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Complete User Guide

1. r Anatyre i T Analyzer Ganera 5 Ple Charts Generat Mode Test Data Live Data From 21002003 EEF To zamiao0s r FILTERS PRESENTATION Survey Group Customer Sanstaction ElSe Custamer Support F Question i Raw Score Gel Report To generate Pie Charts click on the Pie Chart link or for detailed data use the Analyzer page which is the default page Both tools require you to fill out some initial criteria prior to generating the results While your optional Presentation options are different for Pie Chart and Analyzer the required Filters such as date range and Survey Type are the same Analyzer The Data Analyzer gives you result averages section averages totals of how many submissions gave each response percentages and values You can optionally view submissions one by one and read comments and other text responses FILTERS When the above URL is initially accessed you are presented with the filters presentation form see the screenshot below Department Admin users Mode Test Data Olive Data can choose to view either From 15122007 ER To 1hari M Test Data or Live FILTERS pa Decemner pi 2008 Data Business Analysts uss Sur umomarSotsesen EEE Elsu Type Customer Supper A E EELEE however may only view iia 1 ta 97 08 taD Live Data while Survey Publishers and Survey Authors may only view pris Test Data Therefore ee only Department Admin users have the option to choose th
2. In the above screenshot it is clear that only one question in the Customer Support survey specified an alias in the Filter Alias field in the Survey Builder The more filters a survey has the more granular the reports become In the above example the analyst can generate a report displaying all results or only those results for a specific location After selecting the type of report to generate using the Presentation options described below the analyst generates reports by clicking the Get Report button PRESENTATION There are six presentation options Any combination of options may be selected to generate different views of the survey results There are two disadvantages to selecting all options at once Firstly it may be somewhat overwhelming to try to analyze so much data at once and secondly a larger result set puts a greater strain on the server With no presentation options selected the only reporting element that appears is the Summary fieldset indicating the number of total submissions that meet the selected criteria The presentation options are described below Section Averages As you might expect ERSAN Amae Tyner decor Total Submissions 11 Telephone Support Agr ment 3 22 ME DOPA ENERE BeN I averages can only be Frequency 7 performed on responses SeeSee uly 100 B that have a numeric value i e responses selected from Option Groups that are Used for Averaging Note that some response options withi
3. label s current state Similarly clicking on the percentages with the legend will either display or hide the percentage label on the pie slice corresponding to the clicked item To reveal or hide all labels Do you anticipate returning to this store location or all percentages display 3 yes no the pie chart toolbar by t2 Pltegend Gleercents Mlvabels Small Truncate clicking the Tools icon x a then check or uncheck i are Percents Or Labels as Be fe ves desired E SHEE l i mi ne Before discussing the hae See other settings available via Ene See the toolbar note that slice E E colors can be selected simply by clicking the color square relating to the slice BE you want to modify mam e LT Clicking the color square opens the color picker where you can choose from 100 colors Also note that you can displace a pie slice simply by checking its corresponding checkbox in the legend Returning to the toolbar notice the Rotate icon Q Clicking this icon spins the pie 10 clockwise To show or hide the legend simply check or uncheck the Legend checkbox To Resize the pie select Small Medium or Large from the first dropdownlist Sma11 is 300x198 pixels Medium is 450x300 pixels and Large is 600x395 pixels Finally you can limit the label text length for all slices by selecting a value from the Truncate dropdownlist Like some other settings this option is provided to avoid overlapping of label t
4. RESULTS Much of what needs to be said regarding the generated reports was already mentioned above in the previous sections Filters and Presentation A few additional notes follow To generate a quick visual representation of the results simply check the two Presentation options Section Averages and Question Averages and click the Get Report link The generated report will look similar to the following screenshot 48 CUSTOMER SUPPORT Section Antwer Type dverage Taal Submission 12 Telephone Support Agreement 2 38 D Displaying al resuks averaged together Frequency S pee In Store Service Quality 1 53 e Telephone Support 1 How often do you call our toll free telephone support line 3 2 She He spoke fluent English and I had no trouble communicating with him her E C 3 Overall I had pleasant experiences with telephone support 4 She he was able to solve the problem s about which I was calling 5 Iwas never put on hold for an inordinate amount of time The customer support representative was always friendly and patient with me In Store Service 1 Ability to answer your questions 2 Attitude and disposition 3 The overall experience provided It is worth noting the following points e Although the Customer Support survey consists of three sections only two are shown in the report This is because the third section Email Promotions contains no questions with answer opt
5. ievitation O Pain Text HTML The screenshot on the Ease URL hipitocahosventw lipagqas survey aspe right displays the rich text Firom sunaygdonatgoodes Karat Email editor with HTML selected Email Subjects The plain text e mail form piman as does not include the El Norns if Tines Hew Ronan fatan w B AD al A A AE ae al E E formatting toolbar jelman JS SEE Sa eM a aA ORA j ae nh The Base URL is the fully Here is your sevey link A SurveyLind qualified external URL used to access your survey application from outside your domain Although this screenshot shows localhost as the domain this is not what you will put inside the Base URL We are using localhost for testing purposes only and you may do the same However if you send emails with localhost as the domain your invitees will not be able to access the surveys The application will automatically append pages survey aspx and the querystring with the users unique ID You only need to provide the domain and virtual directory if the domain s root does not point to the virtual directory of the application By default the Base URL will be auto populated with the value provided in the Web config file for the ApoplicationURL Enter the e mail address that you want to have appear in the e mail header as the sender in the From textbox Like the Base URL this field will be auto populated with the value provided in the Web config file for the DefaultEma
6. mene Then ety ooo Ten eeignt com Shee onc ten eieven cam Den et G00 12 send a test e mail by entering the e mail address in the To textbox If an e mail has not yet been created this option is disabled 41 If the e mail does not pass all tests you may not send e mails However you can still view all the e mail addresses which will receive the e mail once the criteria is met and the Send to All button is clicked To view the groups which The specified email will be sent to the following 10 e mail addresses individual members are Email Address Contact Status Last Contacted Surveys Completed Remainder assigned to click the ehto mine con Never 2 g z i eevyenitwelye com Never Z 2 member s e mail address PENRE es eacae S A message box will appear four vecom Herer 3 0 3 with a list of groups which rmnemben com ia Never J ch J the member is assigned to 27eStbwo com Never 2 o 2 seven eight com Never r 2 SMBSeVern Con Never T 0 2 The application determines bende yen com Hever F 1 F who can receive e mails tendewe com Never 3 Q 3 based on the e mail type 12 specified and the groups The selected email account Ceighb nine conm ts an Aduse Member of the that have been associated following 1 groupis related te this survey collection with the surveys collections on child surveys a Enployees When the e mail satisfies all the criteria and you are ready to send e mails simply click t
7. Furthermore the Surveys dropdownlist only appears if at least one e mail group is check for the survey collection By default checked email groups will be sent invitations reminders for all surveys in a collection Once you have included at least one e mail group you can then exclude e mail groups from taking certain surveys in the collection Survey Collections Customer Satisfaction t Tasks Compose hi ail E Invitation List S send Email To exclude a group for a particular survey select the survey from the Surveys dropdownlist Uncheck the group you want to exclude and click the Update Invitation Groups button Survey Collections Customer Satisfaction w Surveys Customer Support Email Groups Affiliates Customers Employees Update Invitation Groups To return to the Survey Collections e mail group form click on the Details icon Ey COMPOSE MAIL The next step is to f compose the e mails Survey Collections Customer Satisfaction E Click on the Compose i Tasks toolbar Email Type REGS asia Plain Text HTML Select either Invitation or Reminder from the Email Type dropdownlist If you want to create an HTML e mail using the WYSIWYG rich text editor check the HTML radio button 38 The page will refresh when Survey Collections Customer Satisfaction 2 you make your selection b Tasks GA conpea Mail Gjin Elysand Emai from the dropdownlist Email Type
8. L i Fapt Prvacy Poba It is important to note that no Design resources such as stylesheets script files or images may be uploaded to E Data 18 Collection Therefore you are required to verify that all references to images and other files have specified Fully Qualified URLs Thus relative references such as images logonew gif Is not sufficient and must be replaced with the complete URL such as http www dotnetgoodies com images logonew gif Once you have created an HTML file that meets the requirements including the presence of the two required variables Content and Footer either upload the file or copy the HTML and paste it into the editor in source view Aside from the required variables there are several others that can be used in your design to include other dynamic content The full list of variables follows Content Required Enter this where the page s main content such as the survey form ought to go Footer Required Enter this where you want the standard footer the appear List Optional Creates a dropdown list of surveys to choose from DepartmentName Optional Gets the name of the current department DepartmentUrl Optional Links to the current department s index page SurveyGroupName Optional Gets the name of the current collection SurveyGroupUrl Optional Links to the current collection s main page SurveyName Optional Get s the current survey s name An example of using the above v
9. Record Click this button and confirm your desire to delete the record to permanently remove the record from the database q Return to Filters Delete Record E Printer Friendly CUSTOMER SUPPORT Windows Internet Explorer Section Answer Type Average Telephone Support Agreement 4 5 j Are you sure you want to permanentiy delete this record BY 4 subenesions Frequency 4 In Store Service Quality 2 33 4 While you should probably never delete records for active surveys to avoid skewing results this feature is useful for deleting bogus survey submissions PRINTING REPORTS The following applies to a eode Pie Chart reports as well O F as Analyzer Internet Opts bee omy ane Click the Printer Friendly Ganaral Security Privacy Cantant Conneceens Programa Sree l fishing Piter link above and to the right hiai Manage adios F Blay pure m p ionan a Foi OY Flan of the survey title to get a T atteint ria slatehehiaty yinga Udetnte printer friendly rendering of Z show pictures the report Page elements tdi such as headers navigation and sidebars O Donat anh k the ikienda Yahoo Messenger ih Sct ahi Ihi tidal Vict daah ila c Probi are removed and the Bane the results in the man windo rae meine Printer Friendly link C Aloe achive content Som COs to run on My Computer inkemetOpiens E Oi Ai kir conkend arun mi ea on My Compuier changes to read Web O low software to run or metal even iF
10. Survey Collections gt Surveys suggesting that the Surveys form is currently selected The boldface link caption at the bottom of the form suggests the next level down i e Survey s child form is Sections From here the administrator can do any of the following e drill down still further to edit existing sections in the survey ri Or e add new sections for the selected survey Sections or e reorder the survey sections using the promote demote buttons afe or e activate or deactivate the selected survey or any of the survey sections or e update the selected survey details e preview the selected survey the selected image or the selected survey collection or e delete the selected survey x or e copy the selected survey s structure to build a new survey A or e purge test data for the selected survey or e return to the selected survey collection s details i or e select a different survey to view or edit from the Surveys dropdown list or e select a different survey collection to view or edit from the Survey Collections dropdown list or e select Add Survey from the Surveys dropdown list to create a new survey or e select Add Collection from the Survey Collections dropdown list to create a new collection In other words on whichever form you find yourself within the Survey Builder screen you can easily navigate to almost any other form to carry out the action you wish to perform It i
11. a table or view from the list and allow the page to refresh again this time with an additional two fields Text Field and Key Field dropdown lists The text field is the text that will populate the answer dropdown list for questions using this source The key field ensures that each option has a unique identifier When you click Add Source you will notice that the new source s description appears selected in the Sources dropdown list and the button Description changes to Update Source Sources Database Inventory In edit mode you have an additional checkbox option to deactivate or activate the source Table View Orders Text Field PSPROD Key Field ID vl Deactivating the source does two things 1 Removes it from the available sources dropdown list in the Option Manager _ Add Source screen 2 Removes the options from any questions where its assigned answer option group used it as a source to populate dropdown lists or radiobutton lists Once added the source is available to the Option Manager screen see the next section Once you define an option group in the Option Manager as pulling from the added source it becomes available to surveys It is important to note that you should never deactivate the source unless it is absolutely necessary This action may produce undesirable results in the surveys that are associated with it or lead to reporting errors or inaccuracies Once created the so
12. address bar of the browser an example of which follows http DomainName OrlPAddress Survey pages survey aspx id 45 amp sid 16 The querystring contains two parameters id is the Survey Collection ID while sid represents the Survey ID Note the following about requested surveys e Ifthe requested survey is not active or the sid is not provided in the URL and there is more than one active survey in the same collection the page will display a list of available surveys with a message requesting the user to select a Survey e Ifthe requested survey is not active or the sid is not provided in the URL and there is just one active survey in the same collection the user will be automatically redirected to the one active survey e lf the requested survey is not active or the sid is not provided in the URL and there are in fact no other active surveys in the same collection a message will appear stating that the requested survey is not available If Survey Security is set to Cookies and the user requesting an active survey has previously submitted the survey the system will check if there are other surveys in the collection which are 43 active that the user has not yet submitted If the user already took the survey a message will appear to let the user know if there are other surveys that are available which he has not previously taken A list of surveys taken appears in a readonly list and the available
13. answer option groups have yet been created for the selected section your only option is the latter The answer option feature is not available for questions in sections that implement answer matrices ANSWER OPTIONS Option Group Each question t Survey Collections Customer Satisfaction a g may have multiple answer groups assigned to it For instance the question What is the city and t Surveys Customer Suppo a e H Sections Telephone Suppor v a state in which you reside may t Questions 1 How often do you call our toll free telephone he kg have two fields one text field for t Answer Options Frequency DropDownList w the city and one dropdown list with Option Group Frequency X F Deactivate the state codes There IS Control Type DropDownList however one limitation there can Client Script NeverSeleciNeutral be but one of each option group type Therefore two Frequency Required Field gt True False option groups are not allowed Update Also note that you may select a text input which is also considered an option group However each question may only have a single text input assigned to it Deactivate A deactivated unchecked option group will not appear as a response type for the selected question on the survey form If the survey was submitted while the option group was active the results will still appear in the generated reports though the option group
14. at the time of this writing There is a Known issue with DHTML layers in legacy browsers insofar as dropdown lists always appear on top of other layers Thus if your users utilize legacy browsers you can set the application setting CalendarPopup in the web config file to either true or auto true will always serve up the popup calendar whereas auto will force the application to try to determine the best calendar control for the user s browser The default is auto 34 Vertical Direction not pictured above If RadioButtonList or CheckBoxList is selected in the Contro Type dropdown list the direction can be formatted to display options vertically or horizontally If this checkbox is left unchecked the radiobutton list will appear in a horizontal direction on the survey form Client Script NOTE This feature requires knowledge of JavaScript and requires access to the server to upload JavaScript files You may add custom JavaScript to the Option Group controls For textboxes and radiobuttonlists you may add the script to their onclick events For dropdown lists you may add the script to the onchange event The sample surveys included in the database contain an example of how to use this functionality All custom JavaScript functions must receive two parameters the source element ID and a reference to the source element i e the control itself To use the example in the sample database the
15. can optionally add the Option Text and or the slice Percentage to the graphic Once the pie charts are created however it is still possible to remove all labels from any pie or even remove only labels from certain slices Once you have specified all required criteria and selected your initial presentation settings click Get Report to view the pie charts PIE CHART REPORTS To get a feel for all features that are available in the pie chart reports select Section for the Display setting and click the Get Report button By doing so a report will be generated with multiple questions per page and as many page as there sections in the survey The snapshot to the right is of the bottom portion of the second page second Section of the Customer Support survey Note that the full page contains five pie charts not just two fhe overall experience provided ji x b A UANG At the bottom of the page there are two links Previous and Next Since this is the second section Previous takes the user back to the first section and Next takes the user to the third section The 3 Yes N Previous link is disabled on the first page and the Next link is disabled on the last To move the Legend above the chart rather than to the right of it click on the swap icon in the legend s header I Clicking on the various options within the Legend will either display or hide the option text label on the pie depending on the 53
16. complete To view a more detailed report for any one invitee click the e mail address you want to review The e mail groups in which the invitee is a member appear in a bulleted list The survey collections in which the member s e mail groups are participants are listed as well If one of the member s groups is excluded from a Survey but another one of the Survey Collections Customer Satisfaction x ce b Tasks i Compose Mail Gb invitation List i Send Email Invitation List gt fourdfive com Member of the following Email Groupfs Employees Human Resources This group may participate in the following Survey Collections a Customer Satisfaction Collection Stabus Live Survey Live Completed Customer Support F allection contains 2 Survey s Product Satisfaction Member Status Mot yet dnvrfed ioe 2m var allovaed to participate in 2 Surveyis Jembar completed 0 Sunray se member s e mail groups is permitted to take a survey the member will be permitted to take the survey In other words the least restrictive rights apply The Collection Status suggests whether the survey collection is currently live Also noted is how many surveys the collection consists of whether the selected e mail group member has been 40 invited or reminded about the surveys how many of the surveys in the collection the member may participate in and how many of those surveys he has completed To view
17. includes the complete path to the resource including domain name sub folders filename and extension A Relative URL by contrast offers a shorter path to one resource from another without specifying domain name and folder paths depending where the one path is located in relation to the other All resource paths included in the HTML Layouts must specify Fully Qualified URL s Purge Delete test data submitted by administrators for testing purposes Resource A resource or asset is any piece of data that can be re used by survey elements A resource is created and then applied to the survey element often by selecting the resource from a list of available resources An example of a resource is Page design which can be applied to multiple surveys sources External Sources Tables in separate SQL Server databases other than the Survey Engine s database EDC that can be used to provide data for populating response controls such as dropdown lists Test Data Submission results for surveys for logged in users When an administrator logs into the Admin Tool previews a survey and submits the survey the data is stored in the database and flagged as test data This can be used to preview how results will appear in the analyzers Since this is not actual data from authentic survey takers this data can be purged at any time Truncation Labels appearing on pie slices in the Pie Chart tool may exceed the width of their slice or even go be
18. is selected the question will be numbered True is the default This option is not available for questions in sections that implement answer matrices Allow Comments When True is selected an optional comments box will appear under the question The comments box is not a required field when present on the survey form By default False is selected This option is not available for questions in sections that implement answer matrices Positioning Answer options can be positioned either on the same line as and to the right of the question or on a new line flushed left Same Line is the default This option is not available for questions in sections that implement answer matrices Answer Options If option groups have already been assigned to the selected question they appear in a table To deactivate an answer option group uncheck the corresponding checkbox To activate an answer option group check the corresponding checkbox It is unnecessary to 33 click the Update button when activating or deactivating answer option groups in the table as long other changes haven t been made to the Question form To drill down to the Answer Options form and contract the Questions form do one of the following If you want to edit an answer option group click the edit icon pencil beside the answer option group you want to edit or to add a new answer option group click the Answer Options caption link Note that if no
19. origin and destination Select the department survey collection and survey to be copied from the dropdownlists on the left side of the page and select the destination department and survey collection and enter a unique name for the new survey on the right side of the page Click the Copy button to create the new survey and enter edit mode Note that the screenshot below is viewed from the perspective of a Super Admin user ORIGIN DESTINATION Department Human Resources Human Resources Survey Collection Customer Satisfaction S Customer Satisfaction Survey Name Customer Support You will notice that you are also able to preview department index pages survey collection pages and surveys directly from this admin screen in order to ensure that you are copying the correct survey into the correct survey collection pelete When a Survey is deleted all its child sections questions and submission results are also deleted Note the warning in Survey Collections above Note also that only Survey Publishers and Department Admin users may delete a survey z Purge Test Data Clicking the recycle bin button purges all test data for the selected survey When a logged in administrator Department Admin Publisher or Author submits a survey from the preview the submission is flagged as test data The administrator can then generate demo reports on that test data When he or she is done testing the survey the test data should b
20. s index layout This user may not however modify his own roles Once a Department Admin always a Department Admin unless another Department Admin or Master Admin deactivates or modifies his account Since the Department Admin may view reports on either Test Data or Live Data and has full control over surveys combining this role with others would have no effect whatsoever MASTER ADMIN The Master Admin differs from Department Admins in just one respect While Department Admins have full control over their respective departments the Master Admin has full control over all departments and in fact is the only type of user who can create and manage other departments Master Admin accounts can belong to the Default department only NOTE This document assumes the perspective of Department Admin except where otherwise noted Manage Users When you log in as either Master Admin or Department Admin you can manage user accounts To access the user accounts screen click on the Manage tab or the Account Manager sub link in the Manage panel Your own account details will appear by default You may update your name username or password but not your own roles To add a new account select Add User Add User J Enabled from the Users dropdownlist Enter a Name T Name First Name MI Last Name first and last are required while the middle ia initial is optional a unique Username and Us
21. separate window and observe how the sample survey collection Customer Satisfaction was created Without modifying the Surveys navigate around the builder and preview the surveys Submit the survey a few times and view the reports Having some familiarity with how the sample surveys were built will make the content in this user guide clearer First we will discuss Designs Progress Indicators and Images all of which can be managed from the Design tab If you wish to forego customizing survey designs at this time and wish to dive right into the creation of survey forms you can skip over the following three sections Manage Images Survey authors may want to add an image sath t the company logo for instance to a A TATA survey Once assigned to a survey the image will appear on the survey below and to the right of the title or to the right of the instructions if instructions exist for the survey as the screenshot on the right demonstrates To make an image available upload images on the Logo Manager screen You will find this link on the Design tab s panel This form is only available to Department Admin users and Survey Publishers roles with sufficient rights to manage images within their own department 14 The admin URL to the Logo Manager is http localhost EDCv4 admin ImageUpload aspx Survey Engine Adnin gt Liphowet Image SL come Dapetmant Admin ee 2 Page Designer Ted 0 Progress Ind
22. surveys appear in a list with links to those surveys See screenshot below CUSTOMER SATISFACTION Product Satisfaction surveys you have already taken and those which you have not You have previously taken the requested survey Listed below are the a e Wi a Get If you wish to take another survey at this time please select one fram the list of available surveys below Available Surveys Customer Support Completed Surveys Product Satisfaction A similar message will appear if the user completed all the surveys in the collection However the list of Available Surveys would not be visible B si i date collection right is an example of a E 7 requested survey that Surveys resides in a Survey l Customer Satisfaction Collection which contains Product Satisloction more than one active Instructions survey that the user has amp WWidpet Ing strives for perfection Please proide feedback on your Widgets not yet su bm itted i purchases to help us attain our ggal If Product Satisfaction was the only active survey 1 How do you rabe the overall quality of owr products in its collection the Surveys dropdown menu in the header which was 3 Mow de you rate the overall usefulness of our products added to the associated Page Layout would be absent 5 Would you recommend Widget Inc to your inends es Chive 2 How do you rate the originality of our products 4 Ho
23. that show comments separately from reports with other options selected especially when reporting on a large number of submissions because the report may become rather lengthy with this option selected Under each question for which comments are allowed the comments appear in a bulleted list Although it is unlikely that two submissions will enter exactly the same comments in the rare case that this Comments 47 occurs the comments are only listed once with a parenthetical note stating how many times the form was submitted with that comment Text Answers Text answers appear similar to raw scores in a table The only difference being that they have no numeric value Text answers are defined as Answer Groups that are not used for averaging The table has three columns as follows a Text column for the option text a Count column representing the number of submissions with this option selected and a Total column which calculates the 4 percent of total submissions that responded with this option selected d Ability l answer your questions Value Tex Fi Fair There are two things to note about the above image 1 In the above scenario there were 20 respondents but only 6 responded to question 1 and 18 responded to 2 70 in the first question offered no response while 10 offered no response to the second question These items are shown in gray Furthermore while in the above scenario both questions total 100 due
24. the current date is within the specified Active Date range See Active Dates below Name This is the title of the selected Survey It appears at the top of the survey below the Survey Collection title and also in the Survey Index which lists all active surveys Deactivate A deactivated unchecked survey is not published It will not appear in the Survey Index and will not be an accessible survey to non administrative users When the user attempts to load a deactivated survey in the browser he will either receive an error message stating that the selected survey is no longer available or if there is one other active survey in the collection will be redirected to the active survey If there are multiple active surveys in the collection the user will be redirected to the Survey Collection page where he may choose one of the active surveys but not the deactivated survey To preview the load behavior of a deactivated or unpublished survey log out of the administrative tool and try to access it The deactivate checkbox setting overrides the Active Date range settings discussed below Note also that only Survey Publishers and Department Admin users may activate publish or deactivate a survey When an author creates a survey it is not active and it will remain inactive as long as a publisher or Department Admin user does not activate it 4 Copy Click the copy link or icon to go to the copy page see screenshot below You must specify the
25. the date specified and will run indefinitely Prior to that date it will not be available If on the other hand only the To date is specified the end date the survey will remain available from the present until the date specified Deactivating a Survey or survey collection overrides the Active Dates settings Instructions This is text that appears at the top of the survey just beneath the survey title Confirmation This is text that appears as confirmation when the form is submitted successfully If left blank the default confirmation message will be used The default confirmation message is set in the Web Config file in the application s root directory update the ConfirmationMessage application setting to change the default Image If desired select an image to appear in the upper right side under the survey title and to the right of the nstructions of the survey form Images are uploaded via the Logo Manager screen Once you select an image you can preview it by clicking the preview icon beside the Image dropdown list Sections If sections have already been created for the selected survey they will appear in a table as shown in the previous screenshot If there are multiple sections created for the survey you can use the up and down arrow button to reorder them Once the arrow buttons are clicked the new order is automatically committed i e it is not necessary to click the Update button as long other changes haven t be
26. to rounding it is possible that even in instances where total responses equal total submissions percentages might add up to slightly more or less than 100 usually by no more than 1 in either direction 2 The screenshot above demonstrates another special feature of the Analyzer namely that legitimate filters specified in the Filter Alias field in the Survey Builder will appear as links when they appear in the Text Answers Or Raw Scores tables like Dallas and New York in the screenshot above Clicking on a link will cause the page to reload with a new report filtering the results further based on the option link that was clicked One by one This option allows you to separate the results into individual reports one page per submission included in the results In the Summary fieldset a message appears noting the total number of submissions included in the results and noting which submission you are currently viewing e g Displaying the 1 of 3 submissions At the bottom of the page will appear a new dropdown menu listing all the submission dates with the date and time of the submission currently being viewed Click on the Next or Previous links or select a different datetime to view a another individual report Although when you select One by one you are in fact viewing results of individual submissions you can nevertheless select Question Averages to get a visual representation of the numeric responses
27. variable may also be required When loading pages Footer is replaced with the standard E Data Collection footer The Page Designer form is only available to Department Admin users and Survey Publishers roles that have sufficient rights to manage designs within their respective departments The admin URL to Page Layouts Is http localhost EDCv4 admin Design aspx See screenshot on the next page Like all resources you are required to give each new design a unique Name Select the Layout Type from the following options Multi Purpose Survey Page Collection Page Index Page The survey engine produces three types of page When you design layouts you can specify which page type it should apply to If one design should be used for all types of pages you can choose to create just Multi Purpose layout On the other hand for greater control over the look and feel of each page type you can create three separate designs one for each page type Survey Index Survey Collection and individual Survey 17 Page types and the functionality each provides follows e Survey Index When a department is specified this page lists all active collections within the department along with collection descriptions e Collection Page When a collection contains more than one survey this page lists all the available surveys within the selected collection If only one survey exists this page will automatically redirect to the one survey contained there
28. with the form navigation and with what each icon indicates Therefore we will now focus on the Survey Builder screen and what each field represents rather than focus on form navigation Access this screen by clicking on the Survey Builder link on the Builder tab s panel Alternatively once you have logged in the URL is http localhost EDCv4 admin SurveyBuilder aspx In the previous section Option Manager you saw how the Option Groups form contracted when the next level Group Options was selected and you then navigated back to Option Groups The same concept applies to Survey Builder the only difference being that while Option Manager consisted of only two levels or two forms Option Groups and Group Options Survey Builder consists of five The screenshot to the below displays the lowest level form Answer Options but at the same time all preceding levels and forms can be accessed either to edit or add new items It is worth repeating here however that you must remember to save the changes you made at the current level by clicking the Update button before returning to another level or form 26 Firid W Survey Builder Create survey co ections 5 Option Manager Manage options lor mulhale chome responses d Source Manager Automatca Ocpartment Human Resous H Sorvey Collections Customer Satisfaction oH t Surveys Customer Suppert E oy H Sections Telephene Suppart we h Questions 1 Haw
29. Default Selection None T Subtext as well Subtext is useful for 2 F explaining the rating system In the Column Headers value Text Importance option group for example Add Matrix Group 1 Least Important and 4 Most Important If you want to select a certain option by default select the option in the Default Selection dropdownlist The header for each column in the matrix may use either the option value or the option text Use the values if the text for certain options in the group is too long to look presentable in the matrix grid Value is selected for Column Headers by default Click on the Group Details icon to return to the details page The Child Option Group will appear in a grid You can reorder how the option groups appear in the matrix using the up and down arrows in the grid The highest group appears on the left and the lowest appears on the right If you wish to deactivate an option group uncheck its checkbox Option Groups Importance Rating T Child Option Groups Add Option Header Text Note Survey Authors may add new option groups and edit Option Groups that they own as long as the group is not used in a published survey or used by surveys owned by other administrators Survey Publishers and Department Admin on the other hand can modify Option Groups regardless of their relations to surveys or other users Survey Builder Assuming you have read the foregoing sections you are now familiar
30. E Data Collection Survey Engine Version 4 0 E Centric Inc FEATURES e On the Fly Survey Builder Create an entire survey complete with a reporting system in minutes e Reports amp Pie Charts Generate reports on survey submission results including customizable pie charts new e Survey Collections Better organize your surveys by grouping multiple surveys into survey collections e E mail Groups o Create email distribution lists o Invite email recipients to complete only surveys you want them to complete o Remind invitees to take surveys who did not complete all surveys they were asked to take e E mail Composer Create plain text or HTML e mails using a WYSIWYG editor e Survey Layout Manager Upload HTML and apply custom designs to surveys new e Administrative Security o Create Departments allowing Administrative Users to manage only surveys pertaining to their respective department o Assign roles to Administrative Users determining who can view reports create surveys or publish surveys e Test Data While logged in as an administrator submit surveys to create test data to preview reports e Survey Security o Allow survey takers to submit the survey only once or an unlimited number of times o Determine type of security to apply to survey collections Cookies IP Tracking Email Invitations or none o Set the date range for which the Survey will be active e Survey Logos Easily upload and apply an i
31. HTML produced for the control event appears like this onclick NeverSelectNeutral rptSections__ctl0 UcSectionQuestions1_dgSectionQuestions _ ctl2 window event srcElement The custom JavaScript function NeverSelectNeutral says that if the answer to How often do you Call our toll free telephone support line is Never then select Neutral as the response to all the questions concerning the customer s feeling about the toll free support line The custom function follows the following is sample javascript called from a drop down list function NeverSelectNeutral id val if val value 27 for i 0 i lt document Forml elements length i compare with this control comparelId document Forml elements i name if compareId undefined if compareId indexO0Of rptSections ctl0 UcSectionQuestions1 gt 1 amp amp compareId indexOf ddl gt 1 amp amp compareId id var breakout false for x 0 x lt document Forml elements comparelId options length x if breakout false amp amp document Forml elements comparelId options x value 21 4 document Forml elements comparelId selectedIndex x f breakout true This function must be added to a JavaScript file named a certain way and added to the ClientScripts directory in the application s root directory The file naming convention is JS SurveylD j s Thus if
32. I Member Status Wet pat invited currently live Also noted Member allowed te participate in 2 Survey s is the number of surveys Member completed 0 Surveys the collection consists of whether the selected e mail group member has been invited or reminded about the surveys how many of the surveys in the collection the member may participate in and how many of those surveys he has completed To view more details concerning the users participation in the survey collection click on the name of the survey collection You will then be presented with a table of surveys and survey statuses a Employees Human Resources This group may participate in the following Survey Collections Emailer Once surveys and e mail groups have been created sending e mail invitations and reminders is a simple process To begin sign in as a Publisher or Department Admin and click Emailer in the Invite tab s panel Initially you will be presented with a single dropdownlist from which you must choose a Survey Collection 37 ASSOCIATE E MAIL GROUPS WITH SURVEY COLLECTIONS Once the survey collection is selected the form on the right appears Before performing any of the Emai a ne 7 os mail Groups Affiliates Customers Employees eke eO iea ps Affiliates Customers Employees List Or Send Email at least one Email Update Invitation Groups Group must be checked Only selected Email Groups will be sent emails
33. In Store Service by mousing over any of the bars the survey taker can read the section title for that step ka Pipe La pepe T Progress Indicators O Logo Manner wlicators Custom Bas wv Indicator Hames turom Bar splay Progress Bar CL Page Coumt Percent Completed Haight 14 pe With 2700 mal F50907 19602 x Update Create a new progress indicator by selecting Add ndicator from the ndicators dropdownlist and specifying a unique name for it Check each of the features that you want to include in your progress indicator If you uncheck Progress Bar Bar Size Step Colors and Hexadecimal preferences will be hidden from view as these preferences only relate to Progress Bars 16 Check Page Count if you want to include page numbering e g Page 2 of 3 Check Percent Completed if you want to include the percent of the survey that will be completed once the current page is completed If either Page Count or Percent Completed is checked and the Progress Bar is also checked the text will appear above the bar If Progress Bar is checked you can specify its height in pixels and its width in either pixels or percentage as it relates to the available page width lf Page Count is checked but Percent Completed is not page numbers will appear without parentheses but if both are checked page numbering will appear within parentheses You can also specify colors for individual step types c
34. When a group is created the Group Owner is by default the creator Survey Publishers and Department Allow Filtering True False Admin may however select another user as the owner Source Type Option Builder When a Survey Publisher or Department Admin user Option Builder changes the owner he is essentially assigning the item of work to another user It is not necessary to reassign to other Department Admin or Survey Publishers since these users are granted rights to edit any item for any survey live or inactive regardless of whether or not he owns the item If this answer group will serve as an Answer Matrix to apply to entire survey sections select True for the Is Matrix option We will soon discuss Answer Matrices in greater detail Some groups should have a numeric value for each option For instance Quality should have a numeric rating so results can be averaged together If the options for the group Quality are poor fair good and excellent poor may have a rating of 1 and excellent a rating of 4 When we run reports we can then get an average of the responses To make this possible check the True radio button next to Use for Average The Data Analyzers allow for custom filters In order FILTERS to filter results generated by the analyzers on specific Z Survey Group Customer Satisfaction questions the question must have a Filter Alias and at Survey Ty
35. activating questions in the table as long other changes haven t been made to the Section form To drill down to the Questions form thereby contracting the Sections form do one of the following If you want to edit a question click the pencil icon edit icon beside the Question you want to edit or to add a new question simply click the Questions caption link Note that if no questions have previously been created for the selected section your only option is the latter 32 QUESTIONS Question Enter the text of the H Survey Collections Customer Satisfaction A question as you want it to appear t Surveys Product Satisfaction A oi on the survey within the selected t Sections Product Quality m 2f section P Questions a Hew do you rabe the overall quality of owr Question How do you rate the overall quality of our products Deactivate A deactivated unchecked question will not appear in the section on the survey form If the survey was submitted Filter Alias lf F Caachi ate while the question was active the REPERA Deactivate results will still appear in the Show Numbers True False generated reports though the Allow Comments OTrue False question No longer appeals in Positioning O Same Line New Line surveys currently viewed and submitted by survey takers Answer Options Quality z DropDownList Delete When a question is deleted all submission results pertaining to that question
36. an email address the question might have a yes no radiobutton list as well as an email textbox control Furthermore E Data Collection allows you to add optional comment boxes to questions There are two types of response that can be assigned to each question In the admin screens they are all referred to as Answer Groups and they are as follows e Text Input single line textbox multiline textbox email control date control e Option Groups dropdown lists radiobutton lists and checkbox lists Text inputs are straightforward as they don t require the survey designer to create options The option groups on the other hand are created by the administrator in one of two ways e The administrator can specify the options for a group which will then be assigned to a question For example your answer group may be named Quality and the answer options may consist of poor fair good and excellent In addition to text each option may or may not have a numeric value used for averaging results in the report builder e The administrator can fetch the options from a table in another database For instance if the question is What is your instructor s name the options may be pulled from a table named Instructors in the University database This will then populate a dropdownlist Figure 1 below displays the survey hierarchy described above Pay particular attention to the question answer grou
37. and reports generated from the Analyzer page The differences all lie in the Presentation options and final display PRESENTATION There are eight presentation features which you can set when generating a report These options determine the initial display of the pie charts but the Pie Chart tool enables you to easily modify individual pie chart displays even after they have been created First we ll have a look at the initial presentation settings 51 Display The creation of pie charts particularly IMITIAL PRESENTATION those with many slices can take some time to build and could potentially put strain on the server as it is a resource intensive process Furthermore larger surveys with many questions might produce a very long report Therefore it is advisable to display only a few questions at a time Nevertheless it is ultimately up to you how many pie charts to display at once The options are as follows Display Question Section All Accordion Expanded O Collapsed Chart Size Small Medium Large Legend Show Hide Colors More Less e All Display all questions for all Decimals 2 0100 sections at once Min 1 02 03 5 010 e Section Display each section separately using links at the bottom of Graphic Option Text Percentage the section report to navigate between sections e Question Display each question separately using links at the bottom of the quest
38. are also deleted See the warning in Survey Collections above Note also that only Survey Publishers and Department Admin users have permission to delete a question Filter Alias When generating reports in the FILTERS Analyzer the survey collection and survey must Survey Group Cusine saci be selected as seen in the screenshot to the E Customer Suppot right In addition to this though the Survey Doo eo e Builder allows you to define additional criteria DLocations for narrowing the results in the Analyzer based sat e on user input For instance if you have a F question on the survey asking what store location ye Angeles the survey taker usually shops at the survey Miami administrator may specify Location as a filter to New York display results for a specific location This is done Seattle in the Survey Builder atthe question level In order to make the filter appear in the report filters form from which reports are generated simply provide an alias for the filter in the Filter Alias field If the question uses an appropriate answer option group assigned to it which allows filtering the filter will appear on the filters form with the alias as its filter label The two types of answer option groups that can be used as filters are 1 options from external sources and 2 options created with option builder In other words results cannot be filtered on text input fields Show Numbers When True
39. ariables would be to create breadcrumbs as seen in the capture to the right The breadcrumbs at the top of the page are created simply by adding the following to the HTML Human Resources Surveys CuslomerSuppot l etaa Gere eter Papert E Fa ET wos a ii r n ITN RESOU CES CUsSEOmMer SATS Iactien Lasterrier Dipper DepartmentUrl gt SurveyGroupUrl gt SurveyName The dropdown list was created by adding the List variable to the HTML Follow these important guidelines for using variables All layouts must include one Content and one Footer variable and no more than one of each f using the List variable it must precede Content and there must be no more than one List variable per layout The Content variable must precede the Footer variable The List option is not available for Department index pages UPLOAD HTML If you upload HTML you MUST wrap your content in lt BODY gt tags with no attributes specified In other words if you use lt BODY onload someFunction gt the layout will not be read You can optionally add some lt HEAD gt information but again when uploading the HEAD tag in the 19 uploaded HTML file must not have any attributes otherwise it will be ignored When you upload HTML successfully the HEAD information will be placed in the first TextArea below the upload control The BODY i e page content will be placed in the Rich Text Editor Note that the c
40. as be updated You may create accounts as either enabled or disabled When an account is disabled the user may not log into the tool Click the Add Account button to create the new account The new user s name will appear selected in the Users dropdownlist and the form will change to update mode i e the button s text will now read Update Account To update a user s account select the user s name from the Users dropdownlist When selected the form is populated with the user s details If you wish to modify the name username password or roles you must click the Update Account button to apply the changes If however you only wish to disable or enable the account simply check or uncheck the Enable checkbox The form will process the change automatically As when you create a new user when you update a user s password other than your own the next time that user logs into the Admin Tool he or she will be required to change his or her password Note that while Master Admin and Department Admin users have the Account Manager under the Manage tab in the header menu all other users have the Update Password link under the Secure tab Clicking on this link allows users to view their own user details and enables them to change their password as they please They may not view or update other users details Note the following about Master Admin and the Default department e The Master Admin user is in fact a Departme
41. assign roles departments and passwords 5 Department Manager Manage departments for grouping users and Survey callections Some things to note about the navigation tabs follow e Depending on your roles you may or may not see all of the above tabs or they may be named differently For example a user who only has the Author role will see a tab labeled Secure in place of the Manage tab and instead of managing all users the author may only update his own password there e Each tab may have multiple sub links On the Manage tab visible above there are two sub links Account Manager and Department Manager Since the user is currently visiting the Department Manager page the link is readonly and the star icon indicates which page is currently active e Each sub link has a corresponding short description e View sub links and navigate to a page on a different tab from the active one simply by moving your mouse pointer over the tab In other words you do not need to click on the other tabs to view its sub links e To log out of the system click on Logout in the lower right of the header above the tabs Icons The following table shows the icons used throughout the survey engine and what they indicate as well as whether or not they are clickable and functional Icon Meaning Function i Indicates the active page in a list of sub links for a tab Not Clickable A Indicates page in a list of sub links th
42. at is not the active page Not Clickable but can be navigated to by clicking on it Qa Preview button for the selected resource Click to preview Delete button for the selected resource Requires user Click to delete confirmation Details for the corresponding resource Click to view details 2 Purge test data of selected survey Click to delete ay Copy the selected surveys structure to create a new Survey Click to copy FS Promote resource up one row in the resource table Click to move up had Demote resource down one row in the resource table Click to move down F Edit selected resource Click to edit Indicates that the selected Response group is a Matrix Help button for the resource or form field Click for help Departments Each user belongs to a single Department Only Master Admin users can create or modify departments While it is possible to rename the Default department it may not be deleted If you or your organization do not require separate departments all users may be assigned to the Default department Users may belong to only one department and may only manage surveys and associated data for their respective department Only Master Admin accounts have rights to manage surveys and users for all departments As such while a Master Admin navigates around the admin tool he is presented with an additional Department dropdownlist by which he may select other departments to manage Other users who are not Maste
43. ate Update Option option N A with a numeric value of 0 should in most cases not be averaged together with other responses Once you have added and ordered your options using the Option Manager you are ready to proceed to build your surveys Additionally once you have created at least one answer group that is used for averaging you can create Answer Matrices by selecting the Is Matrix option when creating the group Once you add the matrix answer group you are presented with the form on the right You will notice that after you create Child Option Groups t Option Groups Importance Rating E Description Importance Rating Group Owner Admin Super Use for Average Edit F Importance Edit aly Quality Update Group an answer group you may not change its matrix setting If the group is an answer matrix the matrix icon will appear beside the option groups dropdown list Also all matrices are Used for Averaging Answer Matrices are simply collections of other option groups Click on the Child Option Groups caption to add option groups to the answer matrix When you add a new option group to the matrix the form on the right loads Select the option group from the Option Group dropdownlist The page will Option Group refresh Enter the Header Text which you want to appear at the top of the matrix describing this option group Header Subtext Optionally you may add Header
44. ave been created and Update Department click the Add Department button The screen will refresh with your new department selected in the dropdownlist and will enter update mode Index Layout Mango amp Lime Index When a department is disabled users assigned to that department are unable to log into the admin tool and surveys created by those users will be deactivated The Index Layout is the design which will be applied to the department s survey index page which lists all available survey collections within that department When a department is deleted the department s users are also deleted However the other assets Survey Groups Answer Groups etc are not deleted Instead the user deleting the department takes ownership of these assets Therefore if you want to delete the departments as well you should delete the assets prior to deleting the department User Accounts The Admin Tool implements role based security Each role has certain rights and when multiple roles are assigned to a user account the least restrictive rights apply The roles are as follows BUSINESS ANALYST The business analyst is able to generate reports for his department on any and all of the surveys that have live data that is data which is not test data created by other administrators when they were building their surveys SURVEY AUTHOR This user may create new survey collections and surveys for his department When the autho
45. cluded in the group wherever Group Options that group appears in a survey pe Hantu BE However if surveys were submitted annia x Deactivate while that option was active and Update Option survey takers selected that option as their response to questions the reports generated by the analyzer will include those responses 4 Answer Option added To add additional options either select Add Option from the Group Options dropdown list or click on the Group Options caption and repeat the process for each option To delete an option click on the delete icon x Note that when you delete an option it completely removes it from the database in other words survey submissions received that had selected the deleted option will appear to have made no selection for that question Therefore if you want to remove an option from the list of options for future survey takers while retaining older submission records from past server takers who might have selected the option you should disable the option rather than delete it 24 Click on the details icon beside the Option Groups dropdown list to view the group s details again Notice that once options have been added they appear in a table Using the arrows to the left of the options you can reorder the options The order in which the options appear here determines the order in which they will appear in the dropdownlists or radiobuttonlists You are also able to quickly activate o
46. deactivated the checkbox is unchecked it is not published and none of its child surveys are published A deactivated unchecked survey collection will not appear in the Survey Index and when someone attempts to access the survey collection or one of its child surveys he will encounter an error message stating that the requested surveys are not available Reports however can still be generated on surveys that have been deactivated or whose survey collection has been deactivated In fact any item whether it s a survey section or question which is deactivated will still appear in generated reports however when an item is deleted that item and all child items including submission responses are permanently removed from the database Note also that only Survey Publishers and Department Admin users may deactivate a collection pelete When a Survey Collection is deleted all its child surveys sections questions and submission results are also permanently deleted as well Note also that only Survey Publishers and Department Admin users may delete a collection Warning It is important to note the delete function is included here and elsewhere in order to facilitate deletions of outdated collections which will never be accessed again however utmost care should be taken when deleting anything Group Owner You will notice that the Group Owner is listed in a dropdown list If however you only have Survey Author rights the Group Owner
47. e Now that you have added images to the system the images may be associated with surveys This is done simply by selecting the descriptive image name in the Surveys details form in the Survey Builder screen which will be discussed later at greater length Progress Indicators Progress Indicators enable the end user to get a sense of how much of a multi page survey has already been completed and how much is still to come Each bar in the progress indicator represents a single page and the different colors suggest whether the respective bar indicates a 15 completed page the current page or a page that remains to be completed The following screen capture demonstrates that the survey taker is currently on the second of three pages Za CUSTOMER SATISFACTION Customer Support In Store Service 1 At what store location do you make your purchases or most of your pu v There are also subtle gray labels specifying the percentage completed and the page numbers and total page count Depending on your preference you can hide or show any label or the bar itself Thus if you only want page numbering without the percentage and without the bars you can set that preference on the Progress Indicator admin screen One of the advantages however of including a progress bar is that it gives your users the chance to return to SSS previous pages without having to CUSTOMER SATISH eman repeatedly click the back button Also Customer Suppo
48. e The options in the respective dropdown lists will include the designs that were created specifically for the page type of the element being updated as well as any layout that was created as a Multi purpose Layout If any designs are available from the Default department for the respective page type those layouts will also be listed along with your department specific layouts DEPARTMENT LIST When the index page is accessed without specifying a department a list of all departments is presented with links that direct the user to the selected department s index The department list page can be formatted with a page layout by specifying the default layout in the Web Config file in the application s root directory The Web application s administrator can follow these steps to apply a layout to the department list Follow the instructions laid out in this section to create layout 2 Open the SQL Database table tol Designs in the SQL Server Management console and find the record with the name supplied when creating the layout and note the DesignId 3 Locate and open the web Config file found in the Web application s root directory 4 Under the Default Designs comment in the appSettings section locate and update the MainIndexDesign element with the appropriate DesignId 5 Save the file Once completed the layout should be applied to the department list Manage Sources Many survey questions require the survey take
49. e purged Only Survey Publishers and Department Admin users may purge the test data for a survey 30 Survey Owner You will notice that the Survey Owner is listed in a dropdownlist If however you only have Survey Author rights the Survey Owner is readonly When a Survey is created the Survey Owner is by default the creator Survey Publishers and Department Admin may however select another user as the owner When a Survey Publisher or Department Admin user changes the owner he is essentially assigning the item of work in this case a survey to another user It is not necessary to reassign to other Department Admin or Survey Publishers since these users are granted rights to edit any item for any survey live or inactive regardless of whether or not he owns the item Description A description explaining the purpose of the selected survey It appears in the Survey Index Active Dates Click on the From or To textbox buttons to open the calendar pop up control Select the date range for which the selected survey should be active Although you can deactivate a survey by simply unchecking the Deactivate checkbox on the day that it should become inactive the publisher may forget The surveys will always be available as long as the date range is not specified and the Deactivate checkbox is checked It is also possible to specify just one of the dates Fromor To If only From Is specified the begin date the survey will become available on
50. eactivated groups are not Email Group Name Employees Enabled sent e mail invitations or reminders even when they are associated with the Update Group survey collection In update mode you have two other Options View Email List and Add Addresses Options View Email List Add Addresses Click Add Addresses to associate e mail Could not create duplicate enines for 2 addresses The email addresses add resses with the selected group If you remaining in hie lesbos blow are hose which could rot be added have a large list of email addresses to add a See ee eee to the group you may want to copy a Email Groups Employees Fs comma delimited list and paste it into the Options t box provided Click the Add Email Add Addresses onegtwo com twogthree com fcomma delimitted Addresses button to associate the addresses with the group Duplicate e mail addresses are not added to the Add Email Addresses group All other e mail addresses are added to the group and removed from the textbox 36 Click View Email List to view all e mail addresses Email Groups Employees cS Search Email Addresses i Opens View Emml List ddd addresses associated with the group Email List Enter all or part of an emai address and check submit ee Filter Sumit You ll notice that the last i aN Email Address Delete Enabled screenshot showed that AC aR IO on 7 egnum cH i all two e mail addresses z Gheyen Dt
51. ed by clicking on the captions in the table header Filter the results by Contact Status or Email Address by selecting the appropriate filter providing all or part of the e mail address or status in the textbox and clicking the Submit button Clear the textbox and re submit the form to Emall Address cightiinine com Severe lye cori five faK cGm ursive com al Dnvited Invited AILA Da a aa fom isernia et mane steno hein tam ByenSeight com okste gH aa suppi prierosoft co Invited tenelevencom ns Lee tnd oo Contact Status Last Contacted Mewar Never Newer Never 30 11 203 30i 1 24 Never Rew iar Never Nawer agii 2004 Newer ever Surveys Completed Remalnder i 2 Mever Biew Gr Cotro oa Wreaes list all addresses unfiltered again The table provides the following information e The e mail addresses of all active members of active e mail groups that may participate in the selected survey collection and can take at least one survey in the collection e The member s contact status none invited or reminded regarding the selected survey collection e The date that the member was last contacted regarding the selected survey collection e The number of surveys in the selected collection that the member is permitted to take e The number of surveys in the selected collection that the member completed to date e The number of surveys in the selected collection that the member has yet to
52. eir display Mode Test Data or Live Data If a user has a combination of roles such as Publisher and Analyst he will also have the option to select the mode 45 Next the user is presented with the From and To date fields The date range specified here will be used to gather results on surveys submitted within that timeframe By default the previous week is selected The remainder of the filters are on the left side of the form under the Filters caption The first two Survey Group and Survey Type are required The Survey Group is the collection where you will find the survey The Survey Type refers to the survey itself Before you select a Survey Type you must first select its parent Survey Group or collection The form refreshes when you select the group and again when you select the type lf a Filter Alias was specified in the Survey Builder for questions contained in the selected survey and at least one of its Answer Option Groups allows filtering the question s Answer Options will appear here as filters with the name specified in Filter Alias Remember however that the filter will appear only when the question has an appropriate answer option group assigned to it and allows filtering The two types of answer option groups that work as filters are 1 options from external sources and 2 options that were created with the Option Manager In other words results cannot be filtered on text input fields
53. en made to the Survey form To deactivate a section uncheck the corresponding checkbox To activate a section check the corresponding checkbox Again it is unnecessary to click the Update button when activating or deactivating sections in the table as long other changes haven t been made to the Survey form To drill down to the Sections form and contract the Surveys form do one of the following If you want to edit a section click the pencil icon edit icon beside the Section you want to edit or to add a new section click the Sections caption link Note that if no sections have yet been created for the selected survey your only option is the latter 31 SECTIONS Name This is the title of the t Survey Collections Customer Satisfaction a selected Section It appears as the t Surveys Product Satisfaction m Q F Section header t Sections Produet Quality m Name Produa Quality x A Deactivate Deactivate A deactivated unchecked section will not appear in the survey nor will its child questions If the survey was submitted while the section was active the results will still appear in Us Answer Hatrix Ne Ovas Description the generated reports though the How do you rate the overall quality of our section no longer appears in How do you rate the originality of our surveys currently viewed and nieda How do you rate the overall usefullness gf submitted by survey ta
54. er IndexSectionText Custom Index Section Text Survey Group description IndexLink Custom Index Link to Surveys InetractionTitle Instruction Title title is set in Web Config and appears whenever Instruction Text is specified for the survey InstructionText Custom Survey Survey instructions or any other text to appear at the top of the survey SectionName Custom Survey Section Name SectionDescription Custom Survey Section Description Text valueheader Custom Survey Matrix column Header tdstyle Custom Survey Matrix row header TextOnly Custom Survey Question text for questions with NO responses QuestionText Custom Survey Question text for questions WITH responses data entry controls Confirmation Custom Survey Confirmation text formatting 20 APPLYING LAYOUTS To apply a layout to the Department s survey index page which lists all available survey collections and their child surveys select the desired layout from the Index Layout dropdown list on the Department Manager admin page If you are not logged in on with Master Admin account navigate to this page by clicking on Default Design on the Manage tab s panel To apply a layout to the Survey Group or Survey navigate to the Survey Builder admin page by clicking on the Survey Builder link on the Build tab s panel select either the group or one of its child survey s select the desired design from the Group Layout or Page Layout dropdown list and update the resourc
55. ername Empty Password select the Role s that should apply to the Password new user If no roles are selected the user gaa N EAE E will not be able to log in to the Admin Tool ag aha sea Although a user can be assigned all roles Saar seth EMAR Department Admin having all roles assigned and having only Survey eee l l Survey Author Master Admin or Department Admin Business Analyst assigned has the same effect Master Admin or Department Admin rights will apply Likewise selecting Survey Publisher and Survey Author roles is the same as selecting only Survey Publisher Survey Publisher rights apply However if the user should have Survey Publisher or Survey Author rights and also be able to view Live Data Survey Publisher or Survey Author must be selected in addition to Business Analyst CTRL Click to select multiple roles If you want the new user to log in for the first time without supplying a password click the Empty Password link to hide the password fields if they are not already hidden If the password fields are hidden the link changes to Set Password Click Set Password to reveal the password fields Whether you set a password or not the first time a user logs into the Admin Tool the user will be required to change the password The length of the password must be between six and 12 characters and must not be the same as the original The user will not be able to use the Admin Tool until the password h
56. ext for pies with many thin slices or pies with long responses whose text may exceed the width of the slice or even exceed the size of the graphic It is possible to truncate text to 5 10 15 20 or 25 characters in length Text that exceeds the specified length will appear in truncated form followed by ellipses 54 GLOSSARY Accordion A page that features an accordion is one that contains multiple panels that can be expanded and contracted Each panel can have sub panels When the outer most panel is collapsed so too are its sub panels Reports generated with the Pie Chart tool allows the user to show and hide different pies by clicking on the sections questions and responses Answer Groups A collection of options from which a survey taker can select an appropriate response For example multiple choices in a dropdownlist consisting of two options Yes and No Asset See Resource Displacement To emphasize a slice in a pie chart it can be made to appear disconnected from the rest of the pie In other words when displacement is applied to a slice it appears to be a slightly offset by about 15 pixels from the rest of the pie Element A part of the survey Surveys consist of separate elements such as design sources answer groups and questions The element may be unique and specific to the survey or may be a reusable resource Fully Qualified URL The complete URL to a Web resource such as an image which
57. ey Builder and other tools Recommended Process The Build tab contains the core tasks for building surveys and thus survey builders will no doubt find that most of their tasks will be performed using this panel mE T Survey Buider 39 O Option Manager M i O Source Manager Administrators publishers and authors may create survey collections surveys sections questions and answer groups When building a survey the author must select a design to apply to the survey and can optionally select progress indicators and or a logo to appear at the top of the form Furthermore after adding a question the author adds input fields oftentimes consisting of common answer options such as Yes No It is therefore advisable to have the Designs and the Answer Groups in the database prior to beginning the survey authoring process Thus administrators would do well to create the answer groups upload the necessary images and set up designs and progress indicators prior to creating the surveys This will enable authors to create the surveys without having to navigate back and forth between the Survey Builder and other screens like the Manage Sources and Manage Images screen In other words you cannot for example add a response option group to a question if that option group does not yet exist or add an image to a survey when the image does not yet exist which is why it is recommended that designs and images be uploaded and options defined
58. hanges will not be committed until you have submitted the form RICH TEXT EDITOR To Edit the HTML using the Rich Text Editor click on the toggle source button in the editor toolbar 5 To Edit in Full screen mode click the toggle full screen button in the editor toolbar a PAGE ELEMENTS amp STYLES When creating a design it is important to pay special attention to Element ID s if in fact you assign ID s to your elements Make sure that they do not conflict with any of the ID s of the dynamically created controls Furthermore if you add styles to the HEAD or reference a stylesheet you will want to make sure that the class names do not conflict with existing styles in the default stylesheet unless you want to override the style defined therein To review all the styles in the default stylesheet click the Help icon and scroll to the bottom of the help page where the download link is given An overview of predefined styles follows Style Name Type Level Description body Standard All Body style TEXTAREA Standard All Textarea multiline textbox formatting a Anchor Standard All Link style PageTitle Custom All Page Title Text e g Survey Group Name for Surveys SelectSurveyClass Custom Group Survey Title text for Survey dropdownlist SurveyBulletHeader Custom Group Bulleted list items in list of available or unavailable surveys arrow Custom Group Bulleted list of surveys list tag IndexSectionHead Custom Index Section Head
59. he Send To A11 button and click OK on the confirmation alert 42 SURVEYS Surveys are the actual forms the survey taker is requested to fill out and submit Once a survey is submitted at least once reports may be generated for analysis Survey Index The Survey Index lists Human Resources all active surveys in E Data Collection s database i e administered by the Authors Collection Survey Builder inthe Author specified Department All active Survey Collections are listed with their group descriptions beneath which are the links to the active surveys contained in Cem the collection Mouse over Dept Admin Survey the surveys to view the selected survey s description If the Survey Collection is not active neither the collection nor the child surveys will appear in the index If a Survey is inactive or the current date is not within a specified date range that survey will not appear in the index and the Survey Collection will appear in the index only if it contains at least one other active survey SURVEY INDEX Paratne Rear Clicking a survey name will redirect you to the Survey form You can view all active survey collections and all the active surveys assigned to them starting from the Department Index http localhost EDCv4 pages index aspx Survey Form To discover the URL to a particular survey preview the survey from Survey Builder or from the Survey Index when the survey is active The URL is in the
60. icators Ci es Logo Manager i t Images E WidgetlLogs ih lmage Ame E Vidiget Loge I citi ek pi j Update image To add an image select Add Image from the Images dropdown list provide a descriptive name for this image in the Image Name text box specify the file path in the Image File textbox and click the Add Image button You will notice that the new image s name appears selected in the Images dropdown list and the button changes to Update Image Also in this mode edit mode two additional buttons appear Delete and Preview icon buttons Clicking the preview button magnifying lens will display the image within the form clicking it a second time will hide the image At a later time if you wish to update the Serre E image simply select the image name gt Images E Widget Logo v from the mages dropdown list select a t TEREN a l Image Name E Widget Logo new file to replace the existing one with a Preview Image and click Update Image Image file Ps Brose Note that if you upload an image that is larger than 300 pixels in width and or 200 pixels in height the file will be resized to the maximum allowable height and or width Update Image Also note that you are able to delete images even when an image is associated with a survey Deleting an associated image will also delete the association It is advisable to verify that the logo is not in use before deleting an imag
61. il You can send a Test Email to the address in the From textbox by simply clicking the Test Email button All fields must be completed before sending a test e mail If you want to send a test e mail to an address other than the sender simply change the e mail address to the address to which you want to send the e mail click the Test Email button and change the From e mail back to the correct sender e mail address Enter the subject that you want to have appear in the e mail header as the subject in the Email Subject textbox Enter the e mail body text in the rich text editor or textarea if you selected the Plain Text option for Email Type The e mail is not valid until you have entered at least one instance of SurveyLink This tag will be replaced with the actual link to the survey The SurveyLink tag must not have any formatting applied to it Click Create Update Email to save your changes INVITATION LIST To view all e mail accounts that may participate in the survey collection click on the Invitation List button on the Tasks toolbar 39 The table displays 15 e mail addresses at a time Click on the page numbers at the bottom of the table to view other pages Sort Survey Collections Customer Salisfaction Sy F Tasks gl Conmgers Li gil PJ ritsen Lir Ei Sand Email Invitation List BE Fitter Email Address the results by either Email Address Contact Status or Last Contact
62. important that you understand the database relationships or survey hierarchy A Survey Collection is simply a way to group multiple surveys together For example your company may have a collection to gather customer feedback on technical support and on the products The collection might be named Customer Satisfaction and may consist of two separate surveys Technical Support and Product Satisfaction When the customer visits the survey collection URL he will choose one of the surveys from a dropdown list within a survey page or from links on the collection index page If only one active survey is available within the e data collection collection the menu will not appear and ie instead the collection will always default to the f one survey it contains Customer Support You can view all active survey collections and Customer Support all the active surveys created for them on the Product Satisfaction Survey Index page http localhost EDCv4 Note The above URL redirects to the default survey index page http localhost EDCv4 pages index aspx Each survey is made up of sections which as expected contain questions Although in most cases the questions will require a single response some questions may require more than one type of response E Data Collection allows more than one response input per question For example if the question is Would you like to receive email offers If so please provide
63. in and load it e Survey Page Displays the survey form Admin gt Page Layout Wakome Daparmant Admin Logot Page Designer Upload HTML for embedding survey pages G Lope Manager Upliad logos to aetocane wilh your surveys b Page Layout Fudd Layout t fa hae ee Layout Type Multi purpase Survey Page Collection Page Ondex Paga plod hPL a E e ica Of Filante of De RLAIER vere 2 0 LCST fice iha driePoanligt of puree r slida Ribisi a GQCOMIENT rimm ya Ped rp s lla a gA all best 47 Eho simole bexbares 7I giz Tr ea a j ij E baih fat uf el AAG a le Examples of each of these designs are available through the Help button icon beside the Page Layout dropdown list Once the Layout Type has been decided hot Survey System Pree Form Buide Windows Internet Explorer upon it s time to upload the HTML One method to quickly and easily submit the design is to open a Web browser to the URL of your Web site which presumably is essentially the same design that shall be por Cenar Services FADE Cemiact Pore applied to the E Data Collection content E ean poe pages With your Web site s page open in Eurmutour MET The rola PREE F Edt roth varonei Word anubles you to croate a wed rangi oO a browser click on Page in the browser s uoa toolbar and select Save As and save Web r 7 a g Era Page HTML Only to your hard drive EA view Saree
64. in the Survey Builder and to a lesser extent on the other admin screens The form has a unique design that facilitates navigation from one level to another without leaving the page The advantages of this form design will soon become apparent t Survey Collections Customer Saustacton A oF k Surveys Product Satetaction s Oh Hame Product Safeco Tasks eactivate Ga copy Survey S Purge Test Data Srey Cavin Adrian Super na Page Layout OSWD Sample Survey Style Whita Active Dates Fram eh Tas Gm cription user feedback on their purchases Trestructlons a Widget Inc strives for perfection Pease provide feedback on your purchases fo help ue attain our goal ORT RMR abe Multi Page Yeo Separate by section Ho Single Page Progress Indicator Default Indicator Triage ka Sections Product Quality The form is based on the hierarchy described earlier When Survey Builder is selected from the menu the administrator is presented with the survey collection form where he can either add 12 anew Survey Collection or select an existing one to view or edit its details Included in the details is a dropdown list of all Surveys it contains If one of the surveys is selected from the dropdownlist the administrator will view the selected survey s details for editing Seen in the screenshot above The boldface link captions at the top of the form serve as vertical breadcrumbs i e
65. ion report to navigate between questions Accordion In the event that you choose to display many pies at once you might find it useful to initially collapse all the sections and questions thus enabling you to expand only the questions whose reports you particularly want to view In the image on the right GUEST FEEDBACK notice that only one of the 16 Submissions Counte pies is visible This is ESHA EEDIMATE because when the report was generated we Beaches decided to show A11 Restaurants however Accordion was set to Collapsed once ors the collapsed report was displayed we navigated to the mportance answer group pie for the Restaurants question in the section named Paradise s Features To display or hide any section question or response pie simply click on its heading text Chart Size Three predefined pie chart sizes are available to choose from Sma11 is 300x198 pixels Medium is 450x300 pixels and Large is 600x395 pixels Choose the size that looks best for your screen resolution Sometimes there are so many slices that when the labels are visible they overlap In this scenario one way to resolve the issue may be to enlarge the pie for even though the pie is enlarged the label font size remains the same Legend Select whether you want to initially Show or Hide the pie chart s legend Like most other Presentation options you can change the display for each pie after the report loads For example if yo
66. ions that have a numeric value hence averaging could not be performed on that section e Similarly although the section In Store Service contains five questions in all only three are displayed in the report because the other two questions do not gather results that are used for averaging e Ifa section is currently deactivated in the Survey Builder those sections will still be included in the report However if a section is deactivated its name will be displayed in red wherever it appears in the report i e in the Summary section and the legend for its fieldset e To return to the Filters form to modify criteria click on the Back to filters link Also remember to click the One by one option GANNA 9 09 O in the Presentation section of Analyzer in Previous TONAR oe Next gt order to view individual submission responses 12 9 2004 6 01 PM for each of the results that satisfy the criteria 12 3 2004 5 02 PM selected in the filters The report will include a 12 9 2004 3 02 PM dropdown menu and links at the bottom of the 12 10 2004 9 09 PM report to navigate to other submission results in the result group 49 The One by One feature is best for smaller result sets as all results will be added to the dropdownlist DELETING RECORDS Also you can use the One by one feature to delete individual records When One by One is selected you will be given an additional link button above the survey title labeled Delete
67. is readonly When a Survey Collection is created the Group Owner is by default the creator Survey Publishers and Department Admin may however select another user as the owner When a Survey Publisher or Department Admin user changes the owner he is essentially assigning the item of work in this case a survey collection to another user It is not necessary to reassign to other Department Admin or Survey Publishers since these users are granted rights to edit any item for any survey live or inactive regardless of whether or not he owns the item Description An optional description explaining the purpose of the survey collection This description appears on the Survey Index page and on the Survey page prior to selecting a specific survey from the dropdown list Survey Security The available options here are Cookies Invitation IP Tracking and None In most cases you will not want the survey taker to submit a single survey more than once and in some cases you will only want specific users to submit the survey e Cookies When selected a cookie on the client machine will keep track of the surveys taken from that machine However often a family will log onto their computer under the same local user account If you anticipate more than one family member for instance taking the survey you might consider selecting one of the other options 28 e Invitation When selected only users who receive e mail invitatio
68. kers T How do you rate the overall value of thre F Would pou recommend amp Widget Inc to pour Delete When a Section is Zra eee deleted all its child questions and submission results are also deleted Note the warning in Survey Collections above Note also that only Survey Publishers and Department Admin users may delete a section Description An optional description explaining the purpose of the section This description appears above the group questions Use Answer Matrix If this section should implement an answer matrix select Yes for Use Answer Matrix and select the answer matrix to use from the dropdownlist If selected you will not be asked to specify answer groups for each of the questions in the section since the matrix applies to all questions within the section Questions If questions have already been created for the selected section they appear in a table as shown in the figure above If there are multiple questions created for this section as there should be you can use the up and down arrow buttons to reorder them Once the arrow buttons are clicked the new order is automatically saved i e it is not necessary to click the Update button as long other changes haven t been made to the Section form To deactivate a question uncheck the corresponding checkbox To activate a question check the corresponding checkbox Again it is unnecessary to click the Update button when activating or de
69. mage to appear on a survey e Survey Organization o Organize survey questions into sections Paging options allow you to choose between a single page layout or a multi page layout which inserts page breaks between sections new Assign multiple response types to a single question E g The question What is the city and state in which you reside may have two fields one text field for the user to enter the city name and one dropdown list to select the state Progress Indicators Multi page surveys may display progress bars where each bar represents a page to indicate to the survey taker how far along in the process they are currently at Width and bar colors are customizable new Answer Matrices Create Answer Matrices for groups of questions Comment Boxes Allow users to enter optional comments for questions with other response types E g The question Do you enjoy working at ABC Bank If you answer no please explain will have a yes no radiobutton list as well as a comments field Field Validation Specify which response fields are required fields Specify input control types for each response type including single response controls e g dropdownlists or multiple response controls e g checkboxes Textboxes Radiobuttons Dropdown lists Checkboxes new Calendar controls two to choose from new E mail control validates input Specify your own custom JavaScript for response cont
70. minded and or those members who have already been reminded Check the status es for which you want to send reminders and the minimum number of days that should have elapsed since the last time individuals having those statuses were contacted Click the Validate Email button to go to the confirmation screen The system will determine whether all criteria has been satisfied before sending e mails As demonstrated by the screenshot on the right the requirements are that the 1 Survey Collection is Live 2 the survey collection must contain at least one Live survey 3 e mail must have been composed for the selected type and 4 at least one e mail recipient must be specified As long as an e mail was composed for the selected Email Type you can and clicking the Send button aa hee Email Type kerai We Email ced not pass al bests and may not be sent at this ome Please review the checklist below and make Nodhcatwons as necegsary Chicklit Survey collection is Live O Survey colection contains at least ane Live survey E E mail has been composed for the selected type Ak least one recipeant has been selected Test Eimar Tor The speofed email wil be sent te the following 10 email addresses Email Address Contact Status Last Contacted Surveys Completed Remainder z Peer Mever ever Menger Maner Mever Mever Mivar Meye ELOI aghserui a pir Erb ee oon hyve coe mahe CSTs
71. more details concerning the users participation in the survey collection click on the survey collection name You will then be presented with a table of surveys and survey statuses To return to the nvitation List click on the Invitation List gt breadcrumb link SEND EMAIL Click the Send Email button in the Tasks toolbar to validate and send e mails Select an Email Type from the dropdownlist Survey Collections Customer Satisfaction a Tasks Compose hl ail FS Invitation List Sy Send Email Email Type Select One either Invitation or Reminder When Invitation is selected the Validate Email button appears However when Reminder is selected you are asked to specify a few details before validating the e mail While invitations are sent to all active members of selected e mail groups who were never contacted regarding the selected survey collection reminders may be sent to e mail group members who have been invited but Customer Satisfaction GF pad Compare Ld sil PF levetation List Renna Somvey Collections F Tasks Email Tye Cl Status Invited 30 days since inatation was sent C status Reminded Ei days since last reminder wag sent Check th aperoprake iabea Ter shith you went te zord a rmaminder Than isesty tha minimam mambar ef daya that should hare elapsed since tha lsat tma dvdividuals haring that italui were tonieciad Walidale Email have not yet been re
72. n responses that have a numeric value i e responses selected from Option Groups that are 6 Dwerg had pasreni eupenenpeg wiih elaphe DAA Used for Averaging Note that some response options within Option Groups that are Used for Averaging are not used for averaging For example if the options Neutra or N A were selected as responses for some submissions these responses will not be factored into the average Question Averages generates averages for each question and displays a color coded bar to visually represent the average Viewing question averages provides an easy way to quickly determine strengths and weaknesses The image above displays the question averages for the section Telephone Support though the full report shows all questions for all sections Ta Gaede E etde t wid miri Pretty and ptent mihi mii a SMETE es he to sohe ihe pobeg bent whet Abs cyi 3 ghaHe ieke Miem Eragkih amd kod As oobi derine anh h Er 4 5 Dym eer put on odd for an inordinate amount of time Raw Scores Like Value Text Count Total Min 1 averages Raw J Disagree 2 67 Max 5 Scores can only be 3 Neutral 1 33 performed on responses that have a numeric value i e responses selected from Option Groups that are Used for Averaging When this option is checked in the Appearance section of the report generator before running a report a table like the one shown above appears under each question for which ra
73. n Option Groups that are Used for Averaging are not used for averaging For example if the options Neutral or N A were selected as responses for some submissions these responses will not be factored into the average Section Averages generates averages for each section and displays a color coded bar to visually represent the average Viewing section averages provides an easy way to quickly determine strengths and weaknesses You ll also notice that the Section Telephone Support is listed with two different average types which is due to the fact that there is more than one numeric answer type assigned to questions within that section For example Telephone Support has five questions with an Agreement response and one question that has a Frequency response Different answer types or answer groups are not averaged together as that would result in inaccuracies and 46 confusion In the Telephone Support section only the first question required a Frequency response while the last five questions required an Agreement response Since there was only one Frequency response i e the first question in the section the question average for question number one produces the same result as the Telephone Support section average for Frequency responses Question Averages Telephone Support Again averages can only i Hee bhea da yau call cur cell free teepee dugg ine be performed o
74. no longer appears in surveys currently viewed and submitted by survey takers Control Type When Text Input is selected for Option Group the available Control Types are e Date Control a textbox that verifies the data entered is a valid date and when clicked the date control pop up appears to allow the user to easily select a date e Email Control a textbox that verifies that the data entered is a valid email address i e formatted correctly e Multiline text box for questions that elicit longer responses than just a couple words e Textbox the standard single line text box about an inch and a half in length When any other Option Group is selected the available Control Types are DropDownList CheckBoxList and RadioButtonList CheckBoxes allow for multiple responses from a single submission while RadioButtons and Dropdown Lists allow for single selections only Note that there are two date controls from which to choose This selection is a global setting and therefore is set for all surveys and all date controls in the admin pages This setting is therefore specified once in the Web config file One calendar control uses a popup dialog window while the other uses DHTML a layer on the same page Many will find the latter preferable to the former however it should only be utilized if you know your users will be using the latest browsers IE 7 x Firefox 2 x or Opera 9 x these are the latest browsers
75. ns may take the surveys in the survey collection And each invitee may only take each survey one time The invitees are identified by a unique URL which they receive in the email The disadvantage of this method of security however is that you must know the email address of each user you want to take the survey Note that e mail invitations and reminders may be sent regardless of the security mode e P Tracking When selected the system will keep track of the surveys taken from the client s IP address and will disallow duplicate submissions from a single IP address e None When selected no security applies to the surveys in the collection Any user can take the survey multiple times Note that when an administrator logs onto the E Data Collection Admin Tool and previews and submits surveys for testing purposes the security mode does not apply to logged in administrators Also note that if an invitee takes a survey using the URL sent to him his submission status is recorded regardless of the mode of security Surveys Selecting a survey or Add Survey from this dropdown list will contract the Survey Collections form You may also click on the Survey caption to add a new survey If an existing survey is selected the details form will appear in edit mode if Add Survey is selected a blank details form will open in add mode Remember to save any changes to the Survey Collection by clicking the Update button before navigating t
76. nt Admin of the Default department as well as all other departments e If only one department exists in the system i e Default the Master Admin can add other Master Admin accounts Survey Publishers Authors or Business Analysts to the Default 10 department However if other departments are created all of the users in the Default department become Master Admins e As long as there is just one department in the database i e Default the Master Admin will be presented with a slightly different Accounts Default Ht Users Add User Enabled Department screen In this case there is an additional Name Firstname l_ LastName option for selecting whether the new user Username Set Password account should be a Master Account This aA Ges Da takes the place of the Department Admin role assigned Roles Sune Publisher in the previous screenshot When the Master Survey Author Account option is set to No the administrator Business Analyst may select other roles from the listbox However when Yes is selected Assigned Roles Is not available Once additional departments have been created all Default department users become Master Admins and therefore the Master Account option will always be disabled with Yes selected CTRL Chek to aalact multiple releaj Add Account The following section discusses the recommended process for creating survey collections and surveys using the Surv
77. o surveys This user may also edit the same whether or not he is the Owner The publisher may also activate or deactivate surveys When a survey or collection is activated it is live i e published on the internet or intranet The publisher may also transfer Ownership of answer groups and surveys to other authors i e reassign work to an author who did not create the survey initially Unlike the Author the Publisher may edit surveys that are Live He may also delete survey collections surveys and images or purge a survey s test data from the database Additionally the Publisher may create e mail groups add e mail addresses to the groups compose and send e mail invitations and reminders Like the Author the Publisher may only view Demo Reports and may not generate reports on Live Data If a user should have all the rights of a Survey Publisher but at the same time be able to view Live Data the user should be assigned both roles Survey Publisher and Business Analyst DEPARTMENT ADMIN The Department Admin has the combined rights of Survey Publisher and Business Analyst in addition to the right to Manage User Accounts In other words the Department Admin has full rights to perform all functions within his department In addition to those rights listed for the publisher and analyst the Department Admin can create new user accounts assign roles to new users activate and deactivate users and specify the department
78. o the Surveys form SURVEYS Preview icon When the preview Survey Collections Customer Satstaction wl oF icon beside the Surveys dropdown list is clicked a new browser window opens up and loads the selected survey Note that when a logged in administrator Department Admin Publisher or Author previews surveys he is viewing the survey and the entire survey collection as if the survey was published whether or not it is in fact published A survey must meet the following criteria to be published 1 Its collection must be Activated The collection s activation checkbox is checked 2 The survey itself must be Activated The survey s activation checkbox is checked 3 The survey has either no k Surveys Marne Tasks Surrey Cavers Page Layout Active Dates Gm criptian Instruztlons Omit Multi Feage Progress Indicator Triage Sections Product Quality 29 Produet Satstaction w Ch Product Sasaraction D El Deactivate Sa copy Survey Sf Purge Test Admin Super Mi OSWD Sample Survey Ste Whita Frama ae This Survey rS designed to collect Widget Inc s product user feedback om their purchases a Widget Inc strives for perfection Fiease provide feedback on your purchases fo help we attain our goal Yeo Separate by section Ho Single Page Default Indicator a dates specified in its Active Date range or
79. ofien do you call aur toll free telephone l ka E g y Answer Options Feeney Drapo ist FA Dpthen Group Frequency x Qeactwate Control Type DropDownList a Client Seript Neversetecteutal Required Field Tra False The five levels from highest to lowest are as follows Survey Collections Surveys Sections Questions and Answer Options As mentioned the remainder of this section will focus on the input fields and options available to each level and the effect they have on surveys and reports Furthermore we will look at the sample surveys included in the database as an example SURVEY COLLECTION Survey Collections b Survey Collections Customer Satisfaction A Select a survey collection from the dropdownlist or Name Customer Satistaction x 4 Deactivate select Add Collection to Group Owner Admin Super ta create a new one You Group Layout Mango amp Lime Collection may ASO CIK nh me Description This collection of surveys is designed to gather customer Survey Collections feedback concerning e Widgets Inc s products and caption to add a new services as well as our customer support collection Preview When the Survey Security Cookies Invitation IP Tracking ONone preview icon is clicked a PEET new browser window opens with a message asking you to select a survey If there is only one survey associated with this collection it will automa
80. ollected by E Data Collection The Pie Chart tool gives you a great deal of control over how the charts are displayed whether you want to resize the chart show labels on the pie slices rotate the pie or displace a slice for emphasis The chart to the right isan How often do eu call our toll free telephone support line example of a customized a Eran pie chart We decided to show only one label Always while displaying only percentages on all other slices For emphasis Always has been displaced disconnected from the rest of the pie which was rotated a few degrees in order to show more clearly where the slice was split Clicking on any of the option names in the Legend will show or hide the label on its corresponding slice Use the following URL to access the Pie Chart tool while logged into the Admin Tool http localhost EDCv4 admin Charts aspx You can also access this tool by clicking the Pie Charts link on the Analyze tab FILTERS To generate a pie chart report first fill out the required criteria in the pie chart Filters select your Presentation preferences and click the Get Report button The filters such as date range survey group and survey type as well as custom filters were discussed in the previous section Analyzer and thus if you have not already reviewed those instructions we recommend you do so now before proceeding as the current section will focus on the differences between Pie Charts reporting
81. ompleted step current step or incomplete step You can choose the color from the color picker by clicking on the step s bar or you can specify the specific hexadecimal code in the space beneath the bars After specifying your preferences click the button to either add or update the progress indicator Once added to the system the indicator will appear in a dropdownlist in the Survey Builder to select and apply to surveys If the survey does not implement paging however the preference will be ignored and no progress bar will appear in the survey Implementation of paging will be discussed in the section on the Survey Builder admin screen Page Designer Note Knowledge of HTML is highly beneficial to enjoy full control over page layouts This section assumes the designer has an understanding of HTML While the Logo Manager enables you to upload images to appear within the survey the Page Designer by contrast allows you to control the look and feel of the page containing the survey For example if you want to add a custom header and footer to your survey to keep the look and feel of it consistent with the rest of your Web site use this form to submit your HTML design Just be sure to enter Content in the HTML between header and footer which is where you ll want the Survey form is to be positioned The Content variable must appear one time for every design and depending on the version of E Data Collection you use the Footer
82. pdate Group If your option group is pulling data from an external datasource there is nothing more you need to do in order to start using the option 4 Answer Group added Description Regions Group Owner Admin Department 4 group as question responses for your surveys Use for Average True False If however you selected Option Builder from the Source Type dropdown list you will need to Allow Filtering True False specify the options to use Notice that after you click the Add Group button with Option Source Type Option Builder M Builder selected you enter edit mode In edit Group Options Add Options mode you have the option to Add Options to the Group Options Indeed if you don t specify options your new group Serves no purpose Update Group Click Add Options to add your first option Simply enter the Option Text and click the Add Option button Notice that the Option Groups form contracted to display the Group Options sub form To return to the Option Groups details click the details button Add Option t Option Groups When you click the Add Option button you will notice that the new option s description appears selected in the Group Options dropdown list and the button changes to Update Option Also notice that a checkbox appears for deactivating and activating the option When the option is Option Groups Regions deactivated unchecked the option is not in
83. pe Customer Support least one of its answer types must Allow Filtering If the Eliocations answer group should allow filtering like the Locations aS answer group shown on the right then select True for Chicago Allow Filtering By default True is selected If you are defining your own options select Option Seattle Builder for Source Type Otherwise if you are pulling options from an external source select Database Table Note that external sources may not be used for averaging When Database Table is selected the form OPO Groups Add Group J refreshes and Use for Average is disabled with False Description selected Group Owner Admin Department Also after the form refreshes the Data Source Is Matrix OTrue False dropdown list appears populated with all the sources defined in the Source Manager from which you must choose You may click the Preview icon to view the Allow Filtering True OFalse available options with the selected datasource to make Source Type Database Tabe Ee sure it s the one you want Data Source States A Clicking the Preview icon will display a dropdownlist Add Group populated with the options from the data source Use for Average 23 When you click Add Group you will notice that the new option group s description appears selected in the Option Groups dropdown list t Option Groups and the button changes to U
84. prior to creating surveys The logo progress indicator and design managers are found on the Design tab Design 4 Page Designer Upi T LITR F ay Iir 3 I Mi ty Ths is LI I Bc i By pe i 49 0 Progress Indicators Create and manage progress bars for mu C1 Loge Manager Upload log 11 Note that the Design tab and the Source Manager link on the Build tab are not available to Survey Authors Thus it is advisable for the Department or Master Admins to create these resources before beginning to allow those users to author surveys Once images progress indicators page layouts external sources and answer group options have been created the author will spend most of his time authoring surveys using the Survey Builder form Survey Authors do not have access to the Source Manager They only have the first two menu options Survey Builder and Option Manager Only Department Admins and Survey Publishers can manage images and sources as modification of these items can potentially affect many surveys Therefore before an author begins to create his or her own surveys a Publisher or Department Admin user should set up common resources that might be useful to authors as they create their surveys To recap the recommended process is as follows Designs and Images gt Sources gt Answer groups gt Surveys Form Navigation Before proceeding to develop surveys you must understand the special form navigation used particularly
85. ps Answer Group B Answer Group D Database Table onion The diagram above demonstrates the hierarchy applicable in most scenarios There is however one other scenario which has not yet been mentioned Answer Matrices such as the one shown below are actually answer groups that contain other answer groups And rather than assigning the matrix to questions we assign them to the section itself The answer matrix in the example below is named Importance Quality and it contains two answer groups Importance and Quality Notice how each answer group appears three times once for each of the questions When you add a question to a section that uses an answer matrix it is automatically added to the grid with corresponding radio button groups Importance 1 Least Important 4 Most Important Friendliness Ability to Communicate ADMINISTRATION You can use the following URL to access the Admin Tool http localhost EDCv4 admin Note The above URL redirects to the login page http localhost EDCv4 admin login aspx Navigation After logging into the survey administration tool you are redirected to the Analyzer page From here you can easily navigate to any other admin page to which you have access based on your role by using the navigation tabs shown below andata cllacshen Survey Engine Admin gt Manage Users Weltomie Super Adman Lageut I Acom Manager Manage user accounts and
86. r creates a collection or survey he is automatically the Owner of that collection or survey If another user created a collection the Survey Author may nevertheless create new surveys belonging to that collection This is because the Survey Author cannot publish a survey Likewise the author may not delete the surveys or collections he creates In addition to creating surveys and collections the author may also create new Answer Groups to use with surveys The Survey Author may edit any of his collections surveys or answer groups as long as he remains the Owner and the collections or surveys are not published The author may not edit his own answer groups if other administrators created surveys that utilize the answer group in question Finally the author may view Demo Reports with test data When an administrator is logged into the Admin Tool previews a survey and submits it the responses are considered test data Therefore Demo Reports offer the author and publisher a way to simulate the reports without viewing the actual results Live Data If a user should have all the rights of a Survey Author but at the same time be able to view Live Data the user should be assigned both roles Survey Author and Business Analyst SURVEY PUBLISHER A Survey Publisher may create new survey collections surveys answer groups response options create new sources for answer groups create designs and upload images to be assigned t
87. r Admins are not presented with this option Note Most of the screenshots presented throughout this User Manual do not display the aforementioned departments dropdownlist since for most users who have more limited roles this option will not be available While you may have the need for more than one department you will likely still want certain assets such as Answer groups Sources Designs and Images to be shared by all For example yes no answer groups should be shared for all survey builders to use regardless of the department they are assigned to as this is a common answer group In order to share assets among all departments simply create the asset within the Default department While other departments will not be able to make modifications to those assets they can use all assets created within the Default department within their surveys Important All assets created for the Default department are shared with all other departments Thus if you have multiple departments the Default department should only be reserved for creating common resources and managing departments To create a new department log in under a Master Admin account Departments Human Resources Click the Department Manager link 3 on the Manage tab Select Add Name Human Resources Department from the Departments dropdownlist Enter a unique name for the department select an Index Enabled Layout Default Design Index if no others h
88. r deactivate individual options by checking or unchecking the checkboxes to the right of the options Also Survey Publishers and Department Admin users have the option to delete the selected Option Group Care should be taken when deleting any survey element particularly if the survey is active Option Groups Description Admin Department v Group Owner Use for Average True False Allow Filtering True False Source Type Option Builder Group Options Edit Update Group however if the group is associated with surveys or other answer matrices you will be notified when clicking the delete button After being warned of relationships you can then opt to click the delete button again to permanently delete the group and all its associations If you had selected the True radiobutton option for Use for Average you would have been presented with two additional fields in the add edit Group Options form Returning to edit mode for individual options if you had selected Use for Average you would see the form to the right with two additional fields Option Value which is the numeric value for the option and Use for Average which determines whether or not to factor this option into the overall average when survey takers select this option For example the b Option Groups a Group Options North v Option Text Option Value 4 Use for Average True False Deactiv
89. r to respond by selecting an option from a radiobutton list dropdown list or checkbox list Although E Data Collection allows you to define the options via the administrative tool some answer groups may be so large you might want to pull it from an existing table or view in a separate database For instance if the question is What is your instructor s name the options may be pulled from a table named Instructors in the University database This will then populate a dropdownlist The Manage Sources screen Is where you can specify such external sources Access this screen by clicking on the Source Manager link on the Build tab s panel Alternatively once logged in the URL is http localhost EDCv4 admin Sources aspx There are three requirements however which determine whether a source may be added 1 The database must exist on the same SQL server as the Survey database 2 You must be able to connect to this database using the same username and password used to connect to the Survey database 3 The table must have an identity column set as a unique numeric key 21 If a database table satisfies these conditions it may be used as an external source for answer options To add a source enter a short description to identify it and select a database from the dropdown list Sources Add Source Once you select the appropriate database the form will refresh with an additional field Database Table View Select
90. rols Use data from external sources i e another database on the server to populate dropdownlists with answer options e Data Analysis O Filter report results by date and optionally by question responses e determine custom filters to use as criteria for generating reports Multiple report views to display comments raw scores question averages section averages text answers or any combination of the above View reports averaging results collectively or view reports on individual survey submissions one by one Detailed Reports produce a visual representation of response value averages by question and by section Pie Chart view allows you to customize the display new Rotate Pie charts Resize the graphics Show or hide the legend Show or hide slice labels and percentages Displace a slice for emphasis Display by section question or the entire survey 2 Copy Surveys Copy the entire structure of a survey to base an all new survey on an existing one with just a few clicks new Print Reports Easily toggle reports between Printer Friendly and Web Friendly versions to print only what you need new Ease of Use Requires no coding simply install the database and web application and begin building surveys Customizable With the purchase of the source code version you can make modifications to fit your specific requirements SURVEY HIERARCHY Before you begin to build surveys it is
91. s however imperative you understand the symbols and icons presented in the bulleted list above Note that if you navigate downward to Section details or upward to the parent Survey Collection without clicking on the Update button any changes you made to the Survey details will not be committed Navigating to the lowest level in the hierarchy the Answer Options form you are presented with the following screen 13 t Survey Collections Customer Satisfaction a Hii H Surveys Product Satisfaction a ts Sections Product Quality M th t Questions 1 How do you rate the overall quality of our t Answer Options Quality DropDownList Option Group Quality x F Deactivate Control Type DropDownList Client Script Required Field True False In this screen we are currently viewing the details of the Quality Dropdownlist Answer Option Group assigned to question number 1 of the Product Quality section of the Product Satisfaction survey of the Customer Satisfaction survey collection This screenshot demonstrates again how we can easily navigate back to any level to add to edit or preview any of the higher levels Admin Screens Now that we have reviewed the form navigation and recommended process for building surveys we will proceed to discuss each of the administrative screens However you might find at this point that it will be helpful to open the Survey Builder in a
92. the mgnature sry Friendly Click Web Cni for publisher s certhicate revocation ia Friendly to return to the Takes effect after you resist Internet Explorer previous view with Restore advanced settings navigation bars Reset iemet Explorer settings Desie af benporary fies choables beovener a add ons aed resets ad fhe changed setting ed Note that depending on fou sheuid anty use trea if pour broren i m ant uruscabbe game your browser preferences you may need to specify im comet ae that you want to print backgrounds For example if you use Internet Explorer 7 and you want to print backgrounds you must ensure that you have specified same in your browser s Internet Options Tools gt Internet Options gt Advanced tab gt Printing section gt Print Background Colors and Images 50 NOTES ON REPORTING FEATURE Again it should be reiterated that regardless of the combination of Presentation options you select if a section or question does not have results to display it will be skipped and will not be displayed in the report As a final note deactivated questions that are deactivated in the Survey Builder form will displayed in red in the reports The results if there be any will still be shown The red color is used simply to signify that these questions and answer groups are no longer available on the survey form for new survey takers Pie Charts Pie Charts Offer a visual representation of data c
93. the survey that will use the function has an ID of 5 the filename must be JS5 j4s and must be added to the ClientScripts folder You can determine the ID of the survey by looking at the SID querystring in the URL for the survey To fire the control s custom function enter only the name of the function in the Client Script textbox in the Answer Options form Required Field By default input fields are required i e if the survey taker attempts to submit the survey without providing a response a message will alert the user that not all required fields have been filled out and a red asterisk will appear beside the incomplete required field s Check False if the Answer Option group or textbox is an optional field Important When generating reports you have the option to view Section Averages Suppose a section named n Store Service contains four questions requiring a response from the Quality 35 optional group consisting of the options Poor Fair Good and Excellent with numeric values of 1 2 3 and 4 respectively The survey taker will rate the sales representatives on various points Because the questions are logically grouped together into a single section we can now get meaningful reports with section averages i e we can get an overall average rating for the sales reps However if there is a fifth question in the section that has a different Answer Group with a numeric
94. tically load the survey If there are no surveys associated with the collection a message will inform you there are no available surveys in the collection Note that when a logged in administrator Department Admin Publisher or Author previews surveys he is viewing the survey and the entire survey collection as if the collection and all surveys associated with it were published A survey must meet the following criteria to be published 1 It s collection must be Activated The collection s activation checkbox is checked 2 The survey itself must be Activated The survey s activation checkbox is checked 2 3 The survey has either no dates specified in its Active Date range or the current date is within the specified Active Date range See the Survey section below Survey collections and surveys that are not published may only be viewed by logged in administrators When an administer is logged in previews the survey and submits it the responses he supplies are considered test data and will not be mixed in with real data supplied by anonymous users Name This is the title of the Survey Collection It appears at the top of the survey and also in the Survey Index which lists all active surveys If however there is only one active survey in the collection when the survey is loaded the Survey Collection Name will be ignored and only the Survey Name will appear as the title Deactivate lfa collection is
95. u have chosen to display the legend initially and then decide to hide one legend for one of the pie charts after it loads simply access the pie chart s toolbar by clicking the toolbar icon gt and then uncheck the Legend checkbox 52 Colors Choose whether the pie chart slices should use More or Less colors If you choose More all of the available colors in the color library will be used for slices before repeating colors If you choose Less only the first few colors in the library will be applied to slices This setting cannot be modified once report generation takes place Decimals Select how many decimal places you want to have appear in percent labels The choices are 0 1 and 2 Due to rounding the total percentages for slices may add up to slightly more than 100 therefore additional decimal places will help to avoid these minor inaccuracies This setting cannot be modified once report generation takes place Min Slices representing less than 1 of the pie cannot be represented in their own slice but rather are combined with other small slices to form a single slice labeled Other You can choose to increase the minimum percentage to 2 3 5 or 10 Increasing the minimum percentage can help to avoid overlapping slice labels thus ensuring a cleaner graphic representing the more popular responses This setting cannot be modified once report generation takes place Graphic Pie charts appear as colored slices You
96. urce should be left alone It should also be noted that sources added to E Data Collection should be tables and views that will not be altered to any great extent Adding data to these tables or views is acceptable but deletions should not be performed as long as the survey system is utilizing the table or view Option Manager Most survey questions require multiple choice answers rather than text responses The options for a multiple choice question are grouped into Answer Groups containing predefined options The groups are created and the options are defined in the administrative tool s Option Manager screen Access this screen by clicking on the Option Manager link on the Build tab s panel Alternatively once logged in to the administrative tool the URL is http localhost EDCv4 admin AnswerGroups aspx 22 As discussed in the previous section Answer Groups can either pull their options directly from another source created in the Source Manager or can have options stored in the E Data Collection database Either way the group itself is managed from the Source Manager To create a new group enter a unique name for the group OptionGroups M in the Description field Description You will notice that the Group Owner is listed ina Group Owner Admin Department dropdownlist If however you only have Survey Author rights the Group Owner is readonly Is Matrix True False Use for Average True False
97. value assigned to it for instance Frequency instead of Quality the results might become confusing There will now be two overall averages for the n store Service section one averaging Frequency responses and the other averaging Quality responses For this reason it is recommended that when designing surveys you try to use only one Answer Group that is Used for Averaging i e whose options have numeric values This will ensure more meaningful more intuitive reports Email Groups Before you can send e mail invitations you must first add all the e mail addresses to which you want to send e mails E mail addresses are associated with e mail groups which are essentially distribution lists All you need is a comma delimited list of e mail addresses and you can conveniently enter all email addresses in one fell swoop Log in as a Publisher or Department Admin and click on the Email Groups link on the Invite tab s panel to access the email groups screen Simply enter a unique Email Group Name and click the Add Group button Email Group Name Ed The form enters update Add Group mode with the newly created group selected in the Email Groups dropdownlist Email Groups Add Group Search Email Address The Enabled option is i Email Group was created successfully checked by default Uncheck the checkbox to Email Groups Employees Search Email Addresses deactivate this group ee D
98. w do you rate the overall value of the products you ve purchased 6 E ygu have addibanal comments of reicenmendahans Hesse enter them belovyw The survey contains just one section Product Quality which in turn contains six questions i The first five questions contain just one Answer Group assigned to each of them When a question has more than one Answer Group assigned to it the controls will appear side by side The sixth question has no answer group assigned to it but instead includes the optional comment box added by checking the True radiobutton option in Allow Comments on the Questions form in Survey Builder If there are required fields which the survey taker neglects to fill out before attempting to submit the form an alert will pop up and the form will not be submitted until the problems are corrected and the submit button is clicked again Once the form is successfully submitted the confirmation message appears If there are other active surveys in the same collection the user may select another survey to take 44 DATA ANALYSIS Surveys would be meaningless without a means of generating clear intuitive reports to visualize and analyze data E Data Collection provides two powerful tools for analyzing data Analyzer and Pie Charts Links to both are on the Analyze tab s panel Use the following URL to access the Analyzer while logged into the Admin Tool http localhost EDCv4 admin reports aspx
99. w scores can be generated It contains a Value column representing the numeric value given to the option a Text column for the option text a Count column representing the number of submissions with this option selected and a Total column which calculates the percent of total submissions that responded with this option selected This particular raw scores table belongs to question number three Looking at question number three in the screenshot for Question Averages above you see that the average is 2 On first glance it may appear that there is a discrepancy since 2x2 3x1 3 equals 2 33 But Neutral is not an option that is Used for Averaging Therefore the formula ignores every instance of Neutral and is simply 2x2 2 which equals 2 Also note that although only answer options that were actually selected by users appear in the table ignoring those for which there were no responses You can see however the range of possible responses with the Min and Max values appended to the upper right side of the table Show Comments When Allow 4 Do you anticipate returning to this store location Comments is set to true when creating questions in the Survey Builder a multiline textbox appears beneath the question on S dsfs dds ds dsd sd dsd the survey form To view Email invitee 1 2 responses feedback supplied by survey E test takers make sure the Show Comments checkbox is selected It is advisable to run reports
100. welve comn x could not be added to the Spencers e mail group because it fived six com would have caused fourgfive com x duplications As shown by rine Geen cant T the screenshot on the one two com right one two com was in fact already added to the group Sevemzeight caom Ses AH SO ten eleyen com The table of e mail bendihwo com addresses shows ten 12 addresses at a time To view more results click on the page number at the bottom of the table You may remove an e mail address from the group However this action will not delete any survey responses that the user might have already submitted while associated with the group You may also deactivate a user in a group by unchecking the Enabled checkbox Search for a specific e mail address by entering all or part of the e mail address in the Filter textbox and clicking the Submit button Sort the e mail addresses by clicking on the Email Address caption in the table header To view details for a specific e mail address click the address in the Group Member one two com table The e mail groups Member of the following Email Group s in which the account holder participates and the surveys that are accessible to the user are listed The i aoe Surve Live Completed Collection Status e Customer Satisfaction Cust f us art O suggests whether the Collection Status Live Tanesinin e e survey collection is Collection contains 2 Survey s Product Satisfaction C
101. yond the boundaries of the pie chart graphic If this happens you can truncate text labels appearing in slices to as few as 5 characters in length 55

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