USER GUIDE. Modern Survey, Inc.

Transcription

1 USER GUIDE Modern Survey, Inc.

2 Table of Contents ACCESSING MRESEARCH...4 MAIN MENU...5 DESIGN SURVEY...6 CREATE NEW SURVEY...7 MANAGE QUESTIONS AND LAYOUT Question Response Radio Question Response Check Question Response Drop Down Question Response Text Box Question Response Open Question Response - Required Include on Survey Include on Report Filter Report Options Report Options Con t Delete PDF Proof MANAGING SURVEYS MANAGE SURVEY IMAGES SURVEY SCALES Creating Standard Scales THE SURVEY EVENT MANAGE DISTRIBUTION LISTS Import Distribution List CREATE NEW SURVEY EVENT Select Administration Type ADMINISTER SURVEY Unique URL NEW SURVEY EVENT Generic with Distribution Group Generic without Distribution Group Edit Invitations MANAGE SURVEY EVENTS Schedule/Launch Survey Event Schedule/Launch Survey Event Set Start and End Date Schedule/Launch Survey Event Launch Administration Schedule/Launch Survey Event Resend s Schedule/Launch Survey Event Schedule Administration Schedule/Launch Survey Event Send Additional s Manage Existing Survey Events Create Event Reporting Group REPORTS GROUPS Standard Group Modern Survey, Inc. mresearch_userguide_ pg. 2

3 Syntax Group Meta Group Editing an Existing Standard, Syntax or Meta Group Sorting Groups Searching for Groups Deleting Groups Setting Trend Relationships Between Groups View Your Group s Data Generate a Quick Report for a Group Quick Reports for Groups: Bars Horizontal Quick Reports for Groups: Bars Vertical Quick Reports for Groups: Bars & Comments Quick Reports for Groups: Comments Quick Reports for Groups: Pie Chart Quick Reports for Groups: Stacked Bars Collapsed Scales Quick Reports for Groups: Tabular Collapsed Scales Export Quick Report for a Group MANAGE REPORTS Add a New Report Creating Reports Searching For Groups Generating a Report Accessing or Updating an Existing Report Report Document Modern Survey, Inc. mresearch_userguide_ pg. 3

4 Accessing mresearch You can access the mresearch login page by clicking on the Client Login link found on and then choosing "mresearch" from the list of tools or by following the link supplied to you in an from your Modern Survey Solution Expert. To login, enter your user name and password, and then click Login. If you do not know your user name and/or password please contact Modern Survey, Inc. at 866/ or Modern Survey, Inc. mresearch_userguide_ pg. 4

5 Main Menu Once your credentials are validated, you will be navigated to the mresearch Main Menu page. From this screen you can access the three main areas of the tool: Design Survey, Administer Survey, and Report Results. Advanced users will have access to Extras and Users. To navigate to a specific area, click on the blue arrow within the card. 1. Design is the area of the tool where a new survey is created or modifications are made to an existing survey. 2. Administer is where a new survey event is created and launched. 3. Report is the area of the tool where Report Groups are created and Reports are generated. 4. Extras is an advanced area of mresearch where advanced features and customized modules can be accessed. 5. Users is an advanced area of the tool where user accounts are managed. 6. Help provides documentation and our support contact information Modern Survey, Inc. mresearch_userguide_ pg. 5

6 Design Survey From the Main Menu you can create a new survey or access an existing survey by hovering over Design then clicking Surveys on the top menu or click the arrow icon from within the Design card Modern Survey, Inc. mresearch_userguide_ pg. 6

7 Design Survey Create New Survey To create a new survey click New Survey from the Design section on the top navigation menu Modern Survey, Inc. mresearch_userguide_ pg. 7

8 Create New Survey cont d Design Survey From the Design New Survey screen you can: Select a Survey Template The survey template will determine the layout of your survey. There are four standard templates from which to choose: Matrix Descending. Survey questions are left aligned; response options are displayed to the right of the survey question in a grid format wherever consecutive questions use the same scale. Response options are arranged from highest sort value to lowest sort value. Matrix. Survey questions are ascending left aligned; response options are displayed to the right of the survey question in a grid format wherever consecutive questions use the same scale. Response options are arranged from low sort value to highest sort value. Language Router (Matrix Desc). This template recognizes if your survey is in more than one language and allows you to set language preferences. Survey questions are formatted like the Matrix Descending template. Language Router (Matrix). This template recognizes if your survey is in more than one language and allows you to set language preferences. Survey questions are formatted like the Matrix template. Enter Survey Name Enter a name for the new survey. This name be will used for your reference and will be displayed at the top of the survey form. Click Continue for the next steps in creating a new survey Modern Survey, Inc. mresearch_userguide_ pg. 8

9 Design Survey Create New Survey cont d Select Survey Image The survey image is the graphic that is displayed on the survey. For instructions on how to upload a new image see the Manage Survey Images section of this user guide. Survey Question Types Select the types of questions that will be used on the survey and type in the number of each question type you would like to appear. These can be edited later if needed. Radio Button Questions: A Radio Button question means that those taking the survey can choose only one answer option for that question. Check Box Questions: A Check Box question means that those taking the survey can choose more than one answer for that survey question. Drop Down Questions: A Drop Down question means that answers for that survey question will be displayed in a drop down menu. This is ideal when there is a long list of possible answers. Slider Questions: A Slider question means that those taking the survey can use a wand that slides across an array of questions. This is a mobile friendly question type. Text Box Questions: A Text Box question is defined as a question that asks the participant to type in their answer. These are generally single-word answers and not intended for long-text comments. Open-Ended Questions: An Open-Ended Question is appropriate when participants are asked to type in narrative responses to a question. There is a counter at the bottom of the screen that displays the number of additional questions that are available to add. This maximum number is based on your account maximum. Once completed, click Save to move forward to Manage Questions and Layout Modern Survey, Inc. mresearch_userguide_ pg. 9

10 Design Survey Manage Questions and Layout From the Manage Questions and Layout section of Design Survey you can enter survey question text and response options as needed. Notice that Survey Name, Survey Template, and Survey Image appear in an editable format. Should you choose to change any of these; it can be done from this screen at any time. Survey Intro Text Begin designing your survey by entering the text that you would like to appear on the first page of the survey in the Survey Intro Text box Modern Survey, Inc. mresearch_userguide_ pg. 10

11 Design Survey Manage Questions and Layout cont d First Section Header Text 1. Section Text is optional and is displayed prior to a question or set of questions. 2. Insert Break: To enter additional text between questions or pages click the Insert Break button. This will expand the section to show the additional-text box. 3. Breaks: From here you can choose whether or not this creates a section break on the survey page or an entire page break. 4. Section Header Text/Description Text: You have the option to enter section or page header text (which will be displayed before the next question on the survey web form and you can enter additional text in the Description Text (optional) box Modern Survey, Inc. mresearch_userguide_ pg. 11

12 Design Survey Manage Questions and Layout cont d Sequence To change the sequence of any questions, type in the new sequence number(s) and click Save. Click Update Sequence if you have deleted or added questions and would like to view the questions in their new order. Type Question types can be changed by clicking on the dropdown menu listed Type. Listed here are: Radio, Check, Dropdown, Slider, Open, and Textbox Modern Survey, Inc. mresearch_userguide_ pg. 12

13 Design Survey Manage Questions and Layout cont d Question Text Type (or copy and paste) survey questions into the space provided. To Add Additional questions to the survey form, click Add More Questions at the top or bottom of the page Modern Survey, Inc. mresearch_userguide_ pg. 13

14 Design Survey Manage Questions and Layout Question Response Radio Radio button questions limit the number of responses a survey taker may select to one. Radio button questions are typically used for demographic questions or for Likert or range style scales (e.g., Agree, Satisfaction, etc.). All response options are displayed on the web survey form. You can select from a pre-existing scale in the Question Response column, or you can click Customize to enter your own scale or set of response options. For a complete list of standard scales and corresponding response options, see the Survey Scales section of the user guide. To make changes to response options click Customize. On the Manage Question Response Options page, you can add or edit response options, as well as change the response option sort order, value, opt out, textbox follow-up and branching settings. Set Sort Order To change the order in which response options are sorted on the web survey form, click one of the three options (Ascending, Descending, and Random). You may also manually change the order of the sort by typing in the sort you would like in each box under the Sort column Modern Survey, Inc. mresearch_userguide_ pg. 14

15 Design Survey Manage Questions and Layout Question Response Radio cont d Set Data Values Data values are the literal values that enter the database when a response is selected. Data values for each response option default to the order in which the response option was added (or the default for a pre-existing scale). To change the data value of a response option, type in the value you would like in each box under the Value. Opt Out Set a response option to Opt Out when you don t require the response data value to be included in the average, standard deviation and Valid N calculations (e.g., Don t Know or N/A responses). Textbox Follow-up To display a textbox to the right of a response option, click the Text Box Follow-up check-box for that response option. This is typically used for Other responses Modern Survey, Inc. mresearch_userguide_ pg. 15

16 Design Survey Manage Questions and Layout Question Response Radio cont d Branching To branch to a subsequent question based on a specific response option, select from the Branching drop down menu the question to branch forward to for that response. If you do not select a branching option, the branching defaults to the next question in sequence. Deleting a Response Option To delete a response option, click the corresponding check box(es) in the Delete column and click Save. To Delete All responses, click Delete All and then click Save. Advanced Scale Setup To create a collapsed scale (e.g., Percent Favorable, Percent Neutral, and Percent Unfavorable ) enter a collapsed scale label and a corresponding list of comma-separated values you wish to collapse. The collapsed scale will be used for reporting purposes only. Pre-selected response options from the Custom Scale will automatically populate the Advanced Scale. These can be changed if desired. Once all changes have been made to the Manage Question Response Options page, click Save to move back to the Manage Questions and Layout page Modern Survey, Inc. mresearch_userguide_ pg. 16

17 Design Survey Manage Questions and Layout Question Response Check Check box questions allow a survey taker to choose from one or more responses. All response options are displayed on the web survey form. To make changes to response options click Customize. On the Manage Question Response Options page, you can add or edit response options, as well as change the response option sort order, value, opt out. Set Sort Order To change the order in which response options are sorted on the web survey form, click one of the three options (Ascending, Descending, and Random). You may also manually change the order of the sort by typing in the sort you would like in each box under the Sort column. Set Data Values Data values are the literal values that enter the database when a response is selected. Data values for each response option default to the order in which the response option was added (or the default for a pre-existing scale). To change the data value of a response option, type in the value you would like in each box under the Value. Opt Out Set a response option to Opt Out when you don t require the response data value to be included in the average, standard deviation and valid n calculations (e.g., Don t Know or N/A responses). Deleting a Response Option To delete a response option, click the corresponding check box(es) in the Delete column and click Save. To Delete All responses, click Delete All and then click Save Once all changes have been made to the Manage Question Response Options page, click Save to move back to the Manage Questions and Layout page Modern Survey, Inc. mresearch_userguide_ pg. 17

18 Design Survey Manage Questions and Layout Question Response Drop Down Drop down questions limit the number the responses a survey taker may select to one. Drop down questions are typically used for demographic questions or for questions with many response options. Predefined scales may also be used for this question type. All response options are displayed in a dropdown menu on the web survey form. To make changes to response options click Customize. On the Manage Question Response Options page, you can add or edit response options, as well as change the response option sort order, value, opt out, branching settings. Set Sort Order To change the order in which response options are sorted on the web survey form, click one of the three options (Ascending, Descending, and Random). You may also manually change the order of the sort by typing in the sort you would like in each box under the Sort column. Set Data Values Data values are the literal values that enter the database when a response is selected. Data values for each response option default to the order in which the response option was added (or the default for a pre-existing scale). To change the data value of a response option, type in the value you would like in each box under the Value. Opt Out Set a response option to Opt Out when you don t require the response data value to be included in the average, standard deviation and valid n calculations (e.g., Don t Know or N/A responses) Modern Survey, Inc. mresearch_userguide_ pg. 18

19 Design Survey Manage Questions and Layout Question Response Drop Down cont d Branching To branch to a subsequent question based on a specific response option, select from the Branching drop down menu the question to branch forward to for that response. If you do not select a branching option, the branching defaults to the next question in sequence. Deleting a Response Option To delete a response option, click the corresponding check box/es in the Delete column and click Save. To Delete All responses, click Delete All and then click Save. Advanced Scale Setup To create a collapsed scale (e.g., Percent Favorable, Percent Neutral, and Percent Unfavorable ) enter a collapsed scale label and a comma-separated list of values you wish to collapse (smallest number must be listed first). The collapsed scale will be used for reporting purposes only. Pre-selected response options from the Custom Scale will automatically populate the Advanced Scale. These can be changed if desired. Once all changes have been made to the Manage Question Response Options page, click Save to move back to the Manage Questions and Layout page Modern Survey, Inc. mresearch_userguide_ pg. 19

20 Design Survey Manage Questions and Layout Question Response Text Box A Text Box question is a question type that asks a survey taker to type in an answer. These are generally single-word answers and not intended for long-text comments. You may also enter branching logic for a text box question by clicking Customize. Branching To set branching, select from the dropdown menu Select Value listed under the Branching column. This does not apply to the following question types: Add Response Option Set Sort Order Value Opt Out Textbox Follow-up Deleting a Response Option Advanced Scale Setup Once all changes have been made to the Manage Question Response Options page, click Save to move back to the Manage Questions and Layout page Modern Survey, Inc. mresearch_userguide_ pg. 20

21 Design Survey Manage Questions and Layout Question Response Open An Open-ended question is appropriate when survey takers are asked to enter written comments in response to question. It is appropriate to use the open-ended question to solicit long written narratives. There is no limit to the number of characters a survey taker may enter. You may also enter branching logic for an open-ended question by clicking Customize. Branching To set branching, select from the dropdown menu Select Value listed under the Branching column. This does not apply to the following question types: Add Response Option Set Sort Order Value Opt Out Textbox Follow-up Deleting a Response Option Advanced Scale Setup Once all changes have been made to the Manage Question Response Options page, click Save to move back to the Manage Questions and Layout page Modern Survey, Inc. mresearch_userguide_ pg. 21

22 Design Survey Manage Questions and Layout Question Response - Required In the Manage Questions and Layout of Design Survey questions can be set as required (participant cannot move forward in the survey until this question has been answered) by checking the box under the Required column. Design Survey Manage Questions and Layout Include on Survey In the Manage Questions and Layout of Design Survey the practitioner can set a question to be included on the survey by checking the box under the Include on Survey column. In most cases, all questions will be included on a survey. A situation when you would choose to not include a question on a survey is when you have pre-loaded demographic data for survey respondents with a distribution group Modern Survey, Inc. mresearch_userguide_ pg. 22

23 Design Survey Manage Questions and Layout Include on Report In the Manage Questions and Layout of Design Survey the user can set a question to be included on the report by checking the box under the Include on Report column. Questions can be set to include or not-include on reports at any point during the design, administration and reporting phases of a project. Design Survey Manage Questions and Layout Filter In the Manage Questions and Layout of Design Survey you can set a question as a reporting Filter. Questions checked as filters are available as reporting filters when defining standard reporting groups in Reporting Manage Groups Standard Groups. Questions can be set as filters at any point during the design, administration and reporting phases of a project Modern Survey, Inc. mresearch_userguide_ pg. 23

24 Design Survey Manage Questions and Layout Report Options From the Manage Questions and Layout section of Design Survey click on Report Options graph. Report Question Text You have the option to edit the text of a question to appear differently when displayed on a report. To change the text that appears on the report for a survey question, check the Enable Editing box to the right. This will allow you to view the original question text and make any desired changes Modern Survey, Inc. mresearch_userguide_ pg. 24

25 Associate Question with Dimension You have the option to associate a question with a survey dimension. A will allow you to group your questions into topics or categories when reporting. Reference the Create a Dimension section for instructions on creating dimensions. Highlight the dimension you would like to associate this question with from the list of dimensions. You can associate one question with more than one dimension by holding down the CTRL button while selecting. Create a Dimension You have the option to associate a question with a survey dimension which will allow you to group your questions into topics or categories when reporting. To create dimensions, click the Dimensions tab next to the Questions & Layouts tab at the top of the page. Enter the topics in the Add Dimensions box and click Add. You can enter multiple at one time by hitting Enter on your keyboard then clicking Add. The dimensions will appear at the bottom of the page. Sequence: This defines the order in which you want the dimensions to appear in the reports. Dimension Text: Define or change the dimension label. Norm Code: Primarily used by Aon to map this dimension with normative data. Is Index: This feature is used primarily by Aon and allows us to identify if this question should be reportable within our other platforms when the data is exported from mresearch. If you are a general user you should leave this unchecked. Delete: Remove the dimension Modern Survey, Inc. mresearch_userguide_ pg. 25

26 Design Survey Manage Questions and Layout Report Options Con t Report Sorting You have the option to change the sort position of a question when it is displayed on reports. To change this order check the Enable Editing box to the right. This will allow you to choose from a drop down menu of items numbers. Abbreviated Item Text Add abbreviated text to identify this item. You can use this text in different reports and analysis Export Column Header Text When exporting the data to Excel, you can define a specific column header name. Syntax Variable Create a variable name to use for syntax group definitions (e.g., q5, gender, location, or tenure ). Calculate Mean & Standard Deviation Scores Disable this setting for each question if your project does not require mean (average) or standard deviation scores. This will optimize processing speed for reports. Click Save to submit changes Modern Survey, Inc. mresearch_userguide_ pg. 26

27 Design Survey Manage Questions and Layout Delete In the Manage Questions and Layout of Design Survey the user can delete survey questions by selecting one or more questions under the Delete column and then clicking Save Modern Survey, Inc. mresearch_userguide_ pg. 27

28 Design Survey Manage Questions and Layout PDF Proof In the Manage Questions and Layout of Design Survey, click on PDF Proof at the top of the page to view the survey in an Adobe PDF format that displays all on-screen survey copy, page & section breaks, survey questions & responses, and all programming. Use this feature to review all survey copy and programming before launching a survey Modern Survey, Inc. mresearch_userguide_ pg. 28

29 Design Survey Managing Surveys Once a survey has been created in the Manage Questions and Layout section remember to save your changes. Survey ID For each survey that is created a Survey ID is automatically generated. This number appears to the left of the survey name on the Manage Surveys page. This unique number will always be associated with a survey - even if the survey name is changed Modern Survey, Inc. mresearch_userguide_ pg. 29

30 Design Survey Managing Surveys cont d Search for a Survey From the Manage Surveys screen you can also search for a survey that has already been created by typing all or part of the survey name into the search bar at the top of the screen. Click Search to view the search results. Date Created The Date Created indicates the date and time the survey was originally created. Date Last Modified The Date Last Modified indicates the most recent date and time that any modifications were made to the survey. Copy Survey This feature allows the user to make a copy of an existing survey. Click the Copy icon to the right of the survey name. A new survey will appear labeled Copy 1 of.... To make changes to this copied survey click the survey name and you will be navigated to the Manage Questions and Layout page for that survey. From here any changes can be made. Be sure to save all changes made to the copy of your survey Modern Survey, Inc. mresearch_userguide_ pg. 30

31 Design Survey Manage Survey Images Images can be used to enhance the look and feel of a survey you have created. From Images in the top navigation menu. Upload a New Survey Image Click the Upload Image button to import a new image. Upload Survey Image Enter the name and location of the image file, or browse to the location of the file and select it. Ensure your image meets the following criteria; 1) Format is.png. 2) Image has a transparent background. 3) Image should fit within 350 pixels wide by 50 pixels high. 4) Maximum size of the image file is 200KB and optimally less than 2KB. Select Survey If you would like to apply an image to a survey, select a survey from the drop down. The selected survey will be updated to use this image after saving this page. An existing image can also be saved to a specific survey while in the Manage Questions and Layout of Design Survey. Upload a New Survey Image Click the Upload File button to import a new image Modern Survey, Inc. mresearch_userguide_ pg. 31

32 Design Survey Survey Scales Depending upon your license level, the Survey Scales accessible from your account will vary. The following scales are included in all accounts: Agree Strongly disagree Higher Much lower Disagree Slightly lower Neither agree nor disagree About the same Agree Slightly higher Strongly agree Much higher Best One of the worst Often Never Below average Seldom Average Sometimes Above average Often One of the best Very often Extent Not at all Satisfaction Very dissatisfied Very little Dissatisfied To a moderate extent Neither satisfied nor dissatisfied To a large extent Satisfied To a very large extent Very satisfied Good Very poor Poor Fair Good Very good Modern Survey, Inc. mresearch_userguide_ pg. 32

33 Design Survey Creating Standard Scales Click Scale Templates from the top navigation menu. On this screen you can create a standard scale by clicking Create New Template Modern Survey, Inc. mresearch_userguide_ pg. 33

34 Design Survey Creating Standard Scales cont d Customize the scale in the same way you'd customize an item in the survey designer. Add a scale name and scale header text, enter your response options in the box to the right, separated by a hard return, and click Add. Click Save when you are finished. Once a scale is made standard it is available on the drop down of available scales in the survey designer and any time the scale is used three or more time in a row the scale options will appear in a block. After a standard scale is used in an administration it can no longer be revised or deleted Modern Survey, Inc. mresearch_userguide_ pg. 34

35 Administer Survey There are several steps to successfully administer a survey. Details around each step will be found in this section of the user guide. Please note that navigation within the Administer Survey section of the tool may vary depending upon the type of Administration. Preparing to administer a survey To better prepare for the administration of a survey, knowing the following things will save time in the process. Who is being asked to take the survey? Is a distribution list required? How do you intend to administer the survey? to a distribution group with a unique URL to a distribution group with a generic URL Post a survey link with a generic URL (no distribution group) A combination of administration methods What copy do you require for survey invitation s? copy subject copy From whom should the survey invitation come? If this person is an individual, determine the first name, last name and address If this person is an entity (e.g., Human Resources), a physical address will need to be created This individual or entity will also receive all bounce backs (from incorrect addresses or out of office replies) When a survey taker replies to an invitation , to whom should it go? What is the of this individual? Key survey dates that are helpful to know when setting up with survey administration include: Start/launch date and time Reminder date and time (if applicable) Close date and time Modern Survey, Inc. mresearch_userguide_ pg. 35

36 Administer Survey The Survey Event Once a survey has been designed, the next step is to administer the survey. To administer a survey, you will need to create a new survey event. A survey event is the launch or administration of a specific survey. Every event requires the following elements: A survey (that is complete and saved in the survey designer) A survey audience A start date and end date You have the option to utilize one survey in multiple events, which enables some of the following administration options: Administer the same survey over time to the same or different audiences (e.g., a monthly pulse survey to your employee or customer base) Administer a survey utilizing different methods at the same time (e.g., half of the company via , the other half via kiosk) Organize the survey population into multiple distribution groups, administer the survey at the same time, and then report by those distribution groups Create a test event for review prior to administration To create a New Survey Event, hover over Administer on the top navigation menu and select Distribution Lists Modern Survey, Inc. mresearch_userguide_ pg. 36

37 Administer Survey Manage Distribution Lists Import Distribution List Creating a New Distribution List mresearch allows users to import a distribution list from an Excel file. You will need to set up the distribution list in Excel prior to uploading. Download the Distribution List Excel Template. On Sheet1, type or paste Last Name, First Name, address, Phone Number, contact Preference ( or Phone) and up to two custom demographic numeric values per individual on the distribution list. You can import up to 6,000 employee data records per distribution list. Save the Excel file in a location on your local computer or network. *Do not change the name of the individual tabs in the file, i.e., Sheet1, Sheet2, and Sheet3. These must not be altered. Phone number Column Do not use Modern Survey, Inc. mresearch_userguide_ pg. 37

38 Administer Survey Manage Distribution List Import Distribution List cont d Once a distribution group has been set up in Excel and saved to your local computer, it can be imported into mresearch. Click New Distribution List from the Administer section on the top navigation menu. On the next screen, enter a name for the distribution group you are about to import and click Continue to upload. Uploading a Distribution List To upload a distribution list, enter the name and location of the MS Excel file, or browse to the location of the file. Click Import Distribution. Once the file has been successfully imported the following screen will be displayed. (It may take several minutes for large files to be imported.) Modern Survey, Inc. mresearch_userguide_ pg. 38

39 Administer Survey Create New Survey Event Hover over Administer on the top navigation menu and select New Event. On the Create Survey Event screen, enter a new event name and select from the drop down menu labeled Select Survey to select a specific survey (as previously designed) for this new event. Please Note: Any changes made to a survey (in Design Survey) will result in changes to the survey event content after an event is initialized. Changes to surveys should be made carefully so as not to affect data integrity. Click Next to continue. * Add an administration to an existing survey event does not apply to creating a new survey event. For instructions on adding an additional administration component to an existing survey event please contact your solutions expert Modern Survey, Inc. mresearch_userguide_ pg. 39

40 Administer Survey New Survey Event Select Administration Type Once the survey event has been created continue on by choosing the Administration Type. Select 'Unique' to send unique URL links to each member of your distribution group via notification. Select a distribution group and click Next. Proceed to the Administer Survey New Survey Event Unique URL section. Select 'Generic (w/ distribution group)' to send an anonymous URL link to your distribution group via notification. Select a distribution group and click Next. Proceed to the Administer Survey New Survey Event Generic with Distribution Group section. Select 'Generic (w/out distribution group)' if your survey will be anonymous and access to the survey URL will be through some other method. Proceed to the Administer Survey New Survey Event Generic without Distribution Group section. Select 'Generic - (with Individual password)' to send a generic link that leads to a login page where a password is required for access to the survey Modern Survey, Inc. mresearch_userguide_ pg. 40

41 Administer Survey New Survey Event Unique URL To configure a new Unique URL event, follow the preceding steps in Administer Survey New Survey Event. To continue setting up and launching this survey event, see instructions in the Administer Survey - New Survey Event - Edit Invitations section and forward. To change an event administration method, access the Events tab under Administration. Click on the name of the existing survey event, and then click on the Administration Type link for the relevant Event Assignment Modern Survey, Inc. mresearch_userguide_ pg. 41

42 Administer Survey New Survey Event Generic with Distribution Group Follow the preceding steps in Administer Survey Create New Survey Event. To continue setting up and launching this survey event, continue forward to the section Administer - New Event - Edit Modern Survey, Inc. mresearch_userguide_ pg. 42

43 Administer Survey New Survey Event Generic without Distribution Group Follow the preceding steps in the Administer Survey - New Survey Event section. The next screen will display the URL for the survey event. Copy this link and distribute to the individuals you would like to take the survey. The start date/time for the survey event is automatically set for the current date and time, and the default end date is set for 30 days after the start date and time. To make changes to the start date or end date, click on the Edit icon on the Manage Event Assignments screen. To change an event administration method, access the Events tab under Administration. Click on the name of the existing survey event, and then click on the Administration Type link for the relevant Event Assignment Modern Survey, Inc. mresearch_userguide_ pg. 43

44 Administer Survey New Survey Event Edit Invitations To create invitations when creating a new survey event, follow the previous steps in the Administer Survey - New Survey Event section. To edit invitations for an existing survey event, access the Manage Survey Events tab under Administration. Click on the name of the existing survey event, and then click on the Edit link for the relevant Event Assignment. Save as Template You can save an as a template however you cannot change a template name or delete a template once created, so it's important to consider these limitations when naming your template. These capabilities will be offered in future releases. 1. Optional: Select a Template from the Message Template dropdown 2. Click Apply. 3. Modify or enter the Details. 4. Click Save at the bottom of the page. 5. Enter a Template Name in the Save Current as Template text box. 6. Click Save next to the text box. Select a Template How to select a template: 1. In the Message Template section, Select a Template from the dropdown menu. 2. Click Apply. Modify Saved Template 1. Select the Saved Template from the Message Template dropdown. 2. Make the desired Changes. 3. Enter the Template Name exactly as it appears in the Message Template dropdown to overwrite the existing template (any variations on the name will create a new template) or save the template with a New Name to create a new template. 4. Click Save next to the text box. The original saved template will be overridden. CC and BCC The ability to CC and BCC s is a new feature and works just like an program. This will allow you to send a copy of the survey invitation to people who may need to reference them, but not necessarily participate in the survey event. CC ing will allow the recipient to see who was copied on the . BCC ing will not allow the recipient to see who was copied. To add multiple address, use a semi-colon between addresses s added to CC/BCC will get copied on every sent for the distribution. It is recommended this feature only be used for small distributions Modern Survey, Inc. mresearch_userguide_ pg. 44

45 Administer Survey New Survey Event Edit Invitations Con t Reference Keys Reference keys can be used to display recipient information or event specific information in your . Add a reference key. 1. Select the desired key from the dropdown 2. Click Copy. 3. In the Body Text/HTML box, put your cursor where you would like the resource key to appear. 4. Paste the reference key by clicking CTRL+V on your keyboard OR Right Click your mouse and select Paste. Reference keys are case sensitive so it's critical they are typed exactly as displayed below. Reference Key Description Applicable Distribution Type Unique {Customer_FirstName} Displays the recipient's first name Generic (with individual password) Generic (with distribution list) Unique {Customer_LastName} Displays the recipient's last name Generic (with individual password) Generic (with distribution list) Unique {Customer_ } Displays the recipient's Generic (with individual password) Generic (with distribution list) {Customer_SaveId} Displays the recipient's unique password. Generic (with individual password) {LinkTo_mResearch_Survey} Inserts the survey link All distribution types Reference keys should look like this when added to the body of a plain text {Customer_FirstName} {Customer_LastName}, You are invited to complete the 2014 Lapis Lazuli Engagement Survey. {LinkTo_mResearch_Survey} Thank you for your participation Modern Survey, Inc. mresearch_userguide_ pg. 45

46 Administer Survey New Survey Event Edit Invitations Con t The result would look like this: Tito Ortiz, You are invited to complete the 2014 Lapis Lazuli Engagement Survey. 9C04-48F A8118F Thank you for your participation. Survey Links Survey links are NOT automatically inserted into the body of the text. You MUST add this in using the resource key: {LinkTo_mResearch_Survey}. This can be found in the Copy Reference Key drop down menu. Copy and paste it into the Body Text/HTML. 1. Select the resource key {LinkTo_mResearch_Survey} from the dropdown menu 2. Click Copy to Clipboard. 3. In the Body Text/HTML box, put your cursor where you would like survey link to appear. 4. Paste the reference key by clicking CTRL+V on your keyboard OR Right Click your mouse and select Paste. Example of a Plain Text using the reference key. {Customer_FirstName} {Customer_LastName}, You are invited to complete the 2014 Lapis Lazuli Engagement Survey. {LinkTo_mResearch_Survey} Thank you for your participation. Example of HTML Button using the reference key. <tr> <td style="font-family: Verdana,Geneva,sans-serif; font-size: 10pt; background:#80ca7a; border-radius: 5px; padding: 0px 10px; color: #ffffff;" align="left" height="25"><div align="center"><a style="color: #ffffff; text-decoration: none;" href="{customer_linktosurvey_mresearch}" target="_blank">go to Survey</a></div></td> </tr> There is one scenario where you would not use the reference key. If you have created a short URL and have set the distribution to Generic (with or without distribution) you would enter the survey link directly into the message body exactly where you would like it to appear. Example of HTML Button using short URL. <tr> <td style="font-family: Verdana,Geneva,sans-serif; font-size: 10pt; background:#80ca7a; border-radius: 5px; padding: 0px 10px; color: #ffffff;" align="left" height="25"><div align="center"><a style="color: #ffffff; text-decoration: none;" href=" target="_blank">go to Survey</a></div></td> </tr> Modern Survey, Inc. mresearch_userguide_ pg. 46

47 Administer Survey New Survey Event Edit Invitations Con t Send Preview s are best viewed in an program so we removed the Preview button and included the option to send an directly to your inbox. This is also handy if you would like to send test s to others for review of content and aesthetics. 1. Click Send Enter your Address. 3. Click Save Message & Send . When you send an preview you will still see the reference keys instead of the Survey URL or Customer Names as this information is generated from the event. If you would like to test the with the URL and Reference Keys generated, use the Send Additional Notifications feature located at the bottom of the Schedule/Launch Survey Event page. SMS Message Do not use this feature Modern Survey, Inc. mresearch_userguide_ pg. 47

48 Administer Survey Manage Survey Events Schedule/Launch Survey Event To schedule or launch a new survey event, follow the previous steps in the Administer Survey - New Survey Event section. To edit the schedule or launch details for an existing survey event, access the Events tab under Administer. Click on the name of the existing survey event, and then click on the Edit icon for the relevant Event Assignment. The five areas of this section are: 1. Set Start and End Date 2. Launch Survey or Send Reminders 3. Resend Individual s 4. Schedule Administration Launch 5. Send Additional Notifications Modern Survey, Inc. mresearch_userguide_ pg. 48

49 Administer Survey Manage Survey Events Schedule/Launch Survey Event Set Start and End Date Set administration start and end dates. The survey event will only be accessible from the start date through the end date CENTRAL TIME Modern Survey, Inc. mresearch_userguide_ pg. 49

50 Administer Survey Manage Survey Events Schedule/Launch Survey Event Launch Administration Send survey invitations immediately to the distribution group associated with this survey event by clicking Send s. If you would like to send an without the associated link click Edit and remove the resource key from the Body Text/HTML box. You may also click send all invitations to send reminder s at any time. Reminder s are only sent to those participants who have not completed the survey Modern Survey, Inc. mresearch_userguide_ pg. 50

51 Administer Survey Manage Survey Events Schedule/Launch Survey Event Resend s To resend invitations to specific members of the distribution group who have not completed the survey, click Continue. This section is only available after initial survey invitations have been launched. If you would like to send an without the associated link, click Edit and remove the resource key from the Body Text/HTML box. To alter the invitation text before resending invitations, click Edit Notification. Click Resend Notifications. Click Resend in the row of the individual you would like the reminder sent to Modern Survey, Inc. mresearch_userguide_ pg. 51

52 Administer Survey Manage Survey Events Schedule/Launch Survey Event Schedule Administration invitations will be sent automatically to the distribution group associated with the survey event on the start date and time (CENTRAL TIME) you select in this section. You may also click send all invitations to send reminder s at any time. Reminder s are only sent to those participants who have not completed the survey Modern Survey, Inc. mresearch_userguide_ pg. 52

53 Administer Survey Manage Survey Events Schedule/Launch Survey Event Send Additional Notifications To send additional or test invitations without altering the distribution group, enter them into the fields provided Modern Survey, Inc. mresearch_userguide_ pg. 53

54 Administer Survey Manage Survey Events Manage Existing Survey Events From the Events tab of Administer, all survey events are listed. To view survey events directly associated with one Survey ID, select that survey from the drop down menu labeled Select Survey. To narrow your search, type a key word into the text box. From this page, events can be sorted by the column headings Survey Event and Survey Name. You can also search for an event by typing in all or part of the event name in the search bar at the top of the page Modern Survey, Inc. mresearch_userguide_ pg. 54

55 Administer Survey Manage Survey Events Manage Existing Survey Events From the Events tab of Administer Survey, an existing survey event can be launched or edited by clicking the survey event name. From this page the survey can be modified by clicking Modify. This will return you to the Manage Questions and Layout section of Design Survey. The start date or end date can be changed by clicking the date/time listed under the Start Date column. The Administration Type can be changed by clicking on the type listed. The Distribution can be changes or modified by click on the distribution name listed. The /Url is the invitations that participants will receive, inviting them to take the survey. To make changes or access this information, click Edit or View Url. From this page there is a participation monitor. In the column labeled # of Responses the practitioner can monitor survey participation one the survey has been launched. The number of survey responses (including partials) received is displayed. Start or Stop an Event For an emergency stop to a survey event, click Stop in the left column. This will disable all URL access to that survey event and disable any responses associated with the event from reporting. Events can be restarted and responses enabled for reporting by clicking Start Modern Survey, Inc. mresearch_userguide_ pg. 55

56 Administer Survey Manage Survey Events Create Event Reporting Group From the Events tab of Administer Survey, a reporting group can be created. To create a reporting group for a survey event that shows all scores associated with that event, click Create Group from the Create Reporting Group column. This group will appear in the Manage Groups section of Report Results. The group name will be the same as the event name. If a group has been created it will be indicated under the Create Group Reporting column by reading Group Created. If this group is deleted out of the Manage Groups section of Report Results it can be created again by clicking Create Group Modern Survey, Inc. mresearch_userguide_ pg. 56

57 Reports Reports enables you to generate quantitative and qualitative reports in real time for any survey. To view your data, you will first need to create Groups to be reported on (or cuts of data ). You can then view data for individual groups or compare their results by organizing your groups into reports Modern Survey, Inc. mresearch_userguide_ pg. 57

58 Report Results Groups The Manage Report Groups tab allows you to organize your data into groups, set relationships between groups, and view results. Create a Group First you will need to determine the type of Group you would like to create. There are three ways to define Groups: Standard, Syntax or Meta Modern Survey, Inc. mresearch_userguide_ pg. 58

59 Report Results Manage Groups Standard Group The Standard Group is optimized for creating simple group definitions and has the advantage of an easyto-use interface. To create a Standard Group: 1. Choose a survey project from the drop down menu labeled Select Survey. 2. Click on Create STANDARD Group. 3. Enter a Group Name and a Report Label. a. Group Name is the text that will be displayed on screen for this group in both the Manage Groups and Report Results section of mresearch. b. Report Label is the text that will appear for this group on a generated report Modern Survey, Inc. mresearch_userguide_ pg. 59

60 Report Results Manage Groups Standard Group cont d 4. Define your Group by selecting criteria from a list of possible question responses. The questions that appear on this page have been set as filters in the Design Survey section of mresearch. Please reference the Design Survey section of this user guide for details on how to set these filters. a. To create a Standard Group that includes all responses for a survey, check the box labeled Include all responses for this survey. b. To create a Group that is defined by a single question response option, check the box that is directly associated with that option. c. To create a Group that is defined by more than one question response option (i.e. as shown in the illustration), check all boxes that you wish to include in your Group definition. The drop down immediately above your selected questions will need to be set to Include responses where or Exclude responses where d. To set the logic between selected question response options choose the And or Or toggle button below each question. 5. Remember to click Save once you have created your Group. *Once Groups have been created you can generate a Quick Report for this Group or combine multiple Groups into a comparison Report. Please reference the Manage Reports section of this user guide for instructions on how to build and generate Reports Modern Survey, Inc. mresearch_userguide_ pg. 60

61 Report Results Manage Groups Syntax Group A Syntax Group enables you to define a Group with algebra-style syntax. Survey questions must be assigned a Variable Name in the Report Options section of Design Survey before they can be referenced in a Syntax Group definition. Please reference the Design Survey section of this user guide for details on how to assign variable names. To create a Syntax Group: 1. Click on Create SYNTAX Group 2. Enter a Group Name and a Report Label. a. Group Name is the text that will be displayed on screen for this group in both the Manage Groups and Report Results section of mresearch. b. Report Label is the text that will appear for this group on a generated report Modern Survey, Inc. mresearch_userguide_ pg. 61

62 Report Results Manage Groups Syntax Group cont d c. Select Syntax Type: SQL d. Enter the Syntax. See the chart below for logic operators available for creating Syntax Groups. Operator Logic = Equals ; And, Or (between a series of values) Or (between expressions)! Not (at the beginning of an expression) <> Not (for a specific question value) ( ) Left and Right parentheses for nesting logic expressions 3. Remember to click Save once you have created your Group. Examples of Syntax Groups Use the SQL Syntax Type. The illustration above provides the definition on how to define the females in finance: Gender = Question 45 in the survey, and the selected option of 1 for Female. AND Department = Question 65 in the survey, and the selected option of 4 for Finance. *Once Groups have been created you can generate a Quick Report for this Group or combine multiple Groups into a comparison Report. Please reference the Manage Reports section of this user guide for instructions on how to build and generate comparison reports Modern Survey, Inc. mresearch_userguide_ pg. 62

63 Report Results Manage Groups Meta Group A Meta Group allows you to combine existing Groups to make a new composite Group. This feature enables you to easily build complex Group definitions as well as hierarchical Group definitions. To create a Meta Group: 1. Choose a survey from the drop down menu labeled Select Survey. 2. Click on Create META Group 3. Enter a Group Name and a Report Label. a. Group Name is the text that will be displayed on screen for this group in both the Manage Groups and Report Results section of mresearch. b. Report Label is the title that will appear for this group on the report itself once generated. 4. From the drop down menu All responses where choose the first Group. 5. From the left hand table under additional criteria where choose all possible criteria Groups to be combined with the first group to create your new Meta Group. Choose And or OR as the operand between your first group and your additional groups. 6. You can also set a separate operand logic between the additional criteria Groups by selecting Or or And from the Metagroup Operand list to the right. 7. Remember to click Save once you have created your Group. If a change is made to a Standard or Syntax Group contained in a Meta Group, the Meta Group with inherit those changes Modern Survey, Inc. mresearch_userguide_ pg. 63

64 Report Results Manage Groups Meta Group cont d Examples of Meta Groups An example you might see: Combine a Group labeled Human Resources with a Group labeled Females to create a new Meta Group Females in Human Resources. In the example above, the resulting logic statement is as follows: Include all responses from the Group Grade 6 OR those who are in Region 2. *Once Groups have been created you can generate a Quick Report for this Group or combine multiple Groups into a comparison Report. Please reference the Manage Reports section of this user guide for instructions on how to build and generate Reports Modern Survey, Inc. mresearch_userguide_ pg. 64

65 Report Results Manage Groups Editing an Existing Standard, Syntax or Meta Group From the Groups tab of Report - Groups you can edit existing Standard, Syntax and Meta Groups. To make changes to an existing Group, click on the Group Name. On the subsequent screen, make any desired changes. Remember to click Save once you have edited your Group. Any Reports that include these Groups will inherit the changes Modern Survey, Inc. mresearch_userguide_ pg. 65

66 Report Results Manage Groups Sorting Groups From the Groups tab of Report - Groups you can sort existing Standard, Syntax and Meta Groups. Groups can be sorted in ascending or descending order by clicking on the column headers for Group ID, Group Name, Group Type, or Date Last Generated Modern Survey, Inc. mresearch_userguide_ pg. 66

67 Report Results Manage Groups Searching for Groups From the Groups tab of Report - Groups you can search for existing Standard, Syntax and Meta Groups. The mresearch tool allows users to easily search for groups that have been created for a particular survey. Type all or part of the Group Name into the search-bar and press Search Modern Survey, Inc. mresearch_userguide_ pg. 67

68 Report Results Manage Groups Deleting Groups From the Groups tab of Report - Groups you can delete existing Standard, Syntax and Meta Groups. The mresearch tool allows users to easily delete Groups that have been created for a particular survey. Once a group has been deleted the only way to recover that Group is to rebuild the definition from the beginning. Click the Delete option of the right of that Group. Once a group has been deleted it will no longer appear on reports. *Depending on account privileges some users may not be able to delete Groups Modern Survey, Inc. mresearch_userguide_ pg. 68

69 Report Results Manage Groups Setting Trend Relationships Between Groups There is an extra column in some reports for displaying trend data. The mresearch tool allows for trending relationships between Groups. This is typically used to specify time differences between two or more similar Groups. For example, a user might set Trend for a Group Human Resources 2006 to Human Resources When a trend relationship is set between Groups, reports that display Trend scores will reference this relationship and display the trend score differences. To specify Trend for a specific Group: 1. Define two Groups: The primary or parent Group and the Trend Group. 2. Choose the Parent (or most current) Group and click on Set under the Trend column. 3. On the subsequent Edit Trending screen, select the Group(s) for which you would like to Trend back to in reverse chronological order from the Parent Group. 4. Remember to click Save. 5. Depending upon the template you select for Reporting, Trending is supported for up to three Groups, or three layers of Trending Modern Survey, Inc. mresearch_userguide_ pg. 69

70 Report Results Manage Groups View Your Group s Data While in the Groups tab of Report - Groups you can quickly view the data or comments for a specific Group by clicking on View for a Group that has been created. Tabular View: Scores are displayed in a tabular format for each Radio, Check, and Dropdown question designated as Include on Report on the Design Survey Screen. Results are displayed in HTML format only. Please reference the Design Survey section of this user guide for details on how to designate as Include on Report. Comment View: Responses are displayed for Open or Textbox questions designated as Include on Report on the Design Survey Screen. Results are displayed in HTML format only. Please reference the Design Survey section of this user guide for details on how to designate as Include on Report Modern Survey, Inc. mresearch_userguide_ pg. 70

71 Report Results Manage Groups Generate a Quick Report for a Group While in the Groups tab of Report - Groups you can generate a Quick Report for a specific Group by selecting a Report type and output format from the drop down menu under the header Quick Reports, and then clicking on View from the corresponding row and column. The following are Quick Report types available to all users: Bars-Horizontal Bars-Vertical Data & Comments Comments Pie Chart Stacked Bars-Collapsed Scales Tabular-Collapsed Scales Modern Survey, Inc. mresearch_userguide_ pg. 71

72 Report Results Manage Groups Quick Reports for Groups: Bars Horizontal Results for each question are displayed in horizontal bar charts. Percentage, frequency, average, standard deviation, minimum and maximum scores are displayed Modern Survey, Inc. mresearch_userguide_ pg. 72

73 Report Results Manage Groups Quick Reports for Groups: Bars Vertical Results for each question are displayed in vertical bar charts. Percentage scores and total number of responses are displayed Modern Survey, Inc. mresearch_userguide_ pg. 73

74 Report Results Manage Groups Quick Reports for Groups: Bars & Comments Quantitative and qualitative responses are displayed in horizontal bar charts and text formats for each question Modern Survey, Inc. mresearch_userguide_ pg. 74

75 Report Results Manage Groups Quick Reports for Groups: Comments Responses for each open-ended question are displayed in this report Modern Survey, Inc. mresearch_userguide_ pg. 75

76 Report Results Manage Groups Quick Reports for Groups: Pie Chart Percentage scores for each question are displayed in a pie chart format Modern Survey, Inc. mresearch_userguide_ pg. 76

77 Report Results Manage Groups Quick Reports for Groups: Stacked Bars Collapsed Scales This report format displays scores from survey questions with a Likert or collapsed scale (e.g., 5-point Agreement or Satisfaction response options collapsed to Percent Favorable, Neutral and Unfavorable scores). The report shows both survey question and dimension scores Modern Survey, Inc. mresearch_userguide_ pg. 77

78 Report Results Manage Groups Quick Reports for Groups: Tabular Collapsed Scales This report format displays scores from survey questions with a Likert or collapsed scale (e.g., 5-point Agreement or Satisfaction response options collapsed to Percent Favorable, Neutral and Unfavorable scores). The report shows both survey question and dimension scores Modern Survey, Inc. mresearch_userguide_ pg. 78

79 Report Results Manage Groups Export Quick Report for a Group Quick Reports can be exported from mresearch in a variety of formats including PDF, MS-Word, MS-Excel, RTF and TXT. Reports can be exported in two ways: 1. Export directly from the Manage Groups tab by selecting a Report type and format from the drop down menus in the Quick Report column. Click on View and you will be prompted to Open or Save the report. a. To open the Report immediately and view, click Open. b. To save the Report to the location of your choice and view later, click Save. Depending upon your browser s configuration, some formats such as PDF may open automatically. 2. Reports can also be exported from the Report Viewer. This method allows you to export a specific survey question or dimension. To export Reports in this format, select a Report type and then select Report Viewer from the format drop down menu. Then click on the Group that you would like to view Modern Survey, Inc. mresearch_userguide_ pg. 79

80 Reports can be exported at any point from the Report Viewer by clicking on the export icon located in the tool bar. After the export icon is clicked, you will be prompted to select an export format and to designate which pages from the report you would like to export. Click Export Your file will then download to your computer. Depending on your browser settings, you may be prompted to Display, Open or Save a file. The Reports tab enables you to build and generate advanced and comparative reports made up of one or more Groups Modern Survey, Inc. mresearch_userguide_ pg. 80

81 Report Results Manage Reports Add a New Report 1. Click Reports from the top navigation menu 2. Choose a survey in the drop down menu labeled Select Survey. 3. Select a Report Template for the Report from the drop down menu labeled Select Template. 4. Click Create Report The subsequent screen requires you to enter a report name. There are additional options to enter a report ID, enter bi-line text (which is typically displayed under the report name on the cover of the report), and to change the Minimum N default value for the report. (Minimum N indicates the minimum number of valid survey responses required for each question score to be displayed on a report. If the number of responses for any question has less than the Minimum N, group scores for that question will be suppressed.) Click Continue to proceed Modern Survey, Inc. mresearch_userguide_ pg. 81

82 Report Results Manage Reports Creating Reports Select Comparative Groups for Report The subsequent screen enables you to select Groups that you would like add to the report. Note: If there are specific template instructions, they will be listed under the Template Instructions heading. At the bottom of the page, there is a list of previously defined Groups for this survey which are available for a report Modern Survey, Inc. mresearch_userguide_ pg. 82

83 Report Results Manage Reports Creating Reports cont d To add any of the Groups to the report, select the radio button next to the row position you wish to target, and then click on the Group Name listed at the bottom of the page. The group name will replace the Blank red text Modern Survey, Inc. mresearch_userguide_ pg. 83

84 Report Results Manage Reports Searching For Groups There are several options for displaying and filtering the Groups at the bottom of the page. For example, you could search for the Human Resources Group by entering Human Resources into the Group Name text box, and then clicking Search. Groups can also be sorted in ascending or descending order by clicking on the column headers for Group ID, Group Name, Group Type, or Date Modified. Click Save to submit your report specifications and continue Modern Survey, Inc. mresearch_userguide_ pg. 84