Difference between revisions of "Panel Management 2009"

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= Resources =
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<accesscontrol>Main:MyGroup</accesscontrol>
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= Tasks =
  
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== Questionnaires  ==
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[[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
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= Resources  =
  
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== Resource templates ==
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== Questionnaires ==
  
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*Ad Hoc Questionnaire
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*<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
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*Invitation (Invitation - Scripted event - Please do not use)
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*0016vox - Panel Demographics DK: stores all demographic data of all panel members
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*Remind (Re-invite mail - Scripted event - Please do not use)
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*Panel Management - Recruitment DK: questionnaire to recruit panel members in both cati and cawi projects. This will handle invitations mails and reminders.
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*Re-invite (Reminder mail - Scripted event - Please do not use)
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*Panel Management - optout: use in the invitations mails if the panel member wants to unsubscribe.
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*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
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*CGTemplate (questionnaire template): CAWI Redirect - Us as panel provider&nbsp;: questionnaire to handle us as panel provider
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*0016vox - CATI panel reminder: cati questionnaire that calls inactive panel members
  
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= How to create a new questionnaire using panel members =
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== Dashboards ==
  
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== Step 1  ==
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*Panel Management - Portal
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*Panel Management - Menu
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*Panel Management - Home
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*Panel Management - Response Rate
  
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Go to Ad Hoc Questionnaire resource list
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[[9235cat - Panel Management - Dashboards|View more information about dashboards setup here]]
  
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[[Image:Ad Hoc Questionnaire resource template.png]]
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== Resource templates  ==
  
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== Step 2 ==
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*Panel&nbsp;Questionnaire
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*Invitation (Invitation - Scripted event - Please do not use)  
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Copy questionnaire: <span style="color: #ff0000">CGTemplate - CAWI Template 2010</span> (resource id = 35767704)
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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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Change the destination questionnaire name and parent resource to fit the real project.
 
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[[Image:Copy Questionnaire Template.png]]&nbsp;
 
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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>
 
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*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&nbsp;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
 
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*<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)
 
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*<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]]&nbsp;<span id="fck_dom_range_temp_1259132748010_463" /><span id="fck_dom_range_temp_1259132748010_741" /><span id="fck_dom_range_temp_1259132748025_592" /><span id="fck_dom_range_temp_1259132748025_154" />
 
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When 4 statuses are needed for the questionnaire: normal/successful, quota full, outside target and failed; all End questions' texts have to be updated.
 
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Dependend on the real questions, Goto If conditions 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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There is no problem if no GOTO If is added, it will simply assume the current RPQ is successful and show End_Successful question at the end.
 
  
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Example:
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= Guidelines  =
  
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In order to have&nbsp;a screening question Screening from which&nbsp;the respondent chooses the first answer (value 1) , he&nbsp;will be&nbsp;considered outside target, and should be screened out of the questionnaire: in question Screening, add a Goto if condition to go do D_SetOutsideTarget when Screening == 1, and update the text of question&nbsp;End_OutsideTarget
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[[How to create a new questionnaire using panel members]]
  
 
[[Category:Production_guidelines]]
 
[[Category:Production_guidelines]]

Latest revision as of 04:02, 18 October 2013

<accesscontrol>Main:MyGroup</accesscontrol>

Tasks

View TODO list here

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

How to create a new questionnaire using panel members

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