Home

Documentation

1. The key features of RTG Survey include e Easy to use survey editor e Create simple polls or large surveys e Sort and group questions via drag amp drop e Detailed monitoring of results e Quick overview of text based answers as word cloud e Configurable color schemes e Surveys based on Liferay s permission system e Polls based on Liferay Polls e Support for Application Display Templates to display surveys and polls e Liferay Social Activity integration e Available in English German and Russian RTG Portale UG Expertise Software Solutions Page 2 RTG Portale 3 First Steps Before you can start to work with this product there are a few simple steps to configure it Mainly this concerns configuring permissions for survey creators and participants 3 1 Configuring permissions for survey administration RTG Survey uses Liferay s permission system which makes the configuration steps easy First of all you should make sure to allow survey editing for the appropriate role s in your portal You can locate the necessary permissions by searching for RTG Survey and choosing RTG Survey Editor Portlet At minimum survey creators should be able to view this portlet in the control panel and to add new surveys like displayed below In addition they need permission to edit and optionally to delete surveys All permissions can also be modified for single surveys later from within the editor portlet Roles
2. RTG Portale UG Expertise Software Solutions Page 5 RTG Portale 4 3 Question types RTG Survey currently offers the following question types Question Type Description Question Group They can used to visually group several questions and allow you to display an introduction text for a group of connected questions Participants are able to answer by entering a text Multiple Choice Participants can choose one or multiple answers and are optionally allowed to answer with a text 2 Yes No Multiple choice question with only a yes and no answer Participants are able to rate on a scale that you define Matrix Two or more questions with the same choices 4 4 Adding the survey questions After a survey has been created questions can be added below the form or later by choosing Edit in the survey editor You can dynamically add new questions or edit existing ones For polls the only available question is added automatically and can be changed below the poll form as well To add a new question just drag and drop the question type you want from the menu on the left Alternatively you can simply slick a question type to add the new question to the end of the survey When a new question is added you can use the text field to enter the question itself Checking Show description allows you to enter a descriptive text that will be displayed to give further information to participants As you ch
3. used in all answers and indicating the number of occurrences of a word it s size The column Answered tells you how many of the survey participants gave an answer to this question While viewing the results of a poll instead of this table is directly replaced by the detailed question information described in the following chapter Have you used any similar products before Which similar products did you use Do you have any further comments 5 2 Viewing detailed information Yes No 7 14 Details Free text 5 14 Details Free text 6 14 Details mann Clicking the Details button next to a survey question brings up a more detailed view In general this includes a bigger version of the chart and statistic information for scale questions RTG Portale UG Expertise Software Solutions Page 9 RTG Portale Average For free text and multiple choice questions with a free text option you can again find a word cloud based on the answers on the details page All given free text answers are displayed on this page as well This list can be filtered by clicking a word in the word cloud How satisfied are you with the following aspects Overview of answers Number of survey participants 25 ver satistes 100 Stability Matrix questions get rendered into a single chart as shown above to make comparisons easier RTG Portale UG Expertise Software Solu
4. Expertise Software RIG Das Solutions Portale RTG Survey User manual Date September 16 2015 Version 1 3 RTG Portale UG haftungsbeschr nkt Karl Zahn Stra e 11 Tel 49 0 231 226186 60 44141 Dortmund Fax 49 0 231 226186 69 Germany E Mail info rtg portale de RTG Portale 1 Table of Contents 1 TABLE OF CONTENIS 1 2 INTRODUC FION een 2 URS EE So E ee 3 3 1 CONFIGURING PERMISSIONS FOR SURVEY ADMINISTRATION 3 3 2 CONFIGURING PERMISSIONS FOR SURVEY PARTICIPATION ccccceccccccccccccccccececcecececcsces 3 4 MANAGING SURVEYS 4 een 4 4 2 CREATING A NEW SURVEY asus ae 4 4 3 QUESTION TYPES sen 6 4 4 ADDING THE SURVEY QUESTIONS udn 6 4 5 OWES ee ee 7 4 6 SURVEY TRANSLATION 8 4 7 MIGRATING EXISTING LIFERAY 5 8 5 VIEWING SURVEY RESULTS esse ae ee reinen 8 Dalle GETTING AN OVERVIEW u ee 8 5 2 VIEWING DETAILED 9 6 PUBLISHING SURVE
5. YS a 00000000000 re 11 6 1 PUTTING YOUR SURVEY ON A PORTAL 11 6 2 NOTES ON SURVEY PARTICIPATION cccccccccccccccccccceccccecccccceccccececcececcececesceces 12 7 USING LIFERAY SOCIAL ACTIVITY 13 7 1 DISPLAYING USER S SURVEY PARTICIPATION ccceccccccccccccccccccccccceccccsceccscecesceces 13 7 2 AWARDING PARTICIPATION AND CONTRIBUTION POINTS ccceccccccccccceccccscccceccccsceces 13 8 TROUBLESHOOTING u a 14 Portale UG Expertise Software Solutions Page 1 RTG Portale 2 Introduction Change language Product Survey User Satisfaction Questions concerning your satisfaction with our product How satisfied are you with our product Please rate on a scale of 0 not satisfied at all to 6 extremely satisfied 0010203040508 Which words would you use to describe our product High quality Reliable Useful Overpriced Poor Quality Other Have you used any similar products before Yes 0 44 Thank you for attending this poll No 9 Votes RTG Survey consists of three portlets that enable you to create perform and analyze surveys inside your Liferay Portal Whether you are looking for opinions of your registered portal users or need to perform a public survey RTG Survey is just what you need
6. d them in the Liferay portlet and select edit in the menu on the right This will open the poll in the Survey Editor and make it available in all our portlets When updating to a newer version of RTG Survey the portal throws an error NullPointerException in the log file If your portal runs with security manager enabled there is a bug in a third party library used by Liferay that prevents an upgrade of the database tables If you experience this problem please deactivate security manager temporarily update RTG Survey and turn security management back on If this is not an option for you please contact us for an alternative solution RTG Portale UG Expertise Software Solutions Page 14
7. e RTG Portale UG Expertise Software Solutions Page 11 RTG Portale you a first idea of how it will look Fluent polls work without any page reloads and are able to directly show results in the same style as the poll itself Simple polls surveys display questions as a standard form that needs to be submitted and leads to a page reload Type Selection Type Survey Configuration Preview Display Template Color Scheme Product S Display Template Manage Display Templates for Liferay Color Scheme Survey While templates completely change the way a survey poll looks and works there is also the option to choose a color scheme Currently RTG Survey offers the default orange scheme and two flat options in blue and green Additional schemes can easily be added Please feel free to contact us for detailed information After the template and a survey have been configured the portlet instance should show the survey and is then ready for participants Make sure that the users you want to participate are allowed to access this portal page and view the portlet as well as the survey itself 6 2 Notes on survey participation After submitting a survey registered users are able to update their answers by visiting the survey page again If guest users are allowed to participate they can do the same as long as their portal session is active This mechanism also prevents users from directly answeri
8. encil icon enables the editing mode While this mode is active saving the survey sorting questions or editing any other question is disabled You can leave editing by using the save or cancel icon next to the question text again In editing mode you are able to change any attributes of a question except for the type While editing multiple choice questions you are able to sort the available answers via drag amp drop RTG Portale UG Expertise Software Solutions Page 7 RTG Portale 4 6 Survey translation Surveys and polls can be translated into all languages configured for your Liferay portal instance The Survey Editor always opens with your portal s default language by default and you can switch to any other language via the controls in the top Everything you type into the survey information questions and answers is then saved for the currently selected language If there is no translation yet the editor shows the values of the default language to make translating easier Participants see your surveys in the language they have configured for their account or the default language for guests and can optionally select a different language by hand if a translation is available Please make sure to always fill all fields in your default language since these will always be used if no appropriate translation is available 4 7 Migrating existing Liferay Polls Since our poll support is based on Liferay Polls existing p
9. ng a survey again RTG Portale UG Expertise Software Solutions Page 12 RTG Portale 7 Using Liferay Social Activity Since version 1 3 RTG Survey offers an integration of Liferay Social Activity This chapter describes how to use this feature 7 1 Displaying user s survey participation If you use Liferay s Activities portlet survey and poll participation of your users will be displayed as an activity with a link to the survey page Today Joe has answered a survey Product Survey 9 51 AM 7 2 Awarding participation and contribution points You can configure participation and contribution points for survey and poll participation via the default Liferay tools You can find those in the control panel s site administration in the Configuration menu as Social Activity Detailed information can be found in the Liferay documentation Social Activity Enable Social Activity for Answers a poll P Limit Message Bo The user gets 1 participation point s and Surveys contribution point s Wiki Page The asset gets 0 popularity point s Answers a survey gt Limit The user gets 1 participation point s and contribution point s The asset gets 0 popularity point s RTG Portale UG Expertise Software Solutions Page 13 RTG Portale 8 Troubleshooting 1 Why can t choose an Application Display Template in the portlet configuration You should alwa
10. olls can still be used with our portlets Before they appear in any of them they need to be migrated by choosing Edit in Liferay s polls portlet in the control panel This creates the necessary objects for our portlets and also copies existing votes for this poll into the new result format This action only adds additional information to your polls They can still be used in the standard Liferay portlets afterwards Due to the different vote formats votes given via our portlet after migration will not show up as results in Liferay s polls portlet and vice versa 5 Viewing Survey Results RTG Survey Monitor Portlet can be found right next to the editor portlet and allows you to view the results of your surveys 5 1 Getting an overview Once you select a survey in the monitor portlet an overview of the whole survey is displayed It starts with two graphs that show you how many participants the survey had each day and how exactly they are distributed over time RTG Portale UG Expertise Software Solutions Page 8 Participants by date RTG Portale Participanty by date and time 00 00 06 00 12 00 18 00 04 09 15 04 11 15 04 13 15 04 15 15 04 17 15 04 19 15 04 21 15 Below these graphs you find an overview of answers to every single question Depending on the question s type a suitable chart is displayed For free text questions a word cloud is rendered based on the words
11. oose the question type the necessary fields for this type are shown For the default multiple choice questions you are able to decide whether users can enter free text answers and if they are allowed to choose more than one answer Answers can be added and removed dynamically Save your question or cancel it by using the icons next to the question text in the header RTG Portale UG Expertise Software Solutions Page 6 RTG Portale Questions User Satisfaction Question Group Questions concerning your satisfaction with our product How satisfied are you with our product Multiple Choice Yes No Please rate on a scale of O not satisfied at all to 6 extremely satisfied 1 Scale Type Scale Range 0 to 6 sss Matrix Which words would you use to describe our product Type Multiple Choice Free text Yes Multiple answers Yes Answers High quality Reliable Useful Overpriced Poor Quality Have you used any similar products before Type Yes No 4 5 Editing questions Questions can be sorted and grouped by dragging and dropping the question header Since question groups only support one level moving a group into another group is not possible and will reset the group to it s original position You can edit questions by clicking the small pencil icon in the top right corner of the question header which appears as you move the mouse cursor over the question Clicking the p
12. ple polls with only one multiple choice question and full surveys with as many questions and categories as you need Polls are based on Liferay s own poll portlets but can be edited answered and monitored within our portlets just like surveys 4 2 Creating a new survey Users with the corresponding permission are able to use the Add survey button in the survey editor The survey creation form is displayed below Liferay Site Administration RTG Survey Editor Portlet Add Survey v Web Content Current language German Germany Default Ej Documents and Media Available languages a Blogs in a 5 Message Boards Wiki Name Required Dynamic Data Lists 81 Bookmarks Hide title m Polls Type Required j Tags 2 Categories Recycle Bin Edit introduction text RTG Survey Editor Portlet Edit completion text RTG Survey Monitor Portlet Answers required ej OpenSocial Gadget Editor Pagination Start Date Required End Date Never Expire RTG Portale UG Expertise Software Solutions Page 4 RTG Portale The only mandatory fields in this form are the survey name which is displayed as headline when the survey is rendered unless you select Hide title and the start date Survey participation is only possible between the configured start and optional end date The type field allows to switch between sur
13. that should be able to view survey results need similar view permissions for the RTG Survey Monitor Portlet Edit Define Permissions General Permissions Summary Action Sites v Site Administration Access in Site Administration All Sites Change v Content i RTG Survey Editor Portlet Configuration All Sites 4 Change RTG Survey Monitor Portiet Permissions All Sites 4 Change Y Applications View All Sites 4 Change RTG Survey Viewer Portlet Resource Permissions Survey Editor Add survey All Sites gt Change Permissions All Sites Change 3 2 Configuring permissions for survey participation By default every portal user and even guest users are able to participate in surveys if they have access to the portal page you choose for the surveys If you need to change this you can do so by changing permissions for RTG Survey Viewer Portlet You can also change view permissions later for a single survey RTG Portale UG Expertise Software Solutions Page 3 RTG Portale 4 Managing Surveys Creating editing and deleting surveys is what the RTG Survey Editor Portlet is used for You can find it in the site administration content area where you also create web content and similar assets As usual surveys are only available within the site they were created for while surveys of the global site can be used anywhere 4 1 Survey types RTG Survey supports two types of surveys sim
14. tions Page 10 RTG Portale 6 Publishing Surveys This chapter describes how to allow survey participation by using the survey viewer portlet 6 1 Putting your survey on a portal page In order to display a survey you need to put an instance of RTG Survey Viewer Portlet on a new or already existing portal page Once it is added you are able to configure the instance by using the Liferay portlet configuration in the top right corner Change language ma Product Survey Questions concerning your satisfaction with our product How satisfied are you with our product Please rate on a scale of 0 not satisfied at all to 6 extremely satisfied 0010203984 05 Which words would you use describe our product High quality Reliable D Useful Overpriced Poor Quality Other Have you used any similar products before Yes No The configuration view allows you to choose an Application Display Template that will be used to render the survey poll and the survey poll itself The type selection box in the top allows to switch between survey and poll configuration The current version of RTG Survey only includes one template for surveys and two for polls but more will be added in the next versions Alternatively you can create your own template by duplicating the Simple Survey Poll template within the global site A preview of the selected template is always displayed above the selection to giv
15. vey and poll creation as described above The survey s introduction and completion texts can be edited by clicking the corresponding label The introduction text is rendered just below the survey name and can be used to tell your participants what the survey is about or any other information you want them to know The completion text is used on the new page that loads after the survey is submitted Use it to thank the participants and share any further information they might need Both texts use a WYSIWYG editor The Answers required checkbox which is only available for surveys allows you to prevent survey submission if a user did not answer every question If this option is enabled a message is displayed next to any missing questions as the user tries to submit the form Since registered users are able to update their answers at a later time it might be a good idea to allow missing answers and let them do the survey in parts The same applies for guest users as long as their session stays active The Pagination checkbox again only available for surveys makes your survey appear on multiple pages Every question group you create gets rendered as a separate page and participants are able to navigate through them one by one Finally if you chose to create a poll there is a show results checkbox If this option is activated poll participants are able to see the current poll results after they have answered the question
16. ys be able to configure the Simple Survey Poll template as it is automatically created when deploying the portlets If it is not available make sure it still exists for the global site If it does not exist please try to redeploy the portlets If the template got broken first delete the template and then redeploy Why can t choose the survey created in the viewer configuration Surveys can only be used within the same site they were created in Only surveys of the global site can be used from anywhere Why does drag amp drop not work for some questions in the editor is not possible to drag a question group into another one Moving questions between groups or sort them within the same group should always work Why does Liferay s polls portlet show other poll results than the Survey Monitor Since votes given via our portlet are saved in a different way Liferay s portlet does not show them and we do not show votes given via Liferay s portlet after poll migration When first opening a Liferay poll in the Survey Editor the already existing votes are migrated into our format and will be displayed properly We suggest to only use Survey Viewer to display the poll after migration Why aren t all polls from Liferay s polls portlet available in RTG Survey Polls that have been created via the default Liferay portlets need to be converted before they show up in the Survey Editor To do so fin

Documentation

Contents

Download Pdf Manuals

Related Search

Related Contents