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How to: use functions across a script using the Advanced Scripts section

April 7, 2013 Leave a comment

Overview

While scripting a survey you may find out that a certain capability/calculation is needed across the survey (not only in one or two questions). For example a validation rule that repeats itself across many questions like phone number consistency. The Advanced scripts section of the script is meant to contain such functions. Once you’ve written a function in the advanced scripts, you can call that function from anywhere in your script, just by using the function’s name and its parameters (if exist).
This How-To will explain and show how you can set self-made functions in the advanced script and use them in your survey.

Step 1: Add the needed function to the ‘Advanced Scripts’

  1. Click on the ‘Script’ tab.
  2. Click on the ‘Advanced Scripts’ button.
  3. Add the self-made function.

Step 2: Use your self-made function in you survey

  1. For example you can use your function as a Validation rule
  2. For example you can use your function in the Start/End script of the specific question you want that calculation to be executed.

That’s it!

How to: set an answer in an answer scale to not be part of a randomization

April 7, 2013 Leave a comment

Overview

This How-To will explain and show how you can fix a specific part of your answer scale so it will not be part of the randomization but will maintain a fixed position.

Step 1: Add an answer scale to your survey 

  1. Following is a link to our manual on how to create an Answer scale: https://manual.dooblo.net/2009/12/14/chapter12

Step 2: Randomize your answer scale

  1. Select the question that you want to randomize its answers.
  2. Click on the ‘Advanced’ tab and click on the ‘Randomized answers/topics order’

Step 3: make a specific answer in you scale not randomize

  1. Click on the survey and click on the ‘Advanced’ tab.
  2. Select ‘Edit Answer Scales’.
  3. Move the bar to the right until you see ‘Do not random’.
  4. Pick the answer that you want not to random.

That’s it!

How to: Design Surveys With Returning Visits

March 18, 2013 Leave a comment

Overview

Sometimes there’s a need to create a survey that is actually built from several different visits (Interview conducted as a series of visits) where each part is destined to a different surveyor or is a continued session of the same interview. This article will show you one possible way to do just that.

 For the example, let’s say we have a survey with 3 main parts: Screener, Main, Recall.

  1. Script the entire process into one script with 3 main chapters: screener, main, recall.
  2. Set the survey interviews to not auto get auto approved: Go to the Survey Properties tab, and enable the Review check box:

  3. A surveyor will start the interview and will stop after the screener, save it and ‘manually’ complete the interview (http://support.dooblo.net/entries/22389226-How-to-upload-Not-Completed-results)
    Through the script you can set the SubjectData to reflect the fact it has ended the screener (for example, add this code line in the end script of the last question in the screener part: SubjectData = “End Sceener”).
  4. The complete result would get uploaded.
  5. A reviewer will review it using the operations console and decide if to delete the interview (screener didn’t pass) or return it to the surveyor for the main part (http://support.dooblo.net/entries/22400888-How-to-return-interviews-to-a-surveyor).  One important note is that when returning a survey you can decide to return it to a different surveyor than the one originating it for example if the surveyors that perform the screener are a different group than the one performing the main.
  6. The surveyor will see the interview back on his device with the SubjectData that will let him know he should continue with the main chapter.
  7. Complete the main chapter and stop after the main is completed, save it and ‘manually’ complete the interview.
  8. Through the script you can set the SubjectData to reflect the fact it has ended the main (for example, add this code line in the end script of the last question in the screener part: SubjectData = “End Main”).
  9. A reviewer will review it using the operations console and decide if to delete/modify the interview and/or return it to the surveyor for the recall part.
  10. If main was ok and the interview can continue the surveyor will see the interview back on his device with the SubjectData that will let him know he should continue with the recall chapter.
  11. Once completed and uploaded the reviewer can then approve the interview.

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

How to: Control Attachment names through script

February 17, 2013 2 comments

Overview

When capturing photos, videos or sounds, SurveyToGo will automatically generate the attachment name in order to make it unique. While usually there is no importance for the attachment name, sometimes there might be and there might also be a need for you to control the name the attachment is given.

For this purpose, you can utilize a special call back function that enables you to override the default name and assign your own name to the attachment.

Using the “OnGetAttachmentName” call back function

To use the OnGetAttachmentName call back you need to write the following call back function in the “Advanced scripts” of your survey:

OnGetAttachmentName – this call back allows you to alter the name of the attachment that will be generated. It is called each time an attachment is captured and just before the engine decides on the name. Here is an example of the call back function:

function OnGetAttachmentName(inFilePath, inName, inQuestionAttachmentCount, inGlobalAttachmentCount)
{
var retVal = “PHOTO_Q_”+CurrQues+”_ATTACH_NUMBER_”+inQuestionAttachmentCount+”.jpg”;
return retVal;
}

 

 

Parameter Description
inFilePath The full path of the local attachment file created on the device
inName The name of the attachment as given by SurveyToGo
inQuestionAttachmentCount The number of attachments in the current question (including this one)
inGlobalAttachmentCount The number of attachments in the interview

The above function will generate attachment names such as “PHOTO_Q_3_ATTACH_NUMBER_1” utilizing the index of the current question and the number of attachments. You can use any survey logic function in this code.

Important Note: Please make sure you provide the extension name as should be per the file type generated. SurveyToGo doesn’t complete the extension automatically.

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

Categories: Survey Creation

How to: Using the SurveyToGo Dummy Data Generator

January 21, 2013 1 comment

Overview

When creating complex surveys that have many branching/skipping/filtering instructions in them, most customers run a test phase where test interviews are filled out so that the data processing department can run checks on the test data before going into field.

A great way to enhance this “test phase” is by utilizing the “SurveyToGo Dummy Data Generator” that enables you to programmatically generate tens or hundreds of test interviews and then export them into your preferred data format.

The SurveyToGo Dummy Data Generator is an add-on feature that needs activation. After activation you will be able to:

  • Set the amount of test-interviews to generate
  • Run the test with or without validation rules
  • Define the Start and End questions for the Dummy Data Generator to generate data for
  • Fine tune the answers and weights of random answers if necessary
  • Export the test data to all supported formats
  • Does not “eat up” any of your interview balance

Pricing Note: The SurveyToGo Dummy Data Generator comes at a monthly charge (unlimited use) to our pay-per-interview customers, and is included free of charge for SurveyToGo Subscriptions customers.   Request your 7 days free trial of the Tasks System today by contacting support@dooblo.com. To sign up for the SurveyToGo Dummy Data Generator, please see this link: https://www.dooblo.net/stgi/order.aspx?sku=3164176

To use the SurveyToGo Dummy Data Generator:

  1. Step 1: Run the Dummy Data Generator
  2. Step 2: Using the SurveyToGo Dummy Data Generator
  3. Step 3: Fine tune the answers and weights if necessary
  4. Step 4: Best practices for generating data for complex CAPI surveys
  5. Step 5: Save & export the test data using the SurveyToGo Studio

Step 1: Run the SurveyToGo Dummy Data Generator

To run the SurveyToGo Dummy Data Generator:

  1. Open the survey you wish to generate data for:
  2. Switch to the PC – Preview emulator and click the “Run in Emulator” button:
  3. Once the emulator comes up, click the “SurveyToGo Dummy Data Generator” menu option:
  4. This will bring up the SurveyToGo Dummy Data Generator main screen:
  5. That’s it!

Step 2: Using the SurveyToGo Dummy Data Generator

After starting the SurveyToGo Dummy Data Generator you will be see the following screen:

The screen contains the following options:

Component Description
# of interviews The number of test interviews that the generator will start. This does not mean that all of them will be submitted as some can get cancelled or filtered etc due to the survey logic.
Generate Button Starts the test process.
View Data Button After the test process is complete, you can click this button to view the data that was generated in a table layout. This is just to get a glimpse of the data. To generate an export file, you will need to use “Save Data” button
Save Data Button This button will generate an “.sbj” file out of the test data that was generated. After saving the “.sbj” file, you can use this file during the standard export wizard process as the source of the data to export.
Run Without Validation Checking this box will instruct the SurveyToGo Dummy Data Generator to run the interviews without processing the validation rules of the questions. It is recommended to use this setting when complex validation rules might prevent the SurveyToGo Dummy Data Generator from ever completing an interview.
Write Log/Trace Checking this setting will generate the log/trace entries and will list them in the “Log” and “Trace” tab. It is not recommended to check this box as it will significantly slow down the process.
Stats Tab This tab contains various statistics about the data that was generated. Here is a description of the various items:

  • Started: number of interviews started by the SurveyToGo Dummy Data Generator
  • Submitted: Number of interviews successfully submitted (completed) by the SurveyToGo Dummy Data Generator
  • Filtered: Number of interviews that were terminated due to a filtering condition
  • Canceled: Number of interviews that were terminated due to a cancel condition
  • Dropped: Number of interviews for which at some question of the interview, the SurveyToGo Dummy Data Generator couldn’t generate a data value to would allow it to continue for more than 30 attempts. The interview is then stopped and is marked as dropped. You can see the question that generated this condition in the data.
Quota Summary Tab This tab shows the quotas that are configured and the number of interviews in each quota that were generated. This can be used to validate that the quota definitions are set correctly.
Log Tab Shows the log entries for all the generated interviews
Trace Tab Shows the trace entries for all the generated interviews
Support Center Link Press this link to reach the SurveyToGo Support Center to submit tickets or learn more about SurveyToGo

After deciding on the number of interviews and whether to use validation rules or not, you can simply click the “Generate” button to generate the dummy data:

During the test run and after the run is complete you will see the Stats-Tab filling up with the various statistics. Once the run is complete you will see a notification prompt and the “View Data” and “Save Data” buttons will become active. The quota summary tab will also list the various quotas that were filled:

You can click the “View Data” button to bring up the various data fields that were generated during the data generation process:


there are 2 important fields other than the actual data that should be considered:

  1. UsrUnq: Will hold the outcome status for the interview
  2. StopQ: If the interview was either filtered, canceled or dropped this field will contain the question that caused the termination of the interview.

You can also click the “Save Data” button to save the data to an “.sbj” file:

Saving the data to an “.sbj” file will allow you to later export the generated data through the standard SurveyToGo Studio export wizard as shown in Step 4 of this how-to.

Step 3:  Define the Start and End questions for Dummy Data Generator to generate data for

The Dummy Data Generator  enables you to specify at which question to start the generation and at which question to stop. This is useful as many times scriptwriters will use the Dummy Data Generator to only check parts of the survey script, something that was difficult to do in previous versions.

To allow this just add the following callback function to the “Advanced scripts” section of your survey which can be accessed by clicking on Advanced scripts from the “Scripts” tab of any question in the survey.

This callback will be called when the Dummy Data Generator initializes and allows you to set the ioParams.StartQuestionIndex and ioParams.EndQuestionIndex to whatever question index you need:

function OnDummyGeneratorInit (ioParams)

{

ioParams.StartQuestionIndex = QRef(3);

ioParams.EndQuestionIndex = QRef(5);

}

Step 4: Fine tune the answers and weights if necessary

Complex CAPI surveys are usually composed of a screening part and a main questionnaire. The screening part of a survey can sometimes be so complex that by using randomly generated answers it would be nearly impossible to complete even a single interview. For these situations you have the ability to intervene and manipulate the random data generation process in the following ways:

  1. Ability to set the specific answer for specific question instead of the randomly generated data used by the SurveyToGo Dummy Data Generator. For example, for SurveyToGo Dummy Data Generator, always choose “Yes” in the question that asks if you agree to participate in the interview.
  2. Ability to alter the weights used when randomly selecting an answer. For example, for a question with 10 answers, give a 40% chance that answer 2 is chosen (instead of the default even 10%). This will allow you to increase the chance of completing interviews while still checking the scenarios of other answers.

To fine tune these 2 aspects, you can write the following 2 call back functions in the “Advanced scripts”:

OnGetDummyGeneratorValue – this call back allows you to alter the answers. It gets called for each question that the generator is generating data for. If you decide to manipulate the answer, you should return true. Otherwise, if you wish for the generator to randomly select, return false.

function OnGetDummyGeneratorValue (inQuestionIndex, inIteration)

{

    var retVal = false;

    // if generator is at Q16, alter it

    if (inQuestionIndex == QRef(16)) {

        // Manually set the answer for the generator

        SetAnswer(16, 2);

        // mark for the generator that we altered the answers

        retVal = true;

    }

    return retVal;

}

OnSetDummyGeneratorWeights – this call back allows you to alter the weights of answers for the random selection of answers. It gets called for each question that the generator is generating data for. If you decide to manipulate the weights of answers, you should return true. Otherwise, if you wish for the generator to use the default weights, return false. The default weight given to each answer is 1. The array of answers is a zero-based array meaning that the weight of answer 1 is in ioArray[0] and the weight of answer 3 is in ioArray[2]. You do not have to set the weights for all answers, only to the ones you wish to alter.

function OnSetDummyGeneratorWeights(inQuestionIndex, inIteration, ioArray)

{

    var retVal = false;

    // if generator is at Q17, alter the weights of answers

    if (inQuestionIndex == QRef(17)) {

        // set the alternative weights for the answer 1 & 2.

        // Default weight is 1. Untouched items remain 1.

        ioArray[0] = 9;

        ioArray[1] = 3;

        retVal = true;

    }

    return retVal;

}

Step 5: Best practices for generating data for complex CAPI surveys

It is recommended that you follow the below best practice when generating dummy data for complex CAPI surveys that include many logical validation, branching, skipping and filtering code. The best-practice suggested below enables you to effectively generate enough completed interviews while leaving in place as many validation logic checks as possible. The main issue with complex CAPI surveys is that as the validation and survey logic is meant to check and cross-check answers, it is sometimes hard to get even a single interview completed by filling the interview with random answers as almost all interviews will be either filtered, canceled or dropped. To overcome this, the following best practice is suggested:

  1. Run the SurveyToGo Dummy Data Generator with only 10 interviews:
  2. Notice the amount of submitted/canceled/filtered/dropped interviews. If you have above 3 submitted interviews, no need to alter anything. If less than 2 interviews are submitted notice whether most are dropped, canceled or filtered:
  3. Then, open the “View Data” and search for the “Stop Q” column and notice which question shows up most and what the status column reads (canceled, filtered or dropped):
  4. In the above case it is clear that Q2 is the one not allowing the SurveyToGo Dummy Data Generator to continue and since the status reads “Dropped” we know it is a validation logic that is preventing the SurveyToGo Dummy Data Generator to continue. You can then decide to either:
    1. Run the generation without validation logic checks:
    2. Or fine tune the generation of the answer of Q2 as shown in “Step 3” of this how-to.
  5. Once dealt with Q2, run the generation process again for 10 interviews and watch again for the ratio of submits vs canceled/filtered/dropped. If the ratio is still not good, run #3-4 again until you generate the desired submit/no-submit ratio.
  6. Once the desired ratio is achieved you can then change the number of interviews to a higher number.

Step 6: Save & export the test data using the SurveyToGo Studio

Saving the data to an “.sbj” file will allow you to later export the generated data through the standard SurveyToGo Studio export wizard. To save the data to an “.sbj” file, click the “Save Data” button:

Then, to export a saved “.sbj” file to any of the SurveyToGo supported formats, simply start the SurveyToGo Studio export wizard for this survey (more on how to export here: https://manual.dooblo.net/2012/05/14/chapter-6-exporting-printing/ ) and on the options screen, specify the location of the “.sbj” file:

This will use the data in the “.sbj” file as the source of the data to export instead of the actual survey data. By using this method you can export the data collected with the SurveyToGo Dummy Data Generator to any of the support SurveyToGo export formats.

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

Categories: Survey Creation

How to: Enable “Silent Recordings” Of Interviews (Or how to listen-in on CAPI interviews)

November 15, 2012 1 comment

Overview

A great way to enhance quality control of interviews is to utilize the “Silent-Recording” feature of SurveyToGo. “Silent-Recording” enables you to record the interview or parts of it without the interviewer knowing. The recording is then attached to the interview and is available on the Operations console for quality control people to listen to. This in fact allows your quality control department to “listen-in” on CAPI interviews and make sure that:

  • Questions are asked just the way you want them to
  • Interviewers are conducting the interviews per your briefing
  • Hear the tone of respondents and get an insight to how they respond to certain questions

Silent recordings can be enabled for the entire interview or for only parts of the interview. You can record one question or a set of more than one question. The steps to enable Silent recordings:

  1. Step 1: Configure the start/stop of the recording(s) in the Survey script
  2. Step 2: Listen-in to the recording(s) in the operations console

Step 1: Configure the start/stop of the recording(s) in the Survey script

Configuring the recording is very easy. You just add start/stop recording script calls to the places in the interview you wish to record. You can add recordings in multiple places throughout the survey to record more than one part. To configure the start/stop of the recording(s) in the Survey script follow these steps:

  1. Open the survey you wish to enable silent recordings on:
  2. Add the SoundRec.StartRecording();function call script at the start script of the first question:
    This will turn on the recording at the start of Q1
  3. Add the SoundRec.StopRecording();function call script at the end of the last question:

  4. That’s it! You have just configured the entire interview to be recorded. To record part(s) of the interview, you can put the Start/Stop recording function calls in other parts, so for example, to record only Q3, you can put the SoundRec.StartRecording(); at the start script of Q3 and the SoundRec.StopRecording(); at the end script of Q3

Step 2: Listen-in to the recording(s) in the operations console

Once you have collected interviews from the field that include silent recordings, you can listen-in to those recordings by following these steps:

  1. Open the operations console of the project (you can learn more about how to use the operations console here:
  2. Open the relevant interview from the operations grid and switch to the attachments tab. You can then either click on the link to listen or click the save button to save a local copy of the recording:
  3. If you have multiple recordings in the interview you can listen to all by clicking the arrows:

  4. That’s it!

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

Categories: Survey Creation

How to: Import Dimensions MDD script

November 13, 2012 1 comment

Overview

SurveyToGo supports importing a Dimensions MDD script file and generating a SurveyToGo survey of that file. A survey that was generated through this process is later exportable to the Dimensions DDF file format for analysis. In order to be able to import an MDD file The requirement is to have dimensions version 6 and above  installed on the PC/Laptop where SurveyToGo Studio is used to do the import.

Here are the steps to import a Dimensions MDD file:

  1. Step 1: Import the MDD file

Step 1: Import the MDD file

To import the MDD file:

  1. Right click on the project and choose “Import Dimensions File”
  2. In the screen that comes up, browse and select the MDD file from your computer:mdd1
  3. Click the Load button which should fill the “Name” field:mdd2
  4. Finally, click the Import button: mdd3
  5. You should now see the progress window and at the end of the process, the question to open the survey should show, click Yes:mdd4
  6. That’s it!

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

Categories: Survey Creation
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