Difference between revisions of "Surveys"

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{{Additional_module|£175}}
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{{Additional_module}}
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Insight can be used to create and publish surveys to parents or pupils. When there is an available survey, users will be prompted to take part when they log in, and the results can analysed. <br> <br>
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Surveys is an additional module in Insight. It can be used to create and publish surveys to parents or pupils. When there is an available survey, users will be prompted to take part when they log in, and the results can analysed. <br> <br>
  
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''Administrators have a different view than staff users in that Administrators can modify the allowable responses, whereas staff users cannot. Additionally, Administrators can see all surveys, and staff only see their own.'' <br> <br>
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As Surveys is an additional module of Insight, a separate charge applies. Please contact <span class="plainlinks">[mailto:sales@tascsoftware.co.uk sales@tascsoftware.co.uk]</span> for further information. <br> <br>
  
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==Creating a Survey==
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=Creating a Survey=
  
 
The survey page will show a list of all of the surveys that have been created so far. <br> <br>
 
The survey page will show a list of all of the surveys that have been created so far. <br> <br>
  
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[[Image:surveys_page.jpg]] <br> <br>
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[[Image:surveys_page1.jpg]] <br> <br>
  
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On the top toolbar there are a number of buttons to manage and analyse surveys. <br> <br>
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The Add button at the top left of the page is used to create new surveys. Each survey needs a title, a start date and an end date. Surveys can also be given optional intro and completion notes. <br> <br>
  
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{|class="wikitable"
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Once a survey has been created it needs to have questions assigned to it. <br> <br>
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!Button!!Effect
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|-
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==Types of Questions==
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|[[Image:AddSurveyBtn.png]]||Create a new survey
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|-
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A survey needs to have questions assigned to it. There are 5 types of questions available: <br>
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|[[Image:EditSurveyBtn.png]]||Edit an existing survey
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|-
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===Single Choice (equal value answers)===
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|[[Image:CloneSurveyBtn.png]]||Clone an existing survey
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Users may only select one answer. Each answer has equal value e.g. <br>
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|[[Image:QuestionsSurveyBtn.png]]||Edit the questions for a survey
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<div>[[Image:s_question1.jpg]]</div> <br> <br>
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|-
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|[[Image:ParticipantsSurveyBtn.png]]||Choose which users are invited to take part in the survey
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===Single Choice (ordered value answers)===
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|-
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|[[Image:AnalysisSurveyBtn.png]]||Analyse results
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Users may only select one answer. Answers are ordered from 'worst' to 'best' e.g. <br>
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<div>[[Image:s_question2a.jpg]]</div> <br> <br>
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|[[Image:DeleteSurveyBtn.png]]||Delete a survey
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|-
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===Multiple Choice===
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|[[Image:ResponseLabelsSurveyBtn.png]]||Edit the answers that users are able to select
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|} <br>
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Users may select multiple answers. Each answer has equal value e.g. <br>
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<div>[[Image:s_question3.jpg]]</div> <br> <br>
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===Matrix===
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Users will answer the same question several times and can only choose one answer each time. Each answer has equal value e.g. <br>
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<div>[[Image:s_question4.jpg]]</div> <br> <br>
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==Adding Questions to a Survey==
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Questions are added to a survey by selecting the survey then clicking the Arrow on the Edit button, then selecting the Questions option. <br> <br>
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Each question must be typed and an optional context can also be added to each question. A set of response labels must be selected, which are the responses that users are able to select when answering the survey question. The response labels determine what format the question will appear in; 'Check' type response labels are for multiple choice questions. Star and Option types are for single or matrix answers. <br> <br>
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When selecting an 'Option' type set of response labels, a field will appear called "Matrix options". This is used to configure Matrix type questions. Each statement should be typed into the Matrix Options field, separated by a semi-colon e.g. <br>
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''My child feels safe at school ; My child is making good progress at this school ; This school meets my child’s particular needs'' <br> <br>
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<div>[[Image:survey_questions1.jpg]]</div> <br>
  
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Click on the Add button to create a new survey. A survey will need a title a start date and an end date. Surveys can also be given an introductory message and a note for users when they complete the survey. <br> <br>
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Skip rules can be used if you want users to skip some questions if they give particular answers. For example, if you have a question "How likely are you to go apply to university?" and a user answers "Not at all", then there isn't much point in asking which university they are thinking about applying to. <br> <br>
  
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Once a survey has been created, you will need to add questions to the survey and decide who the survey is sent to. <br> <br>
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Click the Skip Rules Button and a window will open showing the various answers available, according to the Response Labels. For each possible answer, you can decide which question the user will be taken to. If you select Completion, then the survey will be finished if/when the user selects that answer. <br> <br>
  
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===Survey Questions===
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[[Image:surveys_skip_rules1.jpg]] <br> <br>
  
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To manipulate the Questions attached to a survey, first select the survey by clicking on the row in the main table, then click on the "Edit questions" tool-bar button. A Question can be comprised of one or both of the "Context" and "Question" fields.  In reality, these fields are equal in everything but the presentation to the participant, so it is possible to use them interchangeably.  IN addition, each Question will have options concerning whether to show existing responses, which response label type to use, whether comments are to be allowed, and if different responses will lead the participant to different questions. <br> <br>
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==Response labels==
  
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To add a new Question, click on either of the "Add" buttons in the empty question panel. Enter the textual content, and click on the "OK" button to apply your changes.  You will see that a Question once it has been created can be edited using the "Edit" buttons on the left, or deleted using the "Delete" button to the right. <br>
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Response labels are a set of answers that users may select from when answering questions on a survey. A few response labels are provided with Insight as default and more can be added by clicking View > Response labels. <br> <br>
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NB Please remember to set which Response label type you wish to use for each Question, as Questions without a response label type will not be shown. <br> <br>
 
  
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You can change the order in which questions are displayed by using the "North-South" icon as a drag handle to rearrange the Question panels. <br> <br>
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A new set of response labels needs a title and a Display. The display determines the type of question (see above). Response labels that are 'Check' are used for multiple choice questions. 'Star' and 'Option' type response labels are used for either Single or Matrix type questions. <br> <br>
  
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====Skip rules====
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There are 3 buttons next to each of the Response Labels. <br> <br>
  
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In some circumstances, a survey may take different routes through the questions according to the responses made.  To allow this to happen, each question may have a Skip Rule associated with it.  To view or modify a Question's skip rule, use the "Set skip rules"  
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{|class="wikitable"
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button within that Question's pane.  A pop-up window will show each potential response according to the Question's current response label type.  If no rule is set for a response, "None" is displayed, which means that if that response is chosen; the survey will flow onto the next Question. If "Completion" is selected, the survey will terminate on this response, and display the completion page. Otherwise, the flow of the survey will move to the Question selected in the drop-down when the relevant response is made. Click the "OK" button on the pop-up to apply any changes you make. <br> <br>
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!Button!!Effect
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|[[Image:edit_label_type1.jpg|36px]]||Edit the name and display of the Response Label
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|[[Image:edit_labels1.jpg|36px]]||Edit the answers available in the Response Label
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|[[Image:delete_label1.jpg|36px]]||Delete the Response Label
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|} <br>
  
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===Response labels===
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==Participants==
  
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Click on the "View response labels" button on the right hand side of the tool-bar to switch the display to a list of response label types.  This same button will also return you to the Surveys list. A response label type is a named collection of response labels, so, for example, the response label type "Happiness" might contain the response labels "Unhappy" and "Happy".  There is an upper limit of five response labels per response label type.  A response label type will manifest as either a number of rating stars, or as a number of buttons. <br> <br>
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Users must be invited to take part in Surveys before they are able to see the survey or answer any questions. Users can be invited by clicking the arrows next to the Edit button then selecting Participants.
  
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To change the title of a predefined response label type, click on the "Edit this survey label type" icon to the right of the table row containing the item you wish to edit. Enter an amended title, and is required change the Display type too, and finally click the "Ok" button to save your changes. <br> <br>
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Once you have created your survey, it must be issued to users. Select the survey and click the Participants Button. This will open a window where you can select students. <br> <br>
  
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To add a new response label type completely, use the "Add a response label type" button on the left hand side of the tool-bar, and enter the information as if you were editing. <br> <br>
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The survey will be issued to every user that is linked to the students you select. Use the groupings on the left to select specific groups of students. You can either click the Add All Button to add all pupils from a group, or click on specific pupil names to add only those pupils. <br> <br>
  
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To add, edit or delete response labels within a response label type, click on the "Edit the labels" icon onto the right of the table row containing the response label type you wish to alter.  In the pop-up window, use the "Add" button to enter a new response label; an "Add" button will not be shown if there are already five response labels.  To change or delete a response label, use the buttons within the panel containing the item you wish to change.  You can use the "North-South" arrow as a drag handle to rearrange the order of the labels.  After completing the edit, use the "X" button in the top right of the pop-up window to close the pop-up. <br> <br>
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=How the survey appears to users=
  
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===Participants===
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Users will see a Surveys section at the top of the [[snapshot]] page. This allows users to select and participate in surveys. <br> <br>
  
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To administer the users invited to participate in a survey, first select the survey by clicking on the row in the main table, then click on the "Edit participants" tool-bar button.  In the pop-up window subsequently displayed, use the connected tree-view and the student list to select students.  Users with a link to these students will be invited to complete the survey when the log in.  As you select students by either clicking on their name in the student list, or using the Add all button, the appropriate users will be added to the lower list.  Users can be deleted from this list provided they have not started (or completed) the survey, by using the "Delete" icon to the right of their entry. <br> <br>
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Users can then answer each question, and add comments and see the percentage of people that selected the same answer as them (depending on the survey configuration). <br> <br>
  
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Click the "X" button in the top right of the pop-up window when you are done administering participants. <br> <br>
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<div>[[Image:surveys_prompt1.jpg]]</div> <br> <br>
  
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==How the survey appears to users==
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=Analysing results=
  
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==Analysing results==
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To analyse the results of a survey go to the Surveys page and click View > Analyse. <br> <br>
  
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To see the aggregated results from a survey, first select the survey by clicking on the row in the main table, then click on the "Analyse results" tool-bar button. You will see a breakdown of the number of users invited who participated to give you an idea of how reliable your sample size is in considering the results of any question.  The buttons to the right of this allow you to view all comments associated with the survey, or to print the analysis summary. <br> <br>
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[[Image:survey_anylsis_overview1.jpg]] <br> <br>
  
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Below this, each question is listed with an indicator of how the participants responded. The button to the right of the panel shows you the comments entered specifically for that question. <br> <br>
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At the top of the analysis, you will see a summary of the users that have been involved and some buttons. You can see what each of the buttons do by hovering your mouse over them. <br> <br>
  
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You can click on any response to see which of the participants gave the selected response. <br> <br>
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[[Image:survey_anylsis_question1.jpg]] <br> <br>
  
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Click the "X" button in the top right of the pop-up window to close it. <br> <br>
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An analysis of each question will also be shown. You will be able to see the percentage of users that selected each answer and an overall rating for the answers that the users gave. If you click the Comment Button, you will see all of the comments entered by users. <br> <br>
  
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[[Category:Configuration]]
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[[Category:Management]]
 
[[Category:Features]]
 
[[Category:Features]]
 
[[Category:Additional modules]]
 
[[Category:Additional modules]]

Latest revision as of 13:36, 16 June 2017

Addmod2.png Additional Module

Surveys is an additional module in Insight. It can be used to create and publish surveys to parents or pupils. When there is an available survey, users will be prompted to take part when they log in, and the results can analysed.

As Surveys is an additional module of Insight, a separate charge applies. Please contact sales@tascsoftware.co.uk for further information.

Creating a Survey

The survey page will show a list of all of the surveys that have been created so far.

Surveys page1.jpg

The Add button at the top left of the page is used to create new surveys. Each survey needs a title, a start date and an end date. Surveys can also be given optional intro and completion notes.

Once a survey has been created it needs to have questions assigned to it.

Types of Questions

A survey needs to have questions assigned to it. There are 5 types of questions available:

Single Choice (equal value answers)

Users may only select one answer. Each answer has equal value e.g.

S question1.jpg



Single Choice (ordered value answers)

Users may only select one answer. Answers are ordered from 'worst' to 'best' e.g.

S question2a.jpg



Multiple Choice

Users may select multiple answers. Each answer has equal value e.g.

S question3.jpg



Matrix

Users will answer the same question several times and can only choose one answer each time. Each answer has equal value e.g.

S question4.jpg



Adding Questions to a Survey

Questions are added to a survey by selecting the survey then clicking the Arrow on the Edit button, then selecting the Questions option.

Each question must be typed and an optional context can also be added to each question. A set of response labels must be selected, which are the responses that users are able to select when answering the survey question. The response labels determine what format the question will appear in; 'Check' type response labels are for multiple choice questions. Star and Option types are for single or matrix answers.

When selecting an 'Option' type set of response labels, a field will appear called "Matrix options". This is used to configure Matrix type questions. Each statement should be typed into the Matrix Options field, separated by a semi-colon e.g.
My child feels safe at school ; My child is making good progress at this school ; This school meets my child’s particular needs

Survey questions1.jpg


Skip rules can be used if you want users to skip some questions if they give particular answers. For example, if you have a question "How likely are you to go apply to university?" and a user answers "Not at all", then there isn't much point in asking which university they are thinking about applying to.

Click the Skip Rules Button and a window will open showing the various answers available, according to the Response Labels. For each possible answer, you can decide which question the user will be taken to. If you select Completion, then the survey will be finished if/when the user selects that answer.

Surveys skip rules1.jpg

Response labels

Response labels are a set of answers that users may select from when answering questions on a survey. A few response labels are provided with Insight as default and more can be added by clicking View > Response labels.

A new set of response labels needs a title and a Display. The display determines the type of question (see above). Response labels that are 'Check' are used for multiple choice questions. 'Star' and 'Option' type response labels are used for either Single or Matrix type questions.

There are 3 buttons next to each of the Response Labels.

Button Effect
Error creating thumbnail: File missing
 Edit the name and display of the Response Label
Edit labels1.jpg Edit the answers available in the Response Label
Delete label1.jpg Delete the Response Label


Participants

Users must be invited to take part in Surveys before they are able to see the survey or answer any questions. Users can be invited by clicking the arrows next to the Edit button then selecting Participants.

Once you have created your survey, it must be issued to users. Select the survey and click the Participants Button. This will open a window where you can select students.

The survey will be issued to every user that is linked to the students you select. Use the groupings on the left to select specific groups of students. You can either click the Add All Button to add all pupils from a group, or click on specific pupil names to add only those pupils.

How the survey appears to users

Users will see a Surveys section at the top of the snapshot page. This allows users to select and participate in surveys.

Users can then answer each question, and add comments and see the percentage of people that selected the same answer as them (depending on the survey configuration).

Surveys prompt1.jpg



Analysing results

To analyse the results of a survey go to the Surveys page and click View > Analyse.

Survey anylsis overview1.jpg

At the top of the analysis, you will see a summary of the users that have been involved and some buttons. You can see what each of the buttons do by hovering your mouse over them.

Survey anylsis question1.jpg

An analysis of each question will also be shown. You will be able to see the percentage of users that selected each answer and an overall rating for the answers that the users gave. If you click the Comment Button, you will see all of the comments entered by users.

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