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Survey

Surveys are a great way to collect information from site users. WebGUI's Survey 2.0 asset was built with flexibility in mind. The Survey allows for branching from both sections and questions to easily create response-driven surveys. In addition, many new question types and answer formats are now included, allowing for greater flexibility in customizing the survey to fulfill your needs.

  1. Click on the “Survey” asset in the New Content menu of the Admin Bar. The “Add Survey” screen will open.

 

  1. Enter a title for your survey in the field labeled “Title,” or if you are using this for a quiz, a title for your quiz.

  2. If the “Menu Title” and “URL” fields are left blank, WebGUI will fill them in for you.

  3. In the field labeled “Description,” you can enter an explanation about the survey you are asking users to fill out. This would be a good area to enter instructions if you think your users need them. This text will appear between the title and the survey questions.

 

  1. “Survey Exit URL” allows you to indicate a specific URL survey participants should be directed to upon completion of this survey.

  2. The “Time Limit” field allows you to enter a set amount of time in which a user is allowed to complete the survey. If left at 0, the user will have unlimited time. If a specific time is entered, a countdown clock will display while taking the survey. Note that the time limit is set in minutes, so you would need to enter one hour as 60, or two hours as 120.

  3. “Do After Time Limit” allows you to select an event to occur if the user does not complete the survey within the time specified. Options included “Exit URL,” which will direct the user to the URL entered in the “Survey Exit URL” field, or “Restart Survey,” which will direct the user to the beginning of the survey.

  4. A “Survey End Workflow” can be selected, which determines an event that should be triggered upon a survey's completion. For example, you could create a workflow that would send out email alerts each time a person completed the survey.

  5. If you want users to be able to use the back button to return to a previous answer and resubmit that response, set the “Allow back button” field to Yes.

  6. Enter display options for the asset in the “Display” tab.

 

     

  1. Hide from navigation?: determines whether or not the survey will be hidden from navigation or the site map.

  2. Open in new window?: determines whether or not the survey will open in a new browser window.

  3. Display the title?: determines whether or not the survey's title will be displayed on the web page.

  4. Style Template: this is the style template applied to the Survey when it is viewed independently. If you have placed the survey asset on a page layout or inside the folder, the styles of those container assets will override this.

  5. Printable Style: this is the template used for the printable version of this asset.

  6. Survey Template: the template that displays the main body of the survey.

  7. Survey Summary Template: this is the template used to display results to users taking the survey in quiz mode.

  8. Take Survey Template: the template used to display survey questions to the user as s/he takes the survey.

  9. Questions Template: the template used to display individual questions that are dynamically loaded into the Take Survey page.

  10. Survey Edit Template: the template used to display the edit screen for the survey. This is the screen in which sections, questions and answers are managed.

  11. Section Edit Template: the template to display the edit screen for sections in the survey.

  12. Question Edit Template: the template used for the question edit screen.

  13. Answer Edit Template: the template used to display the edit screen for survey answers.

  14. Feedback Template: the template used to display response feedback.

  15. Overview Report Template: the template used to display the overview report.

  16. Gradebook Report Template: the template used to display the gradebook report.

  17. Test Results Template: the template used to display individual and aggregate test results.

  18. Show user their progress?: if set to Yes, the user will be shown his/her progress while taking the survey. The number of questions completed and the number of questions that remain will be shown.

  19. Show user their time remaining?: if a time limit has been set in the Properties tab, this field can be set to Yes to display the time limit to users as they take the survey; to hide the timer, set this field to No.

  20. Show quiz mode summaries?: if set to Yes, a summary of a user's quiz results will be shown to the user who has taken the quiz.

 

 

 

  1. Set permissions in the “Security” tab:

 

  1. Owner: the owner of the asset has full editing and viewing privileges.

  2. Who can view?: determines who can see the survey, but not necessarily take it.

  3. Who can edit?: determines who can edit the survey asset once it's been created.

  4. Group to edit the survey: the group of users allowed to edit this survey. This includes creating and editing questions. This is not the same as the group indicated in the “Who can edit?” field. This group will be able to edit the survey by using the Edit Survey link located under the Survey asset's title on the web page. They will be able to add/edit questions, answers, or sections without the need to enter admin mode.

  5. Group to take the survey: the group of users allowed to take the survey.

  6. Group to view reports: the group of users allowed to view reports, such as user responses, compiled by the survey.

  7. Max user responses: allows you to limit the number of times a user can take the survey.

  1. If you wish, enter Metadata in the Metadata tab. This is the standard metadata tab common amongst all assets.

  2. While in the Survey's Add/Edit screen you will see seven links on the far right hand side of the screen. The “Edit” link will direct you to the Properties tab of the add/edit screen. The “Edit Survey” link will direct you to the survey edit screen in which survey sections, questions and answers are managed. “Take Survey” will direct you to the Take Survey screen, which allows you to take the survey as a normal participant would. The other links direct you to more technical screens that are primarily used by developers.

  3. Click the “save” button at the top of the screen to begin creating the survey.

 

 

The Survey contains a number of links. Use these links to set up your survey questions and responses (Edit Survey link) and to view reports.

 

Edit Survey

The Edit Survey link takes you into the interface in which you create sections, questions and answers. The Survey asset is intended to provide the greatest level of flexibility possible. It is highly recommended that you first make a sort of roadmap of your survey so that you have an idea of what end result you are trying to achieve. This is particularly helpful if you intend to build a response-driven survey, because you will want some type of visual representation as you work to help organize your ideas.

In the top left hand corner are five small links.

 

 

Back to site will return you to the normal page view of the Survey asset. Edit will open the Survey asset's add/edit screen. Take Survey will open the survey as a participant would view it.

 

Visualize uses GraphViz (a 3rd party graph visualization package) to generate a visual representation of your Survey structure. In a simple Survey, it will show one blue circle per question, one yellow circle per section, and then links between circles for each possible answer. For questions that have no branching all the arrows will point to the next question/section in Survey order, but if branching logic is defined it will be used to show possible paths users can take through the survey. If you are using a modern browser then SVG is probably the nicest format to use since the resulting image size will be very small and infinitely scalable. The different Visualization Algorithms on offer are standard layout algorithms supported by GraphViz.

 

Test Suite allows you to create and run branching tests via the web interface. For complex Survey instances this is useful because it allows you to verify that the Survey will do what you intend. Tests are defined in JSON. You can test things like: starting from question/section X, if I give the following answers, verify that I end up at question/section Y, with the following information tagged, etc.

 

On the left hand side of the screen is the display of sections, questions, and answers that have been created. To the right of that will appear the screen in which you create a section, question, or answer.

 

The first time you enter the Edit Survey screen you will see the following:

 

 

After creating multiple sections and questions/answers, you will something more like this:

 

 

To tell the survey what part of the survey you want to work under, you need to click on that area of the survey. For example, to work in a section, click on its name. To edit it, click on it again. To add an answer under a question, first click on the question to tell the survey you want to work under it. To edit it, click it again. Likewise, you can edit answers by clicking on them.

 

The first time you enter this screen, the edit screen for the first section will be opened. In the top left hand corner of this screen is the Section Number field, which indicates the section number of the section you are creating/editing.

 

Create Sections

Survey Sections contain questions and answers. Sections are ordered, but the participant does not have to necessarily take the survey in the order you have created it since sections and questions can branch the participant to any other section/question in the survey, depending on his/her response. This makes creating response-driven surveys easy. You can also designate a section to the be “end” of the survey, and direct users to a specific URL at the end of the survey if you wish.

 

Fields in this screen will be covered down the left side first, followed by the items in the right hand column. To create a Survey section:

 

  1. Enter a name for this section in the “Section title” field.

 

 

  1. The “Section variable name” field is where you enter a unique label to associate with this section. This label will act as a “goto” variable when you create other sections or questions. This is helpful in creating response-driven surveys. You will want to enter something simple and easy to remember, so for Section one you could enter section_one. So if you have a section with a "variable section name" then you could have a section/question/answer jump to: <variable section name>. You might want to keep track of these in another document to help you keep organized if you are creating a long survey.

  2. A variable name can be entered in the “Jump to” field. When this section is completed, the survey taker will be directed to the section or question that has the variable name entered here. See the explanation in number 2, above.

  3. The “Jump expression” field is where you can enter an expression used to control complex branching-based user responses to previous questions. You can ignore this field unless enableSurveyExpressionEngine is enabled in your site config file, which is something a site administrator would do.

  4. Indicate if you would like questions to be displayed in a random order in the “Randomize questions” field.

  5. “Questions per page” indicates the number of survey questions displayed on the body of the page to the user.

  6. “Questions on section page” indicates whether you would like the survey questions for this section displayed on the same page as the Section name; or, would you like a page that displays the Section name first, then the questions for that section on a following page.

  7. “Title on every page” indicates if you would like the title, or name, of this section displayed on every page in the section (Yes), or just on the first (No).

  8. “Text on every page” allows you to indicate if you want Section text included on every page in the section (Yes) or just on the first page of the section (No).

  9. Indicate if this is a “Terminal section” of the survey. If it is, the survey will end after this section is completed.

  10. If the section is a “Terminal section,” you can enter a URL to be displayed at the end of the section in the “Terminal section URL” field. The terminal section URL of a section will be overridden by a question's terminal URL.

  11. A “Logical Section” (or its questions) is never shown. Logical sections are used to silently execute jump commands.

  12. At the bottom of this screen is a text area labeled “Section text.” The “Text on every page” field allows you to indicate if you would like the text entered in the “Section text” field to be displayed on every page in the section, or just on the first.

  13. Click the Submit button to create the section. Cancel will cancel the edits made to the section, and Delete will delete the section from the survey. Copy will create a copy of this section. Preview will allow you to see the section you have created as a survey participant would see it, and direct you to the Take Survey screen.

Upon saving, the section's name will appear in the top left hand corner of the screen.

 

 

Click the Add Section button to repeat the process and add additional sections.

 

To edit a Section, click on its name. This will open the Section add/edit screen again.

 

Add Questions

Once sections have been created, you can add questions. You can choose whether you want to create all your sections first, and then enter your questions, or create a section, then add its questions before creating the next section. This will depend upon the structure of your survey. This example will show how to create a multiple choice question, and then how to add answers for it.

1. Click on the name of the section under which you would like to add a new question.

2. Click the Add Question button, located at the bottom of the Survey Objects. The Add Question screen will open. The first field on the left side is the “Question number” field, which displays the question number of the question you are creating or editing. This field can not be changed.

 

 

3. Indicate the type of question being asked by making a selection from the “Question type” field. There are many options available, so you may want to take some time to familiarize yourself with the different types.

The Simple, Range and Allocation question types will have a Slider indicator that participants will use to answer the question. Multiple choice questions are the traditional multiple choice format you are used to. You can have participants input a date by selecting the Date Range or Text question types. There are also question types specifically formatted for email addresses, telephone numbers and currency. There is a File Upload question type if participants need to upload a file with their surveys, such as a resume.

4. The “Question score” field allows you to weight the value of survey questions. This is useful if you want some questions to have a greater point value than other questions. For example, some questions may be of greater importance or difficulty. You can assign them a higher question score. Alternately, you can assign individual answers a value instead, depending on your needs; however, you should not use both question value and answer values together.

5. If the “Required” field is set to Yes, the survey participants will be required to answer this question before moving on to the next question.

6. Indicate if you want possible answers randomized in the “Randomize answers” field. This will cause the answers to be displayed in a random order for each survey participant.

7. The “Vertical display” field controls if buttons and answers for multiple choice questions are displayed vertically or horizontally.

8. The “Question text” field is where you enter the question being asked.

9. “Show text in button” determines if multiple choice answers are displayed in the answer buttons.

10. If the “Allow comment” field is set to Yes, an area will be made available in which survey participants can type a comment related to their response.

11. The “Comment Cols” and “Comment Rows” fields allow you to indicate the number of columns and rows that will be available in a textarea field. Basically, it allows you to determine the size of the textarea. This may or may not be relevant, depending on the question type you have chosen.

12. “Maximum number of answers” indicates the maximum number of answers participants may select.

13. variable name can be entered in the “Jump to” field. When this question is completed, the survey taker will be directed to the section or question that has the variable name entered here.

14. The “Jump expression” field is where you can enter an expression used to control complex branching-based user responses to previous questions. You can ignore this field unless enableSurveyExpressionEngine is enabled in your site config file, which is something a site administrator would do.

15. When you have formatted your question, click the Submit button. The Copy button will make a copy of the question under the current section. The Cancel button will close the screen and delete the data you entered. Preview will direct you to the Take Survey screen where you can view the question as a participant would view it. Make Default Type allows you to make this question type the default question type for all questions created. The Remove Default Type will undo the default question type.

The question will be added under the section in which it was created. You will see the question displayed in the box that lists sections and questions, located in the upper left hand area of the screen.

 

 

Add Answers

Once you have created a question, an Add Answer button will appear in the lower portion of the Survey Objects window. Click the Add Answer button to create possible answers for questions you have already created. If you want, you can create all your questions first; then, click on the question you wish to create an answer for before clicking the Add Answer button. This will let the Survey asset know which question you are adding an answer for.

  1. Make sure the appropriate question is selected under which to create an answer.

  2. Click the Add Answer button, located below the list of sections and any questions/answers that have been created already. The button will be next to the Add Section and Add Question buttons, and will only appear when you select a question for which to create an answer. This will open the add answer screen.

 

 

  1. The “Answer number” field indicates the number of the answer you are creating. This field can not be edited.

  2. The “Recorded answer” field is where you enter the answer that will be recorded in the database. If you are creating a multiple choice question, and indicated that you wanted answers to display in the buttons, this is the text that will appear in the buttons. This also allows you to have a different value recorded in the database than what is shown to the survey participant. For example, if you have a Yes/No answer you could have Yes recorded as 1 and No recorded as 0.

  3. The “Answer score” field allows you to assign this answer a numeric score. If this is left blank, the question score value will be used instead. This is used in question scoring and jump expressions.

  4. If the “Verbatim” field is set to Yes, a text field will be added where the survey participant can enter a single line of text. This might be helpful if you wanted to create an “other” field in which participants can write in a response.

  5. If you selected a slider question type, set the Min (minimum) and Max (maximum) values for the slider.

  6. If you selected a number or slider question type, set the step value in the “Step” field. This is the numeric interval allowed between values. If you don't want to enforce a step value, leave this field blank.

  7. The “Jump to” field is where you indicate the variable name of the section or number that the participant will be directed to after this question is completed.

  8. The “TextArea Columns” and “TextArea Rows” fields allow you to determine the size of a textarea input field.

  9. If this survey is being used as a quiz, you can indicate if this is the correct answer for the question in the “Is this the correct answer” field.

  10. A variable name can be entered in the “Jump to” field. When this answer is completed, the survey taker will be directed to the section or question that has the variable name entered here.

  11. The “Jump expression” field is where you can enter an expression used to control complex branching-based user responses to previous questions. You can ignore this field unless enableSurveyExpressionEngine is enabled in your site config file, which is something a site administrator would do.

  12. The “Answer text” field is a text area in which you can enter the actual text of the answer. For multiple choice answers, this text would appear above the answer buttons if you did not choose to have answers displayed inside the buttons.

  13. When this answer is complete, click the Submit button. If you are creating a multiple choice question and answer, you will need to repeat this process to create each possible answer for the multiple choice question. Continue creating sections, adding questions and answers until the survey is complete.

 

 

The appearance of the questions and answers you create will differ depending on the type of question you created.

This is an example of what an agree/disagree question type looks like:

 

 

An example of a gender question type:

 

 

An example of a true/false question type:

 

 

An example of political party:

 

 

Note that answer 4, “Other party”, says verbatim after it. If participants select answer four they will have a space in which to write the other party.

Below is an example of a Survey in “take survey” mode, and as a normal survey participant would view it:

 

 

And here is another example:

 

 

After completing the survey, the survey participants will see their results (if that option was selected during the asset's set up).

 

 

View Reports

Survey administrators (you) will see some links under the title of the Survey asset.

 

 

The first two links on the left allow you to edit or take the survey you have created. The rest of the links allow you to view reports. Simply click on each report's link to view the data contained in it. The Simple Results and Transposed Results will open in the browser, and the Statistical Overview and Grade Book will open inline. Delete Responses will delete all responses submitted by survey participants.

See the following screenshots for examples.

 

Simple Results:

Clicking on View Simple Results will allow you to download a csv file of survey results.

 

 

The data can then be used with an external spreadsheet application.

Transposed Results:

Clicking on View Transposed results will allow you to download a csv file of transposed survey results.

 

 

Statistical Overview:

Statistical overview will show a statistical breakdown of survey participant responses. The responses are shown as the values entered in the database.

 

 

Grade Book:

Grade book allows you to see each survey participant's data.

 

Keywords: Assets questionnaire quiz reports response driven response-driven

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