survey creation and editing. session objective understand how to create and edit a survey practice...

Survey Creation and Editing

© Smap Consulting Pty Ltd 2

Session Objective

• Understand how to create and edit a survey• Practice loading surveys onto the server, running them on the

phone and checking the results


OVERVIEW


GET THE TEMPLATELesson 1

DRAFT NOT FOR CIRCULATION

Step 1. You will need to get a spreadsheettemplate from http://xxx.smap.com.au

TWO: Preparation 5

Step 2. Click on Administration


Step 3. A password is required. UseUsername: “your user name”Password: “your password”

TWO: Preparation 6

Step 4. Click on the download Template button

DRAFT NOT FOR CIRCULATION TWO: Preparation 7

The spreadsheet has 2 worksheets

Survey Choices


The “survey” sheet provides the command determining the type of question, the questions themselves, and allows you to customize aspects of questions. For example: “select_one” or “select_multiple” or “integer”.

The “choices” sheet, as indicated by its name, is where all the different response options are listed. So in a “select_one” question the list out of which a single answer is selected will be found on the choices sheet. For example:

Select one of the following: Displaced At home

Survey sheet Choices sheet

TWO: Preparation 8


Exercise 1. Get the template

• Download from administration module– http://xxx.smap.com.au

• Have a look at the– Survey worksheet– Choices worksheet


CONVERTING PAPER QUESTIONS TO PHONE QUESTIONS

Background

DRAFT NOT FOR CIRCULATION THREE: Review paper survey 11

text

You want to type a text answer.


geopoint

You want to record the

latitude and longitude of the

survey


select_one

You want to select one option from a

list.


Select_multiple

You want to select one or more options

from a list.


text

You want to type a text answer but only if “other” is selected.


integer

You want a number, perhaps an

“integer” or maybe you need a

“decimal” to record numbers with a decimal point.


CREATING YOUR FIRST SURVEYLesson 2


In the “Survey sheet” (follow row 3):Column A (type): write “text”Column B (name): type in the name of the item. In this case, “surveyor”. No spaces between words in this column!Column C (label::english): This is the text of the question/instruction. “Name of surveyor”

Sam

ple

Word

d

oc

Su

rvey s

heet

Simple text questions only use the survey sheet as there are no choices to be made.

FOUR: Simple text 18

LSatow

Maybe need to know where "no spaces"


In the Survey sheet :Column A (type): write “integer”Column B (name): type in the name of the item. In this case, “current_hh”Column C (label::english): “How many people are currently in this household, including yourself?”

Sam

ple

Word

d

oc

Su

rvey s

heet

Integer is used when you need a numeric response.

FOUR: Integer 19


Exercise 1. Create Your First Survey

• Create some questions in survey worksheet– Specify

• type• name• Label

– If you do a select one or select multiple question then add some options in the choices sheet


Exercise 2. Questions with Options

• Update the spreadsheet to include– A new question in ‘survey' worksheet– Options in ‘choices’ worksheet

• Upload template to server


Survey Tip 1 - Use the same list name in select question and choices work sheetsurvey tab

choices tab

The list name links the dataIn the choices worksheet to The select question


REPEATING GROUPSLesson 3


Exercise 3. Repeating Groups

• Convert some of your questions into a sub form– Type: begin repeat

• Provide a unique name for the sub form• Optionally provide a label that will be shown at the top of the screen

while in the sub form• Enclose the questions that you want to repeat and end the sub form with

a question type of “end repeat”– Type: end repeat

• Upload template to server• Complete the survey• When exporting the results try pressing the “pivot” and “flat”

buttons to see how that affects the results


Surveys with Repeating Groups

This survey has 1) a repeating group to get information of all the household members 2) a second repeating group to get information on the vehicles that the household hasThen for each vehicle there is another repeating group to get all the faults for that vehicle


Exporting surveys with repeating groups

Select forms to include

Select forms to flatten

Select survey


Exercise 4. Skipping Questions

• Add an “Other – Please Specify” question• There is no such thing as “skip to”!

– Is the question relevant?

• Refer to other questions using ${…}• Check for a selected value in a select question using:

• selected(${question_name} , ‘value’)

• Upload template to server


GROUPS


About groups

• Groups, as opposed to “repeat groups” are used to:– Group other questions so you can apply a relevance rule to all of the

questions at once– Show multiple questions on a single screen of the phone or tablet

1. Begin and end of group

2. Unique name

3. Optional Label, appears atTop of every screen within group


Show multiple questions on one screen

• Set appearance to– “field-list”

• Questions are shown as a list down the screen– “table-list”

• Questions are shown as a grid• Sub question must be of type select_one or select_multiple


Exercise 5. Groups

• Applying a relevance rule to multiple questions– Add a “consent” question at the front of your survey– Add a group around your other questions– Add a relevance to the group so that it is only relevant if the answer to

the consent question is ‘yes’

• Putting questions on the screen– Create a group around some questions– Add an appearance of field-list to that group


Exercise 6. Constraints

• Refer to the current question with “.”• Validate some of our questions

– “>” greater than– “<“ less than– “=“ equals

• Refer to other questions using ${…}• Combine rules

– “and”– “or”– “()” brackets

• Make questions required


Exercise 7. Calculations

• Sometimes you need to calculate a value and its handy to store that somewhere– For reference for “relevance”– For use in other calculations

• Example age in months– Calculate age in months from a date of birth– round(((today()-${dob}) div 30.4), 1)


LANGUAGES

DRAFT NOT FOR CIRCULATION 35

Question tweaks: More than one language

Surveys can contain translations into multiple languages. You will need to create a separate “label” and “hint” column in the survey worksheet for each language.

You will also need a separate “label” column for each language in the choices worksheet.


Languages

Su

rvey s

heet

No language has been specified however the survey is being conducted in Esperanto

Ch

oic

es s

heet

FOUR: Languages 36

LSatow

Can one language column be in english? I know the esperanta is funny but it may be useful just to show the english....


Su

rvey s

heet

The language has been given a name “esperanto”. This name is separated from the column heading by ::

Ch

oic

es s

heet

Just giving one language a name is not useful though…

FOUR: Languages 37


Su

rvey s

heet

Latin has been added as a language. During the survey on the phone the enumerator can now select the language that they want to use

Ch

oic

es s

heet

You can give the language any name you like. For example oldlatin. As long as there are no spaces and you are consistent for all three columns FOUR: Languages 38


Exercise 8. Languages

• The following columns can have multiple languages– label– hint– label (options)

• Change the heading to – label::{Language}– Hint::{label}

• Create additional columns for each additional language


LOCATION


Location

• You can have 1 location question per form• There are three types

– Point– Polygon (Area)– Line


Point

• Create a question of type geopoint• You can give it any name you like but in the results it will be

called “the_geom”


Polygon (Area)

• Create a sub-form (begin repeat)– Give it a name that starts with “geopolygon_”

• In the sub-form specify a geopoint question


Line

• Create a sub-form (begin repeat)– Give it a name that starts with “geolinestring_”

• In the sub-form specify a geopoint question


Results displayed on a map panel

• The picture shows a polygon and line captured in two different surveys and displayed on the same map panel

• Display of the points that make up the line has been specified however the points are not shown for the polygon. These settings are specified in the “aside” click on the “<“ icon.


Exercise 9. Location

• Add a geopoint question to record location• Head outside to test• When you have submitted the results add a map panel to

view the results


ADDING MEDIA TO YOUR QUESTIONS

Lesson 12


Pictures, Video and Audio can be added to both questions and options

A question with pictures added to the options


Media are added to a survey through editing after it is loaded


The edit page for options in the bean survey


Exercise 10. Questions with Media

• Upload some photos or images to your survey• If you don’t have any useful images you can download them

from the internet or from previous surveys• Try it out


REFERENCING VALUES FROM OTHER QUESTIONS

Lesson 13


SURVEY REVIEW AND COMMON ERRORS

Background


• Surround the question name with ${…}• For example

– ${number_children}

• Use this in:– Relevance

• Selected( ${occupation}, ‘fishing’)– Constraint

• . < ${number_children}• As in the answer to this question must be less than the total number of

children– In other questions

• What is the age of ${name}– To set the number of repeats in column “repeat_count

• ${child_count}


Use the same list name in select question and choices work sheetsurvey tab

choices tab

The list name links the dataIn the choices worksheet to The select question


Skipping questions

In the “relevant” expression,Enclose the question name in${……..}

survey tab

choices tab

In the “relevant” expression,for select questions, the valuecome from the choices worksheet


Names cannot have spacessurvey tab

choices tab

The circled words are all names


Question types are always lower casesurvey tab

choices tab

Names are case sensitiveIf you use a capital then when youRefer to that name you must useThe capital letter


Unique namessurvey tab

choices tabQuestion names must beunique throughout the entire survey

Names (which are reallyvalues) in a choices listmust be unique within that list

Error

survey creation and editing. session objective understand how to create and edit a survey practice...

Documents