Difference between revisions of "How to create a new questionnaire using panel members"

From Catglobe Wiki
Jump to: navigation, search
Line 19: Line 19:
 
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">CGTemplate (questionnaire layout template): CAWI - Voxmeter DEFAULT Layout</span>
*CATI: <span style="color: #ff0000">Layout resources\Catinet Layout\CGTemplate (questionnaire layout template): CATI</span>
+
*<span style="color: #ff0000" />CATI: <span style="color: #ff0000">CGTemplate (questionnaire layout template): CATI</span>
  
 
== Step 4  ==
 
== Step 4  ==

Revision as of 10:49, 6 April 2011

Create questionnaire

Step 1

Go to Ad Hoc Questionnaire resource list

Panel questionnaire.gif

Step 2

Copy questionnaire: CGTemplate - CAWI template (resource id = 22631)

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: CGTemplate (questionnaire layout template): CAWI - Voxmeter DEFAULT Layout
  • CATI: 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 steps below 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"

Panel management - Constants 2.png

  • Add quotas containing the conditions with target = 0 (no naming convention is needed)

Panel management - Quotas.png

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

Panel management - Constants.png

  • 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
  • Screeening questions: select desired questions to make screening (this must be used together with quota, which has been described in Step 4
  • Extra demographic questions: more demographic questions needed, those will be shown at the end of the questionnaire
  • Points - Successful: number of points given to Catinet users when they complete the questionnaire successfully, in the previous setup for Ad hoc questionnaire, its value was 40
  • Points - Quota full: number of points given to Catinet users when they meet the quota full status, in the previous setup for Ad hoc questionnaire, its value was 10
  • Points - Outside target: number of points given to Catinet users when they are outside target, in the previous setup for Ad hoc questionnaire, its value was 10

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


Group template 1.png 


There are 4 variables used in each rule

  1. The users must belong to Panel members - Available group (not all members are available at the same time)
  2. Age: add ranges as needed
  3. Gender: leave unchanged
  4. Region: select a region if needed or select all/remove the variable if no region filter is needed


Group template 3.png


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.

Invite bulkmail.png 

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.