How to create a new questionnaire using panel members
Contents
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
Open the questionnaire template using questionnaire template editor
There are some default questions added to the template
- D_Start: leave unchanged - update last start date inside panel data questionnaire
- D_CopyData: leave unchanged - copy key demographic data from panel data questionnaire
- D_Identity: leave unchanged - create the current respondent's information page
- Identity_Confirm: leave unchanged - let the respondent confirm his/her identity
- D_ClearData: leave unchanged - clear all demographic data if the respondent is not the user assigned to the answer sheet
- D_ShouldUpdateBackToPanel: leave unchanged - indicates if data updated in the current questionnaire should be updated back to the panel data questionnaire
- D_Questions_ToBe_Updated: leave unchanged - indicates what questions should be updated
- Gender: leave unchanged
- Birthday: leave unchanged
- D_BirthYear: leave unchanged
- D_Age: leave unchanged
- D_Age_Group: leave unchanged
- Commune_2007: leave unchanged
- Commune_Before_2007: leave unchanged
- D_Commune_Handler: leave unchanged
- Commune_Check: leave unchanged
- D_Commune_Converted: leave unchanged
- D_Region: leave unchanged
- D_Region_Detailed: leave unchanged
- ZipCode: leave unchanged
- D_Zipcode_Lookup: leave unchanged
- Civil_Status: leave unchanged
- Household_Size: leave unchanged
- D_Household_Size_Closed: leave unchanged
- Household_Children_Below_18: leave unchanged
- D_Household_Children_Below_18: leave unchanged
- Children_Age: leave unchanged
- DK_Living_Type: leave unchanged
- DK_Living_Form: leave unchanged
- ShoppingResponsibility: leave unchanged
- D_Home_Decisionmaker: leave unchanged
- Internet_Access: leave unchanged
- Lower_Education: leave unchanged
- Higher_Education: leave unchanged
- D_Combined_Education: leave unchanged
- Current_Professional_Status: leave unchanged
- Pensioner: leave unchanged
- Public_Sector: leave unchanged
- DK_Personal_Income: leave unchanged
- DK_Household_Income: leave unchanged
- D_UpdateBackToPanel: leave unchanged - update data back to the panel (if D_ShouldUpdateBackToPanel == 1)
- 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
The area of Copy/Update key demographic data can be illustrated by the graph below:
Notice
- D_Set___ and End__ questions go in pairs, one pair is corresponding to a answer sheet's status
- When a status is not needed, feel free to remove the correspondingD_Set__ and End__ questions from the questionnaire
- D_Set__ questions are used for updating the answer sheet's status before reaching D_End, which will then save the status and completed date into the panel data questionnaire
- 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)
- The main flow will set the answer sheet to normal/successful. If no GOTO If is added, only D_SetSuccessful is executed and End_Successful question is shown at the end.
Example
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, and be shown a page saying "Sorry, you are not in the target group". In order to do so, we simply need to a a GOTO if condition to Screening as below, and update the text of question End_OutsideTarget
The main flow of my questionnaire will be ended with a page saying "Thanks for spending your time": no goto if condition is needed to go to D_SetSuccessful, we just need to change the text of End_Successful to "Thanks for spending your time".
Our questionnaire needs only 2 statuses: normal/successful and outside target, so we could remove D_SetQuotaFull, End_QuotaFull and D_SetFailed, End_Failed without any problem
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.
