen oui cecec ces cescceseescescescscesececsssesssesesssesesecseesussessesseeseeaeens 53 All rights reserved to Dooblo Page 2 of 91 Deoslo SurveyToGo Designer User Manual Page 3 of 91 E SSS E E Working with child surveys on the device 54 How to change the Data field of child surveys for later editing 55 Chapter 10 Quota Management cece ceeeeeeeeeees 57 About Quota MANMAGeMMenE 00 oooiiiocicccccccccccccccceccescceseescscessecscesecssssecescesesecsssesecsesussesessessessenes a7 The PDA Quota Management Mechanism 57 Chapter 11 Assigning Surveyors to Specific Subjects 61 OO OG trees cs 5 asc ak coat aac nse csc sop AAN AAA EEE AA N 61 HOW to make it happen sisivesiincsreccccinente mcmama 6l Step 1 Creating a subject STOLE ooo ccc ccs ceeccsscsscscssecsesssesscseesseseeseesteates 62 Step 2 Assign subjects from the subject store to the different surveyors 65 HOW is this SHOWN on the GOVICO o oooioiicocccccccccccccscssssssessescessesssscssesecssscuss
51. nted from the way the data is to be exported The Export Wizard Whenever you wish to export the data of the survey you choose the Survey gt Export menu option then choose Export Results SurveyToGo Design Demo 2 3 survey Question _ Results To SurveyloGo Export Wizard SurveyloGo Export Wizard Choose Operation Select Operation Export Results C Export Survey All rights reserved to Dooblo Page 36 of 91 e a e F f Page 37 of Designer User Manual 91 The Export Wizard will show and start to ask you a series of settings needed to perform the export process Survey select screen SurveyToGo Export Wizard SurveyToGo Export Wizard Select Survey www dooblo net General For General User 2 Dema no description i no desorption BS Save Settings Select the survey who s results data you want to export to file NOTE The list contains only surveys which has results In this screen simply select the survey who s results you would like to export and click Next Export provider screen SurveyToGo Export Wizard SurveyToGo Export Wizard Choose Provider 2 Microsoft Access Provider I Microsoft Excel Provider ies SPSS Export Provider a SurveyToGeo Default Provider ne Select the provider you want to use to export the data All rights reserved to Dooblo Page 37 of 91 Desig
52. nts of this survey result and change the status and mode of this survey result Please note that in Approved mode the data is read only To change the data you will need to change the mode from Approved to Pending Approval then click the OK and re open the result To get more information about the Approved status and how to apply a non auto approve mode for your survey please read on Configuring a survey to not auto approve results By default surveys are set to work in Auto Approve mode This means that survey results are automatically marked as approved once they are uploaded to the server Why would you want to change this behavior An example might be that you need to hand out survey results to your customers and you want to employ some quality assurance on the actual survey results and only export the results that you have marked as Approved You can easily do that by marking the Survey as not to auto approve and then use the operations console to go over Pending Approval results and approve the ones you find appropriate To change this 1 Open the Survey Designer application Start gt Programs gt Dooblo SurveyToGo gt Survey Designer All rights reserved to Dooblo Page 29 of 91 Page 30 of Designer User Manual 91 2 Inthe Survey properties screen check the Review checkbox amp save the survey Maximum Number Of Questions in Page o 5how Top Panel olii ach Accept MultiM
53. o Export Wizard Choose Operation Select Operation Export Results ei Export Survey Choose the survey you would like to export and click Next SurveyloGo Export Wizard SurveyloGo Export Wizard Select Survey vw dooblo net Simple Surveys ae Beer Event Survey no description Choose the default SurveyToGo export provider and click Next S SurveyloGo Export Wizard SurveyloGo Export Wizard Choose Provider Pisurveytese Detualt Provide m Then choose a file name and click the finish button The survey will be saved to the path you indicated Printing Printing a survey can be very useful for both keeping a hard copy version of the survey amp for sending to clients amp team members for review You can both directly print a survey or perform a print preview Direct Printing To directly print a survey in SurveyToGo choose the Survey gt Print menu option All rights reserved to Dooblo Page 43 of 91 Page 44 of Designer User Manual 91 LJ Page Setup Fe Print Preview Then choose the printer you desire from the standard printer selection screen and press OK to print Print Printer Name Acosar Olice Live Meera Document Wi Properties Status Typer Microsoft Office Live Meeting Document Writer Driver Where Microsoft Office Live Meeting Document Writer Port Comment TT Print tafile Fint range 2 aA Cop
54. om previous questions Question Start End scripts Questions support start end scripts The question start script is executed whenever the page containing the question is shown The question end script is executed when the subject leaves the page containing the question Chapter Start End Scripts Chapters also support start end scripts The chapter start script is executed when the first question of that chapter is shown The chapter end script is executed when the subject leaves the chapter before the first question of the next chapter is shown Chapter start end scripts are smart enough to handle situations of jumping into the middle of a chapter and jumping out of a chapter to a different chapter Relationship between scripts and rules Scripts and rules co exist and collaborate to give you complete control over the flow of the questions and chapter The diagram below shows the logical relationship between rules and scripts Felicleyeirry kalz owestnon Rules are shown in gray while scripts are shown in green As you can see the start script is executed after the entrance rule has determined the question should be shown The end script is executed after the answer has been validated by the validation rule and right before the jump rule takes place All rights reserved to Dooblo Page 51 of 91 Dochi i Designer User Manual 91 EES N E Writing start end scripts To write start end scripts you simply select the qu
55. on survey please spend a few moments to answer our survey Press Next to continue Dooh All rights reserved to Dooblo Page 21 of 91 Designer User Manual 91 Saving the survey Once you are done designing the survey or during your work you can save the survey by clicking the Survey gt Save menu option or using the toolbar button S SENSED wee New Surv You can then choose the location in the server where you would like to save the survey and give it a name Survey Modes Getting the survey to your PDA Your survey starts off in draft mode which means the survey is not synchronized to your device Once you are done designing the survey and you want to be able to synchronize the survey to the PDA you will need to change the survey mode to either Test or Production mode Simply move the Survey Mode as shown here 3 a Ds sal ATE sual You can switch survey modes at any time Here is a short description of the various modes Description Synchronized to device Draft Survey design mode Survey is NOT No synchronized to device Test Survey is synchronized to device YES survey results are marked as test Production Survey is synchronized to device YES survey results are marked as live Closed When you need to retire a survey NO you can move it the closed mode Note Both Test and Production mode surveys are synchronized to your device The difference between the modes is
56. on number 15 was 1 Jump Rules A series of condition and their corresponding branching targets Jump rules can either specify to go to a specific question chapter or specify a custom action like sSubmitting cancling filtering the current subject Example of jump rule All rights reserved to Dooblo Page 16 of 91 Dooh Validation Rules Page 17 of Designer User Manual 91 condition Answer CurrQues 1 action Goto 5 When this jump rule is in place if the subject answers 1 on this question the survey will jump to question 5 A series of expressions and messages When an expression evaluates to True the user cannot progress to the next question and the configured message is shown Example of a validation rule Tcondition Answer CurrQues Answer 1 gt 50 message Your answer for this question and the last one should be less then 50 When this validation rule is in place if the answer to this question the answer of the previous question is more then 50 the message Your answer for this question and the last one should be less then 50 is shown and the user cannot progress to the next question Adding Chapters amp Sub Chapters Chapters allow for a convenient way to organize your survey You can either choose to make a chapter visible or simply use the chapter as a container for questions without making it visible during the course of the survey To add a chapter you can do one o
57. oop checkbox Hiding the back button All rights reserved to Dooblo Page 90 of 91 Designer User Manual 91 a SurveyToGo supports hiding the back button while running the survey on the PDA To enable this 1 In the Survey Properties tab check the Hide back checkbox Showing a custom Logo throughout the survey on the device SurveyToGo supports showing a custom logo picture while running the survey which can be used to give the survey a more customer look amp feel To show a custom logo 1 Add your logo as an attachment to SurveyToGo as described in Chapter 5 2 When adding the attachment to your survey make sure to give the attachment the stgLogo code name this special code name will make SurveyToGo use this picture as a logo when running the survey All rights reserved to Dooblo Page 91 of 91
58. op panel SurveyToGo supports showing a top panel while running the survey on the PDA You can write any text that you wish in the top panel and also interact with the top panel from question start and end scripts Common usages for the top panel are e Showing a question answer on the top panel for the rest of the survey run e Showing the current date e Showing any custom text that you want to show To enable the top panel 1 On the Survey Properties page check the Show Top Panel checkbox 2 In the Survey Rules page add the following code in the Survey Init Code textbox TopBanner Visible True 3 Then you can change the text of the text box in any question start or end script by coding the following line in the question start end script textbox TopBanner Text Just a text Note that you can also change the panels back and fore colors and the font size and type Please refer to the SurveyToGo Expressions Guide Chapter 4 Built In Functions under the Visual functions for a list of properties and interactions with the TopBanner Running the survey in loop SurveyToGo supports a mode where on the PDA once you complete a survey you are automatically directed to a new survey form without the need for pressing the Run button again This is useful for small surveys that need where fast entry of surveys is of the most importance To enable a survey to Run in a loop 1 In the Survey Properties tab check the Run in a l
59. order of the columns you would like to have when exporting the survey results You can choose to export all or only a subset of the columns available or even export a column more then once Both the left list and the right list support multiple selections by using the Shift and or Control keys and are completely sort able by any column you desire When you are done configuring the order and number of columns you need to export simply click the options tab or click Next to continue the export process Note export settings are saved on your computer for the when you need to export the same Survey again SurveyloGo Export Wizard SurveylToGo Export Wizard Results Options aera yates pore vies yee lee er Extra STG Columns Columns Order Options Idx Text T e Read Subject index Index Into Column If and where subje Filtered Info Column The date time that Dat Info Column The name of thes Surveyo Into Column The name of thes Subject lato Column Subjects unique UserUn Inte Colurin The elapsed cond Duration Into Column The date time that Upload Infor Colunir Extra user defined Subject Info Column which beer brands How rary liters of G2 eQuamerican How would yan rat eqgthultselect eqthiultiT opes You can choose which columns to includ e exclude and to change their order All rights reserved to Dooblo Page 39 of 91 Designer User Manual 91 EE ee ee Left
60. otas Name Current Exceed Acton Male Subjects 0 0 Female Subjects 0 0 Setting Description Name read only This is the name of the quota as defined in the Survey Properties Rules tab Current The current status of this quota for the specific surveyor The current status is updated as the surveyor synchronizes his device Target Target quota for this quota In our example 20 male and 20 female subjects Exceed By how many subjects do you allow the surveyor to exceed the target quota For example if you need minimum of 20 subjects for the current quota but can use 24 subjects as well you can set the target to 20 and the exceed to 4 If you need exactly the target quota of subjects set exceed to 0 Action Indicates the action to take if the surveyor exceeds the target quota the exceed setting This action will take place as soon as the survey engine recognizes the exceeding subject Available actions All rights reserved to Dooblo Page 59 of 91 Dooh Designer User Manual 91 E e None Do not do anything when an exceeding subject is detected e Cancel As soon as an exceeding subject is detected cancel the current subject result e Filter As soon as an exceeding subject is detected filter out the subject The surveyor quota configuration is a part of the package that is sent to the device when the surveyor synchronizes his device Surveyor quota view The surveyor can view at all times the current
61. others require more advanced answers configuration Preview Pane This pane shows you a preview of the question as it will be shown on the platform The PDA preview is instant in that it shows you a preview as you type while the Web preview requires you to save the survey before it shows you the preview All rights reserved to Dooblo Page 10 of 91 lt a e Ve F i J Designer User Manual 91 EES SSS SSS eee EEE Configuring Question Properties All questions have basic properties in common and are controlled from the following places View The view options control the way the question and answers are displayed and were covered in the previous section Which paper do you like the most Clear Add Question Component Description Question Type Controls the type of the question You can select from the various types by choosing from the dropdown list RTL Controls whether this question will be right aligned and will use the Hebrew language for button labels amp other settings during the survey Question In the textbox you enter the text of the question You can use the formatting toolbox on the bottom to control the formatting of the question Please note that the only the Web currently implements the formatting instructions The PDA platform disregards the formatting settings Answers For questions that require you to specify their answers or their answer properties Topics Some que
62. output when exporting Scores are exported along all the other variables of the survey which enables you to easily get the scores of a Survey All rights reserved to Dooblo Page 80 of 91 Designer User Manual 91 E Scores output in the operations console Scores can also be viewed from the operations console on the main grid m Initially Approved Tena Mode Production Only WA C Requires Approval Start 22 11 2008 R _ Returned To Surveyor End Filtered AI v Ce Obeeratonecount 1 ZI Ful Row Selecion The main grid only shows the root score To view the sub scores simply double click the relevant row and switch to the Scores Tab Observation 29379 Production You will see a cell for each of the different sub scores along with the root score All rights reserved to Dooblo Page 81 of 91 Designer User Manual 91 EE ee ee ee SS Chapter 14 Programming Loops Overview Loops are very helpful when programming surveys Loops enable you to write a set of questions once and then display this set of questions for any number of times without having to copy amp paste these questions Loops are implemented in SurveyToGo as a property of a chapter This means that once you configure the chapter to loop all the questions inside this chapter will be displayed according to the loop settings How to make it happen Configuring loops is very easy Simply follow these
63. page _ Custom Question 7 Allow Comments Attacment ID i Hide Back Dil Name l Class Name Randomization Randomized answers order E Indude this question in a randomized questions group rour Create New Group User Defined Fields Click hereto modify values of user defined fields forthis question All rights reserved to Dooblo Page 14 of 91 Doobie Page 15 of Designer User Manual 91 Allow No Answer E Indude in selected subject answers C Starts a new page E Custom Questan J Allow Comments J Hide Back Dil Name i e hisar 1 F Donetrender text Class Name Question Attachments li C_ Do Not Show To Surveyor _ Do Not Include As Performance Do Not Show Number Randomization Do not random fas part of a chapter Randomized answers topics order C Indude tris question in a randomized questons group Random Group Add Question Allow No Controls whether the subject is allowed to not answer the Answer specific question and go to the next page question Include in Beyond the scope of this manual selected subject answers Starts a new For surveys with multiple questions per page controls whether page this question will start a new page when rendered on the various platforms This setting overrides the number of questions per page setting in the survey properties page Allow Comments Hide
64. s 2 Configure the content and weights of the Root score Step 1 Setting the score for the answers of the relevant questions You will need to set the scores of the answers for every question which participates in the final score Setting the answer scores is easy however the use of answer scales can make your life even easier as you will set the score of answers once and that score will be then used throughout the survey To set an individual question score 1 Click on the relevant question from the questions tree and then switch to the Advanced tab hy view Rules Seripts lariat Advanced D E Advanced question options Allow No Answer Include in selected subject answers GFarta 3 mea nan Mieke oi ehinr All rights reserved to Dooblo Page 72 of 91 Designer User Manual 91 E 2 Click on the Answer properties link located on the bottom Do Not Show To Surveyor Do Not Show Number Randomization Do not random fas part of a chapter F Randomized answers topics order Include this question in a randomized questions group Random Group Edit Topic PropertieSEdit Answer Properti tuser definedfields 3 You will see a screen with a grid containing the answers to this question One by one set the score for each of the answers Editing answers for Question 8 How do you rate the service How do you rate the service
65. specify Subject Store Subject Store Nam Acme Branches Description 6 You will see a success message Subject Store Creator Eg Store Created 7 That s it The store is now active you can also edit the store by clicking the store node All rights reserved to Dooblo Page 64 of 91 Designer User Manual 91 E Ee Tpos Hep Fy Survey ToGo Servers a sto daoblo netAvs a Organizations El i s tester B Surveys North River O 15 South Riv Jane Doe East River Ou 5 East River s Cliff Bory West RiverO 19 West Rive Micha l Grog Gi Gy Users and Groups 49 Log Step 2 Assign subjects from the subject store to the different surveyors To assign the subjects to the various surveyors do the following 1 Open the relevant survey in the Survey Designer 2 Click the Survey gt Assign to surveyors L Print Preview ey Print Close Exit 3 Select the relevant surveyor DO NOT SELECT A GROUP and then click the Modify list button All rights reserved to Dooblo Page 65 of 91 Designer User Manual 91 E Assigning Subjects To Surveyors On Survey Users Groups Organization Administrators al Survey Managers gi Survey Conductors ig Cale F STo nalyzer E STGSurveyor F STG Web Surveyor 4 This will open up the subject store selector screen where you can select the s
66. steps All rights reserved to Dooblo Page 75 of 91 Designer User Manual 91 E 1 In the scores screen click the sign on the bottom 2i Then give the new score a name by changing the Score name field you can ignore the Report name Edit Survey Scores New Score All rights reserved to Dooblo Page 76 of 91 Designer User Manual 91 E Note there is NO need to press any key in order for the score name to take effect 3 Click the Add questions to add the relevant questions to the score just as you would normally do with the root score Step 2 Adding the sub scores to the root score Once you are done adding the sub scores to the scores screen it s time to configure the root score to derive its score from the sub scores 1 Click the root score item from the scores list so that it is selected T Edit Gurnee Ernres Root Score Store Condtion Sales 2 Click the Add Score button to add the sub scores Edit Survey Scores Store Condition sales All rights reserved to Dooblo Page 77 of 91 Designer User Manual 91 SSS SS gg E ae 3 Then select the sub scores that you want the root score to derive its score from and click the Add button Add Score Parts F Serice V Store Condition Sales 4 You can then change the weights of each of the sub scores by changing the numbers on the grid By default the scores are given equal we
67. stions include the concept of Topics When configuring a Topics question the actual topics are controlled from this tab All rights reserved to Dooblo Page 11 of 91 Dooh Designer User Manual 91 EE I U E E I ER Variables The variables options control the way the question will be exported when using the built in exporters of Survey ToGo View Pula Scrlote Variables Advanced anane Name 9 1 Missing Value i Short iD qu_oo i Export Restric variables to SPSS format C Not Include In Print NOTE This will effect all the questions in this survey Conings gy Answers are coded in one variable codes in list below Reset for Auto Codin a Each answer is coded asa variable a Coding Answer i Mew York Times 2 Holand Review 3 Le Monde Export as text Add Question Component Description Variable Name The name of the Column when exporting with the built in MS Excel export provider The variable name shown when exporting with the built in SPSS export provider Missing value The value that will be entered if the question was skipped over or not entered into for any reason Short ID This is the Alias for the question You will see this ID in the exported data This is for your use only and is optional Export Checking this box on by default marks this question as a question who s answers will show up on the exported data If you do not want the
68. t c Stopper Ctrl Shift s Expression Ctri4shift p Empty Cirl Shift e Hemmer New Survey Root Main Chapter 4 Click the New button on the navigation bar Click Here Dynamic Help All rights reserved to Dooblo Page 9 of 91 Designer User Manual 91 E E E E R Click the toolbar menu to add questions SurveyToGo Design New Survey a 4 i Survey Tree Numeric arial New Survey Wl FreeText m Root Maing 0 O oo Mo 1 Quest MutiSelection dihri After adding the question based on the question type you will have to fill in the possible answers and settings The layout of configuring each question is as follows aaa New Survey A gt UI VEY IrCC a Z New Survey Root Main Chapter Question Type Multichoice 5 1 Sample quest E View Riles Scripts Variables Advanced 7 start Answers Sample question Question Text Preview Component Description Question Text This text can be formatted using the available formatting toolbox please note that currently the only platform that Supports the advanced formatting is the Web platform The PDA platform ignores the formatting options Question based on the question type you select you will need to add the Answers answers for the question Some questions do not require custom answers at all while
69. te the use of the new IterationIndex value that specifies the current iteration number The code above checks the answer to Q1 and when the current loop reaches that number the loop will break You can now run the survey and see how it works Example 2 Looping for X number of times according toa multi select question Let s suppose we need to ask a certain set of questions for each brand that the respondent has recognized In this case we will first ask which brands the respondent recognizes and then loop the per brand questions only through the brands that were specified To perform this example we will do the following 1 Add the multi select Which brands do you recognize question add the chapter with the per brand questions 2 Configure an answer scale for easier looping configuration 3 Configure the looping 4 Show the brand name in the first question All rights reserved to Dooblo Page 85 of 91 Designer User Manual 91 E Step 1 Add the numeric questions view Rules Scripts Variables Advanced B 1 which brands do you recognize 1 Brand Questions oe 2 The Following questions are F oe 8 3 Please Indicate how much yo y Question Type MultiSelect v E Text setting Plain Text Only 2 f Puestion answers Answer Scale NONE Wercedes Oe m eco COI FPODeIies Honda Ford Isuzu Audi Mercedes
70. the following 1 Open the main survey 2 Sa the aaa SUNLESS link on ug Relese tab of the survey node Surveys t Main Chapter Edit Questions Variables Edit Questions UDFs 1 Whatis your gender 2 Whatis your age 3 Whatis your name 4 Have you ever smok 5 On average how m 6 What would you do if Set All question Vars t Text Reset All question Vars 7 Whatis your generall Set All question ShortIDs to Text Reset All question ShortIDs Edit Survey Attachments Edit User defined fields Edit Report Groups Edit Answer Scales Edit Child Survey M 3 Click the button to add a new child survey then fill out the Button Text text This text will be shown on the menu of the device All rights reserved to Dooblo Page 53 of 91 lt a Ca 4 A j J r J Designer User Manual E Edit Child Surveys New Child Survey 4 Then click the button to select the actual child survey from your existing Surveys Please note you can select any survey you want and you can have a survey be a child survey of more then 1 parent 5 Click the button to add more surveys or the OK button to finish 6 That s it You can now deploy the survey to the device and on the device you will see a menu Working with child surveys on the device Now on the device when running the survey you will see a menu named More mw Smoker Survey Er f 2 44 All rights reser
71. tion that will replace the lt 0 with the current brand name ia View Rules Scripts Jariables Advanced Question Start Script ee ni ame SetTextFormat CurrOQves teratio sf WO es ie Notice the use of the IterationName value to specify the current iteration name Please note that since we are iterating through a predefined scale the IterationName equals the name of the answer from the scale which in our case is the brand name All rights reserved to Dooblo Page 88 of 91 amn e Veo F D Designer User Manual 91 a Chapter 15 Loading Excel Lists As Question Answers Overview Coming soon All rights reserved to Dooblo Page 89 of 91 Designer User Manual 91 E Chapter 16 Advanced Topics Showing table of contents When you are working with Chapters and sub chapters SurveyToGo includes the ability to show a table of contents menu on the PDA for quick navigation through the survey To enable the Table Of Contents feature 1 Go to the Root Chapter of your survey 2 In the Advanced tab check the Show in TOC checkbox 3 Go to each of the chapters that you want to show in the TOC menu and in their Advanced tab check the Show in TOC checkbox Note the name of the Root Chapter will be the name that will be shown in the TOC menu So you get the power to control what the menu name will show by changing the Chapter Name of the root chapter Showing the t
72. tore name and the subjects from that store that should be assigned to this surveyor Once you are done checking the subjects click the OK button All rights reserved to Dooblo Page 66 of 91 Page 67 of Designer User Manual 91 Subjects Stores E 5 x g ACME Sranches Total Number Of Subjects 4 Assigned 2 Assign All Un Assign All anch ID Bi anch ID Branch Name Branc Branch Address Bra Branc orth River Outlet 22 North River st Oxf John Worth River Outlet 15 South River st Ox Jane Fast River Outlet 5 East River st Oxfor Cliff B West River Outlet 19 West River st Oxf Micha Show ail links Ok Cancel 5 Finally remove the Anonymous check on the surveyor by un checking the first check box and click the OK button Assigning Subjects To Surveyors On Survey Smokers Surveys Instance Instance i B Users Groups ei Organization Administrators ee Survey Managers E Survey Conductors ei Results Managers F Mak E monkeyman f STGAnalyzer E STG Surveyor F STG Web Surveyor Quata Anonymous Unlimited BS ACME Branch North River Outlet Unlimited 2 ACME Branch North River Outlet Unlimited Modify List The reason for removing the anonymous option is so as to limit the Surveyor and require him to select one of the subjects prior to tapping the All rights reserved to Dooblo Page 67 of 9
73. trance rule option view Rules Scripts Advanced Loops _ No iterations Therate maxinnum number of times berate by scale Which brands do you recognize Include in Chapter Locator Randomize iterations i _ Use iteration entrance rule TT Print only one iteration aration Break Rule Then add the following entrance rule Make sure you are adding the code to the Iteration Entrance Rule section Treration Entrance Rule Validate Contains 1 terationIndex Since the chapter loops through the scale that is also used with Q1 this rule checks if the user has selected in Q1 the current iteration item You can now run the survey and see how it works All rights reserved to Dooblo Page 87 of 91 Designer User Manual 91 E Step 4 Show the brand name in the first question You can make use of the newly introduced IterationName value to show the name of the brand anywhere you need to Let s configure the first question of the loop chapter to show the current brand name for which we will ask questions Below is the text of the empty question that will hold the brand name Notice the 0 at the end that is used for text substitution Question Type Empty lt E RTL Inhet ecog ize p ee Text setting Plain Text Only bee vmuch vo NJ The Following questions are for brand 40 Now let s add a start script to this ques
74. ved to Dooblo Page 54 of 91 Designer User Manual 91 EE SSS SSS eee EEE Clicking on this menu will bring up the ability to add or edit child surveys Additional Surve Add You can then select the relevant child survey from the list of surveys This will start a new run of the child survey after which you will return to the current survey To edit surveys you have already conducted tap the Edit Additional Surveys menu option and then select the relevant survey How to change the Data field of child surveys for later editing When you choose to edit additional surveys from the device by clicking the option You will see a screen that lists out the various child surveys you have filled out For example i Additional Results Er Me 2 56 akj Sample 11 es oe Bunny 12 02 54 Central Park Column Description Name Name of the child survey ID Internal ID All rights reserved to Dooblo Page 55 of 91 Designer User Manual 91 E SS S Time The time when you have started the child survey run Data Additional data that can be associated with the child survey run The Data field can be used to specify whatever data you might want to associate with the child survey run This can be an answer to one of the child survey questions a static text or what ever you choose You can change the text that will be shown on this field by interacting with the SubjectData variable in the survey
75. veyToGo S SuryeyToGo Design Log On to Survey ToGo E OGTR ARIS Complete Surveying Solution User Name mark Rea ister Password hea Eoraot N Organization Testeri v Simply enter your user name and password as you have received from your system administrator You will then see the following screen from which you will choose Create New Survey and press OK survey ToGo Welcome Mark What would you like todo All rights reserved to Dooblo Page 7 of 91 Designer User Manual Page 8 of 91 You will then see the empty survey screen TI kaf Bo at P SL fae Ge A I Hl Hm Questions Tree All rights reserved to Dooblo Page 8 of 91 Designer User Manual Page 9 of 91 Adding Questions SurveyToGo supports many question types Some of which are only used in specific platforms while others can be used in all platforms To add a question to the survey you can choose from any of the following methods 1 select Question gt New gt questionType 2 Design New Survey t 1 Jesuits Tools Window Help MultChoice Ctrl Shift c Numeric Ctrl Shift N i survey Tree FreeText Ctrl Shift F g New Sur jey MultiSelecton Ctrl Shift y Root Main t ners MH 1 Question 1 iia EE E Ee owl Scale Ctrl Shitt s Matrix Ctrl Shift x MultiTopics Ctrl Shift T DateTime Chi Shift D Counters Ctrl Shif

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