Difference between revisions of "Talk:QUESTIONNAIRE"

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=== Questionnaire CRD  ===
 
=== Questionnaire CRD  ===
 +
 +
Tools->Surveys->Questionnaires
  
 
_Alias: The text will be displayed in "My Questionnaires" of the user who has AS. This field is only enabled when check box "Display in 'My questionnaires'" is checked.<br>_Status: status of Project Questionnaire<br>&nbsp;+ Closed (default): when PQ id in this status, all uncompleted ASs won't be continued. User can continue answer questions if PQ's status changes to Active.<br>&nbsp;+ Active: Users can answer ASs<br>&nbsp;+ Paused: same as Closed<br>&nbsp;+ Open for test: just test ASs can be answered.<br>_CATI outcome set: choose one CATI&nbsp;outcome set to be able to call CATI. After saving PQ, the using CATI outcome set is only a copy of the chosen one, mean user can edit CATI outcome set in PQ CRD and it will NOT effect to REAL CATI outcome set in the CATI&nbsp;outcome set list, and vice versa. When a&nbsp;outcome set is already used (one AS has that outcome), user can not edit that outcome anymore.<br>_Impersonation&nbsp;: choose user context to run CGS in questionnaire.
 
_Alias: The text will be displayed in "My Questionnaires" of the user who has AS. This field is only enabled when check box "Display in 'My questionnaires'" is checked.<br>_Status: status of Project Questionnaire<br>&nbsp;+ Closed (default): when PQ id in this status, all uncompleted ASs won't be continued. User can continue answer questions if PQ's status changes to Active.<br>&nbsp;+ Active: Users can answer ASs<br>&nbsp;+ Paused: same as Closed<br>&nbsp;+ Open for test: just test ASs can be answered.<br>_CATI outcome set: choose one CATI&nbsp;outcome set to be able to call CATI. After saving PQ, the using CATI outcome set is only a copy of the chosen one, mean user can edit CATI outcome set in PQ CRD and it will NOT effect to REAL CATI outcome set in the CATI&nbsp;outcome set list, and vice versa. When a&nbsp;outcome set is already used (one AS has that outcome), user can not edit that outcome anymore.<br>_Impersonation&nbsp;: choose user context to run CGS in questionnaire.
  
 
=== Questionnaire Viewer/Previewer  ===
 
=== Questionnaire Viewer/Previewer  ===
 +
 +
Tools-&gt;Surveys-&gt;Questionnaires ---&gt; Actions -&gt; Preview (or answer an Answer sheet)
  
 
=== Questionnaire template CRD  ===
 
=== Questionnaire template CRD  ===
 +
 +
Tools-&gt;Surveys-&gt;Questionnaire templates ---&gt; Open questionnaire template resource
 +
 +
Attachment, Image tab: User can add Attachment and Image to use in Questionnaire template (Flash, Image features in Editor)
  
 
=== Questionnaire Editor  ===
 
=== Questionnaire Editor  ===
 +
 +
Tools-&gt;Surveys-&gt;Questionnaire templates ---&gt; Open questionnaire template editor<br>
 +
 +
Full information in help file : http://help58.catglobe.com/925.htm
  
 
=== Questionnaire overview (Filter)  ===
 
=== Questionnaire overview (Filter)  ===
  
−
=== Sample Builder ===
+
Tools-&gt;Surveys-&gt;Questionnaires ---&gt; Actions -&gt; View filter
 +
 
 +
=== Sample Builder ===
 +
 
 +
Tools-&gt;Surveys-&gt;Questionnaires ---&gt; Open Project questionnaire CRD -&gt; Sample tab (or Actions -&gt; View sample)
 +
 
 +
=== Quota  ===
 +
 
 +
Tools-&gt;Surveys-&gt;Questionnaires ---&gt; Open Project questionnaire CRD -&gt; Sample tab -&gt; Quotas sub tab
 +
 
 +
Read help file http://help58.catglobe.com/8035.htm
 +
 
 +
Read presentation about quota-stratification:
 +
 
 +
http://wiki.catglobe.com/images/f/fa/Quota-stratification.ppt
 +
 
 +
=== Stratification  ===
 +
 
 +
Tools-&gt;Surveys-&gt;Questionnaires ---&gt; Open Project questionnaire CRD -&gt; Sample tab -&gt;&nbsp;Stratification sub tab
 +
 
 +
This module just work with CATI.
 +
 
 +
Read help file http://help58.catglobe.com/8036.htm
 +
 
 +
=== CATI outcome set  ===
  
−
=== Quota ===
+
Tools-&gt;Administration-&gt;Questionnaire-&gt;CATI-&gt;CATI outcome set
  
−
=== Stratification ===
+
=== Blacklisted phonenumbers  ===
  
−
=== CATI outcome set ===
+
Tools-&gt;Administration-&gt;Questionnaire-&gt;CATI-&gt;Blacklisted phonenumbers
  
−
=== Blacklisted phonenumbers ===
+
=== CATI form  ===
  
−
=== CATI form ===
+
Click to the link in My CATI portal or in Fieldwork management click to button Call
  
 
=== Fieldwork management  ===
 
=== Fieldwork management  ===
 +
 +
Tools-&gt;Surveys-&gt;Questionnaires-&gt;Fieldwork management
  
 
=== Interview manager  ===
 
=== Interview manager  ===
 +
 +
Tools-&gt;Surveys-&gt;Questionnaires ---&gt; Tools-&gt;Interview manager
  
 
=== Paper Questionnaire  ===
 
=== Paper Questionnaire  ===
 +
 +
Tools-&gt;Surveys-&gt;Questionnaires ---&gt; Open Project questionnaire CRD -&gt; Paper Questionnaire tab
  
 
=== Hall Test  ===
 
=== Hall Test  ===
 +
 +
Tools-&gt;Data-&gt;Hall test
  
 
=== Submit answer sheet  ===
 
=== Submit answer sheet  ===
 +
 +
Tools-&gt;Data-&gt;Submit answer sheets
  
 
=== Sample Request (SRM)  ===
 
=== Sample Request (SRM)  ===
 +
 +
Tools-&gt;Surveys-&gt;Sample request module
  
 
=== Layout CRD  ===
 
=== Layout CRD  ===
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Tools-&gt;Surveys-&gt;Layout templates  
 
Tools-&gt;Surveys-&gt;Layout templates  
  
−
The module&nbsp;make a&nbsp;design for the layout:  
+
This module&nbsp;makes&nbsp;design for the layout:  
  
 
&nbsp;+ Positions for holders (Image, HTML, Question, Navigation, Progress, Language selector), Table, Text, Link, Formatting,...HTML code,- which user can not edit in layout;  
 
&nbsp;+ Positions for holders (Image, HTML, Question, Navigation, Progress, Language selector), Table, Text, Link, Formatting,...HTML code,- which user can not edit in layout;  
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&nbsp;+ Style sheet - user can edit in layout
 
&nbsp;+ Style sheet - user can edit in layout
  
−
=== Move respondents ===
+
=== Move respondents ===
 +
 
 +
Tools-&gt;Surveys-&gt;Questionnaires ---&gt; Actions-&gt;Move respondents
  
 
=== Translation Job  ===
 
=== Translation Job  ===
 +
 +
Tools-&gt;Projects and folders-&gt;Translation jobs
  
 
=== Data Entry Job  ===
 
=== Data Entry Job  ===
 +
 +
Tools-&gt;Surveys-&gt;Questionnaires --&gt; Open Project questionnaire CRD -&gt; Data entry jobs tab
  
 
=== Time estimator  ===
 
=== Time estimator  ===
 +
 +
Tools-&gt;Administration-&gt;Questionnaire-&gt;Time estimator
 +
 +
http://help58.catglobe.com/3432.htm
  
 
=== Statistic  ===
 
=== Statistic  ===
 +
 +
Tools-&gt;Administration-&gt;Questionnaire-&gt;Statistic
 +
 +
http://help58.catglobe.com/3433.htm
  
 
=== Used minute report  ===
 
=== Used minute report  ===
 +
 +
Tools-&gt;Administration-&gt;Questionnaire-&gt;Used minute report
  
 
=== Question group  ===
 
=== Question group  ===
 +
 +
Tools-&gt;Surveys-&gt;Questionnaires ---&gt; Edit-&gt;Question groups
 +
 +
Read help file : http://help58.catglobe.com/3054.htm

Latest revision as of 10:07, 17 August 2010

QUESTIONNAIRE' MODULES

Questionnaire CRD

Tools->Surveys->Questionnaires

_Alias: The text will be displayed in "My Questionnaires" of the user who has AS. This field is only enabled when check box "Display in 'My questionnaires'" is checked.
_Status: status of Project Questionnaire
 + Closed (default): when PQ id in this status, all uncompleted ASs won't be continued. User can continue answer questions if PQ's status changes to Active.
 + Active: Users can answer ASs
 + Paused: same as Closed
 + Open for test: just test ASs can be answered.
_CATI outcome set: choose one CATI outcome set to be able to call CATI. After saving PQ, the using CATI outcome set is only a copy of the chosen one, mean user can edit CATI outcome set in PQ CRD and it will NOT effect to REAL CATI outcome set in the CATI outcome set list, and vice versa. When a outcome set is already used (one AS has that outcome), user can not edit that outcome anymore.
_Impersonation : choose user context to run CGS in questionnaire.

Questionnaire Viewer/Previewer

Tools->Surveys->Questionnaires ---> Actions -> Preview (or answer an Answer sheet)

Questionnaire template CRD

Tools->Surveys->Questionnaire templates ---> Open questionnaire template resource

Attachment, Image tab: User can add Attachment and Image to use in Questionnaire template (Flash, Image features in Editor)

Questionnaire Editor

Tools->Surveys->Questionnaire templates ---> Open questionnaire template editor

Full information in help file : http://help58.catglobe.com/925.htm

Questionnaire overview (Filter)

Tools->Surveys->Questionnaires ---> Actions -> View filter

Sample Builder

Tools->Surveys->Questionnaires ---> Open Project questionnaire CRD -> Sample tab (or Actions -> View sample)

Quota

Tools->Surveys->Questionnaires ---> Open Project questionnaire CRD -> Sample tab -> Quotas sub tab

Read help file http://help58.catglobe.com/8035.htm

Read presentation about quota-stratification:

http://wiki.catglobe.com/images/f/fa/Quota-stratification.ppt

Stratification

Tools->Surveys->Questionnaires ---> Open Project questionnaire CRD -> Sample tab -> Stratification sub tab

This module just work with CATI.

Read help file http://help58.catglobe.com/8036.htm

CATI outcome set

Tools->Administration->Questionnaire->CATI->CATI outcome set

Blacklisted phonenumbers

Tools->Administration->Questionnaire->CATI->Blacklisted phonenumbers

CATI form

Click to the link in My CATI portal or in Fieldwork management click to button Call

Fieldwork management

Tools->Surveys->Questionnaires->Fieldwork management

Interview manager

Tools->Surveys->Questionnaires ---> Tools->Interview manager

Paper Questionnaire

Tools->Surveys->Questionnaires ---> Open Project questionnaire CRD -> Paper Questionnaire tab

Hall Test

Tools->Data->Hall test

Submit answer sheet

Tools->Data->Submit answer sheets

Sample Request (SRM)

Tools->Surveys->Sample request module

Layout CRD

Tools->Surveys->Layouts

_Template name: list layout template which login user has at least observer access. After choose layout template to create layout and save, that template will NOT has any relation with this layout and user don't have any information to know which layout template make this layout (even in database).

Read more information in help file: http://help58.catglobe.com/4706.htm

Layout template

Tools->Surveys->Layout templates

This module makes design for the layout:

 + Positions for holders (Image, HTML, Question, Navigation, Progress, Language selector), Table, Text, Link, Formatting,...HTML code,- which user can not edit in layout;

 + Style sheet - user can edit in layout

Move respondents

Tools->Surveys->Questionnaires ---> Actions->Move respondents

Translation Job

Tools->Projects and folders->Translation jobs

Data Entry Job

Tools->Surveys->Questionnaires --> Open Project questionnaire CRD -> Data entry jobs tab

Time estimator

Tools->Administration->Questionnaire->Time estimator

http://help58.catglobe.com/3432.htm

Statistic

Tools->Administration->Questionnaire->Statistic

http://help58.catglobe.com/3433.htm

Used minute report

Tools->Administration->Questionnaire->Used minute report

Question group

Tools->Surveys->Questionnaires ---> Edit->Question groups

Read help file : http://help58.catglobe.com/3054.htm

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