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eSTEPS User Manual - World Health Organization

1. Select screen type Fai Sereen Question PE Sample screen 4 Section contains one or more related Questions D D and or Text Screens Description Examples include Identification or Blood Wa Go lt Previous Rat gt Pressure A Section can also contain other Sections Corcel Editing Screen After adding a new screen you can change the properties of the screen the Properties name of the screen shown in the Questionnaire Overview as well as the background colour by following the steps in the following table These instructions are similar to those for editing the title screen of the questionnaire for which there are accompanying images see page 11 Click on the icon next to the Section Text or Question Screen you wish to modify in the Questionnaire Overview The properties for this screen will then be listed in the Object Properties section of the Questionnaire Designer 2 Change the name of the screen by typing in the name field in the Object Properties section of the screen Change the background color of the screen by clicking on the colored square next to Background Colour A colour palette will pop up Pick the desired colour and click Ok Adding and Captions are text that appear on your PDA screen providing instructions Editing a question wording or the title of the questionnaire or questionnaire section A Caption Rich Caption is the same as a Caption with the added feature of hav
2. eSTEPS User Manual 10 WHO STEPS Surveillance Modifying a new or existing questionnaire Overview This section provides instructions for a variety of basic tasks to modify a new or existing questionnaire These tasks include e editing the questionnaire title screen e creating a new screen e editing screen properties e creating editing and deleting captions images and question fields e saving and exporting your questionnaire Editing the Follow the steps below to modify the title screen of your questionnaire questionnaire PESCH Click on the icon next to the very first item listed in the Questionnaire Overview The properties for the questionnaire will then be listed in the Object Properties section of the Questionnaire Designer Change the name of the questionnaire by typing in the Questionnaire name field in the Object Properties section Change the background color of the title screen by clicking on the colored square next to Background Colour A colour palette will pop up Pick the desired colour and click Ok Questionnaire Overview Capion W Questionnaire New Questionnaire Caption for new Questionnaire Step 1 Start New Record Open Existing Record co Ki Rich Caption Delete caption field Questionnaire Properties Questionnaire name New Questionnaire Background Colour More Properties Continued on next page eSTEPS User Manual 11 WHO STEPS Surveillance Modify
3. who int eSTEPS User Manual 48 WHO STEPS Surveillance Appending all records Introduction The records stored on each PDA can be appended together simply by saving each one consecutively into the EpiData rec file on one computer However it is recommended that the data from each PDA also be saved in a separate file one per PDA as a backup in case there are any problems questions later on during the data management analysis work EpiData rec Before any data can be copied from the PDAs to the computer you must have file a copy of the EpiData rec file that corresponds to your questionnaire All the records on each PDA will be copied into this one EpiData rec file The original eSTEPS questionnaire qml file for your site can be used to create an EpiData questionnaire qes file in the eSTEPS Questionnaire Designer Within EpiData the qes file can then be converted to an EpiData records rec file Step by step instructions of these two processes are provided on pages 25 and 30 Make copies of In addition to the rec file that will contain all the PDA data you should make the rec file a copies of this rec file 1 per PDA and rename them accordingly PDA 1 rec PDA2 rec etc Thus you will have one master rec file e g MasterDataSet rec and one several individual PDA rec files PDA1 rec PDA2 rec etc all of which are blank at this stage Copying data to Follow the steps below to create your final dataset l Org
4. Exit eSTEPS i ES Options eSTEPS User Manual 4 WHO STEPS Surveillance Entering Interview Data Introduction The section will review the variety of tasks the interviewer will need to perform during the course of an interview using the eSTEPS PDA software These tasks include e moving from one question to another e entering data in all types of data fields e g text fields radio buttons e exiting the questionnaire e resuming an interrupted interview Previous Next The Previous and Next buttons are located at the bottom of the buttons questionnaire screen These buttons allow you to move to the next or previous screen in your questionnaire Previous should be used rarely and only when it is necessary to return to a previously answered question if the participant requests to change their response Next should be used after completing the mandatory questions on each screen If you tap Next before completing all mandatory questions on the current screen you will receive a warning in a pop up window and the questionnaire will not proceed to the next question PDA keyboard The PDA keyboard will be needed to enter data in text fields If the keyboard does not appear automatically when you select the field with the PDA stylus you can make it appear by tapping on the keyboard icon in the bottom right hand corner of the screen see image below San 3 110 01 03 25 3 110 01 04 43 ClusteriCentre Village ID ClusteriCentre Vill
5. a dropdown list During data collection only one Dropdown response option can be selected from the list by clicking on the field and Field scrolling through the list to the desired response option Dropdown fields are ideal to use for questions with too many response options to fit easily on the PDA screen Follow the instructions below to add a new dropdown field to a Question Screen and edit a new or existing radio field Click on the Dropdown Field button in the list of Questionnaire Objects In the Add New Dropdown Answer Field pop up window type in the Field ID and Field Length and click Next Continued on next page eSTEPS User Manual 17 WHO STEPS Surveillance Modifying a new or existing questionnaire Continued Adding and Editing a In the Edit Answer Options pop up window type in the Dropdown response options Use one line per option Each line should be Field cont written in the following order Response value e g 88 comma Response label e g Refused 4 Click Ok when you have finished typing all the response options To modify resize or reposition the dropdown field click on the field in the PDA Preview Its properties will then appear in the Object Properties section of the screen where they can be modified as needed To edit the response options click on Edit Options in the Object Properties section Step 3 Enter one option per line with the Answer Value followed by a comma
6. collection of data It enables the data collectors to perform the Kish Method in the field and provides the text and response fields for the interview Opening the Before opening the eSTEPS PDA Software you should already have your eSTEPS PDA questionnaire file qml uploaded to the PDA Software To open the eSTEPS PDA Software select eSTEPS from the Start menu on the PDA gt Office Mobile Gi ActiveSync EE HP Help and Support E Internet Explorer A Photosmart Mobile d E eSTEPS e r ug rams Settings F Help Settings Before beginning any data collection there are a variety of settings that should be checked and adjusted as needed These can be found in the Options menu in the lower left hand corner of the eSTEPS home screen STEPS v 2 1 Start New Record Set Autosave Set Device Properties Set Kish Properties Set Language Continued on next page eSTEPS User Manual 34 WHO STEPS Surveillance Overview Continued Setting the Autosave Function Setting Device Properties Setting Kish Properties Language Setting Exiting eSTEPS eSTEPS User Manual eSTEPS will automatically save the current record to the PDA every set number of minutes The default is 2 minutes It is not recommended to modify this option but it can be modified by selecting Set Autosave from the Options menu Each PDA should receive a unique Device ID This can be set by selecting Set Device Pr
7. eSteps Step 1 D2 How many servings of fruit Field ID D2DK do you eat on one of those days Text r Kron BEE M Don t Know Sa Deleting a To delete a caption image or response field from a screen click on the object Caption Image and click Delete on your keyboard or click the Delete caption field at the or Field bottom of the Questionnaire Objects list Review To summarize some of the tasks explained in this section The following table provides an overview of the entire process of adding a new Question Screen to a questionnaire and placing 3 related response fields on this screen To add a new Question Screen to the questionnaire click on the icon next to the questionnaire in the Questionnaire Overview and click Add 2 Type the name of the Question Screen this example will use P3ab and modify the background color if desired 3 Click on the caption that automatically appears on a new Question Screen and type in the text of the question In this example the font size had to be changed to allow all the text to easily fit on the screen See figure next page Add a new numeric field to the Question Screen with the Field ID of P3a a Field Length of 2 and min and max values of O and 16 Add another new numeric field to the Question Screen with the Field ID of P3b a Field Length of 2 and min and max values of 0 and 59 Add a caption field with the text and place it between the two numeric fields Con
8. goes file Upon completing the editing of your questionnaire in the Questionnaire Designer you can generate the qes file for your questionnaire by following the instructions on page 25 of this manual To generate the rec file from the ges file follow the instructions in the table below Ensure that the EpiData settings are correct Go to File gt Options in the upper left hand corner of the EpiData screen Select the Create data file tab Options pop up window Make sure that First word in question is field name and Upper case are selected Click on the button 2 Make Data File at the top of the screen Find the ges file of your questionnaire created using the Questionnaire Designer so that it appears in the first field in the pop up window Type in the location and name of the rec file in the 297 field in the pop up window e g for a qes file called eSTEPS qges you can type the name eSTEPS rec for the rec file Click OK and close EpiData To export records from the PDA follow the steps in the table below Click on the Manage PDA Records tab in the eSTEPS Manager Make sure the PDA is connected and synced to your computer Continued on next page eSTEPS User Manual 30 WHO STEPS Surveillance Managing PDA Records Continued Exporting records from The location of the records rml file on the PDA should the PDA cont automatically appear in the upper field on the eSTEPS Manager screen If
9. it does not appear double check the connection between your PDA and computer and click the Connect to PDA button The records file qml and Kish Method data file kish that are on the PDA should be listed in the list of files in the eSTEPS Manager screen Select the records file by clicking on it once Click on the button Export records to EpiData REC file to download the records from the PDA into the EpiData rec file If there are any unfinished records in the records file a pop up window will appear asking if you would like to include these records or not Click Yes or No to continue Once the process has successfully completed a pop up window will appear stating Records successfully exported Click OK Finally you will be asked if you wish to delete the records from the PDA Click Yes or No to finish Exporting Kish To export Kish Method data from the PDA follow the steps in the table Method data below SE 1 Click on the Manage PDA Records tab in the eSTEPS Manager 2 Make sure the PDA is connected and synced to your computer The location of the Kish Method data file kish on the PDA should automatically appear in the upper field on the eSTEPS Manager screen If it does not appear double check the connection between your PDA and computer and click the Connect to PDA button 4 The records file qml and Kish Method data file kish that are on the PDA should be listed in the list of files i
10. now in the MasterDataSet xls file in the same location as your MasterDataSet rec file The Excel file will need to be updated to a more recent version To do so simply open the file save it and close it You will automatically be prompted to save it in a newer version The next step is to transform the Excel file into a Microsoft Access database file To use the automated Epi Info analysis programs available from the STEPS team the data must be named and located precisely as described here in order for these programs to work properly The table below describes how to transform your data from the dbf file to the Access database file Create a new Microsoft Access file and rename it STEPS mdb To create a new Access file right click anywhere in the folder and select New gt Microsoft Office Access Application Open the STEPS mdb file and go to File gt Get External Data gt Import Change the file type to xls and select your MasterDataSet xls file and click Import In the first popup window that follows select First Row Contains Column Headings Then click Next Click Next on the next two screens of the popup window On the 4 screen of the popup select No primary key then click Next On the 5th screen of the popup click Finish and click OK on the confirmation popup Continued on next page eSTEPS User Manual 51 WHO STEPS Surveillance Exporting from EpiData Continued Instructions for impo
11. numeric and text values will cover any captions or data entry fields on the screen For assistance in aligning objects in the preview a grid of dots can be made visible on the PDA Preview by selecting Show Guides on Items from the View menu at the top of the Questionnaire Designer At the far right hand side of the Questionnaire Designer screen is a list of questionnaire objects that can be added to the current screen of your questionnaire This list will automatically change depending on the type of screen you are currently working on For Section and Text Screens the Questionnaire Objects list simply contains Caption and Rich Caption Continued on next page eSTEPS User Manual 9 WHO STEPS Surveillance Questionnaire Designer screen components Continued Questionnaire For Question screens the Questionnaire Objects list contains the following Objects cont Caption Radio field Text field Numeric field Dropdown field Checkbox field Picture box Signature Rich Caption How to add these objects to your questionnaire and modify them as needed is covered in the following section Object The lower right hand corner of the Questionnaire Designer contains the Properties Object Properties subscreen The content of this subscreen shows the properties of the currently selected Questionnaire Object If no objects are selected this subscreen will show the properties of the currently selected Section Text or Question Screen
12. reads End of Interview questionnaire Tap on the Finish button at the bottom of the screen to finish the record and close the questionnaire Before returning to the eSTEPS home screen you will be asked if you would like to save a backup copy to a storage card Click Yes only if you currently have a storage card inserted in your PDA 8 END 110 110 01 50 48 110 110 02 01 22 End of Interview ive E your fie to your storage File Go lt Previous File Go lt Previous Finish Exiting an If you must end an interview before reaching the end of the questionnaire unfinished either because the participant no longer wishes to participate or because the questionnaire interview must be temporarily stopped and resumed at a later time select Close Questionnaire from the File menu at the bottom left hand corner of the screen Step 1 714 49 110 00 01 34 During the past 7 days on how many days did someone smoke in closed areas in your workplace in the building in a work area or a specific office when you were present E _ Dont know or dont work in eased work space Save Record _ e Close Record Go lt Previous Next gt d Upon closing the current record the record will be automatically saved and eSTEPS will return to the eSTEPS home screen Note If at all possible it is recommended that you finish the current section e g Diet before stopping an interview you plan to r
13. x and then the text the user will see for that option For example 1 vos Field ID c5 No formal schooling Less than primary school Primary school completed College University completed Post graduate degree 8 Refused 1 H 3 gt 4 Secondary school completed 5 High school completed Field Length 2 6 T 3 coed Jh Automatically resize field to fit number of options Ok Cancel Adding and A checkbox field is a type of response field that allows you to indicate Editing a whether or not a certain condition applies In the generic STEPS Checkbox Field questionnaire checkbox fields are only used to provide Don t know and Refused options for some questions Follow the instructions below to add a new checkbox field to a Question Screen and edit a new or existing radio field 1 Click on the Checkbox Field button in the list of Questionnaire Objects 2 In the Add New Checkbox Answer Field pop up window type in the Field ID and Text the label that will appear next to the check box and click Next Continued on next page eSTEPS User Manual 18 WHO STEPS Surveillance Modifying a new or existing questionnaire Continued Adding and Editing a To modify resize or reposition the checkbox field click on the Checkbox Field field in the PDA Preview Its properties will then appear in the cont Object Properties section of the screen where they can be modified as needed BF
14. 2 and 3 Continued on next page eSTEPS User Manual 46 WHO STEPS Surveillance Entering Interview Data Continued Resuming an interrupted 02 02 36 A8 48 110 interview cont AG 49 110 AY 50 110 AS 51 110 p 49 52 110 survey Information AQ PT 2 53 110 BH lk Sab D2 56 110 D3 S 110 D4 58 110 OS 59 110 D5OTHER 60 110 D 61 110 E Select Item Cancel File Previous Next gt Step 4 1 eSTEPS User Manual WHO STEPS Surveillance Part 5 Creating the Final Dataset Overview Introduction Once data collection has been completed one person should oversee the task of creating the final dataset This task may be completed by the data analyst but he she may need assistance from the Survey Coordinator or Data Collection Supervisors to coordinate obtaining the data files from the PDAs used for data collection Process The task of creating the final dataset entails the following steps Copy the records files from each PDA onto one computer Export the dataset from EpiData and import it into Microsoft Access Attach the Epi Info analysis programs Append the Kish Method data to the dataset Note The instructions provided here assume that analysis will be done in Epi Info using the Epi Info analysis programs provided by the STEPS team If you wish to complete your analysis using a different statistical software package please contact the STEPS team for further assistance steps
15. Address E CV TfEb udataukieh data Bah eSTEPSS csv BL eSTEPS1 csv BL eSTEPS2Z cs BL eSTEPS3 csv Bil eSTEPS4 cey Search The Excel file Kish_Method_Data xls has been created by the STEPS team to assist you in appending all the data in these files The Kish_Method_Data xls file is available on the STEPS CD as well as on the eSTEPS website http www who int chp steps esteps Download the Kish _Method_Data xls file and save it to the C STEPS data folder Open the file and press Ctrl m to automatically append all the Kish Method data files into this file Attaching the Once all the Kish Method Data has been appended together in the Kish Method Kish_Method_Data xls file you may run the program data to the AttachKishMethodData in Epi Info to attach the Kish Method data to your dataset dataset only if you are certain that there are no duplicate Participant IDs in either your data set or in your Kish data Information on how to use Epi Info is provided in the STEPS Manual Part 3 Section 6 and Part 4 Section 3 as well as the Epi Info Training Guide which is available on the STEPS website and CD For further assistance please contact the STEPS team steps who int eSTEPS User Manual 54 WHO STEPS Surveillance
16. age ID E OE Cluster CentrefVillage Name ClusteriCentrefVillage Name 123 1 2 3 4 5 6 7 8 9 o Tabla wiejr t yjulijolp tid cAPja sjajfjajhjijk ij Shift Bee ela Ctl aia gt File Go lt Previous File Go lt Previous Next Entering data To enter data in a text field tap on the text field with the PDA stylus Type in a text field the text you wish to write using the PDA keyboard tap on each letter with the stylus capital letters can be made using the Shift and CAP keys just as on a normal keyboard If needed the delete key is the black arrow in the upper right hand corner of the keyboard Continued on next page eSTEPS User Manual 42 WHO STEPS Surveillance Entering Interview Data Continued Entering data To enter data in a numeric field you can do one of the following in a numeric e use the arrows at the right hand side of the field to scroll up or down to the field desired figure e use the number pad to type in the desired number the number pad will automatically appear when you select the number field e use the number keys on the PDA keyboard to type in the desired number 3 110 01 29 56 3 110 01 30 04 ra Va Arrows Cluster Centre Village ID ClusteriCentreiVillage Name Number pad l PDA keyboard 123 1 2 3 4 5 6 7 8 9 0 123 1 2 3 4 5 6 7 8 9 0 ciel Tabjajwje r t yju ijoje t Tabja w e r t y u ijojp T capPja sjalt oln ijk i Cap a
17. al schooling Less than primary school nite Primary school completed Secondary school completed High school completed College University completed Post graduate degree Refused File Go lt Previous Next gt File Go lt Previous Next gt Entering data Checkbox fields are used in eSTEPS for Don t know and Refused responses in a checkbox These may only be selected if the associated data field is blank eSTEPS will field not let you proceed if you have entered a valid response and also selected Don t know or Refused To select Don t know or Refused simply tap on the square next to the desired response Tap on the square again to unselect Don t know or Refused For most questions with Don t know and Refused checkbox fields checking on one of these options will automatically fill in the associated data field with the Don t know 77 or Refused 88 values as in the example below Step 1 13 Step 1 13 26 110 01 42 38 26 110 01 46 19 How old were you when How old were you when you first started smoking Tap once on the you Wee started smoking al square next to the sia dh WE response option 7 TT Don t know m Dont know File Go lt Previous Next gt File Go lt Previous Next gt Continued on next page eSTEPS User Manual 44 WHO STEPS Surveillance Entering Interview Data Continued Exiting a When you reach the end of the questionnaire the eSTEPS PDA software will completed show the final screen of the questionnaire which
18. an exception they do not have a Field Length property Adding and A radio field is a type of response field in which several response options are Editing a Radio listed each with a small circle next to it During data collection only one Field response option can be selected by clicking on the small circle next to the desired response Follow the instructions below to add a new radio field to a Question Screen and edit a new or existing radio field Click on the Radio Field button in the list of Questionnaire Objects In the Add New Radio Answer Field pop up window type in the Field ID and Field Length and click Next 3 In the Edit Answer Options pop up window type in the response options Use one line per option Each line should be written in the following order Response value e g 1 comma Response label e g Male 4 Click Ok when you have finished typing all the response options Edit Answer Options Add New Radio Answer Fiel X Enter one option per line with the Answer Value followed by a comma and then the text the user will see for that option For example 1 Yes Field ID CH Field Length Next gt Cancel Step 2 n Cancel 1 Male 2 Female Step 3 Je Automatically resize field to fit number of options Continued on next page eSTEPS User Manual 15 WHO STEPS Surveillance Modifying a new or existing questionnaire Continued Adding and To modify an ex
19. anize and label all PDAs to ensure there will be no possibility of accidentally copying the data off the PDA twice your computer PDA Records tab connected and synced to your computer If the records rml file on the PDA does not automatically appear double check the connection between your PDA and computer and click the Connect to PDA button Select the records file by clicking on it once Continued on next page eSTEPS User Manual 49 WHO STEPS Surveillance Appending all records Continued Copying data to your computer cont Click on the button Export records to EpiData REC file to export the records from the PDA into the master EpiData rec file If there are any unfinished records in the records file a pop up window will appear asking if you would like to include these records or not Click Yes to continue Once the process has successfully completed a pop up window will appear stating Records successfully exported Click OK Finally you will be asked if you wish to delete the records from the PDA Click No PDA s rec file instead Repeat steps 3 8 for each PDA being very careful not to download the data from the same PDA more than once m Repeat steps 5 7 for the same PDA but save to the individual Checking the Once you have finished saving the data from all the PDAs into the EpiData total number of rec file you should compare the total number of records in this file to the records t
20. cated where you wish to save the Click on the button Copy questionnaire file to this computer and then locate the folder on your computer where you wish to save it questionnaire file on your computer eSTEPS User Manual WHO STEPS Surveillance Make sure the PDA is connected and synced to your computer 29 Managing PDA Records Introduction Preparing for exporting records from the PDA Exporting records from the PDA Records rml files can be downloaded from the PDA deleted from the PDA and renamed on the PDA by using features in the Manage PDA Records tab in the eSTEPS Manager Additionally the information from the Kish Method can be downloaded from the PDA to your computer using the eSTEPS Manager Both the records file and Kish Method data file are automatically generated during data collection on the PDA These files will have the same name as the corresponding questionnaire file Thus since your questionnaire file is called eSTEPS qml the records file will be called eSTEPS rml and the Kish Method data will be called eSTEPS kish Before exporting records from the PDA you must create a rec file for your questionnaire using the software program EpiData The data stored in the eSTEPS records rml file will be saved into the rec file on your computer From this rec file you can then export the data to a wide variety of formats for data analysis The rec file can be easily generated from an EpiData
21. ctions in the above code each is comprised of one IF statement In the first section lines through 5 the code checks to see if the user has the Don t know check box checked D1 DK 1 and has a value in D1 other than 77 If this condition is true it prints the text in quotes from line 7 and does not allow the program to proceed to the next screen In the 2 section lines 6 through 8 the code checks to see if the user has entered 0 or 77 Don t know for D1 If this condition is true the program will jump to question D3 GOTO D3 effectively skipping question D2 Further help Writing check code is the most difficult part of designing a questionnaire If you need assistance or do not feel comfortable writing check code contact the STEPS team steps who int for help eSTEPS User Manual 24 WHO STEPS Surveillance Exporting your questionnaire Introduction When you have finished editing your questionnaire you will need to export it to the PDA as well as to an EpiData oes file Both of these tasks can easily be accomplished from within the eSTEPS Questionnaire Designer Exporting to To export the questionnaire to the PDA follow the instructions in the table PDA below Step l Make sure the questionnaire is open in the Questionnaire Designer and the PDA is connected and synced to your computer Questionnaire Designer window If your PDA is properly synced with your computer you should see My Documents eSTEPS in the Select PDA
22. d 1 Click on Signature in the list of Questionnaire Objects In the Add New Signature box pop up window enter a unique Field ID set the desired width and height of the field and click Ok Click on the field in the PDA Preview to move its location or resize as needed Question Fields The following five Questionnaire Objects are all different types of question fields that allow you to store numeric or text responses during data collection Once data collection is complete and data from the PDAs are compiled into a final dataset each field will correspond to one variable in your dataset More information on each type of field is provided throughout the rest of this section All of these question fields have a Field ID and Field Length property which are described in the following table Continued on next page eSTEPS User Manual 14 WHO STEPS Surveillance Modifying a new or existing questionnaire Continued Question Fields cont Field ID e The ID used to label the variable in your questionnaire and in the dataset generated during data collection e g C1 Must be unique Field Length For numeric fields the number of digits that can be entered For radio or dropdown fields the maximum number of digits that any option can use e g 88 for a Refused option requires 2 digits For text fields the size of the text field text can be entered that is longer than the size of field Note Check box fields are
23. d will not be covered in detail in this manual The second type of checks are used in the generic STEPS questionnaire to ensure the proper functioning of Don t know and Refused check boxes Finally the last type of checks are used to ensure that the field has a valid response and if applicable to jump over non applicable questions Example Check Two examples of check code are provided here with detailed explanations In Code these examples line numbers have been added to the left hand side of each line of code These line numbers are not part of the original code but have simply been added to aid in the explanation of the code Continued on next page eSTEPS User Manual 22 WHO STEPS Surveillance Advanced Question Editing Continued Example Check This is an example of check code that is run immediately upon data entry Code 1 This example is taken from the Don t know checkbox of question C4 years of education from the generic STEPS questionnaire Check Code 1 IF C4DK 1 AND C4 lt gt AND C4 lt gt 77 THEN 2 HELP You cannot select Don t know and have a value entered 3 C4DK 2 4 ENDIF 5 IF C4DK 1 AND C4 THEN 6 C4 77 7 EXIT 8 ENDIF 9 IF C4DK 0 AND C4 77 THEN 10 CA 11 ENDIF Explanation There are the 3 sections in the above code each is comprised of one IF statement In the first section lines through 4 the code checks to see if the user is trying to make the Don t know checkbox checked C4DK 1 whe
24. directory window This is the default directory on the PDA where the questionnaire file is saved If you do not see this text check again that your PDA is properly connected and hit the Connect button Click Send to PDA If the questionnaire has already been uploaded before on the same PDA it will ask if you wish to overwrite it Click OK if you wish to overwrite the version already on the PDA If the transfer is successful you will get the following message in a pop up window Questionnaire successfully transferred to the PDA Click OK on this window and then click Close on the Select PDA directory window Note The eSTEPS Manager which is covered in detail in the next section can also be used to upload the questionnaire to the PDA Exporting to The questionnaire must be exported to an EpiData qes file before any records EpiData qes can be downloaded from the PDA Therefore this step need only be file completed once you are ready to download data from the PDA s To export the questionnaire to a qes file follow the instructions in the table below Make sure the questionnaire is open in the Questionnaire Designer Select To EpiData ges file from the Export menu at the top of the Questionnaire Designer window Locate the folder on your computer in which you wish to save the ges file and click OK If the creation was successful you will receive a message saying Export successful to file file name Cl
25. eSTEPS User Manual The WHO STEPwise approach to chronic disease risk factor surveillance STEPS World Health Organization NN 20 Avenue Appia 1211 Geneva 27 Switzerland A KA World Health i S Organization lt lt d For further information www who int chp steps Se Table of Contents Part 1 Part 2 Part 3 Part 4 Part 5 KEE l roden e A S E AE E A E easeserenetecs l Ee 3 EE e Eege 4 CS LEP S Questionnaire RE 6 WET CN E 6 Questionnaire Designer screen components ccccccccceessseeseecececceeeeaeesseeeeeeeeeaaeuesseeeeeees 8 Modifying a new or existing Ouestonnaite 11 Advanced Question CNN ege 21 Exporin your gles e 25 TEE M o E A A A E EA AE E S 26 D N a E E ere eaaecnet esaeeeeecc cone ee eeenesesuee ese 26 tee Zi Diet A i PDA IRC CORO ee 30 Additional Functions of the eSTEPS Manager 33 SLEEPS PDA Eeer 34 OVI a E A teens ca E A E E A E EE A E E E N 34 Ta TEE 36 Records Management on the PIA 40 Ent Doe Watery te D ee ee 42 Creatine the Final TD AUS aces ote cso sap ectesede ee dew stceasea tea nari i Edad 48 EE 48 INP Pe NCIS all EE 49 EE ELON EDD ee 51 Appendine Kish Method Data ccsesserectonessczccctaccctenenyctsensssealovensateaccaeretenanyctdenseseaionessetanacacs 53 Part 1 Overview Introduction Introduction eSTEPS is a suite of software that allows for the preparation and implementation of data collection using Personal Digital Assistants PDAs This User Man
26. eady to conduct this interview at a later time you will need to search and find this record on the PDA see instructions on p 40 You will NOT need to return to the Kish Method for this household again eSTEPS User Manual 39 WHO STEPS Surveillance Records Management on the PDA Introduction Starting a new record Opening an existing record Within the eSTEPS PDA software one can create new records open existing records and obtain a summary of all records currently on the PDA Each of these functions corresponds to one of the buttons on the eSTEPS home screen To start a new record click on the Start New Record button on the eSTEPS home screen Note It is recommended you create new records using the Kish Method The last part of the Kish Method process asks for the Participant ID of the selected person and automatically generates a record for this person To open an existing record follow the instructions in the table below Click on the Open Existing Record button on the eSTEPS home 2 screen Select the fields by which you would like to see all records listed There is the possibility to pick 2 different fields It is recommended to select Participant ID PID as the first of these fields Find the record you wish to open in the list of all records and click Open at the bottom of the screen PO P Select 2 fields to show for each record 24597 6 98970 523684 125423 Select the record you w
27. ect File gt Exit at the top of the Questionnaire Questionnaire Designer window Designer Starting anew To start a new questionnaire click on the Create a new Questionnaire button questionnaire on the pop up window that appears automatically when you launch the Questionnaire Designer Alternatively you can start a new questionnaire by selecting File gt New at the top of the Questionnaire Designer window Before editing your new questionnaire you must answer the question Do you want to use landscape format for your questionnaire by clicking Yes or No in the pop up window The generic STEPS questionnaire is not designed in landscape format Opening an To open an existing questionnaire click on the Open an existing existing Questionnaire button on the pop up window that appears automatically when questionnaire you launch the Questionnaire Designer Alternatively you can open an existing questionnaire by selecting File gt Open at the top of the Questionnaire Designer window Saving a To save a questionnaire select File gt Save at the top of the Questionnaire questionnaire Designer window Continued on next page eSTEPS User Manual 6 WHO STEPS Surveillance Introduction Continued Questionnaire An eSTEPS questionnaire is comprised of 3 types of PDA screens Structure e Question contains question text and question fields e Text contains explanatory text e Section contains section heading text and allows you to
28. ected and synced to your computer The location of the Kish Method data file kish on the PDA should automatically appear in the first field on the eSTEPS Manager screen If it does not appear double check the connection between your PDA and computer and click the Connect to PDA button The records file qml and Kish Method data file kish that are on the PDA should be listed in the list of files in the eSTEPS Manager screen Select the Kish Methods data file by clicking on it once Click on the button Export kish to csv to export the Kish Method data from the PDA to a csv file comma delimited file Modify the name of the file to include a number e g the unique number you have assigned to the PDA and be sure to save the cSv file in the C STEPS data Kish data folder Continued on next page eSTEPS User Manual 53 WHO STEPS Surveillance Appending Kish Method Data Continued Copying the eh ened A pop up window should appear informing you that the export data files to your computer was successful Click OK to finish um Repeat steps 3 8 for each PDA being very careful not to download the data from the same PDA more than once Appending the Once all the Kish Method data files you should see all the files in your Kish Method C STEPS data Kish data folder as in the image below data files C STEPS data Kish data File Edit View Favorites Tools Helg pack lt s z Bi
29. es not appear double check the connection 1 2 3 5 eSTEPS User Manual 32 WHO STEPS Surveillance Additional Functions of the eSTEPS Manager Introduction Exporting Local Records Importing records from EpiData eSTEPS User Manual There are some additional functions available in the eSTEPS Manager that will be covered in full detail in this manual This section will just provide an overview of these functions Please contact the STEPS team for further help with any of these functions steps who int While it is recommended to use the eSTEPS Manager to export from the rml file on your PDA directly to the EpiData rec file on your computer the capability exists to save the rml file on the PDA to an encrypted rml file encrml on your computer and then move the data from the encrypted rml file to the rec file Use the Export Local Records tab of the eSTEPS Manager to perform this function The eSTEPS Manager also allows you to export data from an EpiData rec file into an eSTEPS records file You will need to have the original eSTEPS questionnaire file qml with which the data in the rec file was collected If the qml file and rec file do not have identical fields the data import will not work Use the Import from EpiData tab of the eSTEPS Manager to perform this function 33 WHO STEPS Surveillance Part 4 eSTEPS PDA Software Overview Introduction The eSTEPS PDA Software is used during the actual
30. esume at a later time Continued on next page eSTEPS User Manual 45 WHO STEPS Surveillance Entering Interview Data Continued Resuming an To resume an interview that has been interrupted follow the instructions in interrupted the table below interview Pe tion e On the eSTEPS home screen click on the mr cece Mee Open stains Existing Record button At the top of the next screen select the two variables by which you wish to search It is recommended that you use Participant ID PID as your first variable In the list of records search and find the record that corresponds to the person whose interview you would like to resume Tap on this record to select it and tap Open at the bottom of the screen Once the record opens it will automatically bring you to the first screen of the questionnaire To move to the point in the questionnaire at which the interview was interrupted you can either continually tap Next until you reach the interruption point or jump directly to the interruption point by following the steps below Step Tap Select Item from the Go menu at the bottom of the screen 4 2 Search and find the next question to be answered in the interview Tap on that question to select it and then tap Go Select fields STEPS det Show Field 2 1 om Select record 3456769870 523684 125423 Start Hew Record Open Existing Record i Summary open canca Ed Options Step 1 Step
31. ging the records downloaded from the PDAs The qes file corresponding to your eSTEPS questionnaire qml file can be generated using the eSTEPS Questionnaire Designer This ges file can then be used to make the EpiData rec file see next paragraph tec files are EpiData records files The rec file for your questionnaire can be easily generated in EpiData from the ges file containing your questionnaire template This empty rec file will then be filled with the data from the eSTEPS record rml files from the PDAs Continued on next page WHO STEPS Surveillance eSTEPS File Types Continued File Diagram The figure below provides a graphical representation of how the 4 different types of files are used and generated eSTEPS Questionnaire Designer eSTEPS Questionnaire Manager Data exported to a wide variety of data format types e g dbase III Excel SPSS eSTEPS User Manual WHO STEPS Surveillance Part 2 eSTEPS Questionnaire Designer Introduction Introduction The eSTEPS Questionnaire Designer allows you to create new eSTEPS questionnaires and modify existing ones Opening the To open the Questionnaire Designer click on your Start menu and select Questionnaire eSTEPS gt eSTEPS Questionnaire Designer from your list of Programs Designer RegCure V E eSTEPS Questionnaire Designer G POA Simulator vl eSTEPS Manager Mozilla Firefox b m Programs ZG Exiting the To exit the Questionnaire Designer sel
32. group related question and text screens The text and response fields options for each question in your survey will be contained within a Question Screen If there is enough room on the PDA screen one Question Screen can contain 2 or more related questions The image below shows part of an eSTEPS questionnaire in the Questionnaire Designer that uses Sections and has a number of Question and Text Screens Questionnaire Overview fee H Question I7 al E Question 18 19 Section ee F Question 110 Screens G Section Demographics A3 Text Instructions E Question C1 ff Question C2 E Question C3 E Question C4 E Question C5 E Question CB gq Question C7 E Question C8 E Question C9 c Question C10 AB Question 11 J Section Tobacco E Question T1 E Question T2 E Question T3 E Question T4 E Question TS PW vii ei nu Te ATA Text Screen Question Screens el dd Delete Mave Up Move Down Mos Down ere Prev Nert eSTEPS User Manual T WHO STEPS Surveillance Questionnaire Designer screen components Introduction This section will familiarize you with the basic components of the Questionnaire Designer screen There are 4 main parts to the screen which are labeled in the figure below and explained in more detail in the succeeding paragraphs FiEpiSurvey Questionnaire Designer eSTEPS qml File View Export Questionnaire Overview GO AA Questionnaire STEPS v 2 1 4 Secti
33. ick OK to finish eSTEPS User Manual 25 WHO STEPS Surveillance Part 3 eSTEPS Manager Overview Introduction The eSTEPS Manager enables you to perform basic file management tasks including e uploading downloading questionnaires to from PDA e renaming and deleting questionnaires on the PDA e downloading record files from the PDA to the computer e downloading Kish Method data to the computer e managing records files on the computer Opening the To open the eSTEPS Manager click on your Start menu and select eSTEPS eSTEPS gt eSTEPS Manager from your list of Programs Manager RegCure V i eGTEDS Questionnaire Designer a esTEPS Manager OG PDA Simulator e Mozilla Firefox Exiting the To exit the eSTEPS Manager simply click on the close button in the upper eSTEPS right hand corner of the window Manager eSTEPS User Manual WHO STEPS Surveillance 26 Managing Questionnaires Introduction Questionnaire qml files can be uploaded to the PDA deleted from the PDA and renamed on the PDA by using features in the Manage Questionnaires tab in the eSTEPS Manager It is important to note that in order to be used by the eSTEPS PDA software a questionnaire qml file must be named eSTEPS Adding a To add a questionnaire to the PDA follow the steps in the table below Questionnaire en 1 Click on the Manage Questionnaires tab in the eSTEPS Manager Make sure the PDA is connected and synced to you
34. iew cont Allows questionnaires to be designed eSTEPS Questionnaire Designer and developed for use within the eSTEPS environment Provides resources to manage questionnaires and records captured on the PDA such as copying questionnaires to and from the PDA copying records to and from the PDA and exporting records to EpiData Presents a graphical user interface on eSTEPS PDA Software the PDA through which the collection of record data can be administered eSTEPS Manager eSTEPS User Manual 2 WHO STEPS Surveillance Installation Hardware and While the entire eSTEPS software suite and all prerequisite software is freely Software available from the STEPS team or Microsoft the installation of the software Requirements cannot proceed if the following hardware requirements are not met e For the PDA Pocket PC O O O O O Operating System Microsoft Windows Mobile 5 0 or later Disk Space ROM at least 128MB Memory RAM at least 64MB Processor preferably 520MHz range or greater Buttons preferably as few as possible Screen Resolution 240 x 320 pixels e For the desktop or laptop computer O O Operating System Windows 2000 Service Pack 3 Windows XP Service Pack 2 or Windows Vista Available disk space ROM at least 500MB If you are unsure of the compatibility of your hardware with the eSTEPS software suite please contact the STEPS team steps who int Installation The eSTEPS I
35. igorous intensity activities at work on a typical day lo z fo z hrs mins l Don t know 20 Advanced Question Editing Introduction Accessing the Advanced Question Editing Features Mandatory vs Optional Fields This section will provide a short introduction to the advanced question editing features of the Questionnaire Designer These features allow you to e make the field mandatory or optional e set checks to be run on the field to ensure valid data is entered and if appropriate jump over non applicable questions To access the advanced editing options for a particular field click on the field in the PDA preview and click on the Edit Checks button in the Object Properties section of the screen Radio Answer Field Properties Field ID IC Field Length fi Edit Options The Questionnaire Designer allows you to make any response field mandatory or optional Mandatory fields must have a response entered before proceeding to the next question If a response is not entered in a mandatory field the interviewer will not be able to proceed to the next screen of the questionnaire Optional fields can be left empty In the Questionnaire Designer there are two types of optional fields e Alert user if field is empty unless hidden but allow them to proceed e Field can be empty Both types of optional fields will allow the interviewer to proceed to the next screen if the field is blank but only the 1 type l
36. ing multiple display colours and font types within one caption Follow the instructions below to add a new caption to your Section Text or Question Screen and edit a new or existing caption Step 1 An l 2 Click on Caption or Rich Caption in the list of Questionnaire Objects In the Add New Caption pop up window type in the desired text in the Text field and modify the font as needed by clicking on the Font button When finished making changes click Ok 3 To edit an existing caption click on the caption in the PDA Preview Continued on next page eSTEPS User Manual 13 WHO STEPS Surveillance Modifying a new or existing questionnaire Continued Adding and Editing a After clicking on the caption you can use the mouse to move and Caption cont resize it Additionally the text and caption properties e g font type and size can be modified in the Object Properties section while the caption is selected Note For Rich Captions the font type and colour can be changed for each word or set of words by highlighting the word s and modifying the font as desired Adding and To add an image to a Question Screen follow the instructions below Editing an Image Action In the Add New Picture box pop up window enter a unique Field ID and click on the Browse button to locate the desired Click on the image in the PDA Preview to move its location or resize as needed Adding and Editing a Signature Fiel
37. ing a Click on the button Rename Questionnaire to make the name of the questionnaire modifiable Type the new name of the questionnaire and then click in the white space on the eSTEPS Manager screen to finish Downloadinga You may need to download a questionnaire file from the PDA onto your questionnaire computer if the questionnaire file was created on a different computer from the PDA Downloading the questionnaire file to your computer does not copy any to the computer records onto your computer See the next section to learn how to download records from the PDA to the computer To download a questionnaire from the PDA follow the steps in the table below Questionnaire 4 All the questionnaire qml files that are on the PDA should be ee a PDA listed in the list of files in the eSTEPS Manager screen Select the cont questionnaire file you wish to rename by clicking on it once Click on the Manage Questionnaires tab in the eSTEPS Manager screen If it does not appear double check the connection between your PDA and computer and click the Connect to PDA button All the questionnaire qml files that are on the PDA should be listed in the list of files in the eSTEPS Manager screen Select the questionnaire file you wish to copy by clicking on it once 4 The location of the questionnaire s on the PDA should automatically appear in the first field on the eSTEPS Manager 1 2 3 5 Click Save once you have lo
38. ing a new or existing questionnaire Continued Editing the questionnaire To change the title of the questionnaire click on the caption in the title screen PDA Preview You can change the text font alignment and text cont color in the Object Properties section Note The buttons on the lower half of the title screen are not modifiable Questionnaire Properties Step 2 Questionnaire name My Questionnaire Title Background Colour Caption for new Questionnaire Step 4 Step 3 Start New Record More Properties Open Existing Record Summary E Delete caption field Caption Properties Font Arial 14 25 Bold ES Caption for new Edit text here Questionnaire Creating anew To add anew Section Title or Question Screen to the questionnaire follow screen the steps in the table below In the Questionnaire Overview click on the Questionnaire or Section Screen to which you wish to add a new screen l Click the Add button in the lower left hand corner of the screen just below the Questionnaire Overview In the Add New Item pop up window select the type of screen you would like to add and click Ok For each type of screen this window provides a brief description and an image of a sample screen Continued on next page eSTEPS User Manual 12 WHO STEPS Surveillance Modifying a new or existing questionnaire Continued Creating a new screen cont
39. ish to open from the list Open ca Note In the event that a record is created unintentionally the record can be deleted by holding the PDA stylus for a few seconds on the unwanted record in this list You will then have a pop up Delete button appear which you can click on to delete the unwanted record Continued on next page eSTEPS User Manual 40 WHO STEPS Surveillance Records Management on the PDA Continued Viewing a Click on the Summary button on the eSTEPS home screen to view a summary of summary of all the records on the PDA The summary will indicate the total records number of finished and unfinished records on the PDA O2fOS2008 Finished 0 Unfinished 3 Saving a It is possible to save a back up copy of all survey data to an SD external backup copy of memory card at any time An example of an SD external memory card is the survey data shown below To save a back up copy of all survey data to a memory card follow the instructions in the table below 1 Insert the SD card into the slot on the PDA On the eSTEPS home screen select Backup to Memory Card from the File menu in the lower left hand corner of the screen 1 3 Tap Yes in the pop up window asking 1f you would like to save a back up copy to a memory card Step 2 Example of SD STEPS memory card v2 1 Samisk Z Start New Record New Record ord Open Record gen b 2 0cs Search For Record Backup to Memory Card
40. isted above will alert the interviewer that the field has been left blank Making afield By default all fields in the questionnaire are mandatory If you wish to make mandatory or a question field optional or make an optional field mandatory again follow optional the steps in the table below Click on the question field in the PDA preview and click on the Edit Checks button in the Object Properties section of the screen Click on the drop down of the Edit Checks pop up window and select the appropriate option Continued on next page eSTEPS User Manual 21 WHO STEPS Surveillance Advanced Question Editing Continued Making a field mandatory or After making your selection click OK optional Edit checks for field C1 J x Step 2 Checks evaluated as Item is loaded for display Checks evaluated immediately on data entry For radio dropdown and checkbox fields wi Checks evaluated when user clicks Next EN Field can be empty Field is mandatory unless hidden Alert user if field is empty unless hidden but allow them to proceed Field can be empty Field Checks There are 3 types of checks that can be run on a question field These are e checks evaluated as field is loaded for display e checks evaluated immediately on data entry not available for text or numeric fields e checks evaluated when user clicks Next The first type of checks are not used in the generic STEPS questionnaire an
41. isting radio field click on the radio field to make its properties appear in the Object Properties section You can modify the Field ID and Field Length by editing the values of the corresponding fields in the Object Properties section Editing a Radio Field cont To edit the response options click on Edit Options in the Object Properties section To reposition the radio field on the PDA screen click on the radio field in the PDA preview and use the mouse to drag it to the desired location Steps 5 8 Step 1 C1 ra Radio field Sex i Tet feta Click on the radio E Male Numeric field field to select it C Female Dropdown field Checkbox field Picture Box D Signature iT Rich Caption BB Deke conn Radio Answer Field Properties Field ID IC Edit properties Field Length M her C Edit Options Edt Checks Adding and A text field allows you to capture text responses such as the type of other Editing a Text tobacco smoked Field Follow the instructions below to add a new text field to a Question Screen and edit a new or existing text field 1 Click on the Text Field button in the list of Questionnaire Objects In the Add New TextField Answer Field pop up window type in the Field ID and Field Length and click Ok To modify resize or reposition the text field click on the text field in the PDA Preview Its properties will then appear in the Object Properties section of the screen where they can be
42. ke on ai Step 1 Type in HhID and Step 3 Select Hh in list new ouseno lick Add and click Select eSTEPS eSTEPS 764387 Cf Add D SS Set Sr Part 2 Enter On the next screen you will see the HhID at the top of the screen You may Household modify it if needed by clicking on the Edit button next to the HhID field Members and Select To complete the list of eligible household members for this household follow Participant the steps below Click on the Add button in the lower half of the screen On the Add new household member screen complete the name and age of the participant using the PDA keyboard and select the sex of this person by clicking on the round circle next to Male or Female When you have finished entering this information for one household member click on the Add button to return to the previous screen 3 To add another person to the list of household members click on Add again and repeat Step 2 Step 2 Complete Name Age and Sex of household member and click Add ET eSTEPS eSTEPS 764387 Ve Add Edit Delete Calculate 1233 1 2 3 4 5 6 7 8 9 0 Tabla wie r t yjulijolp tid Cap al sta Ooainl OTI Shift z x c v bjnjm 7 ctj l I detel liz Continued on next page eSTEPS User Manual 37 WHO STEPS Surveillance The Kish Method Continued Part 2 Enter Household Members and Select Participant cont Part 3 Enter If the information fo
43. lelaldolnl OI Shift z x c v b n m Shift z x c v b njim ctj j s tte gt cuj j IN oT tte gt File Go lt Previous Next gt File Go lt Previous Next gt Clearing data To erase all or part of a value in a text or numeric field use the back arrow inanumeric or key at the upper right hand corner of either the PDA keyboard or Number text field pad Entering data To enter data in a radio button field simply tap on the small circle next to the in a radio field chosen response option If another option is picked the first option will automatically be deselected as only one option can be picked at a time for a given question Step 1 C1 Step 1 C1 12 110 01 39 46 12 110 01 40 25 da Tap once on the circle Say next to the desired Male response option Male Female Female ct File Go lt Previous Next gt File Go lt Previous Next gt Continued on next page eSTEPS User Manual 43 WHO STEPS Surveillance Entering Interview Data Continued Entering data To select an item in a dropdown field tap once on the small down arrow at in a dropdown the right hand side of the field The list of options will then appear After field reading the options to the participant tap once on the option to select it Step ee Oa Step 1 C5 16 110 01 25 12 16 110 01 25 54 What is the highest level of What is the highest level of education you have education you have completed completed No form
44. modified as needed Continued on next page eSTEPS User Manual 16 WHO STEPS Surveillance Modifying a new or existing questionnaire Continued Adding and A numeric field allows you to capture numeric responses such as the number Editing a of servings of fruit consumed Numeric Field Follow the instructions below to add a new numeric field to a Question Screen and edit a new or existing text field Click on the Numeric Field button in the list of Questionnaire Objects 2 In the Add New Numeric Answer Field pop up window type in the Field ID Field Length number of decimal points and minimum and maximum values for the field and click Ok To modify resize or reposition the numeric field click on the field in the PDA Preview Its properties will then appear in the Object Properties section of the screen where they can be modified as needed Step 3 ae How many servings of fruit Radio field do you eat on one of those Step 2 dave Text field Ka Numeric field 9 4dd New Numeric Answer Field x Dropdown field Checkbox field Field ID D2 Picture box Field Length 2 Decimal Point o 2 Signature IT Rich Caption Minimum Mavmum 7 Value Value H UK Cancel E3 Delete caption tield Numeric Answer Field Properties Field ID D2 FieldLength 2 Decimal Point 0 O Edit Checks Adding and A dropdown field is a type of response field in which several response Editing a options are listed in
45. n there is a value other than 77 for C4 If this condition is true it prints the text in quotes from line 2 in a pop up window and unchecks the Don t know checkbox In the next section lines 5 through 8 the code checks to see if the user is trying to make the Don t know checkbox checked when C4 is empty If this condition is true C4 is set to the Don t know value of 77 In the last section lines 9 through 11 the code checks to see if the user is trying to make the Don t know checkbox unchecked C4DK 0 when C4 is 77 If this condition is true it will clear the C4 field Note The sign is used in the check code when setting a field to a value outside of its accepted range This is required by the eSTEPS PDA software In the above example 77 is outside the accepted range of values for field C4 and therefore in line 6 C4 is set to 77 and not simply 77 Continued on next page eSTEPS User Manual 23 WHO STEPS Surveillance Advanced Question Editing Continued Example Check This is an example of check code that is run when the interviewer hits Next Code 2 This example is taken from the question D1 number of days fruit consumed from the generic STEPS questionnaire Example Check Check Code Code 2 1 IF D1 lt gt AND D1 lt gt 77 AND DIDK 1 THEN 2 HELP You cannot have Don t know selected and have a value entered 3 GOTO DI 4 EXIT 5 ENDIF 6 IF D1 0 OR D1 77 THEN 7 GOTO D3 8 ENDIF Explanation There are the 2 se
46. n the eSTEPS Manager screen Select the Kish Method data file by clicking on it once Click on the button Export kish to csv to download the Kish Method data from the PDA to a csv file comma delimited file Select the location you wish to save the csv file and click Save The file will automatically receive the same name as your questionnaire e g eSTEPS csv if your questionnaire was named eSTEPS qml 1 2 3 5 A pop up window should appear informing you that the export was successful Click OK to finish Continued on next page eSTEPS User Manual 31 WHO STEPS Surveillance Managing PDA Records Continued Renaming or To rename or delete a records file or Kish Method data file on the PDA follow deleting records the steps in the table below files on the aan Click on the Manage PDA Records tab in the eSTEPS Manager Make sure the PDA is connected and synced to your computer between your PDA and computer and click the Connect to PDA button The records file qml and Kish Method data file kish that are on the PDA should be listed in the list of files in the eSTEPS Manager screen Select the file you wish to rename or delete by clicking on it once To delete a file click on the Delete button To rename a file click on the Rename button 4 The location of the records and Kish Method data files on the PDA should automatically appear in the upper field on the eSTEPS Manager screen If it do
47. nnaire from the PDA follow the steps in the table below Questionnaire from the PDA Click on the Manage Questionnaires tab in the eSTEPS Manager 1 2 Make sure the PDA is connected and synced to your computer 3 5 screen If t does not appear double check the connection between your PDA and computer and click the Connect to PDA button All the questionnaire qml files that are on the PDA should be listed in the list of files in the eSTEPS Manager screen Select the questionnaire file you wish to delete by clicking on it once Click on the button Delete Questionnaire to delete the selected questionnaire Once it is deleted the questionnaire should no longer be listed in the list of files 4 The location of the questionnaire s on the PDA should automatically appear in the upper field on the eSTEPS Manager Renaming a To rename a questionnaire on the PDA follow the steps in the table below Questionnaire on the PDA Action l Click on the Manage Questionnaires tab in the eS TEPS Manager Make sure the PDA is connected and synced to your computer screen If it does not appear double check the connection between your PDA and computer and click the Connect to PDA button 3 The location of the questionnaire s on the PDA should automatically appear in the first field on the eSTEPS Manager Continued on next page eSTEPS User Manual 28 WHO STEPS Surveillance Managing Questionnaires Continued Renam
48. nstallation Guide which is available on the STEPS CD and the Guide STEPS website http www who int chp steps esteps en provides detailed instructions on the installation of the eSTEPS software suite on your computer and PDA including the installation of all prerequisite software needed to use eSTEPS Please read through this guide carefully before attempting to install eSTEPS eSTEPS User Manual WHO STEPS Surveillance eSTEPS File Types Introduction qml files ml files qes files rec files eSTEPS User Manual This section is intended to familiarize you with the different types of files used with the eSTEPS software These are e qml eSTEPS questionnaire e rml eSTEPS records e qes EpiData questionnaire e rec EpiData records eSTEPS questionnaires are stored in qml files that are generated and modified in the eSTEPS Questionnaire Designer The qml files are uploaded to the PDA where they provide the interface used during data collection During data collection the rml are used to store the data recorded Thus the qml files simply provide the interface while the actual records are stored in the corresponding rml file The rml files are automatically generated by eSTEPS when you open a qml file on your PDA and start collecting data ges files are EpiData questionnaire files EpiData is a data entry program that is normally used for data entry With eSTEPS EpiData is simply used to assist in mana
49. on Step 1 EJ Question Participant ID EJ Question 11 12 EJ Question 14 1 Section Consent EJ Question 15 i EJ Question I6 Questionnaire eee Overview EJ Question 18 19 EJ Question 110 1 Section Demographics Question C1 EJ Question C2 EJ Question C3 EJ Question C4 EJ Question C5 E Question Cp EJ Question C7 EJ Question C8 EJ Question cg Question C10 2 Puia ier AA Add Delete Move Up Move Down lt Prev Next gt BEE PDA Preview B lzen Eat cone Radio field Sex Text field C Male Numeric field ae Dropdown field Checkbox field Page Questionnaire Signature Objects T Rich Caption E Gees captiorvfield Question Properties Question name c Obj ect Background Colour oO IT Read Only Proper ties Questionnaire The questionnaire overview comprises the left half of the Questionnaire Overview Designer screen It shows the overall structure of the current questionnaire The order that Sections Text and Question Screens are listed here is how they will appear on the PDA Beneath this overview are a series of buttons that allow you to modify the questionnaire structure and move through the questions in the questionnaire The table below explains the function of each of these buttons in more detail Add Delete Move Up Move Down Prev Next eSTEPS User Manual WHO STEPS Surveillance Allows you to add or delete a Section Text or Question Screen from
50. operties from the Options menu The minimum and maximum age allowable for an eligible household member can be set by selecting Set Kish Properties from the Options menu When using the Kish Method to select the participant from a household the program will not allow the user to enter a person outside of this age range The other languages in which eSTEPS is currently available can be selected from the Set Language drop down list in the Options menu The change of language will take effect immediately Please note that this language change will only effect the text of the eSTEPS PDA software not the text of the questionnaire itself If you wish to have a questionnaire in your local language it must be built in your local language using the eSTEPS Questionnaire Designer To exit from eSTEPS go to File gt Exit eSTEPS in the lower left hand corner of the eSTEPS home screen A password is required to exit the program in order to prevent the use of the PDA for purposes other than eSTEPS Please contact the STEPS team steps who int for the password 35 WHO STEPS Surveillance The Kish Method Introduction Accessing the Kish Method Part 1 Adda new Household The Kish Method is a technique that allows for the random selection of one individual from a household For more information about the Kish Method see Part 2 Section 2 of the STEPS Manual The paper based version on which the eSTEPS PDA version is based is p
51. otal number of records across all the individual PDA rec files If the two numbers do not match you should delete the master rec file and redo the entire process To check the total number of records of your EpiData rec file double click on the file to open it fit does not automatically open in EpiData open EpiData and click on 4 Enter Data at the top of the screen and locate and open your rec file Once your rec file is open the total number of records will be shown in the small box at the bottom left hand corner of the screen in between the small black arrows The text in this box will read New xxxx where xxxx is the total number of records in your file eSTEPS User Manual 50 WHO STEPS Surveillance Exporting from EpiData Introduction Export the dataset for analysis Instructions for importing data from EpiData After appending all records into one file within EpiData you will then need to export the data from EpiData so that it can be analyzed in Epi Info or other statistical program of your choice The first step in preparing your data for analysis in Epi Info is to export it from EpiData into an Excel file xls Follow the steps below to export the dataset Open EpiData Click on 6 Export Data Select Excel from the list Select MasterDataSet rec as the file to open In the Export data file to Excel file window simply click OK Do not change anything in the popup window Your data is
52. r any members of the household needs to be modified select that household member in the list and click Edit If any members need to be removed from the list select the household member in the list and click Delete Once all household members have been entered click on the Calculate button to apply the Kish Method The selected household member will appear in the field at the bottom of the screen eSTEPS 764387 Ade a is listed here Back Click on the Next button to continue to the final part In the final screen of the Kish Method you must enter the Participant ID PID and Exit PID for the selected person The PID should be entered immediately Kish regardless of whether the interview will take place immediately or at a later time Use the PDA keyboard to enter the PID then click Done eSTEPS Complete PID here Continued on next page eSTEPS User Manual 38 WHO STEPS Surveillance The Kish Method Continued Part 3 Enter After clicking Done you will be asked whether or not you would like to PID and Exit conduct the interview immediately or not If you wish to do the interview at Kish cont the present time click Yes otherwise click No eSTEPS Do Interview Now Do you want to conduct the interview with this participant now HAID 764397 Name Bette Sex F Age 41 PID 2458769870 By clicking No a record is automatically generated for this interview When you are r
53. r computer 3 The location of the questionnaire s on the PDA should automatically appear in the upper field on the eSTEPS Manager screen If t does not appear double check the connection between your PDA and computer and click the Connect button Click on the button Add Questionnaire s to PDA 5 Locate the questionnaire you wish to add to the PDA and click Open in the pop up window If you already have a questionnaire on the PDA with the same name a pop up window will appear asking if you wish to overwrite the questionnaire on the PDA Click OK to continue The uploading may take a few seconds Once it is complete the questionnaire should be listed in the list of files on the eSTEPS Manager screen fi eSTEPS Manager 1 2 O x Language Manage Questionnaires Manage PDA Records Export Local Records Import from EpiData Questionnaires Step 3 Connected Refresh Continued on next page eSTEPS User Manual 27 WHO STEPS Surveillance Managing Questionnaires Continued Adding a O xl Language Questionnaire Manage Questionnaires Manage PDA Records Export Local Records Import from EpiData to the PDA TEE en coni Connecter my Documents eSTEPS Go Step 6 EE Date Modified e Add Questionnaire s SNE to PDA Delete Questionnaire Rename Questionnaire Copy questionnaire file to this computer 01 01 1985 01 00 Refresh Deleting a To delete a questio
54. rovided there The Kish Method should be performed once for each household upon making first contact with a household member There are 3 parts to the Kish Method 1 Enter Household ID 2 Enter all eligible household members and select one using the Kish Method 3 Enter Participant ID for selected household member Click on the Kish button in the lower left hand part of the screen to start the Kish Method for a given household STEPS y 2 1 Start New Record Open Existing Record ZN eem File Ea Options On the first screen of the Kish Method the Household ID must be entered the selected Household before continuing onto the next part of the process Follow the instructions below to complete this part of the Kish Method process Click in the field at the top of the screen labeled HhID and use the PDA s keyboard to fill in the Household ID maximum of 12 digits When finished typing in the number click the Add button in the top right hand corner of the screen The Household ID just entered should now be listed in the box below along with the number 0 indicating O eligible members have been entered for this household Click on the Household ID you have just entered as it appears in the list and click on the Select button at the bottom left hand corner of the screen to proceed to the next stage of the process Continued on next page eSTEPS User Manual 36 WHO STEPS Surveillance The Kish Method Continued a
55. rting data You will now see the data table MasterDataSet listed in your Database window You may open it to have a look at your data from EpiData cont If you have not already done so create a folder STEPS on the C drive of your computer Within this folder make another folder called Epi Info Move the STEPS mdb file to the C STEPS Epi Info folder Epi Info The data analysis programs are available on the STEPS CD as well as on the analysis STEPS website As these are occasionally updated to meet country needs it programs is best to check the updates page on the STEPS website http www who int chp steps resources updates en index html to see if a more recent version is available The following table describes how to download the Epi Info analysis programs from the internet and attach them to your STEPS mdb file containing your survey data Connect to the internet and go to http www who int chp steps resources database en index html Click on the link labeled Epi Info Analysis Programs Save the zip file Epi_Info_Analysis_Programs zip to your desktop 4 Open the zip file by double clicking on it Copy the Access file Epi_Info_Analysis_Programs mdb to your desktop 5 Open the Epi_Info_Analysis_Programs mdb file and right click on the table Programs Select Export and in the Select Table to Export to window select STEPS mdb this should be located in your C STEPS Epi Info folder Selec
56. t the Definition and Data option in the dialogue window and click OK If you are replacing an older version of the programs a dialogue window will appear asking if you want to replace the old Programs table Click Yes eSTEPS User Manual 52 WHO STEPS Surveillance Appending Kish Method Data Introduction Preparation Copying the Kish Method data files to your computer The Kish Method data stored on each PDA needs to be saved onto one computer appended together and attached to the dataset Before copying the Kish Method data files from all the PDAs onto your computer it is important to first create the correct folder in which to save them If you have not already done so create the folder C STEPS data Kish data The Kish Method data files must be saved in this exact location in order for the automated programs to work correctly The table below provides instructions on how to copy all the Kish Method data files to your computer Since each of these files will automatically be named the same on each PDA it is critical that you modify the name of each one as you save it to your computer For example eSTEPS 1 csv eSTEPS2 csv eSTEPS3 csv etc Organize and label all PDAs to ensure there will be no possibility of accidentally copying the data off the PDA twice Open the eSTEPS Manager program and click on the Manage PDA Records tab 3 Connect the first PDA to your computer Make sure it is properly conn
57. tinued on next page eSTEPS User Manual 19 WHO STEPS Surveillance Modifying a new or existing questionnaire Continued Review cont Add two more caption fields one with the text hrs and another with the text mins Move hrs so that it is located underneath the numeric field P3a Move mins so that it is beneath P3b Add a checkbox field with the label Don t know and place this beneath the hrs and mins captions The Question Screen is now complete There are more advanced features that can now be added to this group of response fields These more advanced features are discussed in the next section Caption Step 1 P3ab Radio field How much time do you spend Text field doing vigorous intensity activities at work on a typical 1 Numenc hell day D Dropdown field Checkbox field Picture box Signature E3 DES caption field Caption Properties Font Arial 9 75 Bold A ele Text How much time dl you spend doing vigorous intensity activities at work on a typical day Step 7 E Set fe jesteps Step 1 P3ab How much time do you spend doing vigorous intensity activities at work on a typical day eSTEPS User Manual WHO STEPS Surveillance Step 5 Add New Numeric Answer Field x Field ID Pb Field Length 2 Minimum Masimum Booo Value Value 54 UK Cancel Step 8 question screen complete Step 1 P3ab How much time do you spend doing v
58. ual provides instructions for use of all components of the eSTEPS software suite Why eSTEPS As a PDA based data collection tool eSTEPS provides the following benefits e Immediate error checking during data collection e g inadvertently skipped questions or out of range responses e Marked reduction of materials to be carried by data collectors one PDA vs hundreds of paper instruments e No data entry needed e No cost for data entry e Fewer errors arising from data entry e Final dataset can be created quickly following completion of data collection While eSTEPS does require the use of several PDAs at least one per data collector this additional cost is partially offset by the savings in data entry expenses If resources do not exist to purchase PDAs consider pooling resources with other teams in your organization The PDAs can be used for other surveys and therefore they can be made available in your organization as a Shared resource Alternatively contact your WHO Regional Office to enquire about the possibility of borrowing WHO owned PDAs for your survey eSTEPS eSTEPS is comprised of 3 parts which are illustrated in the figure below overview The succeeding table gives a brief description of each component PDA DESKTOP eSTEPS Questionnaire Designer eSTEPS Manager mT Ss eSTEPS PDA Software Continued on next page eSTEPS User Manual 1 WHO STEPS Surveillance Introduction Continued eSTEPS overv
59. your questionnaire Changes the order of your questionnaire by moving the selected Section Text or Question Screen up or down in the order Selects the previous or next Section Text or Question Screen in your questionnaire so you can view it and modify if necessary Continued on next page Questionnaire Designer screen components Continued Questionnaire Overview cont PDA Preview Questionnaire Objects You can modify the level of detail shown in the overview by using the View menu at the top of the Questionnaire Designer This menu provides the following 3 functions View Menu Item Show Fields in Overview Allows you to hide or show question fields in the questionnaire overview Expand All Items in Allows you to expand all sections of the Overview questionnaire so all screens are visible in the overview Contract All Items in Allows you to collapse all sections of the Overview questionnaire so the minimal number of screens is visible in the overview The majority of the upper right hand side of the Questionnaire Designer shows a preview of what the current Text or Question Screen would look like on the questionnaire The PDA Preview is modifiable You can click on the objects in the preview e g text response fields to move them around and resize them Additionally you can click on the small keyboard icon in the lower right hand corner of the preview to check if the PDA keyboard needed for typing in

eSTEPS User Manual - World Health Organization

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