Difference between revisions of "Panel Management 2009"

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<accesscontrol>Main:MyGroup</accesscontrol>
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= Tasks  =
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[[9235cat - Panel Management - TODO List|View TODO list here]]
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= Resources  =
 
= Resources  =
  
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== Questionnaires  ==
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== Questionnaires ==
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*<span style="color: #ff0000">Panel Management - Invitation Log DK</span>: used for storing numbers of mails sent to invite/remind/re-invite for questionnaires using samples from panel members
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*0016vox - Panel Demographics DK: stores all demographic data of all panel members
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*Panel Management - Recruitment DK: questionnaire to recruit panel members in both cati and cawi projects. This will handle invitations mails and reminders.
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*Panel Management - optout: use in the invitations mails if the panel member wants to unsubscribe.
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*CGTemplate - CAWI template: resource type= panel questionnaire. used as template for all questionnaires that use panel members as respondents. This can also handle panel providers
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*CGTemplate (questionnaire template): CAWI Redirect - Us as panel provider&nbsp;: questionnaire to handle us as panel provider
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*0016vox - CATI panel reminder: cati questionnaire that calls inactive panel members
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== Dashboards ==
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*Panel Management - Portal
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*Panel Management - Menu
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*Panel Management - Home
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*Panel Management - Response Rate
  
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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
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[[9235cat - Panel Management - Dashboards|View more information about dashboards setup here]]
  
 
== Resource templates  ==
 
== Resource templates  ==
  
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*Ad Hoc Questionnaire  
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*Panel&nbsp;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)
  
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= Guidelines =
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= Guidelines =
  
 
[[How to create a new questionnaire using panel members]]  
 
[[How to create a new questionnaire using panel members]]  
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== Step 1  ==
 
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Go to Ad Hoc Questionnaire resource list
 
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[[Image:Ad Hoc Questionnaire resource template.png]]
 
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== Step 2  ==
 
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Copy questionnaire: <span style="color: #ff0000">CGTemplate - CAWI Template 2010</span> (resource id = 35767704)
 
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Change the destination questionnaire name and parent resource to fit the real project.
 
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[[Image:Copy Questionnaire Template.png]]&nbsp;
 
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== Step 3  ==
 
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Open the newly created questionnaire resource
 
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Use the correct layout:
 
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*CAWI: <span style="color: #ff0000">Layout resources\Catinet Layout\CGTemplate (questionnaire layout template): CAWI - NORSTAT</span>
 
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*CATI: <span style="color: #ff0000">Layout resources\Catinet Layout\CGTemplate (questionnaire layout template): CATI</span>
 
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== Step 4  ==
 
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Open the questionnaire template using questionnaire template editor
 
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There are some default questions&nbsp;added to the template
 
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*<span style="color: #3366ff">D_Start</span>: leave unchanged
 
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*<span style="color: #ff0000">Insert_questions_here</span>: replace this question with your real set of questions
 
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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_SetFailed</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</span>: replace the text with real text shown when the respondent finishes the questionnaire successfully/normally
 
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*<span style="color: #ff0000">End_QuotaFull</span>: replace the text with real text shown when any quota is full (optional)
 
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*<span style="color: #ff0000">End_OutsideTarget</span>: replace the text with real text shown when the respondent is outside target (optional)
 
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*<span style="color: #ff0000">End_Failed</span>: replace the text with real text shown when the current rpq fails to meet some requirements (optional)
 
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*<span style="color: #3366ff">D_PanelData_Id</span>: contains the answer sheet's id in panel data questionnaire, leave unchanged
 
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[[Image:Question flow.jpg]]
 
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When any of the 4 statuses are needed (normal/successful, quota full, outside target and failed),&nbsp;the correspondint&nbsp;End question's text has to be updated.
 
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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>
 
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[[Image:Goto if conditions.png]]
 
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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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You can also remove the corresponding pair of D_Set___ and End____ questions when a status is not needed, there should&nbsp;no problem when doing that.
 
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'''Example'''
 
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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>
 
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<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".
 
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My questionnaire needs only 2 statuses: completed/normal/successful and outside target, so I&nbsp;could remove D_SetQuotaFull, D_SetFailed, End_QuotaFull and End_Failed without any problem
 
  
 
[[Category:Production_guidelines]]
 
[[Category:Production_guidelines]]

Latest revision as of 05:02, 18 October 2013

<accesscontrol>Main:MyGroup</accesscontrol>

Tasks

View TODO list here

Resources

Questionnaires

  • Panel Management - Invitation Log DK: used for storing numbers of mails sent to invite/remind/re-invite for questionnaires using samples from panel members
  • 0016vox - Panel Demographics DK: stores all demographic data of all panel members
  • Panel Management - Recruitment DK: questionnaire to recruit panel members in both cati and cawi projects. This will handle invitations mails and reminders.
  • Panel Management - optout: use in the invitations mails if the panel member wants to unsubscribe.
  • CGTemplate - CAWI template: resource type= panel questionnaire. used as template for all questionnaires that use panel members as respondents. This can also handle panel providers
  • CGTemplate (questionnaire template): CAWI Redirect - Us as panel provider : questionnaire to handle us as panel provider
  • 0016vox - CATI panel reminder: cati questionnaire that calls inactive panel members

Dashboards

  • Panel Management - Portal
  • Panel Management - Menu
  • Panel Management - Home
  • Panel Management - Response Rate

View more information about dashboards setup here

Resource templates

  • Panel 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

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