Javelin Workbench Tutorial. Version 3.0 September, 2009

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1 Javelin Workbench Tutorial Version 3.0 September, 2009

2 OVERVIEW The Javelin Workbench Beginner Tutorial walks you through the steps of building online feedback forms for the purposes of data collection. You'll learn how to use Javelin Workbench to create, deploy and report feedback data collection projects. In this tutorial you'll create an online marketing survey for Acme, a fictitious company that specializes in sign and banner products. The tutorial is designed to be read from beginning to end. Each lesson in the tutorial builds on the work done in earlier lessons. The tutorial takes approximately one to two hours to complete, and focuses on the following lessons: Lesson 1 describes how to create a feedback form containing sections and items. Lesson 2 describes how to incorporate skip patterns into the feedback form. Lesson 3 demonstrates the deployment of the feedback form by ing respondents. Lesson 4 explains generation of reports from response data. System Requirements All components of Javelin Workbench have been built using the Java programming language. This enables Javelin to run on practically any desktop regardless of the operating system as long as it supports Java Web Start with the appropriate version of Java. Some of the popular operating systems that are supported are Windows, Mac OS X, Linux and Solaris. The latest version of Java Web Start is contained in the Java 2 Platform, Standard Edition 6.0. You may download and install Java SE Runtime Environment (JRE) from Javelin Workbench Beginner Tutorial Version 3.0 2

LESSON 1 - CREATING A FEEDBACK FORM Javelin Workbench Login Javelin Workbench may be launched through a standard web browser using the provided URL.

3 LESSON 1 - CREATING A FEEDBACK FORM Javelin Workbench Login Javelin Workbench may be launched through a standard web browser using the provided URL. Please refer to the Java Web Start FAQs to resolve problems that you may encounter during system setup. Once the login window appears, type in a Login Name and Password supplied by your administrator to begin using the Workbench. If you are behind a corporate firewall, you may need to specify the proxy server information by selecting the Proxy button on the login window. You may optionally select the Use secure connection option if you would like the data transfer between the Javelin Workbench and the Javelin Server to be transmitted through a secure data channel. Workspace Once you are logged into the Javelin Workbench, you are presented with your Workspace and have access to the functionality offered by the application. Select New Project from the File menu or New button from the toolbar to open a new project window. Javelin Workbench Tutorial Version 3.0 3

4 Description The first page of the form will include welcome message and privacy information. Click the Untitled item in the Navigator section on the top left of the main screen. Type "Acme s Sign And Banner Survey" in the Title field and the following content into the Description area "Welcome, and thank you for your participation in this brief survey from Acme. We want your input to help us evaluate and improve our offering of sign and banner display products to better suit your needs. Privacy Information At Acme, we understand that your privacy is important to you. Consequently, we are committed to safeguarding your personal information and will protect the information you share with us. For further details, please see our Privacy Policy. Thanks again for your time and valuable feedback." Javelin Workbench Tutorial Version 3.0 4

5 Select the Privacy Information paragraph and select Italic from the popup menu (right mouse button click) to italicize the text. Also change the heading "Privacy Information" to a bold style by selecting the text and choosing Bold from the popup menu. To insert a link for "Privacy Policy", highlight the words and choose Insert Link from the popup menu. Type out the URL in the URL Link field and click OK in the Insert URL Link window. Javelin Workbench Tutorial Version 3.0 5

Page Layout In the Settings tab at the lower part of the window select the Item per page option under Layout. This would render each item on a separate page of the feedback form.

Select Insert > Section from the Insert menu to insert a section. As new items are added to the form, they are displayed in the Navigator tree on the left.

6 Page Layout In the Settings tab at the lower part of the window select the Item per page option under Layout. This would render each item on a separate page of the feedback form. Inserting Sections In our tutorial we will insert six sections with different types of items. The first section can be explicitly added, or will be automatically added when the first item is added. Select Insert > Section from the Insert menu to insert a section. As new items are added to the form, they are displayed in the Navigator tree on the left. Selecting the item in the tree displays the properties of the selected item on the right panel. By default, the newly created section s Name is set to "Section" and there is no Title for the section. Rename this section to "Event Participation" and enter "Event Participation" as the Title for this section. Inserting Input Fields within a Section A section may contain several items of different types. Insert a Yes/No choice item by selecting Insert > Choice > Single Choice (Yes/No) menu item while the section is highlighted in the Navigator. A Yes/No choice item is added to the Navigator and is highlighted. Javelin Workbench Tutorial Version 3.0 6

Enter "Event Organization" in the Name field and "Do you organize events such as trade shows, job fairs etc. for your company that have the need for banners?" in the Description area.

7 Enter "Event Organization" in the Name field and "Do you organize events such as trade shows, job fairs etc. for your company that have the need for banners?" in the Description area. Select the Required checkbox so the respondent is forced to answer this question. Inserting additional Sections and Input Fields Select Insert > Section again to create a second section in the form. Set the Name and Title of this section to "Event Details". We will add three choice input fields in this section. For the first item, add the choice field by selecting Insert > Choice > Multiple Choices (Other Text Field) menu item. This will insert a choice field with the A(ow multi-selection checkbox option selected. By default, 5 choices are added with the last choice set to "Other (Please specify)". For the last choice, the attribute Show Text Field is also selected. Set the Name to "Event Types" and the Description to "What type of events do you organize within your company? (Choose all that apply)". The text for the choices can be edited in-place in the list. We will change the text of the choices to be: (1) Sales Promotions (2) Job Fairs (3) Community Events Javelin Workbench Tutorial Version 3.0 7

Select the last choice of "Other (Please specify)" and click on the Edit button to the right of list to display the Choice property dialog.

8 (4) Industry Conferences (5) Other (Please specify) You can see the attributes of any choice by selecting the Edit button while the choice is highlighted in the list. Select the last choice of "Other (Please specify)" and click on the Edit button to the right of list to display the Choice property dialog. You will notice that Show Text Field checkbox is selected and set the Char Width and Max Chars values to 25 and 50 respectively. This will show a text field for this choice so the respondent can type in a value. Javelin Workbench Tutorial Version 3.0 8

9 For the second multiple-choice item, add the choice field by selecting Insert > Choice > Single Choice (Radio Buttons) menu item. This will add a single-select choice-field with 3 choices. Set the Name of the field to "Number of Events" and the Description to be "Each year, on average, approximately how many of these events do you organize?" Now change the text for the remaining 3 choices to be: (1) Less than 5 (2) Between 6 and 10 (3) More than 10 The third item in this section can be added using the same steps as the previous items. Set the Name of the item to "Event Budget" and the Description to "Each year, on average, how much budget do you allocate to banners for these trade shows?" The text for the choices is set to: (1) Less than $1,000 (2) Between $1,000 and $5,000 (3) More than $5,000 Inserting a Matrix Item Insert a new section and set the Name and Title to "Product Preferences". We will first add a Matrix field and then a Yes/No choice field in this section. Select Insert > Group Input > Matrix menu item to insert a Group Input Field that is configured to be a Matrix. Set the Name of the field to "Importance Rating" and the Description to "In choosing a vendor for the banners, posters and other sign-age for your events, please rate the following attributes and their relative importance to your selection criteria.". Javelin Workbench Tutorial Version 3.0 9

Highlight the last row of the Group Input Fields Properties table and click on the Delete Row button to

10 By default, the Matrix field that has been inserted contains 5 rows of choice field. We will create a Matrix field with only 4 rows. Highlight the last row of the Group Input Fields Properties table and click on the Delete Row button to remove the extra row. Now highlight the "Scale" cell and click on the Edit button to open the Scale dialog set the scale properties to be as shown below. Javelin Workbench Tutorial Version

Now highlight the cell with "Item 1" and click the Edit button to open the Notes dialog. Change the name to "Quality of Product - Label" and the text to "Quality of Product".

11 Now highlight the cell with "Item 1" and click the Edit button to open the Notes dialog. Change the name to "Quality of Product - Label" and the text to "Quality of Product". Select the cell with "Item - 1 Scale" and click the Edit button to open the Choice dialog. The choices shown here will be identical to the choices shown in the Scale dialog above. Change the name to be "Quality of Product". Repeat the same steps for the other 3 rows in the table and change the values "Item - 2" to "Price of Product", "Item 3" to "Turn-around Time" and "Item - 4" to "Range of Offerings". After the changes are completed, the Matrix field should be as shown below Javelin Workbench Tutorial Version

12 We will insert a Yes/No choice field and set the Name to "Use Acme" and the Description to "Have you used Acme for any of your banner needs in the past?". Javelin Workbench Tutorial Version

13 Continuing with other Items and Sections Create a new section and name it "Contact Preferences". Insert a multiple-choice item in this section using Insert > Choice > Multiple Choices (Checkboxes) menu item. This will add a choice field with 3 choices by default. Set the Name to "Contact", the Description to "We would like to demonstrate our latest products as well as provide you with an opportunity to try them out at your next industry event. Please let us know if you would like us to contact you." and change the choices to be (1) Have someone from sales contact me by (2) Have someone from sales contact me by phone (3) Send me your brochures by Javelin Workbench Tutorial Version

14 Inserting Group Input Fields Create a new section and Name it "Contact Details". Select this section in the Navigator select Insert > Group Input > Contact Information menu item to insert a group input field configured for collecting contact information like name, address etc.. We will remove some of the rows from the group input that are not needed. Highlight the row with the item labeled Title and use the Delete button to remove the row. Repeat the same to delete the row for Fax. Piping the Responses Insert a section named "Confirm Contact Info" with the Title set to "Confirm Contact Information". In this section, the user response from the group input field in the previous "Contact Details" section will be piped or displayed for confirmation. Select Insert > Group Input > Other menu item to insert a group input field. Name the field "Verify Contact Info". Set the description to "You have requested us to contact you, please verify your contact information prior to submission. You can use the Back button to change it if necessary." By default, the table for the Group Input Fields Properties would have 4 rows and 4 columns. Use the buttons above the table to add/delete rows and columns as needed. We will create a group input field that has 5 Javelin Workbench Tutorial Version

15 rows and 2 columns. Enter notes fields in column 1. The field names should be set to "Verify Name - Label", "Verify Company - Label", Verify Address - Label, "Verify Phone - Label" and "Verify - Label" and set the display text to "Name", "Company", Address, "Phone" and " " respectively. Click on the first cell in the second column. This cell will be used for displaying the name entered in the previous "Contact Details" section. Set the name to "Verify Name" and enter "$$first_name$$ $$last_name$$" in the text area. Note that "first_name" and "last_name" are the names of the text fields in the group input field from the previous section. We will set up fields to display "Company", Address, " " and "Phone" in a similar manner. For displaying the "Company", set the field name to "Verify Company" and enter "$$company$$" in the text area. For the " " and the "Phone" fields, the names and the text are set to "Verify ", "$$ $$", "Verify Phone" and "$$phone$$" respectively. Javelin Workbench Tutorial Version

For displaying the Address, set the field name to Verify Address and set the text as shown below. We are concatenating several fields to show up here.

16 For displaying the Address, set the field name to Verify Address and set the text as shown below. We are concatenating several fields to show up here. You can use HTML tags like <br> for line break. The completed group input field for piping the responses is shown below. Javelin Workbench Tutorial Version

Customizing the End Page By default, the page that shows up after the respondent completes the form would contain the message "Thank you for taking the time to respond".

17 Customizing the End Page By default, the page that shows up after the respondent completes the form would contain the message "Thank you for taking the time to respond". You may customize this message by selecting the End Pages tab on the project properties screen. Select Default End Page for the End Page Type field and change the message to "Thank you once again for your time and feedback to this survey". Javelin Workbench Tutorial Version

18 Saving the Project We have now completed inserting all of the form content. Save the project by selecting File > Save menu item. This will invoke the Save Project dialog that will prompt you for a Project Name. Type in "Acme Event Participation Survey" for the name and select a folder path to save the form. Javelin Workbench Tutorial Version

19 The saved project is shown below. Preview the Feedback Form After saving, you can preview the form by selecting File > Preview menu item. The form will be displayed in your default web browser. Javelin Workbench Tutorial Version

We will continue with the next lesson where we will learn to use

20 We have now successfully created a form with several items that have been logically separated into sections. We will continue with the next lesson where we will learn to use the conditional logic features of Javelin. Javelin Workbench Tutorial Version

21 LESSON 2 - SETTING UP RULES Defining rules in a form allows for conditionally Display selected project items (Sections, Items, Fields within a Group Input field, Choices within a Choice field) Display message and stop progress Skip to the default end page Skip to an alternate end page Set hidden field(s) value Notification (send an when a form is completed) Select the End Pages tab on the project properties screen to add rules. Javelin Workbench Tutorial Version

22 Skipping to the End Page Click the New (+) button to add a new rule definition. This will open a Wizard for creating the conditional rule. Set the Name to "Skip_To_End" and the Description to "Skip to the end of the survey if the respondent answers "No" to "Event Participation" input field.". The Description field is for information purposes only. Click the Next button to create a new condition and a rule. A rule is a logical expression that is created from one or more conditions. Click the New (+) button to create a condition for the "Event Participation" input field to equal "No". Select the "Event Participation" field from the tree and Equal To operator and select "No". A default name is provided for the condition that you can overwrite. Change the Name to Event_Organization_Eq_No and click OK. Javelin Workbench Tutorial Version

23 Select the "Event_Organization_Eq_No" condition and click Add to Rule button to add the condition to the rule. Click the Next button and select Skip to the default end page from the drop-down. If the respondent selects "No" for the "Event Participation" item, the respondent will be taken to the end of the form. Clicking Finish will close the wizard and display the rule on the main project screen as shown below. Javelin Workbench Tutorial Version

24 Skipping Entire Sections/Input Fields Create a new rule called "Answered_Contact" to display the "Contact Info" and the "Verify Contact Info" group input fields only if the respondents answers the "Contact" field. The steps for creating this rule can be seen in the next few screen shots. Javelin Workbench Tutorial Version

25 Create the condition Contact item is Answered and add it to a new rule. Javelin Workbench Tutorial Version

26 Display the items Contact Details and Confirm Contact Info sections only if the respondent wants to be contacted. Javelin Workbench Tutorial Version

27 Skipping Specific Group Input Fields Create a new rule called "Show_ " to display the related rows in the "Contact Info" and the "Verify Contact Info" group input fields only if the respondents selects the choice "Have someone from sales contact me by ". The steps for creating this rule can be seen in the next few screen shots. Javelin Workbench Tutorial Version

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Create another rule called "Show_Mailing_Address" to display the address related rows in the "Contact Info" and the "Verify Contact Info" group input fields only if the

30 Create another rule called "Show_Mailing_Address" to display the address related rows in the "Contact Info" and the "Verify Contact Info" group input fields only if the respondents selects the choice "Send me your brochures by mail". The steps for creating this rule can be seen in the next few screen shots. Javelin Workbench Tutorial Version

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33 Create one final rule called "Show_Phone" to display the phone related rows in the "Contact Info" and the "Verify Contact Info" group input fields only if the respondents selects the choice "Have someone from sales contact me by phone". The steps for creating this rule can be seen in the next few screen shots. Javelin Workbench Tutorial Version

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36 You can now save and preview/launch the form and check the impact of the conditional rules that we have added to the form. To launch the form, you can click on the URL shown on the project properties panel. This will launch the form in your default web browser. Note that in the preview mode, the responses that you may input are not saved to the database. Javelin Workbench Tutorial Version

37 LESSON 3 - COMMUNICATION AND DEPLOYMENT The communication manager allows you to create, schedule, send and track communications to respondents. Compose and Schedule s With the project opened in Javelin Workbench, select Communication > New Message menu item to invoke the Compose Message dialog. You can enter the addresses or select and insert addresses from the address book. The URL for the form can be embedded in the content by inserting the keyword "<<URL>>". The Communication Manager would replace the keyword with the actual form URL when the is actually sent. Javelin Workbench Tutorial Version

38 Other keywords can also be inserted in the text to customize messages. To insert the form URL or other keywords, select from the Insert drop-down list while the cursor is located at the insertion point in the text area. You can click the Send Now button to send the immediately or select a later date and time and schedule it to be sent later. Form URL In addition to ing the URL for the form, you may wan to post it on a Web site. The form URL is displayed on the project panel and is labeled URL. Javelin Workbench Tutorial Version

39 LESSON 4 - REPORTING Javelin Workbench provides functions for generating several kinds of reports. In this lesson we will publish a report that displays three types of reports. All reporting functions may be accessed through the Reports menu. Creating a New Report Select Report > New Report to invoke the Report Manager. Type "Acme Survey Report" for the Name and Title and set the Description to "This report is the result of the web based marketing survey that was conducted last quarter. Please any comments to comments@acme.com." You can add multiple charts to each report. We will create a report with the following charts Frequency Distribution - Bar Chart & Table for "Event Types" Frequency Distribution - Column Chart & Table for "Number of Events" Frequency Distribution - Pie Chart for "Event Budget" Cross-tabulation of the "Number of Events" and "Event Budget" Statistical Chart & Table for "Importance Rating" Javelin Workbench Tutorial Version

40 Add Frequency Distribution Charts Click the Add (+) button to add a new chart(s). This opens the chart selection wizard. Select Frequency Distribution and click the Next button. Select the fields "Event Types", "Number of Events" and "Event Budget" from the "Event Details" section and click Next button. Javelin Workbench Tutorial Version

41 Make selections as shown below and click the Finish button. This will add a Frequency Distribution Bar Chart for each of the selected input fields to the report. You can select the chart from the tree and change the attributes of each of the charts. We will make the following changes Select "Number of Events - Frequency Distribution" and change the chart type to Column Chart from the Options tab. Select the Bin/Choice tab and click the... button to customize the choices text as shown below. Javelin Workbench Tutorial Version

42 Select "Event Budget - Frequency Distribution" and change the chart type to Pie Chart and deselect Show Table option. Javelin Workbench Tutorial Version

43 Add Cross-tabulation Chart Click the Add Chart button and select Cross-tabulation and click the Next button. On the next screen select "Number of Events" from the tree and "Event Budget for Cross tabulate with. Javelin Workbench Tutorial Version

44 Click Edit button and select "Event Budget". Click the Next button to select the chart options. Select the chart options as shown below and click the Click the Finish button to add the Cross-tabulation chart. Javelin Workbench Tutorial Version

45 Add Statistical Chart Click the Add Chart button and select Descriptive Statistics and click the Next button. Select the "Importance Rating" field and click the Next button. Select the options as shown below and click the Finish button. Javelin Workbench Tutorial Version

46 The chart is added to the Report and it's labeled "Statistics" by default. For each of the input fields that have been added. change the Display Color to be the same. Javelin Workbench Tutorial Version

Save the Report Click the Save button to save the report. This action would prompt for a Report Title while defaulting to Acme Survey Report. Go ahead and accept the default name to save.

47 Save the Report Click the Save button to save the report. This action would prompt for a Report Title while defaulting to Acme Survey Report. Go ahead and accept the default name to save. When the report is saved, a URL is generated and and is displayed on the Report Manager window. Select the Dynamic option to dynamically generate the report each time the report URL is used to launch the report. Any new response data that may have been collected will be included in the report when the Dynamic option is selected. Javelin Workbench Tutorial Version

48 Generate and View the Report You can now click on the View button to display the report with the charts in your default Web browser. Javelin Workbench Tutorial Version

49 Scroll down to see the rest of the report. Javelin Workbench Tutorial Version

50 NEXT STEPS Congratulations, you ve completed the Javelin Workbench tutorial. You know how to design feedback forms, add conditional logic, send communications and create reports. If you want to learn more about using Javelin Workbench that has not been covered in this tutorial, check out the online help included with Javelin Workbench. Javelin Workbench Tutorial Version

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