Difference between revisions of "Surveys"

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{{Additional_module|£175}}
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{{Additional_module}}
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>
  
''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>
  
==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>
  
[[Image:surveys_page.jpg]] <br> <br>
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[[Image:surveys_page1.jpg]] <br> <br>
  
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>
  
{|class="wikitable"
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Once a survey has been created it needs to have questions assigned to it. <br> <br>
!Button!!Effect
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|-
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==Types of Questions==
|[[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>
|[[Image:EditSurveyBtn.png]]||Edit an existing survey
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|-
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===Single Choice (equal value answers)===
|[[Image:CloneSurveyBtn.png]]||Clone an existing survey
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|-
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Users may only select one answer. Each answer has equal value e.g. <br>
|[[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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|[[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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|[[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>
|[[Image:DeleteSurveyBtn.png]]||Delete a survey
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|-
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===Multiple Choice===
|[[Image:ResponseLabelsSurveyBtn.png]]||Edit the answers that users are able to select
 
|} <br>
 
  
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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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>
  
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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===Matrix===
  
===Survey Questions===
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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>
  
A survey needs to have questions assigned to it. Select a survey then click the Questions button. Each question can be given an optional context, which is additional text to help explain the question. <br> <br>
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==Adding Questions to a Survey==
  
[[Image:survey_question.jpg]] <br> <br>
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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>
  
The response label option allows you to choose the answers that parents are allowed to give. You can click the Question Mark Button to see the answers that go with each of the Response Labels. <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>
  
If you allow users to view others' responses, they will be able to see what percentage of other users have chosen each response. <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>
  
Questions can also be reordered. Click and drag using the up/down arrow icon at the top left of the question. <br> <br>
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<div>[[Image:survey_questions1.jpg]]</div> <br>
  
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 much do you like pasta bake?" and a user answers "Not at all", then there isn't much point in asking which flavour of pasta bake is their favourite. <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>
  
 
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>
 
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>
  
[[Image:surveys_skip_rules.jpg]] <br> <br>
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[[Image:surveys_skip_rules1.jpg]] <br> <br>
  
===Response labels===
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==Response labels==
  
Click on the Response Labels Button to toggle the response labels. Each response label contains a set of answers that users can give for each question and can hold a maximum of 5 answers. Users will see the answers as either rating stars or buttons. <br> <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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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>
  
 
There are 3 buttons next to each of the Response Labels. <br> <br>
 
There are 3 buttons next to each of the Response Labels. <br> <br>
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!Button!!Effect
 
!Button!!Effect
 
|-
 
|-
|[[Image:edit_label_type.jpg|24px]]||Edit the name and display of the Response Label
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|[[Image:edit_label_type1.jpg|36px]]||Edit the name and display of the Response Label
 
|-
 
|-
|[[Image:edit_labels.jpg|24px]]||Edit the answers available in the Response Label
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|[[Image:edit_labels1.jpg|36px]]||Edit the answers available in the Response Label
 
|-
 
|-
|[[Image:delete_label.jpg|24px]]||Delete the Response Label
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|[[Image:delete_label1.jpg|36px]]||Delete the Response Label
 
|} <br>
 
|} <br>
  
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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==Participants==
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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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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>
  
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>
  
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=
  
===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>
  
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>
  
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>
  
==How the survey appears to users==
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=Analysing results=
  
==Analysing results==
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To analyse the results of a survey go to the Surveys page and click View > Analyse. <br> <br>
  
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>
  
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>
  
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>
  
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>
  
[[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.