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| = Resources = | | <accesscontrol>Main:MyGroup</accesscontrol> |
| | = Tasks = |
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| == Questionnaires ==
| | [[9235cat - Panel Management - TODO List|View TODO list here]] |
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| *<span style="color: #ff0000">9235cat - Invitation Log</span>: used for storing numbers of mails sent to invite/remind/re-invite for questionnaires using samples from panel members
| | = Resources = |
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| == Resource templates ==
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| *Ad Hoc Questionnaire
| | == Questionnaires == |
| *Invitation (Invitation - Scripted event - Please do not use)
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| *Remind (Re-invite mail - Scripted event - Please do not use)
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| *Re-invite (Reminder mail - Scripted event - Please do not use)
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| = How to create a new questionnaire using panel members = | | *<span style="color: #ff0000">Panel Management - Invitation Log DK</span>: used for storing numbers of mails sent to invite/remind/re-invite for questionnaires using samples from panel members |
| | *0016vox - Panel Demographics DK: stores all demographic data of all panel members |
| | *Panel Management - Recruitment DK: questionnaire to recruit panel members in both cati and cawi projects. This will handle invitations mails and reminders. |
| | *Panel Management - optout: use in the invitations mails if the panel member wants to unsubscribe. |
| | *CGTemplate - CAWI template: resource type= panel questionnaire. used as template for all questionnaires that use panel members as respondents. This can also handle panel providers |
| | *CGTemplate (questionnaire template): CAWI Redirect - Us as panel provider : questionnaire to handle us as panel provider |
| | *0016vox - CATI panel reminder: cati questionnaire that calls inactive panel members |
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| == Step 1 == | | == Dashboards == |
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| Go to Ad Hoc Questionnaire resource list
| | *Panel Management - Portal |
| | *Panel Management - Menu |
| | *Panel Management - Home |
| | *Panel Management - Response Rate |
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| [[Image:Ad Hoc Questionnaire resource template.png]] | | [[9235cat - Panel Management - Dashboards|View more information about dashboards setup here]] |
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| == Step 2 == | | == Resource templates == |
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| Copy questionnaire: <span style="color: #ff0000">CGTemplate - CAWI Template 2010</span> (resource id = 35767704)
| | *Panel Questionnaire |
| | | *Invitation (Invitation - Scripted event - Please do not use) |
| Change the destination questionnaire name and parent resource to fit the real project.
| | *Remind (Re-invite mail - Scripted event - Please do not use) |
| | | *Re-invite (Reminder mail - Scripted event - Please do not use) |
| [[Image:Copy Questionnaire Template.png]]
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| == Step 3 ==
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| Open the newly created questionnaire resource
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| Use the correct layout:
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| *CAWI: <span style="color: #ff0000">Layout resources\Catinet Layout\CGTemplate (questionnaire layout template): CAWI - NORSTAT</span> | |
| *CATI: <span style="color: #ff0000">Layout resources\Catinet Layout\CGTemplate (questionnaire layout template): CATI</span>
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| == Step 4 ==
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| Open the questionnaire template using questionnaire template editor
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| There are some default questions added to the template
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| *<span style="color: #3366ff">D_Start</span>: leave unchanged
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| *<span style="color: #ff0000">Insert_questions_here</span>: replace this question with your real set of questions
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| *<span style="color: #3366ff">D_SetSuccessful</span>: leave unchanged | |
| *<span style="color: #3366ff">D_SetQuotaFull</span>: leave unchanged
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| *<span style="color: #3366ff">D_SetOutsideTarget</span>: leave unchanged
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| *<span style="color: #3366ff">D_SetFailed</span>: leave unchanged
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| *<span style="color: #3366ff">D_End</span>: leave unchanged
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| *<span style="color: #ff0000">End_Successful</span>: replace the text with real text shown when the respondent finishes the questionnaire successfully/normally
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| *<span style="color: #ff0000">End_QuotaFull</span>: replace the text with real text shown when any quota is full (optional)
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| *<span style="color: #ff0000">End_OutsideTarget</span>: replace the text with real text shown when the respondent is outside target (optional) | |
| *<span style="color: #ff0000">End_Failed</span>: replace the text with real text shown when the current rpq fails to meet some requirements (optional)
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| *<span style="color: #3366ff">D_PanelData_Id</span>: contains the answer sheet's id in panel data questionnaire, leave unchanged
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| [[Image:Question flow.jpg]]
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| When any of the 4 statuses are needed (normal/successful, quota full, outside target and failed), the correspondint End question's text has to be updated.
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| Dependend on the real questions, Goto If conditions (or dummy questions) should be used to go to <span style="color: #ff0000">D_SetSuccessful</span>, <span style="color: #ff0000">D_SetQuotaFull</span>, <span style="color: #ff0000">D_SetOutsideTarget </span>and <span style="color: #ff0000">D_SetFailed</span>, which will then make the answer sheet's status ready before reaching <span style="color: #ff0000">D_End</span>
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| [[Image:Goto if conditions.png]]
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| There is no problem if no GOTO If is added, it will simply assume the current RPQ is successful and show <span style="color: #ff0000">End_Successful</span> question at the end.
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| You can also remove the corresponding pair of D_Set___ and End____ questions when a status is not needed, there should no problem when doing that.
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| '''Example'''
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| There is a question ''Screening'' checking if the respondent is qualified to continue with the rest of the questionnaire, when he selects the first answer option, he will be screened out, and be shown a page saying "Sorry, you are not in the target group". In order to do that, we simply need to a a GOTO if condition to go to <span style="color: #ff0000">D_SetOutsideTarget </span>when ''Screening == 1'', and update the text of question <span style="color: #ff0000">End_OutsideTarget</span>
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| <span style="color: #ff0000"> </span><br>[[Image:Goto if conditions 2.png]]<br>The main flow of my questionnaire will be ended with a page saying Thanks for spending your time: no goto if condition should be added to go to D_SetSuccessful, I just need to change the text of End_Successful to "Thanks for spending your time".
| | = Guidelines = |
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| My questionnaire needs only 2 statuses: completed/normal/successful and outside target, so I could remove D_SetQuotaFull, D_SetFailed, End_QuotaFull and End_Failed without any problem
| | [[How to create a new questionnaire using panel members]] |
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| [[Category:Production_guidelines]] | | [[Category:Production_guidelines]] |
<accesscontrol>Main:MyGroup</accesscontrol>
Tasks
Resources
Questionnaires
- Panel Management - Invitation Log DK: used for storing numbers of mails sent to invite/remind/re-invite for questionnaires using samples from panel members
- 0016vox - Panel Demographics DK: stores all demographic data of all panel members
- Panel Management - Recruitment DK: questionnaire to recruit panel members in both cati and cawi projects. This will handle invitations mails and reminders.
- Panel Management - optout: use in the invitations mails if the panel member wants to unsubscribe.
- CGTemplate - CAWI template: resource type= panel questionnaire. used as template for all questionnaires that use panel members as respondents. This can also handle panel providers
- CGTemplate (questionnaire template): CAWI Redirect - Us as panel provider : questionnaire to handle us as panel provider
- 0016vox - CATI panel reminder: cati questionnaire that calls inactive panel members
Dashboards
- Panel Management - Portal
- Panel Management - Menu
- Panel Management - Home
- Panel Management - Response Rate
View more information about dashboards setup here
Resource templates
- Panel Questionnaire
- Invitation (Invitation - Scripted event - Please do not use)
- Remind (Re-invite mail - Scripted event - Please do not use)
- Re-invite (Reminder mail - Scripted event - Please do not use)
Guidelines