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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 screening questions, 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 screening questions, 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 D_SetQuotaFull 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_Catine</span>, | + | *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 <span style="color: #ff0000">End_QuotaFull_PP </span>or <span style="color: #ff0000">End_QuotaFull_Catine</span>, |
| − | *There are several key demographic questions added to the questionnaire, you can select which one to be included to the questionnaire by selecting the corresponding value in constant "<span style="color: #ff0000">Updatable questions</span>" of the questionnaire (view ''Step 5'' for more information) | + | *There are several key demographic questions added to the questionnaire, you can select which one to be included to the questionnaire by selecting the corresponding value in constant "<span style="color: #ff0000">Updatable questions</span>" of the questionnaire (view ''Step 5'' for more information) |
| | *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, 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, End_QuotaFull_PP </span>and <span style="color: #ff0000">End_OutsideTarget_PP</span> |
| | | | |
| | There is a sample questionnaire created namely: <span style="color: #ff0000">CGTemplate - CAWI Template 2010 - EXAMPLE</span> (Resource Id: 35967717)<br> | | There is a sample questionnaire created namely: <span style="color: #ff0000">CGTemplate - CAWI Template 2010 - EXAMPLE</span> (Resource Id: 35967717)<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. | + | The above steps are the simple steps that you need to follow, if you want to understand more clearly about the setup, please read [[9235cat - Panel Management - Ad Hoc Questionnaire Template - Details|further]]. |
| − | | |
| − | === More information on the setup ===
| |
| − | | |
| − | There are some default questions added to the template which are divided into 3 main parts and another part used for storage<br>[[Image:Question flow.jpg]]
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| − | | |
| − | ==== Part 1 - Initialization & Confirmation ====
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| − | | |
| − | Initialize values needed in the questionnaire, needs no change
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| − | | |
| − | *<span style="color: #3366ff">D_Initialize</span>: leave unchanged - read parameters, read constants, copy demographic values from panel member
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| − | *<span style="color: #3366ff">Intro</span>: leave unchanged, welcome text
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| − | *<span style="color: #3366ff">D_Identity</span>: leave unchanged - create the current respondent's information page
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| − | *<span style="color: #3366ff">Identity_Confirm</span>: leave unchanged - let the respondent confirm his/her identity (shown only if the current respondent is a panel member), go to demographic questions part
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| − | | |
| − | ==== Part 2 - Main flow ====
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| − | | |
| − | This part contains main questions especifally needed for the current project
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| − | | |
| − | *<span style="color: #3366ff">D_Start</span>: leave unchanged - a flag indicating now it is the main flow of the questionnaire
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| − | *'''<span style="color: #ff0000">INSERT_QUESTIONS_HER</span>'''<span style="color: #ff0000">'''E: replace this question with your real set of questions''' </span>
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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_End</span>: leave unchanged
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| − | | |
| − | *<span style="color: #ff0000">End_Successful_PP</span>: used when using external panel, redirect back to external panel in successful case
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| − | *<span style="color: #ff0000">End_Successful_Catinet</span>: end question, contains standard text, shown in successful case, add 40 points, go to the webshop, cpn
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| − | *<span style="color: #ff0000">End_QuotaFull_PP</span>: used when using external panel, redirect back to external panel in quota-full case
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| − | *<span style="color: #ff0000">End_QuotaFull_Catinet</span>: end question shown in quota-full case for panel members
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| − | *<span style="color: #ff0000">End_OutsideTarget_PP</span>: used when using external panel, redirect back to external panel in screening/outside-target case
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| − | *<span style="color: #ff0000">End_OutsideTarget_Catinet</span>: leave unchanged
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| − | | |
| − | '''Notice'''
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| − | | |
| − | *''D_Set___'' and ''End__'' questions go in pairs, one pair is corresponding to a answer sheet's status
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| − | *When a status is not needed, feel free to remove the corresponding''D_Set__ ''and ''End__ ''questions from the questionnaire
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| − | *''D_Set__ ''questions are used for updating the answer sheet's status before reaching <span style="color: #ff0000">D_End</span>, which will then save the status and completed date into the panel data questionnaire
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| − | *''D_Set__'' questions should be reached using GOTO if conditions added to real questions (or you can use dummy questions, no problem with doing that)
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| − | | |
| − | [[Image:Goto if conditions.png]]
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| − | | |
| − | *The main flow will set the answer sheet to normal/successful. If no GOTO If is added, only <span style="color: #ff0000">D_SetSuccessful</span> is executed and <span style="color: #ff0000">End_Successful</span> question is shown at the end.
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| − | | |
| − | '''Example'''
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| − | | |
| − | There is a question ''Screening'' checking if the respondent is qualified to continue with the rest of the questionnaire, when he selects the answer option whose value is 1, he will be screened out. In order to do so, we simply need to a a GOTO if condition to ''Screening'' as below.
| |
| − | | |
| − | [[Image:Goto if conditions 2.png]]<br>
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| − | | |
| − | The main flow of my questionnaire will be ended with <span style="color: #ff0000">End_Successful_PP / End_Successful_Catinet</span>: no goto if condition is needed to go to <span style="color: #ff0000">D_SetSuccessful</span>.
| |
| − | | |
| − | Our questionnaire needs only 2 statuses: normal/successful and outside target, so we could remove <span style="color: #ff0000">D_</span><span style="color: #ff0000">SetQuotaFull</span>, <span style="color: #ff0000">End_QuotaFull_ </span><span style="color: #ff0000"> </span>without any problem
| |
| − | | |
| − | *End___PP questions: are used when the current respondent is from an external panel, so after finishing the main questionnaire, he/she needs to go back to the external panel. Links for each panel are stored as answer option texts. If there is no need to go anywhere, an end text will be shown saying that the questionnaire is completed (system's default text)
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| − | | |
| − | [[Image:End Successful PP 2.png]]
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| − | | |
| − | ==== Part 3 - Demographic data ====
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| − | | |
| − | The area of Copy/Update key demographic data can be illustrated by the graph below:
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| − | | |
| − | [[Image:Update demographic data.png]]
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| − | | |
| − | Notice that the chart above is only used for panel members, others from external panel will be only asked for missing values (not imported yet)
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| − | | |
| − | This part contains questions asking about missing demographic data, which will keep the panel data up to date. There is nothing to be changed.
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| − | | |
| − | *<span style="color: #3366ff">D_ShouldUpdateBackToPanel</span>: leave unchanged - indicates if data updated in the current questionnaire should be updated back to the panel data questionnaire
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| − | *<span style="color: #3366ff">D_Questions_ToBe_Updated</span>: leave unchanged - indicates what questions should be updated
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| − | *<span style="color: #3366ff">D_Demographic_Start</span>: leave unchanged
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| − | *<span style="color: #3366ff">D_ClearData</span>: leave unchanged - clear all demographic data if the respondent is not the user assigned to the answer sheet
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| − | *<span style="color: #339966">Gender</span>: leave unchanged
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| − | *<span style="color: #339966">Birthday</span>: leave unchanged
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| − | *<span style="color: #339966">D_BirthYear</span>: leave unchanged
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| − | *<span style="color: #339966">D_Age</span>: leave unchanged
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| − | *<span style="color: #339966">D_Age_Group</span>: leave unchanged
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| − | *<span style="color: #339966">Commune_2007</span>: leave unchanged
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| − | *<span style="color: #339966">Commune_Before_2007</span>: leave unchanged
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| − | *<span style="color: #339966">D_Commune_Handler</span>: leave unchanged
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| − | *<span style="color: #339966">Commune_Check</span>: leave unchanged
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| − | *<span style="color: #339966">D_Commune_Converted</span>: leave unchanged
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| − | *<span style="color: #339966">D_Region</span>: leave unchanged
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| − | *<span style="color: #339966">D_Region_Detailed</span>: leave unchanged
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| − | *<span style="color: #339966">ZipCode</span>: leave unchanged
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| − | *<span style="color: #339966">D_Zipcode_Lookup</span>: leave unchanged
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| − | *<span style="color: #339966">Civil_Status</span>: leave unchanged
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| − | *<span style="color: #339966">Household_Size</span>: leave unchanged
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| − | *<span style="color: #339966">D_Household_Size_Closed</span>: leave unchanged
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| − | *<span style="color: #339966">Household_Children_Below_18</span>: leave unchanged
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| − | *<span style="color: #339966">D_Household_Children_Below_18</span>: leave unchanged
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| − | *<span style="color: #339966">Children_Age</span>: leave unchanged
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| − | *<span style="color: #339966">DK_Living_Type</span>: leave unchanged
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| − | *<span style="color: #339966">DK_Living_Form</span>: leave unchanged
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| − | *<span style="color: #339966">ShoppingResponsibility</span>: leave unchanged
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| − | *<span style="color: #339966">D_Home_Decisionmaker</span>: leave unchanged
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| − | *<span style="color: #339966">Internet_Access</span>: leave unchanged
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| − | *<span style="color: #339966">Lower_Education</span>: leave unchanged
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| − | *<span style="color: #339966">Higher_Education</span>: leave unchanged
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| − | *<span style="color: #339966">D_Combined_Education</span>: leave unchanged
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| − | *<span style="color: #339966">Current_Professional_Status</span>: leave unchanged
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| − | *<span style="color: #339966">Pensioner</span>: leave unchanged
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| − | *<span style="color: #339966">Public_Sector</span>: leave unchanged
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| − | *<span style="color: #339966">DK_Personal_Income</span>: leave unchanged
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| − | *<span style="color: #339966">DK_Household_Income</span>: leave unchanged
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| − | *<span style="color: #3366ff">D_UpdateBackToPanel</span>: leave unchanged - update data back to the panel (if D_ShouldUpdateBackToPanel == 1)
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| − | *<span style="color: #3366ff">D_Demographic_End</span>: leave unchanged - go back to the main question flow
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| − | | |
| − | ==== Part 4 - Storage ====
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| − | | |
| − | This part is used for storing data only
| |
| − | | |
| − | *<span style="color: #3366ff">D_PanelData_Id</span>: leave unchanged
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| − | *<span style="color: #3366ff">Panel_Provider</span>: leave unchanged, indicates which sample provider the respondent belongs to (empty for Catinet)
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| − | *<span style="color: #3366ff">Panel_Provider_User_ID</span>: leave unchanged, contains the user id of the external provider
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| − | *<span style="color: #3366ff">Test</span>: leave unchanged - indicates if the current answer sheet is a live interview or a test (using Test parameter)
| |
| | | | |
| | == Step 5 == | | == Step 5 == |
Create questionnaire
Step 1
Go to Ad Hoc Questionnaire resource list
Step 2
Copy questionnaire: CGTemplate - CAWI Template 2010 (resource id = 35767704)
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
Simple sub-steps
- Open the questionnaire template using questionnaire template editor
- Locate question INSERT_QUESTIONS_HERE, replace it with the real set of questions.
- If there are screening questions, 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_Catine,
- There are several key demographic questions added to the questionnaire, you can select which one to be included to the questionnaire by selecting the corresponding value in constant "Updatable questions" of the questionnaire (view Step 5 for more information)
- 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
There is a sample questionnaire created namely: CGTemplate - CAWI Template 2010 - EXAMPLE (Resource Id: 35967717)
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.
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.
