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=Create a login for a bank to CEM Bank setup=
= Questionnaire specification  =
==Step 1 - Create a user==
*Resource template: CEM Bank User
*Extra resource access:
==Step 2 - Create a group==
*Resource template: Standard Group
*Extra resource access:
*Optimization: a new group resource template?
*Add the user in step 1 to the new group
==Step 3 - Create a folder==
*Name: Bank name
*Parent resource: CATINET\Projekt\Catglobe - opgaver\CAT7964 - Udvikling af Research Produkter\8386CAT - CEM BANK Intelligence
==Step 4 - Create data cache==
Create a questionnaire cache:<br/>
*Name: CEM Bank - [Bank Name]
*Parent: folder created in Step 3
*Questionnaire template: CEM - Existing clients, Bank (Pilot 01)
*Questionnaire: 8386cat - CEM Bank Intelligence
*Conditions
**Include all except test data
**Filter on question Q4, value = [bank's answer option value]
[[Image:CEM_Bank_-_DCS_setting.png]]
*Columns: Q4, Q25, Q35, Q110, StartDate


==Step 5 - Create MyPortal elements==
*Layout
Location for diagrams: folder created in Step 3<br/>
*Cati status&nbsp;outcome set


Elements created for each bank:<br/>
== Question  ==
{|border="1"
 
|-
*Label
! MyPortal Name
*Type
! Resource Name
*Text
! Diagram Name
**Language
*Answer options
**Value &amp; Text
**Semi open answer option value
**Max value
**Randomize?
**Rotate?
*Sub questions
**Rotate?
**Randomize?
*Conditions
**Show if
**Go to question if
**Exclude answer options if
**Exclude answer option from
**Include answer option if
**Include answer option from
**Exclude sub question if
**Include sub question if
*Is scripted? special action need to be taken
*Points
*RPQ Status
*Others (anything not mentioned in the previous parts)
 
==Note==
*English command is a must
*If questionnaire's display is different from what usuallly generated by the system, highlight it
*It is ok if the consultant use either list or table for grid questions in the document (whatever can be achieved fast from what given by the customer)
*If exact text format (font size, font style...) should be kept, highlight it
*Sub question's index starts from 0, answer option value starts from 1 (if no special values are mentioned)
*Any discussions regarding the questionnaire in DK (if there are) must have a conclusion before sending the document to VN
= Tracking monitoring =
 
== Workflow template ==
 
Automated Tracking - standard update 2008-04-08
 
== Panel questionnaires  ==
 
{| class="VerticalTable" border="1"
|-
|-
| Top 5 performance
! Country
| CEM Bank - [Bank Name] - Top 5
! Questionnaire
| CEM Bank - [Bank Name] - Top 5
|-
|-
| NPS Udvikling
| Denmark
| CEM Bank - [Bank Name] - NPS udvikling
| Internet Panel: DK 04 Current Profile
| CEM Bank - [Bank Name] - NPS udvikling
|-
|-
| Vigtighed: bankøkonomi
| Norway
| CEM Bank - [Bank Name] - Forventer sund bankøkonomi
| CATINÉT INTERNET PANEL: Standard demographics NO
| CEM Bank - [Bank Name] - Sund økonomi
|-
|-
| Kundeafgang
| Sweden
| CEM - [Bank Name] - Kundeafgang
| CATINÉT INTERNET PANEL: Standard demographics SE
| CEM Bank - [Bank Name] - Kundeafgang
|-
|-
| Realtime kundeklager
| Finland
| CEM Bank - [Bank Name] - Realtime kundeklager
| CATINÉT INTERNET PANEL: Standard demographics FI
|
|-
| Realtime rådgiver input
| CEM Bank = [Bank Name] - Realtime rådgiver input
|  
|}
|}


Common elements shared among banks:<br/>
== Test environment  ==


{|border="1"
*Site: <span style="color: #ff0000">dragon.catglobe.com</span>
|-
*Folder: <span style="color: #ff0000">Tracking monitoring</span>
! MyPortal Name
*Questionnaire: <span style="color: #ff0000">8386cat CEM Bank Intelligence - Mailout</span>
! Resource Name
*Panel questionnaire: <span style="color: #ff0000">Mai's Folder - Do not touch!\Panel\Internet Panel: DK 04 Current Profile</span>
! Diagram Name
*Mailout group: <span style="color: #ff0000">Mailout group - 8386cat CEM Bank Intelligence</span>
|-
**Resource id: <span style="color: #ff0000">6109441</span>
| CEM Databank
**Rules:
| CEM Bank Intelligence - Note
***All: <span style="color: #ff0000">92318 </span>
|
*Workflow: <span style="color: #ff0000">8386cat - CEM Bank Intelligence</span>
|-
*Bulkmail: <span style="color: #ff0000">8386cat - Invitation 2</span>
| Fordeling NPS
**Id: <span style="color: #ff0000">5595</span>
| CEM Bank - Fordeling NPS
*Dummy RPQ: <span style="color: #ff0000">18116732 </span>
| CEM Bank - Fordeling NPS
|-
| Klageoversigt
| CEM Bank Intelligece - Complaints
| CEM Bank Intelligence - Complaints
|}

Latest revision as of 02:25, 13 March 2009

Questionnaire specification

  • Layout
  • Cati status outcome set

Question

  • Label
  • Type
  • Text
    • Language
  • Answer options
    • Value & Text
    • Semi open answer option value
    • Max value
    • Randomize?
    • Rotate?
  • Sub questions
    • Rotate?
    • Randomize?
  • Conditions
    • Show if
    • Go to question if
    • Exclude answer options if
    • Exclude answer option from
    • Include answer option if
    • Include answer option from
    • Exclude sub question if
    • Include sub question if
  • Is scripted? special action need to be taken
  • Points
  • RPQ Status
  • Others (anything not mentioned in the previous parts)

Note

  • English command is a must
  • If questionnaire's display is different from what usuallly generated by the system, highlight it
  • It is ok if the consultant use either list or table for grid questions in the document (whatever can be achieved fast from what given by the customer)
  • If exact text format (font size, font style...) should be kept, highlight it
  • Sub question's index starts from 0, answer option value starts from 1 (if no special values are mentioned)
  • Any discussions regarding the questionnaire in DK (if there are) must have a conclusion before sending the document to VN

Tracking monitoring

Workflow template

Automated Tracking - standard update 2008-04-08

Panel questionnaires

Country Questionnaire
Denmark Internet Panel: DK 04 Current Profile
Norway CATINÉT INTERNET PANEL: Standard demographics NO
Sweden CATINÉT INTERNET PANEL: Standard demographics SE
Finland CATINÉT INTERNET PANEL: Standard demographics FI

Test environment

  • Site: dragon.catglobe.com
  • Folder: Tracking monitoring
  • Questionnaire: 8386cat CEM Bank Intelligence - Mailout
  • Panel questionnaire: Mai's Folder - Do not touch!\Panel\Internet Panel: DK 04 Current Profile
  • Mailout group: Mailout group - 8386cat CEM Bank Intelligence
    • Resource id: 6109441
    • Rules:
      • All: 92318
  • Workflow: 8386cat - CEM Bank Intelligence
  • Bulkmail: 8386cat - Invitation 2
    • Id: 5595
  • Dummy RPQ: 18116732