Checkbox Quickstart
Contents
1. 2 MIAMI ee UNIVERSITY Miami s Quick Start Guide for Using Prezza Checkbox Web to Create and Publish Surveys to the Web The CHECKBOX Quick Start Guide This guide will provide step by step directions to create activate and analyze a basic survey in Checkbox These steps include the following tasks e Create Edit your new survey adding items and logic stylizing the survey with images and colors e Activate Test the survey internally then activate publish the survey and invite survey respondents and users e Analyze Viewing the raw results live viewing Checkbox reports and exporting to other formats An Overview of Management Tools available on Checkbox Application Toolbar When you log in to the system you will see the following options depending on which version you are using Pes Survey Manager Allows you to create edit and save surveys from an XML file or from a blank survey 8 Invitation Manager Allows you to create email invitations to individuals and groups INVITATIONS beat Application Settings Allows you to make changes to how the survey platform works at an overall level System SETTINGS Administrator Only Online Help Walks you through basic and advanced tasks Logs you out of your current session LOGOUT You will use these options to create your first public survey 1 Miami s Survey Solutions http survey muohio edu Creating a Simple Survey with Checkbox In this2. 2 Click Submit The item should look like the screen at right 3 Add afew more Question and Display items by clicking Add Item again and choosing items from the lists Miami s Survey Solutions http survey muohio edu What is your name Please provide your full name Activating Publishing a Simple Survey Testing the Survey Before activating your survey test its functionality and appearance 1 Open your survey and click Test Survey Current Survey Language English v a ager Survey Editor Properties Style Permissions Activation Languages Test Survey mn b p Py e t New Page ra Preview amp Print Export View Page 1 e Apage containing a URL opens Click this URL to preview your survey l l http demo checkbox com Samples Survey aspx s 522example e You may also share this URL with other internal users e g for proofreading 2 Make any necessary changes to prepare the survey for activation Activating the Survey Activating the survey will make your survey link accessible to your respondents 1 Open the survey if necessary and click Activation pea gt Survey Manager Survey Editor Properties Style Permissions Activation 2 On the Activation Status page choose a 5 new Page E Preview dE Print expor start and end date and click Update Dates to apply the changes e Ifa confirmation screen appears click OK Inviting Respondents Invite respondents in
3. first round of results Also it can be used to start fresh after the testing phase of a survey Creating Reports within Checkbox aly 1 From the main toolbar click the Reports icon serorts 2 On the Reporting page click the Reports icon Es Report Wizard 3 Click the Report Wizard icon Sii which will create a report for you A new report will appear i i ee 3o il 4 To the right of the survey name click the Run icon There are many other things you can do with reports that we will not cover here but you can e Edit the report and then add additional items to it e Edit and autogenerate filters e Run cross tab analysis See the online help for more details Miami s Survey Solutions 4 http survey muohio edu Analyzing a Simple Survey continued Exporting Data out of Checkbox aly 1 From the main toolbar click the Reports icon seports 2 On the Reporting page click the Export icon it 3 Choose options adjusting the settings as needed Output Options CSV Options SPSS Options Output Encoding 5 CSV Detailed Response Info View SPSS Key ASCII SPSS Detailed User Info Unicode Merge Checkbox Results s UTF 8 Export Open Ended Results UTF 7 Export With Aliases Export Hidden Items Some Things to Try Adding a New Style to a Survey Surveys can be stylized to maintain a standard look and feel Many users add a graphic to the
4. one of these ways e Send the survey URL in an e mail Example http demo checkbox com Samples Survey aspx s 522example e Embed the URL in HTML on a web page Example Please Take Our Survey Embedded code lt a href http demo checkbox com Samples Survey aspx s 522example gt Please Take Our Survey lt a gt e Use the Invitation Management interface within Checkbox not covered in this guide 3 Miami s Survey Solutions http survey muohio edu Analyzing a Simple Survey After you design a survey and send it out to respondents you will want to be able see the results and to interpret the data There are three ways to view data e View the raw responses e Create reports within Checkbox e Export the data out of Checkbox and view data using a spreadsheet or other tools We will examine each option in this section Viewing Raw Responses alh 1 From the main toolbar click the Reports icon seports Reporty Responses Export 2 On the Reporting page click the Responses icon li i e The responses page allows you to view o Response ID User Name Completion Timestamp IP Address of Respondent View O O e You can also edit the following o Edit Respondent Answers Edit Note this option is only available to the survey owner o Delete Selected Responses o Delete All Responses Deleting responses is useful if you rollout a survey in multiple phases after you ve saved the
5. d saved and applied to all charts in a report to provide a more uniform appearance 1 From the main toolbar click the Styles icon ss 2 On the Style Manager page click the Chart Styles option and then click the New Style icon uee y 3 Give the style a name and select Public if you wish to allow others to use your style 4 Select Editable by other users only if you want to allow others to edit the style 5 Select from the available settings within the Chart Settings area Available chart setting modifications e General Settings chart type width height background color and item position e Text text font title font size legend font size label font size and text color e Border border frame style line style line width frame background color and line color e Bar Line Column Graph Options bar line color and bar column style e Pie Doughnut Chart Options color palette and doughnut radius e Other Options show percentages hatching style hatching background color show in 3D x angle y angle and perspective 6 Click OK Applying Survey Security Checkbox offers the ability to secure access to the surveys you are creating Surveys may be either public or private restricted in some way By default all surveys are public To change these options you must first select a survey From the first page click Permissions and choose the desired level of security
6. e Public any respondent who can access the link will be able to take surveys e Password Protected respondents must supply a password before taking surveys e Access List respondents must be on a one time list CSV file of e mail addresses in order to take surveys e All Registered Users only users that have been imported into the system can take surveys Public Password Protected O Access List O All Registered Users Miami s Survey Solutions 6 http survey muohio edu Resources for information and assistance Visit the following Web sites for more information about using Prezza Checkbox Web e Prezza Technologies Web site at http Awww prezzatech com for o Complete User Manual o Demonstrations o Prezza s Knowledge Base o Discussion Forums o FAQs e Survey Tools Web site at htip survey muohio edu e MU Knowledge Base at hitp ithelp muohio edu and search on survey tools If you need assistance please contact the IT Services Support Desk at 513 529 7900 or supportdesk muohio edu 7 Miami s Survey Solutions http survey muohio edu
7. header Company Logo and some descriptive text in the footer Survey templates can also be exported to serve as a style sheet for other surveys in or beyond your organization 1 From the main toolbar click the Styles icon sss 2 On the Style Manager page click the New Style icon e vow sve 3 Give the style a name and click Submit e The Header Footer page opens You can type text or code in HTML e To upload an image click Upload Image and browse to choose the image o Check the Add Image to Header option if you want to add the image to the top of all survey pages o Check the Add Image to Footer option if you want to add the image to the top of all survey pages e Return to the Style Manager page to export or copy a template to serve as a style sheet for other surveys Available style modifications Base Styles Item Styles Additional Styles Base Font Type Size Question Subtext Answer Font Optional Color Type Size Color Progress Bar Title Font Page Background Colors Color Size Number Error Matrix Styles Alignment Message styles Header Subheading Rows Button Styles Background of Page Fonts Borders Font Type Color Background Image Matrix Font Type Size Color Size Matrix Border Width and Color Item Spacing 5 Miami s Survey Solutions http survey muohio edu some Things to Try continued Creating a Chart Style Chart styles can be create
8. section you will create a new survey name it and add some basic survey items 1 Log in to Checkbox http survey muohio edu checkbox A 2 From the application toolbar select the Surveys icon s to open the Survey Manager 3 Select the New Survey icon prer suver 4 Enter a name and description for your survey in the Properties area 5 To customize your survey URL enter a short name in the text field available in the Custom Survey URL area 6 Click Submit e The first page of your survey opens You can now access the options shown in the Sample at right 7 Click Add Item e The Add Item to Survey screen opens You can view a list of Question Items Display Items Report Items and Action Items from this screen e Mouse over the Item Preview icon to examine each option Now we will create a survey question to collect a respondent s name 1 Under Question Items click on Open Ended Single Line Text and use the following fields to fill out the question Question Text Subtext Options CF CHECKBOX i 4 A mpana Add liam to Survey Appearance Question Text What is your Default Text leave default Width leave default name Answer Format None Question Sub Text Please Max Length 40 provide your full name Answer is required Yes Alias leave default Item Position leave default Label Position leave default
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