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Chapter 5 – Showing pictures & media on the tablet

January 23, 2012 2 comments

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About Showing pictures & media on the tablet 

SurveyToGo enables you to attach a picture or any other media content, like Word files, sounds, videos etc.. to a specific question of a survey and then enables the surveyor to view that content while he/she is on the relevant question. This is very useful for when you need to show a picture of a product and then ask questions about it.

 How to do it?

 To add content to a question:

  1. Open up SurveyToGo Designer
  2. Select the relevant question and switch to the Advanced tab:
  3. Click the “Attachments” link:
  4. You will then see the question attachments screen from which you can either select a previous loaded attachment or add a new one. To add a new one, click the “New” button:
  5. Click the OK button to close the window, and then ok again to continue:
  6. That’s it. Save a deploy the survey.

Viewing the attachment on the device

In order to view your attachment, you can choose between showing it in the questions body or showing it through the menu.
By default it would be through the menu.
Through your device you can choose to view the attachments: (e.g. emulator)

If you wish to show it as a question body, you should attach the attachment to an ‘Empty’ question, then through the questions ‘Advanced’ tab, you can modify the attachment to be displayed in the questions body:


Please notice that there are several configurations for choosing the display attributes.
You can choose those which suit your requirements.

Go To Chapter 6 – Exporting & Printing 

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Chapter 2 – Overview of “Organization”, “Customers” and “Projects & Users”

January 27, 2011 1 comment

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SurveyToGo is designed to enable you to run field surveys either for yourself or for your customers. Market research firms usually conduct surveys for their customers while other companies might use SurveyToGo to conduct surveys for their own use.

 

What is a SurveyToGo Organization?

An organization represents your company’s private space in SurveyToGo. Once you register for a SurveyToGo account an organization is created for you with the name you specified as your company and you can see your organization name listed on the root node in the SurveyToGo Studio:

You should only register once per company and if you need to grant other people from your company access to SurveyToGo – just create users for them and send them the user details and organization name.

Only you and the users that you create have access to your organization. All the surveys that you will create will be created in your organization and cannot be accessed by anyone other than you and the users that you create.

You can also change the properties and contact details of your organization by right clicking on the organization node and clicking on the “Organization Properties”:

 

What are Customers?

SurveyToGo includes a “Customers” node:

These customers represent your customers. If you are a Market Research firm and you conduct surveys for 4 different customers, you will create 4 different customers under the customers node. By default, SurveyToGo includes an already defined “Demo Customer”, which you can safely delete after you are comfortable with SurveyToGo.

Here is an example of a the “AA Market Research Inc” organization that conducts surveys for these customers:

  • Euro-Car Inc
  • MnDonald’s
  • Polar Fashion LTD

Creating customers is easy and can be done through the “New” button located at the top:

 

What are Customer Projects?

SurveyToGo Customer Projects represent the actual survey projects you are conducting for your customers. The customer project includes the surveys, surveyors & tools that you need to perform the survey project:


The project includes the following content and tools:

  • Operations
    This management tool that lets you know who did what and when. Double click this node to open the operations console.
  • Surveys
    This node shows you all the surveys in this project. A project can have more than one survey, usually it contains several versions of the same survey but it can also contain totally different surveys that are part of this project. For example, a customer satisfaction project done at a trade show can contain 2 surveys, one to survey customers attending the keynote lecture and one for the other customers who are walking around the trade show.
  • Surveyors
    The Surveyors node includes all the surveyors that are assigned to this project. These surveyors will be able to conduct the surveys in this project and will see them on their PDA or Laptops.
  • Collected Data
    This tool lets you export the data that was collected in the surveys. You can export to MS Excel, SPSS, MS Word, MS Access and more. Double click this node to open the export tool.
  • Tabulation
    This tool lets you run basic tabulations and cross tabulations on your collected data. Double click this node to open the tool.
  • Collected Attachments
    This management tool enables you to export and archive the attachments you have collected. It’s useful for situations where large attachments are involved and instead of upgrading your storage space of SurveyToGo you would rather archive the attachments on your own.
  • Quotas
    This tool lets you view and manage the quotas set for the surveys of this project. Double click this node to open the tool.

 

Creating projects is easy and can be done by right-clicking on a customer and selecting the “Create new project” option:


Or through the “New” button on the top:

This starts the new project wizard.

 

What are Organization Users & Surveyors?

SurveyToGo includes 2 types of users:

  • Organization users
  • Surveyor users

Organization users are users that are in charge of managing customers, operations & projects and are not the ones performing the actual surveys in the field.

Surveyor users are users that are responsible for actually conducting the surveys.

Both user types have a password and a user name and you can define as many users as needed of each type. You can also organize them into relevant groups for easier maintenance.

 

To create an Organization User you right click the “Users” folder of the Organization Users node:

And to create a new Surveyor User you right click on the “Users” folder of the Surveyors node:

 

Assigning Organization Users to a project

After you define all the users of your organization, you can assign them to the projects to give them access to the project. To do this, right click on the project and choose “Security Settings”:

This will bring up the security management screen where you can add the relevant user / group with the relevant permission.

 

Assigning Surveyor Users to a project

After you define all the surveyors of your organization you can assign them to the relevant projects. To do this you right click the “Surveyors” node of the project and select “Add Surveyor”:

This will allow you to add existing surveyor users / groups to the project and also create new surveyor users / groups.

 

Go To Chapter 2.5 – Creating a basic Survey

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Categories: Studio Manual

Chapter 17 – Using SurveyToGo for kiosk-based surveys

April 6, 2010 1 comment

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Chapter 16 – Chapter 16 – Advanced Topics  

SurveyToGo can be used on kiosk computers to run kiosk surveys. In this mode, the survey is running in full screen, has many font, color and logo options. The end result is a survey that can be filled out by the respondents themselves (self administered) without the need for a surveyor to be involved.  

Kiosk computers with SurveyToGo can be placed at places such as restaurants, fast food chains, bank branches and other places which host a large number of visitors throughout the day. Satisfaction surveys can be then placed on the kiosk computers running SurveyToGo for easy collection of data.  

The rest of this article is dedicated to show you how to technically configure SurveyToGo to work in kiosk mode and how to manipulate the wide range of options available to you for running through kiosk-mode surveys.  

The new Kiosk mode

  

Dooblo’s SurveyToGo (www.dooblo.net)  enables you to edit a wide variety of properties in your survey that affect the PC Surveyor application’s running mode for that survey.
To open the PC Properties screen, choose one of the following options:  

1. Open the “PC Preview” option at the right bottom of the screen, and click on “Edit PC Properties”.  


2. Click on “Survey” > “Edit PC Props…”.  

  

The “Edit pc properties” contains three different tabs: General, Colors, and Kiosk.  

1. Kiosk
SurveyToGo enables you to use the PC window in a Kiosk mode.
The kiosk mode is a new feautre that was added at the latest version of SurveyToGo. you can download SurveyToGo through www.dooblo.net
To activate the kiosk mode, just follow these steps:
1. Open the “Edit PC Properties” option.
2. Click on the “Kiosk” tab.
3. Check the “take Full Screen” box.  

At the Kiosk tab you may also find the following options:
1.1 Kiosk Settings
Hide Clock: check this box to hide the clock which is displayed on the right top corner of the PC Surveyor.
Hide Buttons: Check this box to hide the survey buttons (Stop, Save, Attach, Note etc.).
Hide Control Box: Check this box to hide the control box (Close, minimize, full screen).
Hide Status Panel: Currently not implemented.
Take Full Screen: Check this box to activate the kiosk mode and view your survey in a full screen mode.
Exit password: Set a password to exit the full screen kiosk mode. The default password is “Exit now!”.  

1.2 Kiosk Logos
Right/Left Logo: You can add your logo and/or your customer logo. The left logo is set by default to be SurveyToGo. In order to change it into a different logo, please contact us at support@dooblo.net.
Set Kiosk Defaults: Click on this button to set the default Kiosk settings (auto check for all the Kiosk settings boxes).  

2. General  

  

2.1 Question Layout
Flow Layout: The default question layout.
Table Layout: Enables you to display your questions in a table mode.
Checking this box enables you to set the following options:
Number Of Columns: Number of columns to be displayed in each page.
Suggest Column Size: Check this box in order that SurveyToGo will suggest you the optimal size per each displayed column.
Column Size (pixels): Enables you to set the size of each column.
Question layout– You may choose to display your questions vertically or horizontally. (This option works only if you display more than one question in a page).  



2.2 Client window

PC Window Is Fixed Size: Disables the option to resize the pc window.
PC Window Is Maximized: View your survey in a full screen mode.
Note: Do not check “hide control box” at the “Kiosk” tab, in order to be able to minimize or change your pc window screen size.
Pc Window Width/Height: Manually decide the width and height of the pc window screen.
Background color: Choose the background color of the pc window.  

2.3 Fonts
SurveyToGo enables you the option to change the font settings of all of your questions, answers or topics at once, by checking the relevant boxes. You can change the font style, font size, effects, sample and script.  

Font Size: Checking this box will change the font size of all of your survey (questions, answers, topics etc.), and will uncheck all the other font options.  

3. Colors
The color tab enables you to change a wide variety of colors at the PC Window, such as header color, keyboard color, navigation buttons and question colors.  

For more details about SurveyToGo please visit us at http://www.dooblo.net

Categories: Studio Manual

Chapter 16 – Advanced Topics

December 14, 2009 Leave a comment

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Chapter 15 – Loading Excel Lists As Question Answers

Showing table of contents

When you are working with Chapters and sub chapters, SurveyToGo includes the ability to show a table of contents menu on the PDA for quick navigation through the survey. To enable the Table Of Contents feature:

  1. Go to the Root-Chapter of your survey
  2. In the “Advanced” tab, check the “Show in TOC” checkbox.
  3. Go to each of the chapters that you want to show in the TOC menu and in their “Advanced” tab, check the “Show in TOC” checkbox.

 

Note: the name of the Root-Chapter will be the name that will be shown in the TOC menu. So you get the power to control what the menu name will show by changing the Chapter Name of the root-chapter.

Showing the top panel

SurveyToGo supports showing a top panel while running the survey on the PDA. You can write any text that you wish in the top panel and also interact with the top panel from question start and end scripts. Common usages for the top panel are:

  • Showing a question answer on the top panel for the rest of the survey run.
  • Showing the current date
  • Showing any custom text that you want to show.

 

To enable the top panel:

  •  
    1. On the Survey Properties page, check the “Show Top Panel” checkbox
    2. In the Survey Rules page, add the following code in the “Survey Init Code” textbox: “TopBanner.Visible = True;”
    3. Then, you can change the text of the text box in any question start or end script by coding the following line in the question start/end script textbox: TopBanner.Text = “Just a text”;

Note that you can also change the panels back and fore colors and the font size and type. Please refer to the “SurveyToGo Expressions Guide, Chapter 4 – Built In Functions” under the “Visual functions for a list of properties and interactions with the TopBanner.

 Running the survey in loop

SurveyToGo supports a mode where on the PDA, once you complete a survey, you are automatically directed to a new survey form without the need for pressing the “Run” button again. This is useful for small surveys that need where fast entry of surveys is of the most importance. To enable a survey to “Run in a loop:

  1. In the Survey Properties tab, check the “Run in a loop” checkbox.

 

Hiding the back button

SurveyToGo supports hiding the back button while running the survey on the PDA. To enable this:

  1. In the Survey Properties tab, check the “Hide back” checkbox.

 

Showing a custom Logo throughout the survey on the device

SurveyToGo supports showing a custom logo picture while running the survey which can be used to give the survey a more “customer” look & feel. To show a custom logo:

  1. Add your logo as an attachment to SurveyToGo as described in Chapter 5.
  2. When adding the attachment to your survey, make sure to give the attachment the “stgLogo” code name, this special code name will make SurveyToGo use this picture as a logo when running the survey.

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Categories: Studio Manual

Chapter 15 – Loading Excel Lists As Question Answers

December 14, 2009 3 comments
Categories: Studio Manual

Chapter 13 – Survey Scores

December 14, 2009 1 comment

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Chapter 12 – Answer Scales


Scores overview
 

For activities such as Mystery Shopping or any other surveys that require the feature of scores, SurveyToGo includes the ability to define the weights and scores of each question and then automatically generate a final score for each survey result. This score can be viewed from the Operations Console, and will also be included when you export the survey results.

SurveyToGo includes support for one “root score” (final score) and multiple additional scores for each result. This means you can define both a “Root score” which represents the final score of the survey and also additional scores which will be included in the survey result.

How to make it work 

Configuring scores is easy to do, and involves the following steps:

  1. Set the score for the answers of the relevant questions
  2. Configure the content and weights of the “Root score”

Step 1: Setting the score for the answers of the relevant questions 

You will need to set the scores of the answers for every question which participates in the final score. Setting the answer scores is easy, however, the use of answer-scales can make your life even easier as you will set the score of answers once and that score will be then used throughout the survey. To set an individual question score:

  1. Click on the relevant question from the questions tree and then switch to the “Advanced” tab, then click on the “Answer properties” :
    answerProperties
  2. You will see a screen with a grid containing the answers to this question. One by one, set the score for each of the answers:
  3. To set the score, simply click the relevant cell and write the score.
  4. Once you are done with setting the scores for the answers, click the “OK” button:
  5. Continue editing the other questions that you want to influence the final score of the survey.

Note: The use of answer scales allows you to configure the scores of each answer in the scale in one central place and then use that same scale multiple times throughout the survey, which can save time both in the initial survey design process and also later on when changes need to be made.

Step 2: Configuring the contents of the “Root Score”

Once all the questions and answers are properly configured, you are ready to configure the contents and weights of the “root score” (or final score) of the survey. Setting the contents of the root score can be done by following the following steps:

  1. Select the main survey node from the questions tree, and switch to the “Advanced” tab:
  2. Click on the “Edit Survey Scores” link to bring up the survey scores screen:
  3. From the survey scores screen, select the “root score” item and then click the “Add Question” button:
  4. In the question select screen, check all the questions that will influence the final score:
  5. Click the OK button  to add the selected questions

Adding more then one score to a survey

Sometimes you will want to have more then one root-score to a survey. For example, say you are conducting an in-store survey. Typically you will have questions that measure personnel service, store cleaning conditions, sales personnel performance etc. You then want to configure a final score that is made up of:

  1. Service score
  2. Store condition score
  3. Sales performance score

Since every one of these individual scores is interesting as well, you can configure SurveyToGo to save the score for each and then make the final score reflect these sub scores with the relevant weights.

How to make it work

Configuring

  1. Adding and naming the sub-score.
  2. Adding the sub-scores to the root score

Step 1: Adding and naming the sub-scores

To add more scores to the survey follow these steps:

  1. In the scores screen, click the “+” sign on the bottom:
  2. Then, give the new score a name by changing the “Score name” field (you can ignore the “Report name”):

    Note there is NO need to press any key in order for the score name to take effect.
  3. Click the “Add questions” to add the relevant questions to the score just as you would normally do with the root score.

Step 2: Adding the sub-scores to the root score

Once you are done adding the sub scores to the scores screen, it’s time to configure the root score to derive its score from the sub scores:

  1. Click the root score item from the scores list so that it is selected:
  2. Click the “Add Score” button to add the sub scores:
  3. Then, select the sub scores that you want the root-score to derive its score from, and click the “Add” button:
  4. You can then change the weights of each of the sub scores by changing the numbers on the grid. By default the scores are given equal weights:
  5. That’s it!


Generating a score out of an entire chapter at once

When using chapters, SurveyToGo supports an easy way to add all the questions of an entire chapter as a score in one click instead of going through the lengthy process shown at the beginning of this chapter which includes adding the score and then adding all the questions of the score. To add all the questions of a chapter as a score in one click:

  1. Right click the relevant chapter and select the “Make into score” option:
  2. When browsing the scores screen you will see a new score was added with the name of the chapter.

Weight report

When using sub scores, you can easily get a nice report of the weight distributions across your survey scores. To get the report:

  1. Click the “Show weights report” button on the scores screen:
  2. You will then see a report of the weights:

Scores output when exporting

Scores are exported along all the other variables of the survey which enables you to easily get the scores of a survey.


Scores output in the operations console

Scores can also be viewed from the operations console on the main grid:

The main grid only shows the root score. To view the sub scores, simply double click the relevant row and switch to the “Scores” Tab:

You will see a cell for each of the different sub scores along with the root score.

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Categories: Studio Manual

Chapter 12 – Answer Scales

December 14, 2009 5 comments

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About Answer Scales

A very useful feature of SurveyToGo is answer scales. A Scale is a set of pre-defined answers which you can then re-use throughout your survey without the need to add the same answers to different questions. The use of scales can make it easier when using scores in surveys as you can define the answer scores inside the scale avoiding the need to define the score for each individual answer in each question.

The use of answer scales is encouraged and can save you a lot of time during survey design as changing the definition of a scale immediately affects all the questions that use that scale.

Using Answer Scales

Using answer scales involves:

  1. Define the scale
  2. Associate the scale with the relevant questions

 

Step 1: Define a new answer scale

In order to define a new answer scale:

Switch to the “Advanced” tab of the survey node and click the “Edit Answer Scales” link:

  1. Click the “+” button to create a new scale:
  2. Enter the relevant answers in the scale grid by clicking on the “Text” cells and entering answers:
    note you can set other properties other then the text as well through this screen.
  3. When you are done configuring answers, enter a name for the scale and either click OK to finish or the “+” to add another scale:

    ** You can click the “Create Name” button to have SurveyToGo generate a name for your scale automatically.

Step 2: Associating scales with questions

In order to associate a scale with a question:

  1. Click the relevant question and switch to the answer tab:
  2. Select the relevant scale from the available answer scales by choosing from the scales dropdown list:
  3. Notice that the answers are automatically filled once you select the scale:

Go To Chapter 13 – Survey Scores
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