Dialogue Designer User Manual
Contents
1. receiving question will be automatically be skipped in the survey process 2001 2004 Metatude Interactivity 28 6 4 Interactive question Routing Routing is defining a path through the questionnaire based on input given by the respondent A path can only originate at a multiple choice question Every question can be a receiving question Underneath the table of supported questions for routing is shown Question Originating Receiving Open question Comment question Multiple choice question X Multiple response question Matrix question Scale question Multiple steps question X X X X XXX X Priority question Figure 18 supported questions for routing In order to define a path you check the checkbox Routing in the question properties of the multiple choice question that has to become the origin of the routing The MDD will show a drop down menu for all the answers that you have defined for the multiple choice question The dropdown boxes contain all the question numbers in the dialogue that follow the current question You can not route to an earlier question For each answer you can now specify which question should be the next question if the respondent chooses this answer Figure 19 shows an example of an interactive routing construction 1 Does your organization have a helpdesk for solving computer problems a Type O Yes Goto ext Use Not applicable O No Go to 2 M Use2. mM Oo E mM to SS w A Services Couriers and messengers Figure 12 A multiple steps question When you select the multiple steps question type and press the Enter key three lists are presented to you in which you can organize your predefined answers You can choose between two or three steps lists on the right of your screen First you define the questions for each step This can be done just above the lists You can enter an answer by clicking with the mouse on the list and entering text After each answer just press the Enter key and you can enter a new answer To enter questions in the second or third step first select the right answer in the previous step You can see the previous steps that are selected by their light color Behind the answer in the first step you can see the total amount of answers for that answer in the next steps You can change the sequence of answers by dragging them with the mouse To remove an answer first select it and then click on the Backspace key while holding the Shift key 2001 2004 Metatude Question types 22 5 8 Priority questions You can use a priority question when you want a respondent to indicate a priority among a set of predefined answers When you use a priority question you need to enter the predefined answers and select how many priorities you want the respondent to indicate For instance if you ask for a top 3 priority the respondent can choose which pr
3. 3 lines Must answer Pipe from Jump to Next Figure 5 Example of comment question 2001 2004 Metatude Question types 16 5 3 Multiple choice questions A multiple choice question is a question where the respondent can choose one answer from a list with predefined answers A good example of a multiple choice question is to ask in which department people work since people generally work only in one department After you have entered your question text and selected the option multiple choice you can enter your predefined answers in the area below the question text You can insert multiple answers by clicking the New answer button in the button bar or by clicking the Enter key after you entered a predefined answer After this a new answer is inserted automatically To delete an answer go to the Dialogue menu and choose Delete answer An alternative is to delete the question text and to click on the backspace button while the cursor is in the empty answer space The answers to the question can be displayed in multiple columns Select the number of columns by choosing a value for Display in columns When you create a multiple choice question you can use the question properties to add two special types of answer categories You can add the answer category Not applicable by checking the checkbox in the dialogue properties When respondents mark this answer a special value is stored in the results tha
4. add rows and columns by clicking the Enter key after you have entered a row text or a column text To delete an answer go to the Dialogue menu and choose Delete answer An alternative is to delete the question text and to press the Backspace key while the cursor is in the empty answer space Work satisfaction 5 Could you indicate which aspects you your co workers and management value the most Type Matis fw important to me L Must answer to co workers Pipe from to management c ere A g J _ Inherit from arreer planning Jump to Next Leading possibilities m m E Next 7 Communication Oo oO oO Trust Oo Oo Oo Variation of work Oo oO oO Oo m o oO Oo Oo Job security Figure 8 Example of a matrix question 2001 2004 Metatude 19 Dialogue Designer User Manual 5 6 Scale questions A scale question is used when a situation is not black or white With a scale question the respondent can indicate to which extent or degree he or she agrees or values something Scale questions are usually used to measure an opinion There are many types of scale questions If you are creating scale questions for the first time this may seem complicated Fortunately you can see how the choices you make are shown to the respondent Basically when you design a scale question you must make four choices 1 the number of scales 2 the values of all the scales or only the outer limits of the scales 3
5. at the originating question Inheritance is a very powerfull interactive feature that allows you to zoom in on specific issues without asking questions that don t make sense to the respondent The originating question for inheritance can only be of the multiple response type You can find the supported receiving question types in the table below Question Originating Receiving Open question Comment question Multiple choice question Multiple response question X Matrix question X X X X Scale question Multiple steps question Priority question X Figure 21 supported questions for inheritance A good example of a situation where you can use inheritance is when you want to ask a respondent which websites he or she knows and subsequently you want to ask the respondent his or her opinion on those websites It wouldn t make sense to ask respondents their opinion on specific websites if they have never visited those sites You can solve this by using inheritance In this specific case you would first define a multiple response question that asks respondents which sites they have visited After this question you can define a scale question where the respondents can give their opinion on the sites that they have visited Next you can define that the scale question positively inherits the answers the respondents checked in the previous multiple response question The respondents now only have to rate the sites they know about A question ca
6. break can be inserted after any question The questions up to the page break are presented to a respondent When the respondent clicks on the next button in a dialogue the next set of questions is presented Enter the question text Obviously each question has a question text This is the actual question you ask to the respondent The question text starts right next to the question number The first item that is selected when adding a new question is the question text Select the question type The Metatude Dialogue Designer allows you to create eight different types of questions It is also possible to enter an introduction where you can provide additional information that doesn t require a response You can select the question type on the right side of the application using the drop down menu Note Each question type has its own interface In the next chapter we will show you the different question types how to set the right properties and how to enter possible answers 2001 2004 Metatude 13 Dialogue Designer User Manual Enter the possible answers Below the question text there is space to enter possible answers If there are no answers entered yet then this space is not visible Just press Enter after you enter the question text or the question type The application will automatically create space for any possible answers You can change the sequence of answers by dragging individual answers with the m
7. install the application and to create and save dialogue files After this you will see how to set dialogue properties and how to create questions in general The next part of this manual explains the characteristics and properties of each question type you can create with the Dialogue Designer Finally the interactivity features for the dialogues will be presented This manual is dated August 11th 2004 Metatude will update this documentation if needed Please check http www metatude com support for recent versions 2001 2004 Metatude Introduction 4 1 3 The Metatude suite The Metatude software suite consists of four interacting software components Metatude Dialogue Server Metatude Channel Integration Components Metatude Dialogue Designer Metatude Project Manager oN gt The basis of the Metatude architecture is a central server Metatude Dialogue Server that needs to be installed in your organization This server maintains the connections with databases stores and serves the dialogues to stakeholders and collects and stores the collected data in a database Once the Dialogue Server is installed you can manage any stakeholder feedback with two desktop applications that are relevant for the regular user the Metatude Dialogue Designer and the Metatude Project Manager Consultants managers and researchers can use these two applications to prepare questionnaires and manage projects involving stakeh
8. is opened When no answers are defined a question cannot be opened If this is the case the triangle in front of the question text is colored in a light shade of gray You can open and close a question via the menu bar Dialogue Expand collapse question or with your keyboard CTRL E You can expand and collapse all questions at once via the menu bar or with your keyboard CTRL R for expand all and CTRL T for collapse all 2001 2004 Metatude Question list 12 4 2 Adding questions and answers The question list window has an extra bar button bar to add and delete questions and to add answers These functions can also be accessed in the menu bar via the item dialogue Creating a new question You can make a new question by clicking on the New question button in the button bar After this proceed as follows e enter the question text e select the question type and press the Enter key on your keyboard e enter the possible answers e edit the question properties You can switch between these functions using the mouse or by using the TAB key on your keyboard g Metatude Dialogue Designer employee satisfaction xml oO x File Edit Dialogue Help Dialogue Properties Question List By yu b 1 What is your name Type Open we iOpen Multiple Choice Multiple Response Matrix Scale Multiple Steps Priority Introduction Figure 3 Question list Page break A page
9. 8 encoding All possible characters are usable if you choose the UTF 8 encoding The Metatude Dialogue Server must be installed with support for Unicode if you wish to use the UTF 8 encoding You will not be able to use an UTF 8 encoded dialogue when this support is not present In this case please select ISO 8859 1 as the encoding for the dialogue Version This states the version of the Metatude Dialogue Designer The dialogues will have this version number as a property in order to avoid conflicts between different versions of Metatude software components You cannot adjust this value 2001 2004 Metatude Dialogue Designer User Manual g Metatude Dialogue Designer New Dialogue oO x Fie Edit Dialogue Help Dialogue Properties Question List By fy U Title Employee Satisfaction Author Wendy Lynch Description A survey to measure opinions feelings and attitudes of employees towards their jobs and their employer Preface This survey ja designed to measure your opinion about your job and organization This information gives us valuable insight and will be used to improve working conditions and carreer opportunities Wwe appreciate your cooperation The information you provide will be treated confidential Epilogue Thank you for your time and effort Your input is important in defining new human resource strategies Encoding UTF Unicode all languages M version Modified Figure 1
10. An example of dialogue properties Font formatting You can select parts of the text you entered in the Preface and Epilogue fields and format these fonts bold italic or underlined using the buttons on the top right hand corner You can also apply font formatting on selected text by using the shortcuts CTRL B CTRL I and CTRL U for resp bold italic and underlined formatting These font formatting features can also be used througout the questionairre 2001 2004 Metatude Dialogue files 10 3 3 Custom Attributes When a directory server is created in the Metatude Project Manager custom attributes can be assigned to each field of the directory server These custom attributes can be used in dialogues The functionality is similar to the custom attributes in invitation and reminder e mails Custom attributes can be inserted in each part of the dialogue For example a custom attribute can be placed in the preface the question text the answer text or the epilogue These tags are replaced with the particular value in the database for the respondent If the respondent comes from a database where this custom attribute has not been defined this value is left blank You can insert custom attributes by entering the name of the attribute between brackets The custom attribute tags will appear in blue on your screen For example if a custom attribute called Function is defined then you can include the value of this attribu
11. Designer click on the Metatude Dialogue Designer icon in the start menu When the Dialogue Designer is started a blank dialogue is opened To open an existing dialogue go to the File menu and choose Open CTRL O A window is opened where you can select a folder on your hard disk or network where a dialogue is stored Select the dialogue and click the Open button The application now opens the dialogue file To save a dialogue file go to the File menu and choose Save CTRL S If you want to save the dialogue file under another name go to the File menu and choose Save as To print a dialogue go to the File menu and choose Print A better way to see how the dialogue will look for the respondent it to launch the dialogue in your browser To do this go the File menu and choose Preview When the dialogue has interactive elements you can simulate the interactivity in the MDD To do this go to the File menu and choose Interactive Preview The application launches the interactive dialogue in a window By making choices and clicking the next button you can see the interactivity with the respondent To see different interactive paths and patterns you can start the dialogue from the start by clicking the button Refresh Dialogue at the top of the window 2001 2004 Metatude Dialogue files 8 3 2 Dialogue properties A question file consists of two parts the dialogue properties and a question list The dialogue properti
12. Other Display in columns Must answer A outing Fipe from C inherit fram Jump to Next we Are you satisfied with the quality of the helpdesk R Type Yes very satisfied Use Not applicable O Yes somewhat _ Use Other Neutral Display in columns o Not satisfied Must answer have no experience with the helpdesk Routing Pipe from Inherit from Jump to Next Figure 19 An interactive routing construction 2001 2004 Metatude 29 Dialogue Designer User Manual A special case of routing is the Jump to possibility With this feature you can define that a respondent should jump to a specific question regardless of which answer the respondent has given The jump to can be specified for every question type not just a multiple choice question You specify a jump at the originating question In the question properties there is a Jump to value with a drop down box This has the default value Next since normally a user should continue with the next question in the dialogue Here you can set a specific question number or the value End in case you want the respondent to jump to the end of the survey Using this feature might not look very logical at first sight for it seems that each respondent skips the same set of questions when the jump to feature is used You could reason that leaving these skipped questions out of the survey might have the same result It is only in combi
13. Vietatude Dialogue Designer User Manual Table of Contents Chapter 1 1 2 3 Chapter 2 1 2 Chapter 3 1 2 3 Chapter 4 1 2 Chapter 5 1 O AN OO Oo FP W N Chapter ono Bh WOW NY OD Chapter 7 Introduction About Metatude About this manual The Metatude suite Installation Operating system and requirements Installation MDD Dialogue files Creating saving and previewing dialogues Dialogue properties Custom Attributes Question list Question list Adding questions and answers Question types Open questions Comment questions Multiple choice questions Multiple response questions Matrix questions Scale questions Multiple steps Priority questions Introduction Interactivity Types of interactivity Originating and receiving questions Interactive question Piping Interactive question Routing Interactive question Inheritance Preferences Selecting stylesheets Selecting a font ou 0l Bm WO ND AN oN N 11 11 12 14 14 15 16 17 18 19 21 22 23 24 24 25 26 28 30 32 32 33 2001 2004 Metatude Introduction 2 Introduction About Metatude The Metatude software suite allows you to collect feedback on the performance and activities of your company from stakeholders such as customers business partners co managers and employees This information is vital to your company because it allows you to fine tune your business a
14. al possibility is to set a limit for the maximum numbers of answers given In most cases it is best to leave this value blank default value The answers to the question can be displayed in multiple columns Select the number of columns by choosing a value for Display in columns wed Which aspects of our organization do you qualify as good Type Multiple Response bi O Senior management Use Not applicable O Vision and leadership Use Other O Corporate culture Display in columns O Training program O LEANE O Pay and benefits m other Geese spe SS Pipe hom _ Inherit from Jump to Hest Figure 7 Example of a multiple response question 2001 2004 Metatude Question types 18 5 5 Matrix questions A matrix question can be seen as a combination of two or more questions Instead of the same question for a specific situation you can ask the question for multiple situations For instance if you defined a list of aspects that people could value in their job and want to know how the respondent values these aspects as well as how he thinks his co workers or management value these aspects You can ask the respondent the same list three times with three multiple response questions With a matrix question you can combine these three questions into one with the answer categories as rows and the situations as columns When you select the Matrix question type you start with one row and one column You can
15. ctivities and company policies to the perception of your performance And it is this information that will allow you to gauge and influence what others say and think about your company something that can make or break you Essential information that constitutes the basis for your business decisions Metatude s web based software allows you to collect feedback on issues such as e customer satisfaction and loyalty e employee commitment e corporate reputation e business ethics e service level management Metatude is designed for large organizations whose IT infrastructure may be complex and have many stakeholders Once the software is installed you can easily define target groups create questionnaires conduct research and manage output for analysis and reporting tools For more information on Metatude software technology and business examples please consult our website http Awww metatude com 2001 2004 Metatude Dialogue Designer User Manual 1 2 About this manual This manual will show you how to make a questionnaire with the Metatude Dialogue Designer After you have read this manual you will be able to create questionnaires which are processed by other Metatude software components and sent to respondents as HTML or XML files In this manual we will show you how to prepare a questionnaire step by step After giving you some general information about the Metatude software suite we will show you how to
16. edefined answer is priority number 1 priority number 2 and priority number 3 You can do this by setting the value top in the question properties Wo Please specify your tap three regarding information sources about the company strategy Type Pio F Management Co workers Mema Internal magazines External news Sources Figure 13 A priority question 1 oO Oo O O oO Oo 8 8 O mM oO Oo 0 0 O w Priority Must answer Pipe from Inherit from Jump to Next 2001 2004 Metatude 23 Dialogue Designer User Manual 5 9 Introduction An introduction is not a question It doesn t require a respondent to give an answer An introduction is meant to provide some additional information at some point in the dialogue You can use this to explain why you are asking some questions or to divide the dialogue into sections 11 Section communication and planning Type Introduction b The next section is about communication and planning Wiht the following set of questions we hope to gain insight how you perceive the way the company communicates ts goals and strategy Figure 14 An introduction 2001 2004 Metatude Interactivity 24 6 Interactivity 6 1 Types of interactivity With the Metatude software you can build interactivity into dialogues Interactivity means that you can adapt questions and categories based on response given by the respondent One co
17. er your name here Be sparse with these directions the respondent will generally know that the textboxes are meant for entering his or her answer You can set two properties for the open question First of all you can set the length of the textbox This length refers to the width of the textbox Some questions require less space Fy hat is your name Type Open fw Must answer Pipe from Jump to Next Figure 4 Example of an open question 2001 2004 Metatude 15 Dialogue Designer User Manual 5 2 Comment questions A comment question like the open question is a question where the respondent is not bound by answer categories to give his answer The only difference is that the respondent has more space to define his answer than with the open question You choose this question type when you expect an elaborate answer As with the open question you can enter a text in the textbox that can provide an additional direction for the respondent You can set two properties for the comment question Both properties define the space that is presented to the respondent to enter his question The first property defines the width in characters of the textbox the second one the height in lines When creating a comment question these values are by default set to 50 width and 3 height T What could our organization do to enhance employee satisfaction Type Comment 7 width characters Height
18. es hold information in addition to the actual questions Here you can enter a name for the dialogue file see who created the questionnaire and in which language it is written This information is necessary to store and catalogue dialogue files and to present them to respondents When designing a dialogue file you can switch between the dialogue properties and the question list by using the tab bar directly beneath the menu bar When you create a new dialogue file or open an existing one the dialogue properties window is opened In this window you can create or edit the appropriate information The six dialogue properties are listed below Name The title of the dialogue Author The name of the person who created the dialogue file Description A description of what the dialogue file is Preface This text is shown to the respondent just before the question list is presented Here you can say what the dialogue is about and what you will do with the information Epilogue This text is shown to the respondent after he has filled out the dialogue An excellent opportunity to thank a respondent for his or her participation Encoding You can choose UTF 8 or ISO 8859 1 as the encoding for the dialogue If the language of the dialogue is an European language for example English or German the ISO 8859 1 encoding is apropriate If you want to use characters that are not present in this encoding such as Greek or Asian characters then choose the UTF
19. ety Open to change Flexible M MA we Bee F Use Not applicable Define outer limits only Limits for each row _ Define row labels Use scales Must answer Fipe from Inherit from Jump to Next 7 Figure 11 A 6 scale question with limits for each row and an extra scale not applicable 2001 2004 Metatude 21 Dialogue Designer User Manual 5 7 Multiple steps A multiple steps question can be used when there are a lot of predefined answers and these answers can be organized in categories An example is when you ask someone which car he or she drives Instead of listing all types of all brands you can first ask the brand name and then present a list with specific types for this brand With a multiple steps question you can help a respondent to find his way within a large number of predefined answers by organizing the answers in a logical way eo In which area is your organization active Type Multiple Steps H Question step 1 Sector Use steps Question step 2 sub sector Must answer Step 1 Shep 2 Pipe from Manufacturing Air transportation Jump to Next Mining Rail transportation Lhilities Water transportation Construction Truck transportation Wholesale trade Retail trade Transit and ground passen Pipeline transportation Transportation Scenic and sightseeing trar Information Support activities Finance Postal service _ M w
20. ments The Metatude Dialogue Designer is a Windows application It will run on Windows 98 Windows NT Windows 2000 and Windows XP In order to work with the Metatude Dialogue Designer you will need hardware that meets the following minimum specifications e 300 MHz Intel or AMD Processor e 32 MB RAM e 30 MB of available space on the hard disk e CD ROM station The CD ROM station is needed for installation of the software 2001 2004 Metatude Installation 6 2 2 Installation MDD Installing from CD ROM e Place the Desktop software CD ROM in the CD ROM drive e Browse to the CD ROM drive choose the directory Dialogue Designer and double click the file setup exe e Press OK to start the installation procedure and follow the instructions on the screen You will see a message when the installation is completed 2001 2004 Metatude Dialogue Designer User Manual Dialogue files Creating saving and previewing dialogues In order to collect feedback from your stakeholders you need a dialogue questionnaire This chapter tells you how to create and edit a dialogue A dialogue can consist of different types of questions Furthermore you learn how to save and print a dialogue The output of the Dialogue Designer is a dialogue file in XML format If you define a new project with the Metatude Project Manager you can indicate which dialogue you would like to use To start the Dialogue
21. mmon type of interactivity is routing With routing you can define the question path based on answers that are given by the respondent You can ask different sets of questions for different situations An interactive dialogue is served to a respondent in small parts Each time a decision has been made that is based on the input of the respondent a new part of the dialogue is shown You can conveniently define interactivity with the Metatude Dialogue Designer There are three different types of interactivity possible within the Metatude software Piping transferring a value from a question to another question Exampe If you ask the respondent for the name of his of her car brand you can ask questions later that use the name of the brand that the respondent filled out Routing defining a path through the questionnaire based on respondent input Example You can ask if someone is satisfied with the service of your company Based on the response you ask a different set of questions Inheritance repeating only checked or only unchecked answer categories in subsequent questions Example You can ask which benefits an employee receives After this you can ask how satisfied this person is for every one of the benefits he or she receives In the paragraphs to follow we will explain each of the interactivity types in detail and show how to define interactivity in the Metatude Dialogue Designer 2001 2004 Metatude 25 Dialogue De
22. n positively or negatively inherit answers from a multiple response question When the inheritance is positive only the categories that the respondent checked will be shown in the receiving inheritance quesion When inheritance is negative only the categories that the respondent did not check will be shown in the receiving inheritance question In the above example if you use negative inheritance you could ask why respondents didn t visit the other sites In order to define an inheritance question you check the check box Inherit from in the question properties of the receiving question A drop down menu will appear on the right side of the Inherit from check box This drop down menu contains the question numbers of all the preceeding multiple response questions You can select the originating question you want the receiving question to inherit from After you select the question number to inherit from you see all the answers of the originating question appear as answer categories of the receiving question These categories are shown in a light grey color to indicate that they are not editable If you want to edit the categories you should do this in the originating question Changes made there are also directly reflected in the receiving questions Just to the right of the drop down box there is an icon that shows if the inheritance is positive or negative This is shown by a positive or a negative symbol The default value is positive T
23. nation with the routing functionality that the jump to feature is usefull To explain this an example follows Suppose that you want to aks respondents if they have a car If they do you want to ask them which brand of car they have If they don t have a car you want to ask them why This example is shown in figure 20 1 Do you have a care O Yes O No Routing Routing 2 Which brand do you have O Fiat O Volvo O Toyota O Honda O Other Jump to a Why dont you have a car Dont need it O 0 expensive O Other 4 Do you need to travel to work every day O Ves O Mo Figure 20 A combination of routing and jump to creates different legs is a survey With the routing functionality you can route respondents who have a car to question 2 and respondents that don t have a car to question 3 Without jumping respondents that have a car will continue with question 3 after having answered question 2 Question 3 is the wrong question for those respondents You can solve this by defining that regardless of what people answer in question 2 they should jump to question 4 With the jump to functionality you can create different legs in a survey 2001 2004 Metatude Interactivity 30 6 5 Interactive question Inheritance When you use inheritance answers from a previous question are transferred to following questions Which answers are inherited depends on what the respondent has filled out
24. nce dialogues This means that a receiving inheritance question only of the multiple response type can act as an originating inheritance question You can use the same multiple response question several times for different receiving inheritance questions 2001 2004 Metatude Preferences 32 Preferences Selecting stylesheets Stylesheets are used to format the question lists in webbrowsers To preview a dialogue a stylesheet is needed The Metatude Dialogue Designer MDD comes with a default stylesheet You can also use your own stylesheets The procedure is described below First choose Edit gt Preferences from the menu bar The preferences window for the MDD is shown Preferences Styles heet Font Style Sheet itude2 2b M etatude Dialogue Designer Detault xsl Change Associated Image C Program Files Metatudes 2b Metatude Dialogu Change Figure 23 MDD preferences selecting stylesheets Click on the Change button to select your own stylesheet The stylesheet that you have selected will be used to preview your dialogues The same stylesheet is used for the interactive and normal previews Click on the Restore Default button to restore the original stylesheet 2001 2004 Metatude 33 Dialogue Designer User Manual 7 2 Selecting a font In the Font tab of the preferences window you can select which font is used in the Dialogue De
25. o change the value just click on the symbol 2001 2004 Metatude Dialogue Designer User Manual Besides inheriting categories directly from an originating question it is also possible to add new categories to these inherited categories The new categories will always be shown to the respondent 1 Which websites did you ever visit 0 Type O CNN Use Not applicable O Yahoo Use Other 0 MSN Display in columns 1o O Google Must answer O Ebay O Download com Li Fipe trom Inherit from Jump to Mert M we How do you rate these sites R Type Scale J Mot interesting Use Not applicable Neutral Define outer limits only Interesting Limits for each raw very Mer eSunG Define row labels Petey Use scales o oO K i a a i Must angwer a D D D _ Fipe from o o o rm Inherit from o D o E Jump to Next M a E E D a Figure 22 An interactive inheritance construction The inheritance feature is implemented with built in intelligence that makes the software flexible to use and avoids situations that are not logical to the respondent You can use the category other in the originating question Whatever the respondent fills out in this field is repeated in associated positive inheritance questions If a respondent checks no category at all in the originating question the associated positive inheritance questions are skipped automatically You can define multiple inherita
26. older feedback 1 Metatude Dialogue Server The Metatude Dialogue Server MDS is the central component within the Metatude architecture This server connects to databases and directories with stored stakeholder information communicates with electronic channels stores and serves dialogues and writes results to a database All the project information and intelligence to manage projects automatically resides on this server 2 Metatude Channel Integration Components The Metatude Channel Integration Components MCIC needs to be installed on an electronic channel This allows the channel to communicate with the central server 3 Metatude Dialogue Designer The Metatude Dialogue Designer MDD is a Windows application that is used to create questionnaires With a simple and intuitive interface any user can learn how to create questionnaires in a matter of minutes Many question types are supported e g open questions multiple choice multiple response scale and matrix questions 4 Metatude Project Manager With the Metatude Project Manager MPM you can manage stakeholder feedback projects The MPM can connect via a network to the Metatude Dialogue Server Once logged on you can connect databases and directories create target groups assign dialogues to multiple target groups and retrieve results in the desired format 2001 2004 Metatude Dialogue Designer User Manual Installation Operating system and require
27. ouse You can drag an answer by clicking on the circle or square positioned in front of the answer You can even drag answers to another question To copy an answer drag the question while holding the CTRL button down Edit the question properties Many of the question types also have question options that can be set These properties determine the form of the question or make it possible to create a special answer category The question properties differ for the different question types For each question you can choose the Must answer option If this option is selected then a respondent must answer this question before the dialogue is submitted or the next set of questions is presented The next chapter will explain the question properties associated with each question 2001 2004 Metatude Question types 14 5 Question types 5 1 Open questions An open question is a question to which the respondent can give an open answer This means that he is not limited by predefined answer categories A good example of this question is if you ask for somebody s name When you create an open question in the Metatude Dialogue Designer the respondent can enter his answer with his keyboard in a text field When you choose open question from the drop down menu and press Enter a textbox appears You can enter text in the textbox This text can provide an additional direction for the respondent for instance please ent
28. ritance 30 multiple response 17 multiple steps 21 N name 8 negative inheritance 30 new answer 16 Not applicable 16 17 19 0 open 7 open answer 14 open question 14 originating 25 Other 16 17 outer limits 19 P path 28 pipe from 26 piping 24 26 positive inheritance 30 predefined answer 16 predefined answers 16 17 21 22 2001 2004 Metatude 35 Dialogue Designer User Manual preface 8 Windows 95 5 preferences 32 33 Windows 98 5 preview 7 Windows ME 5 print 7 Windows N 5 priorities 22 priority 22 X priority question 22 XML 7 processor 5 xs 32 Q Z question list 8 12 question properties 12 16 question text 12 16 question type 12 questionnaire 3 7 questions 7 zoomin 30 R receiving 25 routing 24 28 row 18 19 row labels 19 row text 18 Ga save 7 saveas 7 scale question 19 scales 19 setup exe 6 skipped questions 28 stakeholders 4 steps 21 stylesheet 32 T tabbar 8 text field 14 top 22 transferring 26 V validation 14 m W width 15 Windows 2000 5 2001 2004 Metatude
29. signer User Manual 6 2 Originating and receiving questions Before we explain the different types of interactivity in greater detail we d like to point out that each time you define an interactive element in the questionnaire there are two or more questions involved One question influences the interactivity and other questions are influenced by the defined interactivity The influencing question we call an originating interactive question since the interactivity finds its origin in this question The influenced questions we call receiving interactive questions since these questions are on the receiving end of the interactive construction The questions receive information from the originating question to which they need to adapt themselves A question that receives information from an originating question can never be placed before that originating question Note that a question can be both an originating and receiving question at the same time The MDD shows if a question is an interactive origination or receiving or both question by showing an icon containing the letter O for originating or letter R for receiving on the question text line just to the left of the question properties It is important that you grasp this concept since it will help you understand how to define interactive surveys in the Metatude Dialogue Designer RJD Tee Use Not applicable _ Use Other Figure 15 Icons j
30. signer application The font you select here will not be used in the browser of the respondent it is only used in the screens of the Dialogue Designer You can select any font that is installed on your system To select a font choose Edit gt Preferences from the menu bar The preferences window for the MDD is shown Click on the Font tab Preferences StuleSheet Font Font Fp Anal Unicode MS Figure 24 Selecting a font After selecting the desired font pres OK The font will be used in the layout of the questions list 2001 2004 Metatude Index 34 Index A additional information 23 answer category 16 answers 12 author 8 B Backspace 18 21 button bar 12 16 sC x CD ROM 5 6 checkbox 16 column 18 column text 18 comment question 15 D databases 4 degree 19 delete answer 16 18 description 8 dialogue 7 12 dialogue files 3 dialogue menu 16 18 dialogue properties 8 16 17 directories 4 E epilogue 8 F font 33 H m hardware 5 height 15 image 32 inherit from 30 inheritance 24 30 install 3 installation 5 6 interactive Preview 7 interactivity 24 introduction 23 J jumpto 28 L language 8 16 length 14 M matrix question 18 measure an opinion 19 menu bar 8 Metatude Channel Integration Component 4 Metatude Dialogue Designer 4 Metatude Dialogue Server 4 Metatude Project Manager 4 multiple choice 16 multiple inhe
31. stion number of the question that should be the originating piping question Only the open questions and multiple choice questions will be shown in the drop down list since these are the only supported originating questions for piping In the receving question you can place four dots in the place where you would like the originating value to be inserted in the question text In the survey process the software will replace the four dots with the value the respondent gave in the originating question An example of an interactive piping construction is shown in the figure below 2001 2004 Metatude 27 Dialogue Designer User Manual Which brand of car do you own Audi Eh iy Chrysler Ford Volkswagen Other please specty Mot applicable dant own a car t t O 6 O 6 O we Are you satisfied with your 7 R O Yes very satisfied O Yes somewhat O flo not satisfied Cant say Figure 17 An interactive piping construction O Type Multiple Choice Use Not applicable Use Other Display in columns Must answer _ Routing Fipe from C l Inherit fram Jump to ext g Type Multiple Choice M Use Not applicable Use Other Display in columns 1 i Must answer Routing Pipe from i A Inherit from Jump to Next gt Please note in this example that if a user answers that the first question is not applicable the
32. t distinguishes it from normal answer values The application creates an answer category with the text not applicable You can select and change this default text to another language for example Another special answer category is Other When you use this category an answer is inserted where the respondent can answer the question in a textbox The respondent can use this when the predefined answer categories don t fit his or her answer You can add the answer category other by checking the checkbox in the dialogue properties You can select and change the default text 3 n which department are you working Type O Corporate management Use Not applicable Finance amp administration Use Other Information systerns Display in columns Human resources C Must answer O Marketing amp sales O RAD Routing O Quality assurance Pipe from O Customer service Inherit From mm oter Peace spect OE wew Re Figure 6 Example of a multiple choice question 2001 2004 Metatude 17 Dialogue Designer User Manual 5 4 Multiple response questions A multiple response question is a question where the respondent can choose zero one or more answers from a list with predefined answers Creating a multiple response question is very similar to a multiple choice question In the dialogue properties you can choose to insert the two special answer categories Not applicable and Other An addition
33. te in a dialogue by placing the text lt FUNCTION gt in the appropriate place This tag will be replaced by the value that is in the database for each respondent You can ask such questions as Do you enjoy working as a lt FUNCTION gt If the database contains the value Web Designer for a particular respondent then the question that will be asked is Do you enjoy working as a Web Designer 1 Do you enjoy working as a lt FUNCTIONS Type Comment Width characters Height ines Must answer Pipe from Jump to Next Figure 2 Custom attribute in a dialogue 2001 2004 Metatude 11 Dialogue Designer User Manual Question list Question list The question list is the area where you can add edit and delete questions When you have opened a dialogue file you can go the question list by clicking on the tab question list You can change the sequence of questions by dragging them with the mouse You can drag a question by clicking on the gray vertical line in front of the question You can open and close a question When a question is opened you can see the question text the question type the answers and the question properties When a question is closed you can only see the question text and the question type To open and close a question click on the triangle gt in front of the question text The triangle is pointed to the right when a folder is closed and pointed downwards when it
34. ust left of the question properties show if a question is an interactive originating or receiving question 2001 2004 Metatude Interactivity 26 6 3 Interactive question Piping Piping is transferring an answer to a question given by a respondent to another question You can literally repeat an answer in the question text of the question that receives the answer If the Origination question was which car brand do you own and the respondent gave the answer Ford you can use this value in the question text of subsequent questions for instance by asking Are you satisfied with your Ford Only questions where a respondent can define just one singe answer are suitable to act as the origin of a piping question Hence only the open question and the multiple choice question can be used as an origin for piping In the following table you can see which question types can serve as an originating question for a piping question and which types can serve as a receiving question Question Originating Receiving Open question X Comment question Multiple choice question X Multiple response question Matrix question Scale question Multiple steps question X X X X XX X X Priority question Figure 16 supported questions for piping You can define the receiving piping question by clicking on the checkbox Pipe from in the properties menu of that question A drop down box will appear where you can select the que
35. whether or not you want to use row labels 4 whether or not you want to use Not applicable TE What is your opinion on the following aspects Type Scale Disagree strongly Use Not applicable M Agree strongly Define outer limits only like the type of work that do o Oo 6 6 6 O Lite resch like the responsibilities that have oO Oo 0 Heie A labels hy salary is Tair o e 6 6 6 lez See have enough vacation days o Oo 6 6 6 Must answer can make my own decisions o Oo _ Pipe from Inherit from Jump to Next 7 Figure 9 Example of a 5 scale question A few examples will make this clear we What is your opinion on the following aspects Type Scale Disagree strongly Use Not applicable Disagree Define outer limits only Neutral C Limits for each row Paree Define row labels REE Sv One Use 5 7 scales like the type of work that do o o o o o Must answer like the responsibilities that have o o o o o hy salary is fair o a oO Pipe from have enough vacation days o o o o o Inherit from can make my own decisions o Jump to Next r Figure 10 The same scale question with values for each scale 2001 2004 Metatude Question types 20 wo What do you think aur corporate values are Focus on process Focus on profit Change resistant Driven by rules o Oo O O oO Oo o 8 D Oo O 6 o Oo O O D Oo 0O 0 Focus on customer Focus on soci
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