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How To: Use the Dooblo Scripting Department “Issue Tracking” System

February 9, 2016 Leave a comment

How To: Use the Dooblo Scripting Department “Issue Tracking” System

Overview

Dooblo offers scripting services to customers. When the Dooblo scripting department scripts projects and once the scripting is complete, you will receive the first version of the script to check on your end. As you check the script you any feedback regarding the script needs to be tracked in our unique “Issue tracking” system. Tracking the issues in the system enabled us to keep things organized and provides both you and Dooblo the ability to discuss feedback in a centralized way with complete history trail and status tracking. The “Issue tracking” system is provided to you as a customer at no cost and is part of our constant efforts to provide the best service possible to our customers.

As soon as the scripting project starts Dooblo will setup your project in our “Issue Tracking” system and you will be able to start working with the system. Logging new issues is very easy to do and the guide below shows how to do so.

Step 1: First time only: Set your password in the system

Step 2: Login and use the system to enter new script issues

Step 3: Viewing the issues logged & their status

Additional Option: Opening the issue through email

 

Step 1: First time only: Set your password in the system

As soon as Dooblo sets up the project in the system you will receive an email from the tracking system prompting you to set your password:

  1. Open the email and click the Set Password link:
  2. Next, the browser will prompt you to set a password for your user. Just choose a password and click the “Let’s Go” button:
  3. That’s it! As soon as you do this you will be automatically logged in to the issue tracking system and your project will appear on the list of projects.

 

Step 2: Login and use the system to enter new script issues

To login and start adding new script issues:

  1. Open the Dooblo issue tracking system from this URL: https://dooblo.sifterapp.com and enter your email and password and click the “Sign in” button:
  2. Once logged in, your project will show up on the list of projects:
    Clicking on the project will bring you to the list of current issues:

  3. To add a new issue, click the “New Issue” Tab:
    This will bring you to the “New Issue” screen.
  4. In the “Subject” please always write the question number or variable name you providing the feedback for and in the description you can write any instruction or request regarding this variable/question:
    You can also attach any screenshot or file to this issue by dragging it from your computer into the are designated:

  5. Finally, just click the “Create Issue” button and you are done!
  6. The issue will immediately appear on the list of issues:
    Dooblo and you will also be notified by email that the issue was opened.

 

Step 3: Viewing the issues logged & their status

As Dooblo works on the issues, you will be notified that changes were made to the issues. Any issue that Dooblo has completed will be moved by the scripter to the “Resolved” status, and a comment will be added. To view the issues and their status and comments:

  1. From the list of issues, click the issue you wish to review, for example, issue #1:
  2. The issue will show, along with its status and recent comments. To view the latest comments, scroll to the end of the list of comments:
    You can re-open the issue if needed and add your comments, or close the issue. This is done from the panel at the end:

  3. Any changes will be saved and reflected in the list of issues. Both the Dooblo scripter and you will get email notifications about the changes.

 

Additional option: Opening the issue through email

A very useful feature is the ability to open issues directly from emails. Instead of logging into the system and filling in the issue, you can simply send the email and a new issue will be opened:

  1. To get the email you need to send emails to, simple follow the steps to get to the “New issue” screen. Then on the bottom you will find a link to “log issues through email” that you can click:

This will bring you to the screen that has the information for opening the issue through email. The email address will show on the list of email addresses as shown here:


note that only emails received from your email address will be logged so you can’t send the project email address to other colleagues. If you need others to log issues through email please send the scripter the email addresses of your colleagues and Dooblo will create additional users in the system for your colleagues.

Categories: Managing Projects

How To Flag Interviews Based On Duration

October 13, 2015 Leave a comment

Overview

The duration is one of the most important variables when doing quality control of interviews, along with Silent Recordings and GPS Capturing. Reviewing the duration allows you to quickly detect suspicious interviews as if you expect an interview to take ~30 minutes yet the interview took ~4 minutes immediately you know this interview needs to be reviewed. Instead of manually scanning for interviews which have short (or high) durations we have added an ability to have SurveyToGo automatically flag interviews that took less than a certain amount of minutes or more than a certain amount of minutes. To enable this:

Step 1: Configure the Quality Control duration flagging for the relevant survey

Step 2: Use the Operations Console to spot flagged interviews

Step 3: Exporting the Quality Control flag and comment

 

Step 1: Configure the Quality Control duration flagging for the relevant survey

To configure the survey to flag duration related situations:

  1. Switch to the Quality-Control tab of the survey:
  2. Next, check the relevant box, and specify the minutes. For example, to flag interviews that took less than 4 minutes:
  3. Save the survey and verify that the interviewers have synched the survey to the latest version.

Important Note: The flagging will start happening as soon as the survey is synched to the devices. Devices that have not synched to the version where you have activated the flagging in will not flag the interviews so make sure the interviewers are re-synching after you make this change.

 

Step 2: Use the Operations Console to spot flagged interviews

Once interviews are flagged and uploaded, you can use the Operations Console to immediately spot these interviews. To view the flagged interviews:

  1. Open the Operations Console of the relevant project and click the “Get” button to pull the interviews:

  2. Next, on the grid you can see the “Quality Control Flag” column and “Quality Control Flag Comment” appear. For interviews that were flagged by duration you will see the following values:

    So now you can immediately spot from the grid the relevant interviews that were flagged. If you click the “Quality Control” flag you can order the interviews based on the flag status and if you drag the “Quality Control Flag” column to the “Group By” area you will be able to group the interviews by the flag type. For example:

    In our example you can see 1 interview in the duration group and 27 not flagged:

  3. In addition, if you double click the flagged interview you will be able to see a visual alert that the interview was flagged on the top of the review screen:

 

Step 3: Exporting the Quality Control flag and comment

You can also choose to export the Quality Control Flag and comment along with your data in case you need to process outside of the SurveyToGo solution. To do so, during the export wizard:

  1. On the options tab, select the Quality Control flag and comment field from the list of the available fields and click the “Right arrow” button to move them over to the list of exported fields:
  2. Then continue with the export process as usual.
  3. The new exported fields will be included in the output data file.

That’s it!

Visit us at: http://www.dooblo.net

How To Use Question Variable Names in a script

October 12, 2015 Leave a comment

Overview

When scripting you often use functions which reference questions. These functions require you to specify the question index however using question indexes can make your script difficult to understand and maintain and in some cases can also be dangerous unless using QRef which again makes the code even more harder to understand. Therefore we’ve introduced the ability to reference questions using their Variable Names instead. To use variable names in your script:

Step 1: Check that the feature is turned on for your survey

Step 2: Using the variable names in your survey script

 

Step 1: Check that the feature is turned on for your survey

To check that the feature is turned on for your survey, open the survey and then:

  1. Check that the “Disable question symbols” option is not checked:

  2. In case it is checked, uncheck it.

 

Step 2: Using the variable names in your survey script

Once the option is turned on, you can now simply reference the question variable names in your script wherever a question index is expected. The engine has now defined all the question variables as internal variables that you can use. For example, we have a question called “Gender”:

Lets now write a start script in Q2 that prompts a message if the answer to the gender question was 1 (male):

As soon as we start writing “GE” the autocomplete already shows us there is a GENDER variable that we can reference, so now the script can look like so:

And so instead of using the question index (1) we used the question variable name (GENDER) which makes our script code much more readable. In addition, the GENDER variable name will maintain its index even if the question is moved from being index 1 to index 13 for example. This means there is now need to use QRef when using the variable names which is a huge plus!

That’s it!

Visit us at: http://www.dooblo.net

Categories: Survey Logic

How To Create a User with Tabulation (or any other module) access only

September 29, 2015 Leave a comment

Overview

The new security model of SurveyToGo allows you complete flexibility in defining roles and security permissions. As it is sometime necessary for you to allow your end-customers access to certain parts of the project this guide will show you how to do this. While the guide refers to the Tabulation module, it can be applied to any other module instead.

To create this type of user:

Step 1: Add the new role of the customer to the system

Step 2: Create the customer user

Step 3: Assign the role to the customer user for the specific project

 

Step 1: Add the new role of the customer to the system

To add a new role to the system:

  1. Double Click the “Security Roles” node under the “Security” tree node:
  2. Click the “New project role” button:
  3. In the box enter the name of the role, we called it “Tabulation Customer Role” but it can be any text you’d like. Press enter once done:
  4. Now, You can switch the “Tabulation” right to “Full” from the right pane. This will provide the role with full-permission to the Tabulation module:
  5. Now just click the “Save changes” button and you are done!

Step 2: Create the customer user

If you already have created a user for your customer you can skip this section. If not, you now can create a user for the customer. Here is how:

  1. Right click the “Users” node under “Studio Users & Groups” and select “Create new user”:
  2. Enter the details for the user, user name and password. Then click the “Create” button:
  3. You now have the “Misha” user defined.

Step 3: Assign the role to the customer user for the specific project

You now need to finish things by assigning the user to the relevant project and give him/her the newly created role:

  1. Right click the relevant project and select “Security Settings”:
  2. Click the “Misha” user we created, then check the “Customer Tabulation Role” box and click the “Assign” button to assign the role to the user:
  3. Now don’t forget to hit the “Save Changes” button and you are done!
  4. Next time Misha enters the Studio, the only option for her will be the Tabulation module for the specific project:

That’s it!

Visit us at: http://www.dooblo.net

Categories: Managing Projects

How To Control the Topics width in Grid questions rendered as Two Statement or Table layout

August 31, 2015 Leave a comment

 

Overview

 

When using a Grid question with a Table layout rendering mode or a Two statement table layout you may sometimes wish to change the width of topics or answers cell.

Answers cells width cannot be controlled but you can control the width of the topics cells.

 

Step 1: Create a grid question with a table layout, flipped table layout or two statement layout rendering mode:


 

Step 2: Change Topic percentage

 

In the topic percentage text box enter a number between 1 and 100.

The column width will be relative to the screen resolution on which the interview will run.

For example if you’ll enter 50 for the topic percentage then the topic column width will be half of the size of the table.

That’s it!

Visit us at: http://www.dooblo.net

 

Categories: Uncategorized

How To: Challenges of running Tracker Projects with Fixed-File formats like SPSS Quantum and Triple-S, Dooblo Recommendations

August 25, 2015 Leave a comment

Overview


Most Market Research projects tend to be either an Adhoc type of project or a Tracker type of project. The main difference between the two being that while with adhoc studies the data is usually only exported once at the end of the project, the data of tracker based studies is exported multiple times, usually after each wave is complete and in order for the data processing team to be able to tie up the new wave data to the old one(s) there might be more challenges than with the case of adhoc studies. This guide covers the challenges of using fixed file formats like SPSS Quantum or Fixed Triple-S with tracker type of studies. Dooblo essentially recommends to not use these formats with tracker based studies unless you are fully aware of the challenges and know exactly how to handle them.

 

The Challenges of fixed file formats & trackers

The big issue of fixed file formats is that they are, well, fixed! So if the coding of Q1 needs to be in row 1, column 1 of the file and takes up 1 character – it needs to stay that way throughout the entire lifecycle of the tracker data and must never change otherwise it will generate issues when aggregating multiple data files from multiple waves. Here are some examples of common scenarios that can cause a huge issue with trackers data files that are later aggregated:

  • Single choice question with 9 brands to choose from, which after a few weeks and a few addition suddenly now has 12 brands: So in the first weeks 1 character was enough to hold the code (1-9), now suddenly 2 characters are needed.
  • Grid question with 6 topics now suddenly has 7 topics: So again, the data needs to be shifted somehow to accommodate the extra topic.
  • A question is added between 2 existing questions: So now all the previous data needs to be shifted to the correct position to accommodate the change, or other measures need to be taken.

These are just 3 examples of common scenarios that happen frequently with tracker studies and the potential effect on the Data Processing team might be critical as it might cause a lot of extra work to re-generate the previous data in the correct format to allow for the data aggregation that is needed.

 

Possible solutions

Actually, the best solution to tackle these challenges is to not face them to begin with. This means that it is our recommendation to not use fixed file formats with tracker studies due to the potential headache that can be caused by these older formats. The newer formats like SPSS and SPSS Data Collection (formerly known as Dimensions) do not depend on the specific position of the data within the file but rather refer to the data based on variable names and codes which means the above challenges will not exist. However, we recognize that in some cases usage of the fixed file formats like SPSS Quantum or Fixed Triple-S can’t be avoided and therefore we have constructed a set of best-practices for using these types of formats for tracker studies:

  • Make sure to always leave “spaces” for answers. For example, if you have less than 10 answers for a question, make sure to add 20 answers and make the last 10 invisible so that 2 characters are saved for the answers.
  • The same goes for topics in grids. Always make sure to add a few extra topics so that more space is reserved in the data file to accommodate future topics.
  • When adding questions, make sure to manipulate the maps of the data file so that the question is exported at the end of the file and not in the natural position

The above best practices will tackle the challenges by ensuring extra space is saved in the file to accommodate future changes in the script. However the above are not a 100% guarantee as more radical changes in the script can still cause issues.

 

SPSS Quantum specific challenges

In addition to the above mentioned challenges, as SPSS Quantum is a very old format which for quite some time now is being phased out by IBM (see this page for end-of-support info), Dooblo has stopped adding support for newer question types (like multiple selection gird and location questions) to the Quantum exporter meaning you should consult with Dooblo support to ensure your script only uses supported question types. Please note that Dooblo recommends using the Quantum format only in extreme cases where other formats can’t be used.

 

Fixed file Triple-S specific challenges

With Triple-S Dooblo has added an export mode called “enhanced Triple-S” which is intended to be used with trackers. In this mode SurveyToGo will automatically “space out” the fixed file format to try and implement the best-practices noted above along with adding some special Dooblo XML elements to the map file in order for SurveyToGo to be able to identify the questions in the map and to accommodate the best-practices:

It is recommended to use this mode when running trackers with Triple-S.

 

Summary

The use of “Fixed File” formats such as SPSS Quantum and Triple-S for tracker study is highly not recommended due to the inherent limitations within these files and the data processing requirements of such projects. Dooblo recommends using export formats such as SPSS or IBM SPSS Data Collection (formerly Dimensions) with tracker studies. In case using filed-file formats is critical for the project, please consult the above best practices and the Dooblo support team to ensure smooth execution of the project.

Visit us at: http://www.dooblo.net

How To Dynamically Display Answer Images based on an answer of a question

August 24, 2015 Leave a comment

 

Overview

Part of the SurveyToGo features is the ability to attach and display images as answers. One way is to assign images manually to each answer, as you can learn in this link:http://support.dooblo.net/entries/22814656-How-to-add-images-to-Answers-and-Topics

In this How To, you’ll learn a dynamic way to assign and display images as answers based on an answer of a question.

 

 

Step 1: Add the wanted images to the survey

All images used, need to be uploaded to the survey. To upload images files to the survey, go to the survey’s advanced tab, click on the “Edit survey attachments” link and add your files through the “New” button:

 

Step 2: Create Attachment Source

 For example let’s assume the question I would like to base my answers images has the following 3 answers:


Then these are the steps you should follow:

  1. Go to the survey Advanced tab and open the “Edit attachment source” link:

 

  1. Click on the “+” button to add the attachment source, and name it as you will. To add images to the attachment source, you need to use this code:

    list.AddFromAttachment(“ImageName”);

    “ImageName” should be replaced with a name of an image you uploaded to the survey.

    For each answer you have in the question you should have a part in your script which adds the images for this answers.

    In each part, each image you’ll add to the attachment source will be displayed for each answer, according to the order you added in. For example, in the screen shot below, you see the “Country” attachment source, where we have 3 “if” statements and in each of them three images are added. This means that in the question I’ll use this attachment source, the coca-cola image will be displayed in answer index 1, the sprit4e image will be displayed in answer index 2, and the Fanta image will be displayed in answer index 3.


    When you finish with the attachment source, click “OK”.

 

Step 3: Assign the attachment source to the question

Go to the question’s Advanced tab, and choose the relevant attachment source to be defined for the “AnswerAttachmentSource” property:


 

 

The attached sample survey will show you an example of the method described above.

In order to test the sample, you’ll need to perform the following:

 

 

That’s it!

Visit us at: http://www.dooblo.net

Categories: Uncategorized
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