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

@@ Line 1: / Line 1: @@
-=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 folder==
-*Name: Bank name
-*Parent resource: CATINET\Projekt\Catglobe - opgaver\CAT7964 - Udvikling af Research Produkter\8386CAT - CEM BANK Intelligence
-==Step 3 - Create a group==
-*Resource template: Standard Group
-*Parent resource: folder in Step 2
-*Extra resource access:
-*Optimization: a new group resource template?
-*Add the user in step 1 to the new group
-==Step 4 - Create data cache==
-Create a questionnaire cache (used in realtime elements)<br/>
-*Name: CEM Bank - [Bank Name]
-*Parent: folder created in Step 2
-*Assign observer access to the group 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: Q25, Q35, Q110, StartDate
-Rebuild the data cache.
-==Step 5 - Create diagrams==
-Location for diagrams: folder created in Step 2<br/>
-=== Top 5 performance ===
-[[Image:Nordea_-_Top_5.png]]<br/>
-Name format: <span style="color: #ff0000">CEM Bank - [Bank Name] - Top 5</span> <br>
+*Layout
-Stylesheet: <span style="color: #ff0000"></span> <br>
+*Cati status&nbsp;outcome set
-. Open diagram: <span style="color: #ff0000">CEM Bank - Danske Bank - Top 5 - Copy 1</span>, click Save as button to make a copy, name it as the current bank<br>2. Open the new diagram, change the expressions to use the current bank instead of Danske Bank (by changing the condition for <span style="color: #ff0000">Q4</span>)<br>
-[[Image:Top 5 Performance 1.png]]<br>
+== Question  ==
-. Change inline stylesheet to include 5 custom labels<br>
+*Label
+*Type
+*Text
+**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 ==
-{| border="1"
+Automated Tracking - standard update 2008-04-08
-|-
-! Label
-! X
-! Y
-|-
-| God online løsning
-| 17
-| 47
-|-
-| Kompetent rådgivning
-| 82
-| 47
-|-
-| Yder personlig service
-| 80
-| 95
-|-
-| Behandler mig seriøst
-| 22
-| 95
-|-
-| Nemme at kontakte
-| 52
-| 5
-|}
-==Step 6 - Create MyPortal elements==
+== Panel questionnaires  ==
-Stylesheet for diagrams: CEM Bank Intelligence - My Portal
-Elements created for each bank:<br/>
+{| class="VerticalTable" border="1"
-{|border="1"
-|-
-! MyPortal Name
-! Resource Name
-! Diagram Name
-|-
-| Top 5 performance
-| CEM Bank - [Bank Name] - Top 5
-| CEM Bank - [Bank Name] - Top 5
 |-
-| NPS Udvikling
+! Country
-| CEM Bank - [Bank Name] - NPS udvikling
+! Questionnaire
-| CEM Bank - [Bank Name] - NPS udvikling
 |-
-| Vigtighed: bankøkonomi
+| Denmark
-| CEM Bank - [Bank Name] - Forventer sund bankøkonomi
+| Internet Panel: DK 04 Current Profile
-| CEM Bank - [Bank Name] - Sund økonomi
 |-
-| Kundeafgang
+| Norway
-| CEM - [Bank Name] - Kundeafgang
+| CATINÉT INTERNET PANEL: Standard demographics NO
-| CEM Bank - [Bank Name] - Kundeafgang
 |-
-| Realtime kundeklager
+| Sweden
-| CEM Bank - [Bank Name] - Realtime kundeklager
+| CATINÉT INTERNET PANEL: Standard demographics SE
-|
 |-
-| Realtime rådgiver input
+| Finland
-| CEM Bank = [Bank Name] - Realtime rådgiver input
+| CATINÉT INTERNET PANEL: Standard demographics FI
-|
 |}
-Common elements shared among banks:<br/>
+== Test environment  ==
-{|border="1"
-|-
-! MyPortal Name
-! Resource Name
-! Diagram Name
-|-
-| CEM Databank
-| CEM Bank Intelligence - Note
-|
-|-
-| Fordeling NPS
-| CEM Bank - Fordeling NPS
-| CEM Bank - Fordeling NPS
-|-
-| Klageoversigt
-| CEM Bank Intelligece - Complaints
-| CEM Bank Intelligence - Complaints
-|}
-In order to have those elements shown in MyPortal Page, we need to:
+*Site: <span style="color: #ff0000">dragon.catglobe.com</span>
-*Grant observer resource access to the elements for the group created in Step 3
+*Folder: <span style="color: #ff0000">Tracking monitoring</span>
-*Push the elements onto the group's page
+*Questionnaire: <span style="color: #ff0000">8386cat CEM Bank Intelligence - Mailout</span>
-[[Image:CEM_Portal_-_Push_1.png]] <br/>
+*Panel questionnaire: <span style="color: #ff0000">Mai's Folder - Do not touch!\Panel\Internet Panel: DK 04 Current Profile</span>
-[[Image:CEM_Portal_-_Push_2.png]]
+*Mailout group: <span style="color: #ff0000">Mailout group - 8386cat CEM Bank Intelligence</span>
-==Step 7 - Monitor site setting==
+**Resource id: <span style="color: #ff0000">6109441</span>
-Monitor: 8386CAT - CEM BANK Intelligence<br/>
+**Rules:
-*Locate the group created in step 3
+***All: <span style="color: #ff0000">92318 </span>
-*Edit monitor access for that user
+*Workflow: <span style="color: #ff0000">8386cat - CEM Bank Intelligence</span>
-[[Image:CEM_Monitor_Access_1.png]]
+*Bulkmail: <span style="color: #ff0000">8386cat - Invitation 2</span>
-*Select only Bank among the top level items
+**Id: <span style="color: #ff0000">5595</span>
-[[Image:CEM_Monitor_Access_2.png]]
+*Dummy RPQ: <span style="color: #ff0000">18116732 </span>
-*Under Bank - Salg - Kunder - Klager, select:
-**Klageoversigt - tracking
-**Klageoversigt
-**The current bank (Sydbank for example)
-[[Image:CEM_Monitor_Access_3.png]]