Difference between revisions of "How to create a new questionnaire using panel members"
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Modify the questionnaire to suit the real needs | Modify the questionnaire to suit the real needs | ||
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+ | There is a sample questionnaire created namely: <span style="color: #ff0000">CGTemplate - CAWI Template 2010 - EXAMPLE</span> <br>The above steps are the simple steps that you need to follow, if you want to understand more clearly about the setup, please read further [[9235cat - Panel Management - Ad Hoc Questionnaire Template - Details|here]]. | ||
=== Step 4.1 - Add screening questions === | === Step 4.1 - Add screening questions === | ||
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*Add quotas containing the conditions with <span style="color: #ff0000">target = 0</span> (no naming convention is needed) | *Add quotas containing the conditions with <span style="color: #ff0000">target = 0</span> (no naming convention is needed) | ||
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+ | [[Image:Panel management - Quotas.png]] | ||
=== Step 4.2 - Add main questions === | === Step 4.2 - Add main questions === | ||
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*Locate question<span style="color: #ff0000"> INSERT_QUESTIONS_HERE</span>, replace it with the real set of questions. | *Locate question<span style="color: #ff0000"> INSERT_QUESTIONS_HERE</span>, replace it with the real set of questions. | ||
*If there are other screening questions (non-demographic), add GOTO if condition to go to <span style="color: #ff0000">D_SetOutsideTarget </span>question, which will screen out the user and show question <span style="color: #ff0000">End_OutsideTarget_PP</span> (for external sample users) or <span style="color: #ff0000">End_OutsideTarget_Catinet</span> (for Catinet users) | *If there are other screening questions (non-demographic), add GOTO if condition to go to <span style="color: #ff0000">D_SetOutsideTarget </span>question, which will screen out the user and show question <span style="color: #ff0000">End_OutsideTarget_PP</span> (for external sample users) or <span style="color: #ff0000">End_OutsideTarget_Catinet</span> (for Catinet users) | ||
− | *If there is a question for checking quota, make sure it go to <span style="color: #ff0000">D_SetQuotaFull </span>question, which will set answer sheet's status and show question <span style="color: #ff0000">End_QuotaFull_PP</span> or <span style="color: #ff0000">End_QuotaFull_Catinet</span>, | + | *If there is a question for checking quota, make sure it go to <span style="color: #ff0000">D_SetQuotaFull </span>question, which will set answer sheet's status and show question <span style="color: #ff0000">End_QuotaFull_PP</span> or <span style="color: #ff0000">End_QuotaFull_Catinet</span>, |
*For questionnaire using external sample providers, if there are links to go back after finishing the questionnaire, remember to update the links (as answer option texts) in question <span style="color: #ff0000">End_Successful_PP</span>, <span style="color: #ff0000">End_QuotaFull_PP</span> and <span style="color: #ff0000">End_OutsideTarget_PP</span> | *For questionnaire using external sample providers, if there are links to go back after finishing the questionnaire, remember to update the links (as answer option texts) in question <span style="color: #ff0000">End_Successful_PP</span>, <span style="color: #ff0000">End_QuotaFull_PP</span> and <span style="color: #ff0000">End_OutsideTarget_PP</span> | ||
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*If there are more demographic questions needed to be asked, please select them in constant "<span style="color: #ff0000">Extra demographic questions</span>" | *If there are more demographic questions needed to be asked, please select them in constant "<span style="color: #ff0000">Extra demographic questions</span>" | ||
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== Step 5 == | == Step 5 == |
Revision as of 12:48, 22 December 2009
Contents
Create questionnaire
Step 1
Go to Ad Hoc Questionnaire resource list
Step 2
Copy questionnaire: CGTemplate - CAWI Template 2010 (resource id = 35977591)
Change the destination questionnaire name and parent resource to fit the real project.
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
Modify the questionnaire to suit the real needs
There is a sample questionnaire created namely: CGTemplate - CAWI Template 2010 - EXAMPLE
The above steps are the simple steps that you need to follow, if you want to understand more clearly about the setup, please read further here.
Step 4.1 - Add screening questions
If there are screening demographic questions:
- Select them in constant "Screening questions"
- Add quotas containing the conditions with target = 0 (no naming convention is needed)
Step 4.2 - Add main questions
- Open the questionnaire template using questionnaire template editor
- Locate question INSERT_QUESTIONS_HERE, replace it with the real set of questions.
- If there are other screening questions (non-demographic), add GOTO if condition to go to D_SetOutsideTarget question, which will screen out the user and show question End_OutsideTarget_PP (for external sample users) or End_OutsideTarget_Catinet (for Catinet users)
- If there is a question for checking quota, make sure it go to D_SetQuotaFull question, which will set answer sheet's status and show question End_QuotaFull_PP or End_QuotaFull_Catinet,
- For questionnaire using external sample providers, if there are links to go back after finishing the questionnaire, remember to update the links (as answer option texts) in question End_Successful_PP, End_QuotaFull_PP and End_OutsideTarget_PP
Step 4.3 - Add extra demographic questions
- If there are more demographic questions needed to be asked, please select them in constant "Extra demographic questions"
Step 5
There are several constants whose values should be set by the questionnaire creator
- Update back to the panel: indicates if the demographic data updated in the current questionnaire should be also copied back to the panel data questionnaire
- Updatable questions: shows the list of demographic questions that need to be updated when their values are missing or the respondent chooses to update their information
Sampling
Copy group: CGTemplate (group template): Catinét DK multiple rules - 2010 (Resource Id = 35437463)
There are 2 sample rules: one for Male and the other one for Female
- Copy these to make real rules
- Their current targets are set to 0 on purpose, please change them with the real targets
There are 4 variables used in each rule
- The users must belong to Panel members - Available group (not all members are available at the same time)
- Age: add ranges as needed
- Gender: leave unchanged
- Region: select a region if needed or select all/remove the variable if no region filter is needed
Invite
In order to invite people to join the questionnaire, we use a bulk mail based on the sample group(s)
Create a mail template and use it to generate the bulkmail
Remember to use the correct bulkmail resource template: Invitation - Scripted event - Please do not use.
This bulkmail resource template has a script attached to update information of panel members in Panel Data questionnaire before sending the mails out.
Remind
In order to remind people to answer the questionnaire, we use a bulk mail based on the reminder group(s)
Create a mail template and use it to generate the bulkmail
Remember to use the correct bulkmail resource template: Reminder mail - Scripted event - Please do not use.
This bulkmail resource template has a script attached to update information of panel members in Panel Data questionnaire before sending the mails out.
Re-invite
In order to re-invite people to join the questionnaire, we use a bulk mail based on the sample group(s)
Create a mail template and use it to generate the bulkmail
Remember to use the correct bulkmail resource template: Re-invite mail - Scripted event - Please do not use.
This bulkmail resource template has a script attached to update information of panel members in Panel Data questionnaire before sending the mails out.