Difference between revisions of "Panel Management 2009"

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m (Step 4)
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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
 
*<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
  
== Resource templates ==
+
== Resource templates ==
  
*Ad Hoc Questionnaire
+
*Ad Hoc Questionnaire  
*Invitation (Invitation - Scripted event - Please do not use)
+
*Invitation (Invitation - Scripted event - Please do not use)  
*Remind (Re-invite mail - 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)
 
*Re-invite (Reminder mail - Scripted event - Please do not use)
  
= How to create a new questionnaire using panel members =
+
= Guidelines =
 +
 
 +
[[How to create a new questionnaire using panel members]]
  
 
== Step 1  ==
 
== Step 1  ==
  
Go to Ad Hoc Questionnaire resource list
+
Go to Ad Hoc Questionnaire resource list  
  
 
[[Image:Ad Hoc Questionnaire resource template.png]]  
 
[[Image:Ad Hoc Questionnaire resource template.png]]  
  
== Step 2 ==
+
== Step 2 ==
  
 
Copy questionnaire: <span style="color: #ff0000">CGTemplate - CAWI Template 2010</span> (resource id = 35767704)  
 
Copy questionnaire: <span style="color: #ff0000">CGTemplate - CAWI Template 2010</span> (resource id = 35767704)  
  
Change the destination questionnaire name and parent resource to fit the real project.
+
Change the destination questionnaire name and parent resource to fit the real project.  
  
[[Image:Copy Questionnaire Template.png]]&nbsp;
+
[[Image:Copy Questionnaire Template.png]]&nbsp;  
  
== Step 3 ==
+
== Step 3 ==
  
Open the newly created questionnaire resource
+
Open the newly created questionnaire resource  
  
Use the correct layout:
+
Use the correct layout:  
  
*CAWI: <span style="color: #ff0000">Layout resources\Catinet Layout\CGTemplate (questionnaire layout template): CAWI - NORSTAT</span>
+
*CAWI: <span style="color: #ff0000">Layout resources\Catinet Layout\CGTemplate (questionnaire layout template): CAWI - NORSTAT</span>  
 
*CATI: <span style="color: #ff0000">Layout resources\Catinet Layout\CGTemplate (questionnaire layout template): CATI</span>
 
*CATI: <span style="color: #ff0000">Layout resources\Catinet Layout\CGTemplate (questionnaire layout template): CATI</span>
  
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Dependend on the real questions, Goto If conditions (or&nbsp;dummy questions)&nbsp;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>  
 
Dependend on the real questions, Goto If conditions (or&nbsp;dummy questions)&nbsp;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>  
  
[[Image:Goto if conditions.png]]
+
[[Image:Goto if conditions.png]]  
  
 
There is no problem if no GOTO If is added, it will simply assume the current RPQ is successful and show <span style="color: #ff0000">End_Successful</span> question at the end.  
 
There is no problem if no GOTO If is added, it will simply assume the current RPQ is successful and show <span style="color: #ff0000">End_Successful</span> question at the end.  
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'''Example'''  
 
'''Example'''  
  
There is a question&nbsp;''Screening'' checking if the respondent is qualified to continue with the rest of the questionnaire, when he selects the first answer option, he will be screened out, and be shown a page saying "Sorry, you are not in the target group". In order to do that, we simply need to a a GOTO if condition to go to <span style="color: #ff0000">D_SetOutsideTarget </span>when ''Screening == 1'', and update the text of question&nbsp;<span style="color: #ff0000">End_OutsideTarget</span>
+
There is a question&nbsp;''Screening'' checking if the respondent is qualified to continue with the rest of the questionnaire, when he selects the first answer option, he will be screened out, and be shown a page saying "Sorry, you are not in the target group". In order to do that, we simply need to a a GOTO if condition to go to <span style="color: #ff0000">D_SetOutsideTarget </span>when ''Screening == 1'', and update the text of question&nbsp;<span style="color: #ff0000">End_OutsideTarget</span>  
  
 
<span style="color: #ff0000">&nbsp;</span><br>[[Image:Goto if conditions 2.png]]<br>The main flow of my questionnaire will be ended with a page saying Thanks for spending your time: no goto if condition should be added to go to D_SetSuccessful, I&nbsp;just need to change the text of End_Successful to "Thanks for spending your time".  
 
<span style="color: #ff0000">&nbsp;</span><br>[[Image:Goto if conditions 2.png]]<br>The main flow of my questionnaire will be ended with a page saying Thanks for spending your time: no goto if condition should be added to go to D_SetSuccessful, I&nbsp;just need to change the text of End_Successful to "Thanks for spending your time".  

Revision as of 03:15, 26 November 2009

Resources

Questionnaires

  • 9235cat - Invitation Log: used for storing numbers of mails sent to invite/remind/re-invite for questionnaires using samples from panel members

Resource templates

  • Ad Hoc 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

Step 1

Go to Ad Hoc Questionnaire resource list

Ad Hoc Questionnaire resource template.png

Step 2

Copy questionnaire: CGTemplate - CAWI Template 2010 (resource id = 35767704)

Change the destination questionnaire name and parent resource to fit the real project.

Copy Questionnaire Template.png 

Step 3

Open the newly created questionnaire resource

Use the correct layout:

  • CAWI: Layout resources\Catinet Layout\CGTemplate (questionnaire layout template): CAWI - NORSTAT
  • CATI: Layout resources\Catinet Layout\CGTemplate (questionnaire layout template): CATI

Step 4

Open the questionnaire template using questionnaire template editor

There are some default questions added to the template

  • D_Start: leave unchanged
  • Insert_questions_here: replace this question with your real set of questions
  • D_SetSuccessful: leave unchanged
  • D_SetQuotaFull: leave unchanged
  • D_SetOutsideTarget: leave unchanged
  • D_SetFailed: leave unchanged
  • D_End: leave unchanged
  • End_Successful: replace the text with real text shown when the respondent finishes the questionnaire successfully/normally
  • End_QuotaFull: replace the text with real text shown when any quota is full (optional)
  • End_OutsideTarget: replace the text with real text shown when the respondent is outside target (optional)
  • End_Failed: replace the text with real text shown when the current rpq fails to meet some requirements (optional)
  • D_PanelData_Id: contains the answer sheet's id in panel data questionnaire, leave unchanged

Question flow.jpg

When any of the 4 statuses are needed (normal/successful, quota full, outside target and failed), the correspondint End question's text has to be updated.

Dependend on the real questions, Goto If conditions (or dummy questions) should be used to go to D_SetSuccessful, D_SetQuotaFull, D_SetOutsideTarget and D_SetFailed, which will then make the answer sheet's status ready before reaching D_End

Goto if conditions.png

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.

You can also remove the corresponding pair of D_Set___ and End____ questions when a status is not needed, there should no problem when doing that.

Example

There is a question Screening checking if the respondent is qualified to continue with the rest of the questionnaire, when he selects the first answer option, he will be screened out, and be shown a page saying "Sorry, you are not in the target group". In order to do that, we simply need to a a GOTO if condition to go to D_SetOutsideTarget when Screening == 1, and update the text of question End_OutsideTarget

 
Goto if conditions 2.png
The main flow of my questionnaire will be ended with a page saying Thanks for spending your time: no goto if condition should be added to go to D_SetSuccessful, I just need to change the text of End_Successful to "Thanks for spending your time".

My questionnaire needs only 2 statuses: completed/normal/successful and outside target, so I could remove D_SetQuotaFull, D_SetFailed, End_QuotaFull and End_Failed without any problem