QUICKQUEST GETTING STARTED
Contents
1. CUSTOMIZING VALIDATIONS With the Show validations command you have the option of customizing the validations in different ways Amongst other things you can edit the text to be shown to the respondents if they do not answer a question or use an incorrect format The customization is carried out in the Validations window Which settings can be changed depends on the type of validation Validations Select the validations you want for this questionnaire Must be supplied Use standard text Please answer the question Use minimax Use standard text Provide min 4 and max 6 ans Minimum choice Maximum choice 4 6 Should the categories be mutually exclusive SurveyXact QuickQuest Working on activations WORKING ON ACTIVATIONS An activation is used to control whether or not an element is displayed An element iS a page question row column text element or answer choice In QuickQuest you can access activations under the menu items Simple activations and Edit activation Question text Who is your manager Categories Andy Anderton Bill Blyman Chris Clifford Add a categon Does the respondent answer by selecting choices Does the respondent answer by entering text Can the respondent select multiple choices Should the respondent select using a slider Are categories displayed horizontally Are categories randomized for each respondent Should the respondent select choices from a d2. SurveyXact QuickQuest Working on questions Where necessary click on the Preview sample button to see how the finished question will appear to the respondents Who is your manager Andy Anderton Bill Blyman Chris Clifford More information on which validations can be linked to this type of question can be found in the section Working on validations on page 20 Creating a number question In this procedure we will demonstrate how easy it is to create and customize questions using the customize area just below the question The following describes the creation of a number question More information on this type of customization can be found under Customizing questions on page 18 Procedure 1 2 Click on PLUS and select Question By default the question is created as a category question but you can easily change this to a number question in the area under the question text by clicking Yes in the fields Does the respondent answer by entering text and Should the respondent s answer be a number Does the respondent answer by selecting choices Does the respondent answer by entering text Should the respondent s answer be a number Should the respondent select using a slider Size of text box Set these sliders to Yes in order to create a number question SurveyXact QuickQuest Working on questions 3 Enter the question text under Question text Question text How old are you
3. to enable them to quickly create questions appropriate to their needs e Easy access to the functions you want where you want them QuickQuest offers faster navigation so it only takes a few clicks to achieve the desired results e In QuickQuest we have automated and pre defined a number of important procedures such as the selection of question types and the use of validations and activations You will therefore find that it is faster and easier to create and customize questions e With QuickQuest your questions can be prepared and edited from various platforms PCs tablets and smart phones For example you can easily correct even complicated questions from your mobile device e QuickQuest contains a number of new functions an Undo function if you want to undo a change or you make an error an option for retrieving previously saved versions of your questions as well as immediate access to the preview Sample so you can see how the questions are displayed to the respondents Q The former Advanced Designer is now called QuickQuestplus SurveyXact QuickQuest Starting QuickQuest STARTING QUICKQUEST QuickQuest is launched from the QUESTIONNAIRE tab in the Questionnaires menu from the Edit questions with QuickQuest menu item STRUCTURE OF THE BROWSER WINDOW 3 Google W Z SurveyXact x Ta Cc Ramboll Management Consulting A S DK https e surveyXact CA QUESTIONNAIRE oS gt Question te
4. Does the respondent answer by selecting choices Does the respondent answer by entering text Should the respondent s answer be a number Should the respondent select using a slider Size of text box 4 Where necessary click on the Preview sample button to see how the finished question will appear to the respondents How old are you More information on which validations can be linked to this type of question can be found in the section Working on validations on page 20 SurveyXact QuickQuest Working on questions Creating a category question in matrix With a matrix question the respondent is asked to consider multiple sub questions relating to the parent question Procedure 1 Click on PLUS and select Question 2 Under Question type change the question s type from Category question to Category question in matrix 3 Enter the question s title under Question text and indicate the choices available Question text State your level of satisfaction with our products lt gt Categories Excellent Very good Good Average Poor Don t know Add a category 4 Then indicate the desired sub questions Sub question Product A Product B Product Product D Add a sub question SurveyXact QuickQuest Working on questions 5 Click the Preview sample button to see how the finished question will appear to the respondents State your level of satisfaction with our products Excellen
5. Text field in matrix Comment field in matrix With the Text field question type respondents can enter their response on a single line With the Comment fie d question type respondents can enter their response on several lines With the Rich text field question type respondents can enter their response ona line which can be linked to formatting for example bold italic or a specific font size Respondents can also choose to answer the question with several responses ina bulleted list With the Text field in matrix question type respondents can enter their response to multiple sub questions on individual lines With the Comment field in matrix question type respondents can enter their response to multiple sub questions on individual lines SurveyXact QuickQuest Working on questions Category question Horizontal radio buttons Dropdown menu Slider with categories Category question in matrix Multiple choice matrix questions With the Category question question type respondents can indicate their resoonse by selecting between different choices Note that category questions are divided into two sub types single choice questions and multiple choice questions With single choice questions respondents have to indicate just one choice among several With multiple choice questions several choices can be specified for the same question With the Horizontal radio buttons question type respondents can in
6. dicate their response by selecting between different choices which are displayed as radio buttons With the Dropdown menu question type respondents can indicate their response by selecting between different choices which are displayed as a dropdown menu With the Slider with categories question type respondents can indicate their response by selecting between different choices by moving a slider With the Category question in matrix question type respondents can indicate their response to a question with multiple sub questions by means of a single choice for each sub question With the Multiple choice matrix question question type respondents can indicate their response to a question with multiple sub questions by means of multiple choices for each sub question SurveyXact QuickQuest Working on questions Questions with hierarchy Matrix in multiple dimensions Numeric field Numeric question with slider Numeric matrix With the Hierarchy question type respondents can indicate their resoonse by specifying a priority for multiple choices With the Matrix questions in multiple dimensions question type resoondents can indicate their response to a question with multiple sub questions by means of multiple choices for each sub question With the Numeric fie d question type respondents can indicate their resoonse by a number With the Numeric question with slider question type respondents can indicate the
7. g variables CUSTOMIZING VARIABLES If you wish to modify variable names and values for individual questions this can be done using the Modify variable names and values function in the workspace This opens a dialog box where you can modify these names and values for the relevant question ques Modify variable names and values Ste anabie Name Cate s_39 It may for example be Ex Categories relevant to modify variable ee values for closed choice a questions p s Question text Modify the required values E vraa and click OK Value Pc 2 Question text Di Good A Value 3 Question text Does Average Value Does 4 x Question text zant Poor Shou i SurveyXact QuickQuest Other functions OTHER FUNCTIONS RETRIEVING PREVIOUS VERSIONS OF QUESTIONS When you save your questions in QuickQuest they are saved as a new version This means that you will not be overwriting the same version from one session to the next You can retrieve a previous version of your question at any time by clicking Show history on the toolbar Oct 14 2014 09 46 Oct 15 dm 09 46 Oct 20 2014 09 46 SurveyXact QuickQuest Other functions
8. ir response by selecting a number by moving a Slider With the Numeric matrix question type respondents can respond to the matrix s sub questions using numeric fields SurveyXact QuickQuest Working on questions Creating a category question For a category question respondents select between choices Procedure 1 Click on PLUS and select Question By default new questions are created as Category questions 2 Enter the question s title under Question text Enter the first choice under Choices Note that the question is saved as you go along Question text Question type Who is your manager lt gt Category question Who is your manager Andy Anderton Bill Slyman Categories Andy Anderton x Bill Blyman x Add agategory W Click on the Omit in Click on the Add calculations icon if the textbox icon if the question should be question requires an omitted from calculations extra field where when this question is respondents can enter subsequently analyzed their response 4 Click Add a category and enter the other choices 5 Where necessary click on the Add textbox icon if the question requires an extra field where respondents can enter their response This gives respondents the option of providing a response which is not shown among the choices 6 Click on the Omit in calculations icon if the question should be omitted from calculations when this question is subsequently analyzed
9. ropdown menu No No No No No Oo w Question type Category question v Who is your manager Andy Anderton Bill Slyman Chris Clifford Simple activations Edit activation Click on Simple activations to quickly link an activation Click on Edit activation to create broader activation rules SurveyXact QuickQuest Working on activations SIMPLE ACTIVATIONS With the Simple activations function you can quickly create something similar to a jump in the old Smart Designer i e specify that a question should only be displayed if a previous question has been answered and or a specific resoonse has been given In the example on the next page a specific question about satisfaction with a product range is only displayed if the response Yes indicates that the company exports Note that the activation is expressed by color codes in the overview In the overview you can use the mouse to drag the activation so it also covers other questions In which department do you work Category question ques Simple activations x State your thoughts for improvement Wh Text field Sub Select a question which must be comple How old are you Displayed if the respondent has Multiple choice matrix questions Rela answered the following question FOREGROUND Further comments Rela whois your manager X Are you part of the management team ANES Yes Comment field Sala ai No i i i Who i
10. s your manager Chris Clifford 9 What service provider do you use What is most important to you in Freq J g Service Provider A Question with hierarchy Service Provider B Varie Service Provider C Service Provider D sux The activation is wno is your manager Which product types from XX Ltd Andy Anderton Checkboxes A expressed in Bill Blyman the overview by anaes How Satisfied is your company wit geet your manager Category question in matrix Does col O red ines i y Does Chris State your level of satisfaction with In which department do you work Slider with categories Are East Alant v Enter your e mail address OK SurveyXact QuickQuest Working on activations EDIT ACTIVATIONS When you click Edit activation you have the option of creating more advanced activation expressions The dialog box you are working in here is similar in structure to the Enter expression dialog box which you will be familiar with from the previous Advanced Designer now QuickQuestplus Edit activation x nns Vinod Who is your manager Andy Bill Chris In which department do you wort East West State your thoughts for improven Which product types from XX Ltc Product type A Very unsatisfied Unsatisfied Neutral Satisfied Very satisfied State your level of satisfaction wi Excellent Very good Good a s_38 1 and s_39 gt 5e wv Save Cancel SurveyXact QuickQuest Customizin
11. same way it is recommended that you do not use the browser s Forward and Back buttons to navigate in QuickQuest Clicking the Back button will just send you back to the QUESTIONNAIRE tab You are advised not to use the browser window s Forward and Back keys to navigate in QuickQuest To close a window click on the small cross in the window s top right hand corner or click Cancel or Save To exit QuickQuest click on the QUESTIONNAIRE button This returns you to the QUESTIONNAIRE tab where you can test and distribute your questionnaire SurveyXact QuickQuest Working on questions WORKING ON QUESTIONS This section describes how you can easily create questions in QuickQuest with the desired questionnaire elements e questions e body text for example for use on front pages back pages and instructions e pagebreaks e images ADDING QUESTIONNAIRE ELEMENTS The starting point for creating new questionnaire elements is the PLUS button located at the center of QuickQuest s workspace window Question h With just two clicks a new questionnaire element is inserted into the overview Pagebreak and the workspace Paragraph Image SurveyXact QuickQuest Working on questions QUESTION TYPES Questions are generally divided into e Text questions e Questions with choices e Number questions Within each of these categories there are a number of sub types Text field Comment field Rich text field
12. surveyXact G QuickQuest QUICKQUEST GETTING STARTED RAMBGLL Copyright information Copyright 2014 Ramb ll Management Consulting All rights reserved This document may only be reproduced Cin full or in part copied photocopied translated or stored in an electronic or machine readable form with the prior permission of Ramb ll Management Consulting Written by Thomas Deibjerg TechniWrite ApS www techniwrite dk Editor in chief Flemming Lubker Cramer Ramb ll Management Consulting Latest revision October 2014 First edition first printing SurveyXact QuickQuest was developed by Ramb ll Management Consulting Tel 45 7026 7822 Oluf Palmes All 20 htto www surveyxact dk DK 8200 Arhus N e mail salg surveyxact dk Denmark GETTING STARTED SURVEYXACT QUICKQUEST Welcome to SurveyXact QuickQuest TOPICS IN THIS GUIDE 2 3 20 25 26 2 7 Introduction Starting QuickQuest Working on questions Working on validations Working on activations Customizing variables Other functions SurveyXact QuickQuest Introduction INTRODUCTION This quick guide is a brief introduction to QuickQuest the new tool for creating questions in SurveyXact The guide introduces the QuickQuest interface and helps you to create questions safely and securely QUICKQUEST THE EASY WAY At a glance e Focus on ease of use and overview QuickQuest is aimed at beginners intermediate and advanced users alike
13. t SurveyXact QuickQuest Starting QuickQuest TOOLBAR The toolbar in QuickQuest is displayed at the top of the browser window QUESTIONNAIRE 9 2 amp B amp sD From the toolbar you can e Return to the QUESTIONNAIRE tab in SurveyXact e Save the questions e Undo and redo actions multiple times e Retrieve saved questions from the library e Copy and paste questionnaire elements e Access the nsert from text toolbar e Work on questions in different language versions e Access the background questionnaire e Access previously saved versions of the questions Read more here e Insert question from text on page 19 e Retrieving previous versions of questions on page 27 SurveyXact QuickQuest Starting QuickQuest OVERVIEW The overview displays the questionnaire s hierarchical structure from top to bottom It reveals the individual questionnaire elements i e the front page questions pagebreaks and back page if there is one When you click on an element in the overview you instantly access this element in the workspace Each element is reoresented by a symbol and or a specific color Activations and validations are represented by colored lines in the overview In addition to the overview serving as a visual representation of the questionnaire structure you can use it to customize the structure move elements around using drag and drop A highlighted element can easily be copied using
14. t gt Gategory question Categories pai rd Bill aa Andy Anderton x Chris Clifford Bill Blyman x Chris Clifford x Add a category User friendly customization of your question ee Show validatio Answer Yes or No joes the respondent answer by entering text te to a simple question to dinas Simple activation customize the Eata choices from a dropdown menu questionnaire s Are categories displayed horizontally Modify variable names and values questions Are categories randomized for each respondent SurveyXact QuickQuest Working on questions INSERT QUESTION FROM TEXT With the Insert from text function you can create your question quickly and easily Insert from text is an effective tool regardless of whether questions are simple or complicated The questions are entered using a special notation directly into an editor and the result is instantly displayed in a preview sample It is also possible to cut and paste pre prepared questions into the editor Click Show help for a guide to the complete notation which enables you to create most question types pagebreaks and body text Questions created using Insert from text can be further processed in QuickQuest and QuickQuestplus Procedure 1 Click on the little keyboard icon in the toolbar 2 Enter your questions in the Input box and note how they are created in the Result area as you type When you insert a line break a text question is automa
15. t Very good Good Average Poor Don t know Product A Product B Product C Product D 6 More information on which validations can be linked to this type of question can be found in the section Working on validations on page 20 Creating a question with hierarchy For a question with hierarchy respondents answer by prioritizing the various choices in relation to each other Procedure 1 Click on PLUS and select Question 2 Under Question type change the question s type from Category question to Question with hierarchy 3 Enter the question s title under Question text and then specify the desired sub questions Question text What is most important to you in your daily work lt P Sub question Relationship with my colleauges x Relationship with my manager E Salary x Frequent work satisfaction analyses x Variety of food selection during lunch x More information on which validations can be linked to this type of question can be found in the section Working on validations on page 20 SurveyXact QuickQuest Working on questions Creating a category question with slider When a question is displayed with a slider resoondents can answer the question by moving the slider toward the desired choice Procedure 1 Click on PLUS and select Question 2 Under Question type change the question s type from Category question to Slider with categories 3 Enter the question s title under Ques
16. the Copy and Paste buttons on the toolbar nwar A You can copy an element using the Copy and Paste QUESTIONNAIRE bee E D buttons on the toolbar Employee survey A few practical details about the ele Paragraph Are you part of the management team When you highlight an Category question element it is displayed in the TREER workspace Category question In which department do you work Category question State your thoughts for improvement Text field You can easily rearrange the order of elements by dragging and dropping with State your level of satisfaction with your manager the mouse a State your level of satisfaction with your colleages Each questionnaire Slider with categories element is represented State your level of satisfaction with your life by a unique icon Sider with categories State your level of satisfaction with your desk Slider with categories State your level of satisfaction with your salary A question linked to an f q Slider with categories activation is indicated by a colored line Whatis most important to you in your daily work Question with hierarchy SurveyXact QuickQuest Starting QuickQuest WORKSPACE The workspace is the focal point of your work on the individual questions This is where questions are created and customized e g with validations and activations The workspace offers easy access to the functions required for each ques
17. tically created where respondents can enter their responses If you add choices on the following lines followed by a line break the choices are automatically formatted as radio buttons Insert from text Show help Input Who is your manager Andy Bill Chris In which Hepartment do you work East West State your thoughts for improvement This dialog box lets you insert question from text Start to enter a text on the left so you can see your question on the right Result Who is your manager Andy Bill Chris In which department do you work East West State your thoughts for improvement Paste Cancel n 3 Click Paste to create the questions in QuickQuest SurveyXact QuickQuest Working on validations WORKING ON VALIDATIONS A validation is a check to ensure that the respondent has answered a question properly If the validation condition has not been satisfied the respondent cannot continue to the next page of the questionnaire In QuickQuest the possible validations are made available as you create a question and you can easily indicate whether or not they should be included There are various customization options Question text wed wy J sP Question type How old are you gt Text field v How old are you Does the respondent answer by selecting choices No Does the respondent answer by entering text Yes Can the respondent enter text over multiple lines No Valida
18. tion and its design whether you are a new intermediate or advanced user Question text A Question type What service provider do you use gt Cuoatonis Categories What service provider do you use a ay Service Provider A Service Provider B Service Provider A Service Provider C Service Provider D Service Provider B Service Provider C Service Provider D Add a category Does the respondent answer by selecting choices Does the respondent answer by entering text simple activations Can the respondent select multiple choices Edit activation Are categories displayed horizontally Are categories randomized for each respondent 1 The relevant question is 2 Area where users can easily customize the displayed here question or change its type so it is appropriate for its purpose This area is ideal for new users who are unfamiliar with question terminology 3 Shows the question type This 4 Access to validations activations and modifi enables you to easily switch to a cation of variable names and values new question type Buttons for copying deleting and previewing questions SurveyXact QuickQuest Starting QuickQuest A FEW TIPS FOR NAVIGATION IN QUICKQUEST It is recommended that you don t use the shortcut menu in the browser window i e the menu which appears when you right click the mouse None of the displayed commands are linked to the use of QuickQuest In the
19. tion text and then specify the desired choices Yes No and Don t know 4 Question text oe Aw State your level of satisfaction with our products eae categories v Categories State your level of satisfaction with our products Excellent x Very good x Good x Average x Poor x Don t know x te E 5 Click the Preview sample button to see how the finished question will appear to the respondents SurveyXact QuickQuest Working on questions CUSTOMIZING QUESTIONS In the area just below the question in QuickQuest there is a range of options for quickly customizing each question This area is aimed at less advanced users who may not be so familiar with question terminology or who need to work on advanced question types However even advanced users may benefit from the rapid navigation which this area provides The displayed customization options reflect the question type you are currently working on If you change a setting the displayed options will also be changed The user performs the customization by moving the slider from for example Yes to No and thereby changing a specific function Some examples are given below Should the respondent enter text or number Should choice sets be used How should choices be displayed Horizontally In a dropdown menu Should randomization be used If so to what extent Should rich text be entered Question text n Question type Who is your manager l
20. tions Should the respondent s answer be a number No available for each question type are displayed here Click on an icon to activate and deactivate a validation The following validations are available Must be supplied Checks whether the question has been answered If it has not been answered i the respondent cannot continue to the next page of the questionnaire and a message is displayed This validation is available for all question types SurveyXact QuickQuest Working on validations Use min max This is used for category questions which are multiple choice questions Checks whether the number of the respondent s answers conforms to the limits C minimum maximum on the number of possible answers that you have assigned to this question As part of this validation it is also possible to specify whether certain choices should be mutually exclusive For more information see Customizing validations on page 22 Valid e mail address Checks whether the e mail address the respondent has entered is in the correct format This validation is available for text questions Valid date format Checks whether the date format the resoondent has specified is correct This validation is available for text questions Valid date range Checks whether the date range the respondent has specified is correct This validation is available for text questions SurveyXact QuickQuest Working on validations
21. xt Employee survey A few practical details ab Paragraph What service provider do you use www survey xact dk serviet com pls morpheus web pages designer CoreDesigner surve a Ss D Question type Checkboxes v Are you part of the management team Categories ategory qu How many employees are you responsible f Numeric What service provider do you use Checkboxes Which product types from XX Ltd do your co heckbo How satisfied is your company with the quali resp Which product types from XX Ltd do your co Checkboxes Further comments Comment field Enter your e mail address Text field Service Provider A Service Provider B Service Provider C Service Provider D 3 Add a category ondent sele Are categories d Are categories randomized for each responder What service provider do you use Service Provider A Service Provider 8 Service Provider C Service Provider D wer by selecting choices wer by entering text splayed horizontally 1 Toolbar Provides access toa number of useful editing functions and tools 3 Workspace The space where you work on the questionnaire s questions validations and activations 2 Overview Shows the questionnaire s hierarchical structure You can easily change the order of question elements from the overview 4 Help and support Provides access to the user Manual and telephone suppor
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