SurveyToGo Studio Manual

Overview

When collecting data, SurveyToGo will automatically capture certain variables in addition to the responses to the questions you have added to the survey. The following is the list of variables captured automatically and their descriptions:

List of fields

The list of fields includes:

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Overview

SurveyToGo has many exporting features available.
One of them is the exporting to Word format.
Sometimes when we conduct interviews with questions that are being skipped, therefore, some questions are left without an answer.
This ‘How To’ will show you how to hide those un-answered questions when you export your survey results to word in a few simple steps.

Step 1: Opening the exporting wizard

Step 2: Choosing Word Provider.

Step 3: Configuring the word exporter.

Step 1: Opening the exporting wizard

First of all, we should open the exporting wizard:

Step 2: Choosing Word Provider.

• Choose to export results:
  
• Then, choose the word provider:
  

Step 3: Configuring the word exporter

Now, in the last screen of the exporting wizard, you would see the ‘Word Exporter’ special options:

You should select the ‘Hide null answers.

If you wish, there are more configurations settings for you to choose from.

• Now when you export your results to Word, un-answered questions will not appear.
  

That’s it!

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Overview

SurveyToGo has a powerful Search feature, enabling to search for specific text’s within:
Questions body text, Answers Text, Start Scripts, End Scripts, Entrance\Jump\Validation Rules, Answer scales, etc’.
Basically, you can search for a specific text in almost every place in your survey.

You can find this search tool in the main task bar.
The default search configuration is the most common one, although you can change some if its parameters.

As you can see, I search just part of a scales name and it shows me the results, by clicking on the result, it would reference me to its location.

That’s It!

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Overview

If your surveyors have conducted some results which were not completed, the application by default would not upload Not-Completed results.
In some cases, we wish to upload not-completed results for one reason or the other.
For this the ‘Early Completion’ feature is available.
This ‘How-To’ would show you how to upload results which were not-completed, by following the next steps:

Step 1: configure your survey to allow early completion.

Step 2: Select not-completed results stored on the device and set them as complete.

Step 1: configure your survey to allow early completion.

In your ‘Survey Properties’ tab within your survey, please leave the ‘Do Not Allow Early Completion’ box unchecked.

By default, it would be checked.

And Save your survey.

Step 2: Select not-completed results stored on the device and set them as complete.

Now, after conducting results and not completing them.
You would be able to see the not-completed results on your device:

In order to set them as ‘Complete’ and upload them, you should long press the results you wish to upload, until you get the following screen, and choose ‘Set As ‘Completed’ ‘.

That’s it!

Now the result would be uploaded.

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Overview

SurveyToGo Studio allows you to constantly view your account usage in terms of balance and results.
In this ‘How To’ I will show the main features for viewing this data within your organization.

Viewing your accounts balance

Step 1: Go in to the ‘My SurveyToGo Account’.

Step 2: choose ‘Ongoing Usage Report’

Step 3: Now you would be able to view your balance, ongoing usage and export this to excel.

Viewing your accounts Monthly Usage Report

Step 1: Go in to the ‘My SurveyToGo Account’.

Step 2: choose ‘Monthly Usage Report’

Step 3: Now you would be able to view your balance, divided per project, per survey and total.
This is exportable too.

Viewing your ‘Result Attachment Report’

Step 1: Go in to the ‘My SurveyToGo Account’.

Step 2: choose ‘Result Attachment Report’

Step 3: Now you would be able to view your attachment usage report.
If you wish to save data, you can Archive the attachments on your machine, by taking it off from our servers, but please note that by doing this your attachments would be on your own responsibility.
This is exportable too.

Viewing your Usage By Period Report.

Step 1: Go in to the ‘My SurveyToGo Account’.

Step 2: choose ‘Usage By Period Report’

Step 3: Now you would be able to view your usage per survey, project & client.
This is exportable too.

Viewing your Storage Usage Report.

Step 1: Go in to the ‘My SurveyToGo Account’.

Step 2: choose ‘Storage Usage Report’

Step 3: Now you would be able to view your Storage Usage Report.

Purchasing Interviews

By clicking on the ‘Purchase Interviews’ node, you would be able to purchase more results through your studio.

That’s it !

Those are the main features of the ‘My SurveyToGo Account’ Node.

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Overview

Viewing old versions of your survey is easier than you think.
With this feature you are able to view all the versions of the survey through all of its changes.
Further more, it is possible to export older versions as import them back again as surveys:
This can be done by a few simple steps:

1. Step 1: Press Ctrl+Shift and Right Click a specific survey.
2. Step 2: Choose a version to view \ export.

Step 1: Press Ctrl+Shift and Right Click a specific survey

By doing this, you would see the ‘Older Versions’ option in the menu that will pop-up.
Choose the ‘Older Versions’ option.

Step 2: Choose a version to view \ Export

Now you would be able to see all the versions of the survey, their dates and the user.

By opening one, it would open a Read-Only version of the survey.
By choosing ‘Save to file’ you would be able to save it as an .srv file, in order to import it inside your STG Studio for editing.

That’s it !

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Overview

There might be a need in evaluating a survey’s interviews and returning invalid ones to the surveyor in the field for changes.
Therefore, we have the ‘Return to Surveyor’ option.
With ‘Return to Surveyor’ you can now make sure a back office process evaluates your interviews and returns them to the surveyors in the field in case that there are changes to make.

1. Step 1: Configure interviews to be sent in ‘Requires Approval’ status.
2. Step 2: Review the interviews, add changes and return to surveyors.
3. Step 3: View the returned result on the device.

Step 1: Configure interviews to be sent in ‘Requires Approval’ status

To configure interviews to be sent in ‘Requires Approval’ state by default, follow these steps:

1. Click your survey root, go under the ‘Survey Properties’ tab and click the ‘Review’:

   

2. Now the interviews default state will be ‘Requires Approval’:

   

Step 2: Review the interviews, add changes and return to surveyors

The interviews are now in a ‘Read & Write’ mode, which allows the reviewer to review the result, make changes and add comments.
To review & edit the result, then return it to the surveyor, follow these steps:

1. Choose the result you wish to review from the operations console and open it.
2. If you wish to modify a questions answer, double click it, then you will be able to change the answer input.
   If you wish to add comments to the surveyor, which he will view as he opens the survey, add them in the ‘Review Comment’ text box:

   

3. After finishing reviewing the result, choose the surveyor you want to return it too. (The default would be the surveyor that conducted the result)
4. Open the drop down ‘Change Status to’ list, then choose ‘Returned to Surveyor’.

   

5. Now the result has returned to the surveyor’s device in the field.

Step 3: View the returned result on the device

Now the surveyor would see the returned result on the default survey screen.

1. By clicking it, the survey will re-run from the start.

1. Then, the reviewer comments will pop-up:
2. That’s it !

This process can be done several times for each interview for further reviewing.

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Overview

Working with QRef’s and Short ID’s is one of the most basic methods for keeping your survey organized, readable and correctly indexed.
Those methods are easy to use and will help preventing scripting errors that might be caused.

QRef
Let’s say for example that we have the following script written somewhere in our survey:
Answer(15)==1
If we add\remove more questions\chapters or move questions places, that scripts index might not index any more to the right question.
Therefore QRef
method should be used.
For example:
Answer(QRef(15))==1
If the script is written like that, no matter what changes will be made, the index will follow the correct question it was indexed on.
In conclusion, getting used to add QRef’s regularly is easy, quick and saves a lot of time in case of index errors.

Short ID’s
In order to index our questions in the most elegant way; we have the Short ID method.
If you go to the survey properties tab and check the ‘ShortID as Question Index’ & ‘Show Question Index’:

Then, if you go to the variables tab of a question, you can choose its ID:

After choosing it’s ID, you will notice that the short ID will appear as following:

And when the survey will run, it will appear like that:

This is an easy, quick and elegant way to organize all your questions with their index’s.

That’s it, two simple methods, but highly important.

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Overview

If you have a large list of quota subjects and expressions, in most of the cases it will be much more comfortable to import the quotas and their expressions to STG through an excel list.

This document will show you how to do it.

• If you choose the root survey, under the ‘Rules’ tab and right click the ‘Quotas’ text,
  You will get the following options which will enable you to import/export quota data from an excel list:
  
• Your excel list must have the two main subjects: ‘Name’ and ‘Expression’:
  Under the name you should enter the names of the quotas, and under the expression you should enter the expression defining the quotas.

  

• After you click ‘Import’ and choose your list, the quotas will be imported:
  *Please Notice that the default quota will be 20.

  

• In order to export the list to Excel, you can just right click the ‘Quotas’ text and click Export.
  You will notice that it will export all the columns and also another one called ‘BucketID’, you can ignore it as it is a system requirement.

That’s it!

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Overview

If you wish to assign your surveyors to different surveys and projects, this is document will show you how.

SurveyToGo is configured by default to assign all surveys to the surveyors in the current project, but this can be changed in order to help you manage your organization better.

• First of all, we can see in the following picture a situation where we have different surveyors assigned to two different projects.
  Currently by default, each surveyor is assigned to all the surveys within his project.

  

• Now, if we right click one of the surveys and choose the ‘settings’ button, we will see the following window.
  In this window we should tick the ‘Non Default Assignments’ checkbox, so a survey will not be assigned by default to all surveyors within the project.

  

• After doing this, we will notice that the survey became expandable and now we have an option to assign or remove surveyors from the specific survey.
  

That’s it.

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