Survey Workbench Release Notes

Transcription

1 Sur veywor kbench Rel easenot es Ver si on5. 3 Mar ch2010

2 For technical support please call: Or visit: Please contact Vovici technical support if you believe any of the information shown here is incorrect. Companies, names, and data used in examples herein are fictitious unless otherwise noted. No part of this document may be reproduced or transmitted in any form or by any means, electronic or mechanical, for any purpose, without the express written permission of Vovici Corporation. Copyright 2010, Vovici Corporation. All Rights Reserved. All other company and product names are trademarks or registered trademarks of their respective holders. Printed in the United States of America March 2010 Page 2 of 55

3 Table of Contents 1. ADVANCED BRANCHING TOOLTIPS... 7 FEATURE SHORT DESCRIPTION... 7 DESCRIPTION... 8 NAVIGATION... 8 STEPS CHOOSE MANY WITH IMAGE FEATURE SHORT DESCRIPTION DESCRIPTION NAVIGATION STEPS CHOOSE ONE WITH IMAGE FEATURE SHORT DESCRIPTION DESCRIPTION NAVIGATION STEPS DRAG & DROP RANK ORDER FEATURE SHORT DESCRIPTION DESCRIPTION NAVIGATION STEPS NUMERIC SLIDERS FEATURE SHORT DESCRIPTION DESCRIPTION NAVIGATION STEPS RANK ORDER FEATURE SHORT DESCRIPTION DESCRIPTION NAVIGATION STEPS THEMES AND BACKGROUNDS PART II FEATURE SHORT DESCRIPTION DESCRIPTION NAVIGATION STEPS TIME FORMATTING FOR SURVEY ADMINISTRATION VIEWS FEATURE SHORT DESCRIPTION DESCRIPTION NAVIGATION STEPS Page 3 of 55

4 9. UPDATE TO THE INSERT ITEM DIALOG FEATURE SHORT DESCRIPTION DESCRIPTION NAVIGATION STEPS APPENDIX A KNOWN ISSUES AREA ISSUE Page 4 of 55

5 Introduction The purpose of this documentation is to provide a description of the Enhancements and New Features that are available in the Survey Workbench. A short description is provided below with links to the full details. Advanced Branching Tooltips - You can now view full questions in the Question drop-down menu in the Edit Branch window. In addition, once a criterion has been added, you can hover over abbreviated questions in the Criteria list pane to view the full questions. Choose Many with Image - You can now add a Choose Many with Image question to your survey. This new question type enables you to add text associated with an image as a question choice. Choose One with Image - You can now add a Choose One with Image question to your survey. This new question type enables you to add text associated with an image as a question choice. Drag & Drop Rank Order - You can now add a Drag & Drop Rank Order question to your survey. This new question type enables a participant to select an item on the left and drag it across the screen to rank it on the right. You can add choices that include text and image or text only. Numeric Sliders - The Numeric Sliders feature has been redesigned for the Fill in the Blank question and for Matrix with the Fill in the Blank type. The functionality of the Numeric Sliders feature has not changed. Both a slider and a text box are displayed. Rank Order You can now add a Rank Order question to your survey. This new question type enables you to require respondents to rank either all or a subset of topics. Themes and Backgrounds Part II - New themes were introduced in Survey Workbench 5.2, and with this release, one additional theme was added. You can now apply the Cotton theme to your survey from the Themes drop-down menu on the Formatting tab. Time Formatting for Survey Administration Views Survey administrators now have the option of setting a time zone for users. You can find the new feature in the Add/Edit User dialog. In addition, the time displayed on the Tasks and Reports tabs for survey administrators now reflects the time zone selected on the My Account page. Update to the Insert Item Dialog - In this release, you can select additional question types in the Insert Item dialog. In addition, the list of items is now separated into the Questions and Formatting Items sections. Please note that the Survey Workbench Professional edition does not include the Community Panel functionality. If you would like to upgrade to the Enterprise edition, please talk with your Vovici Sales Engineer by calling Page 5 of 55

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7 1. Advanced Branching Tooltips Feature Short Description You can now view full questions in the Question drop-down menu in the Edit Branch window. In addition, once a criterion has been added, you can hover over abbreviated questions in the Criteria list pane to view the full questions. See full description inside Page 7 of 55

8 Advanced Branching Tooltips Description You can now view full questions in the Question drop-down menu in the Edit Branch window. In addition, once a criterion has been added, you can hover over abbreviated questions in the Criteria list pane to view the full questions. If you click the Question drop-down menu, long questions are abbreviated and followed by an ellipsis. To view the full question, you can hover over questions that do not fit the width of the drop-down menu. A tooltip displays the full question. You can also view long criteria in the Criteria list pane by hovering over a criterion. Similar to the Question drop-down menu, a tooltip displays in the Criteria list pane. Navigation Select Surveys in the page navigation. Now select a survey from the left pane. In the options pane, click Design Questionnaire. The Questionnaire Designer window opens. In the Questionnaire Designer, select Questionnaire from the list toolbar and select Advanced Branching from the list of options. The Advanced Branching window opens. Steps 1. Click New in the list toolbar of the Advanced Branching window. The Edit Branch window opens. 2. Complete the Description, Destination, and Check Point fields. 3. Click the Add Criteria button to add a new criterion. 4. Click the Question drop-down menu to view the list of options. Note: Long questions are abbreviated and followed by an ellipsis. 5. Hover your cursor over an abbreviated question to view the full question text in a tooltip. See image below. Question drop-down menu with a tooltip 6. Select a question and complete the remaining fields in the Edit Branch window. Page 8 of 55

9 7. Click OK. A new criterion appears in the Criteria list pane. 8. Hover your cursor over the new criterion. If the criterion includes a long question and you hover over it, a tooltip displays the full question. See image below. Tooltip in the Criteria list pane Page 9 of 55

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11 2. Choose Many with Image Feature Short Description You can now add a Choose Many with Image question to your survey. This new question type enables you to add text associated with an image as a question choice. See full description inside Page 11 of 55

12 Choose Many with Image Description You can now add a Choose Many with Image question to your survey. This new question type enables you to add text associated with an image as a question choice. A new question type is available in the Insert Item dialog on the Questions tab. See image below. Choose Many with Image question type Note: You must tie text to images. If you only upload the image and the respondent has JavaScript disabled, the questions will be blank. Additionally, if the respondent is using a Web reader, there will be no label to read. You can add the Choose Many with Image questions to your library, translate these questions, and also export them. When exported, these questions will appear as standard Choose Many questions normally display. Page 12 of 55

13 Note: The Choose Many with Image question type is available in the Step-by- Step questionnaire designer only. Placeholders for new question types will appear in the Free Form Word Processor, but deleting the placeholder will delete the question. Placeholder for a Choose Many with Image question in the Free Form Word Processor view. Keep in mind that not all Choose Many properties are applied to a Choose Many with Image feature. Input Type, Caption, and Layout do not apply to this question type. However, for question choices, all properties are the same as for Choose Many. See images below. Properties for a Choose Many with Image question Page 13 of 55

14 Properties for a Choose Many with Image question Navigation From the Surveys Main Page, select a survey so that you can see the options pane. Select the Design Questionnaire option. From Questionnaire Designer, click the Insert button and the Insert Item dialog opens where you can select the type of question you want to add. Steps 1. Select Design Questionnaire from the options pane and the Questionnaire Designer window opens. 2. To add new questions to your survey, click the Insert button, and the Insert Item dialog opens. 3. Select Choose Many with Image from the list and click the Insert button. The following dialog opens. Creating the Choose Many with Image question Page 14 of 55

15 4. Enter the Question Heading and Question Text in the corresponding fields. 5. Enter the choice name in the Choice Text field. 6. Click the image name or Add an Image under the Choice Image (Optional) to upload an image. This field is optional. Note: You can upload the following image types: *.gif, *.xbm, *.xpm, *.png, *.ief, *.jpg, *.jpe, *.jpeg, *.tiff, *.tif, *.rgb, *.g3f, *.xwd, *.pict, *.ppm, *.pgm, *.pbm, *.pnm, *.bmp, *.ras, *.pcd, *.cgm, *.mil, *.cal, *.fif, *.dsf, *.cmx, *.wi, *.dwg, *.dxf, *.svf. Maximum file size allowed is 1, KB. After an image is uploaded, it is resized automatically. 7. Select the Specify option to enable a respondent to type his/her own choice. Note: Click the Add Another Choice link to add more choices. Click remove the choice that you do not need anymore. to 8. Once you have finished adding choices, click OK. 9. Click the Preview tab in the Questionnaire Designer if you want to see how the question looks in your survey. Page 15 of 55

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17 3. Choose One with Image Feature Short Description You can now add a Choose One with Image question to your survey. This new question type enables you to add text associated with an image as a question choice. See full description inside Page 17 of 55

18 Choose One with Image Description You can now add a Choose One with Image question to your survey. This new question type enables you to add text associated with an image as a question choice. A new question type with text and image, which you can add to your questionnaire, is available in the Insert Item dialog on the Questions tab. See image below. Choose One with Image question type Note: You must tie text to images. If you only upload the image and the respondent has JavaScript disabled, the questions will be blank. Additionally, if the respondent is using a Web reader, there will be no label to read. You can add the Choose One with Image questions to your library, translate these questions, and also export them. When exported, these questions will appear as standard Choose One questions normally display. Page 18 of 55

19 Note: The Choose One with Image question type is available in the Step-by-Step questionnaire designer only. Placeholders for new question types will appear in the Free Form Word Processor, but deleting the placeholder will delete the question. Placeholder for a Choose One with Image question in the Free Form Word Processor view. Keep in mind that not all Choose One properties are applied to Choose One with Image feature. Input Type, Caption, and Layout do not apply to this question type. However, for question choices, all properties are the same as for Choose One. See images below. Properties for a Choose One with Image question Page 19 of 55

20 Properties for a Choose One with Image question Navigation From the Surveys Main Page, select a survey so that you can see the options pane. Select the Design Questionnaire option. From Questionnaire Designer, click the Insert button and the Insert Item dialog opens where you can select the type of question you want to add. Steps 1. Select Design Questionnaire from the options pane and the Questionnaire Designer window opens. 2. To add new questions to your survey, click the Insert button, and the Insert Item dialog opens. 3. Select Choose One with Image from the list and click the Insert button. The following dialog opens. Creating the Choose One with Image question Page 20 of 55

21 4. Enter the Question Heading and Question Text in the corresponding fields. 5. Enter the choice name in the Choice Text field. 6. Click the image name or Add an Image under the Choice Image (Optional) to upload an image. This field is optional. Note: You can upload the following image types: *.gif, *.xbm, *.xpm, *.png, *.ief, *.jpg, *.jpe, *.jpeg, *.tiff, *.tif, *.rgb, *.g3f, *.xwd, *.pict, *.ppm, *.pgm, *.pbm, *.pnm, *.bmp, *.ras, *.pcd, *.cgm, *.mil, *.cal, *.fif, *.dsf, *.cmx, *.wi, *.dwg, *.dxf, *.svf. Maximum file size allowed is 1, KB. After an image is uploaded, it is resized automatically. 7. Select the Specify option to enable a respondent to type his/her own choice. Note: Click the Add Another Choice link to add more choices. Click remove the choice that you do not need anymore. to 8. Once you have finished adding choices, click OK. 9. Click the Preview tab in the Questionnaire Designer if you want to see how the question looks in your survey. Page 21 of 55

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23 4. Drag & Drop Rank Order Feature Short Description You can now add a Drag & Drop Rank Order question to your survey. This new question type enables a participant to select an item on the left and drag it across the screen to rank it on the right. You can add choices that include text and image or text only. See full description inside Page 23 of 55

24 Drag & Drop Rank Order Description You can now add a Drag & Drop Rank Order question to your survey. This new question type enables a participant to select an item on the left and drag it across the screen to rank it on the right. You can add choices that include text and image or text only. A new question type is available in the Insert Item dialog on the Questions tab. See image below. Drag & Drop Rank Order question type Note: You must tie text to images. If you only upload the image and the respondent has JavaScript disabled, the questions will be blank. Additionally, if the respondent is using a Web reader, there will be no label to read. You can add the Drag & Drop Rank Order questions to your library and translate them. For reporting, you can view and export the ranked choices. If you export the survey to Word or PDF, it cannot be imported back into the Free Form Word Processor designer. Page 24 of 55

25 Note: The Drag & Drop Rank Order question type is available in the Step-by-Step questionnaire designer only. Placeholders for new question types will appear in the Free Form Word Processor, but deleting the placeholder will delete the question. Placeholder for a Drag & Drop Rank Order question in the Free Form Word Processor view. Survey participants can rank and then reorder their choices if they choose. You have the option of allowing participants to rank all or a subset of choices. Once the responses are saved, a respondent can move throughout the survey, return to the drag-and-drop page, view, and change his/her responses. You can validate the responses by setting the limits on the minimum or maximum choices selected. By default, the Rank check box and All Topics from the drop-down menu are selected. The set of properties for a Drag & Drop Rank Order question type follows. See images below. Properties for a Drag & Drop Rank Order question Page 25 of 55

26 Properties for a Drag & Drop Rank Order question Navigation From the Surveys Main Page, select a survey so that you can see the options pane. Select the Design Questionnaire option. From Questionnaire Designer, click the Insert button and the Insert Item dialog opens where you can select the type of question you want to add. Steps 1. Select Design Questionnaire from the options pane and the Questionnaire Designer window opens. 2. To add new questions to your survey, click the Insert button, and the Insert Item dialog opens. 3. Select Drag & Drop Rank Order from the list and click the Insert button. The following dialog opens. Creating the Drag & Drop Rank Order question 4. Type the Question Heading and Question Text in the corresponding fields. Page 26 of 55

27 5. Type the topic name in the Topic Text field. 6. Click the image name or Add an Image under the Topic Image (Optional) to upload an image. This field is optional. Note: You can upload the following image types: *.gif, *.xbm, *.xpm, *.png, *.ief, *.jpg, *.jpe, *.jpeg, *.tiff, *.tif, *.rgb, *.g3f, *.xwd, *.pict, *.ppm, *.pgm, *.pbm, *.pnm, *.bmp, *.ras, *.pcd, *.cgm, *.mil, *.cal, *.fif, *.dsf, *.cmx, *.wi, *.dwg, *.dxf, *.svf. Maximum file size allowed is 1, KB. After an image is uploaded, it is resized automatically. Note: Click the Add Another Topic link to add more topics. Click remove the topic that you do not need anymore. to 7. Once you have finished adding topics, click OK. 8. Click the Preview tab in the Questionnaire Designer to see how the question looks in your survey. See image below. Preview of a Drag & Drop Rank Order question Page 27 of 55

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29 5. Numeric Sliders Feature Short Description The Numeric Sliders feature has been redesigned for the Fill in the Blank question and for Matrix with the Fill in the Blank type. The functionality of the Numeric Sliders feature has not changed. Both a slider and a text box are displayed. See full description inside Page 29 of 55

30 Numeric Sliders Description The Numeric Sliders feature has been redesigned for the Fill in the Blank question and for Matrix with the Fill in the Blank type. The functionality of the Numeric Sliders feature has not changed. Both a slider and a text box are displayed. See image below for examples of numeric sliders. New Numeric Slider appearance You can add questions with a new slider to your library and use them in reporting. Note: The old numeric slider is used in existing surveys until you republish those surveys. Navigation From the Surveys Main Page, select a survey so that you can see the options pane. Select the Design Questionnaire option. From Questionnaire Designer, click the Insert button and the Insert Item dialog opens. Please follow the instructions in the Steps section. Steps 1. In the Insert Item dialog, select the Fill in the Blank question and click the Insert button. 2. Complete the required fields for your question and then click OK. 3. On the Properties tab, select the choice for your question. 4. Select the Whole Number or Real Number from the Type drop-down menu under Validation. Page 30 of 55

31 Settings for Numeric Slider 5. Select the Display as Slider check box under Appearance. 6. Click to save your settings. 7. Click the Preview tab in the Questionnaire Designer to see how the question looks in your survey. Page 31 of 55

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33 6. Rank Order Feature Short Description You can now add a Rank Order question to your survey. This new question type enables you to require respondents to rank either all or a subset of topics. See full description inside Page 33 of 55

34 Rank Order Description You can now add a Rank Order question to your survey. This new question type enables you to require respondents to rank either all or a subset of topics. A new Rank Order question type is available in the Insert Item dialog on the Questions tab. See image below. Rank Order question type The symbol for the Rank Order question in the Free Form Word Processor view is. For the Manage Responses option, you can view the respondent s ranking for each answer, including answers that have no ranking (if applicable). For example, you have topics of red, blue, and green for a question. If a respondent ranks red as a 1, 1 would appear, blue as a 2, 2 would appear. If a respondent does not rank green, the - symbol appears for choice labels, and 0 appears for raw data. Page 34 of 55

35 For advanced branching, you have the option of branching based on a ranking or based on a non-selection. To branch off of a non-selection, you need to select <1 in the Criteria list pane. The Input Type options for the Rank order question are radio buttons or drop-down box. You can change the appearance of your question by hiding the question heading or randomizing the topics. By default, the Rank check box and All Topics from the dropdown menu are selected. You also have the option of requiring respondents to rank a subset of topics. The full set of properties for the Rank Order question type follows. See images below. Properties for a Rank Order question Properties for a Rank Order question Navigation From the Surveys Main Page, select a survey so that you can see the options pane. Select the Design Questionnaire option. From Questionnaire Designer, click the Insert button and the Insert Item dialog opens where you can select the type of question you want to add. Steps 1. Select Design Questionnaire from the options pane and the Questionnaire Designer window opens. 2. To add new questions to your survey, click the Insert button, and the Insert Item dialog opens. Page 35 of 55

36 3. Select Rank Order from the list and click the Insert button. The following dialog opens. Creating the Rank Order question 4. Type the Question Heading and Question Text in the corresponding fields. 5. Type the topic text in the Question Topics field. Note: Place each topic on a separate line. As the choices are automatically chosen (numbers 1, 2, etc.), you should enter the question topics only. 6. Once you have finished adding topics, click OK. 7. Click the Preview tab in the Questionnaire Designer to see how the question looks in your survey. Page 36 of 55

37 7. Themes and Backgrounds Part II Feature Short Description New themes were introduced in Survey Workbench 5.2, and with this release, one additional theme was added. You can now apply the Cotton theme to your survey from the Themes drop-down menu on the Formatting tab. See full description inside Page 37 of 55

38 Themes and Backgrounds Part II Description New themes were introduced in Survey Workbench 5.2, and with this release, one additional theme was added. You can now apply the Cotton theme to your survey from the Themes drop-down menu on the Formatting tab. See image below. Cotton theme Navigation From the Surveys Main Page, select a survey so that you can see the options pane. Select the Design Questionnaire option. The Questionnaire Designer window opens. Steps 1. Select Design Questionnaire from the options pane and the Questionnaire Designer window opens. 2. Click the Formatting tab. 3. Select Cotton from the Theme drop-down menu. 4. Click to save your settings. 5. Click the Preview tab in the Questionnaire Designer to view your new survey theme. Page 38 of 55

39 8. Time Formatting for Survey Administration Views Feature Short Description Survey administrators now have the option of setting a time zone for users. You can find the new feature in the Add/Edit User dialog. In addition, the time displayed on the Tasks and Reports tabs for survey administrators now reflects the time zone selected on the My Account page. See full description inside Page 39 of 55

40 Time Formatting for Survey Administration Views Description Survey administrators now have the option of setting a time zone for users. You can find the new feature in the Add/Edit User dialog. In addition, the time displayed on the Tasks and Reports tabs for survey administrators now reflects the time zone selected on the My Account page. The Add/Edit User dialog now includes the Time Zone drop-down menu to enable an administrator to assign a time zone to a user. A survey administrator can use this option when he/she creates a new user or edits an existing one. See image below. The Time Zone option Note: At this time, you cannot select a time zone for users imported from a file. Any time zone selected for new users must be done manually. Page 40 of 55

41 For all parts of the application that localize times, the time zone is applied only for dates with time. For example, dates without time, such as start time and end time for inactive user reports, are not converted to Universal Time Coordinated (UTC) to collect the records. Universal Time Coordinated (UTC) is a time standard based on International Atomic Time (TAI) with leap seconds added at irregular intervals to compensate for the Earth s slowing rotation. Navigation Select the Administration Main Page and navigate to the Users tab. Select Add New User from the Actions drop-down menu or click the Add New User button on the toolbar. The Add User dialog opens. Steps 1. In the Add User dialog, open the Basic Information tab. See image below. Basic Information tab 2. Type the name of the user in the User Name field. 3. Type the name you want to be displayed to other users in the Display Name field. 4. Type a valid address in the field. 5. Select a language for this user from the Language drop-down menu. 6. Select a workgroup name from the Default Workgroup drop-down menu. Page 41 of 55

42 Note: If you are working with only one Workgroup, that Workgroup name is displayed here. 7. Select a user status from the Status drop-down menu. The default value is Active. 8. Select a time zone for this user from the Time Zone drop-down menu. Note: The Password and Confirm Password fields are optional. Leave them blank if you want to enable the users to create their own password the first time they login. 9. Type the password for this user in the Password field. 10. Type the password again in the Confirm Password field to confirm password for this user. Page 42 of 55

43 9. Update to the Insert Item Dialog Feature Short Description In this release, you can select additional question types in the Insert Item dialog. In addition, the list of items is now separated into the Questions and Formatting Items sections. See full description inside Page 43 of 55

44 Update to the Insert Item Dialog Description In this release, you can select additional question types in the Insert Item dialog. In addition, the list of items is now separated into the Questions and Formatting Items sections. The available question types are in the left pane on the Questions tab. The right pane displays an example of the selected question. The following images illustrate the updates to the Insert Item dialog. Choose One question type Page 44 of 55

45 Choose One with Image question type Choose Many question type Page 45 of 55

46 Choose Many with Image question type Fill in the Blank question type Page 46 of 55

47 Essay question type Matrix question type Page 47 of 55

48 Rank Order question type Drag & Drop Rank Order question type Page 48 of 55

49 Text Block formatting item Code Block formatting item Page 49 of 55

50 Section formatting item Comment formatting item Page 50 of 55

51 Page Break formatting item Navigation From the Surveys Main Page, select a survey so that you can see the options pane. Select the Design Questionnaire option. From Questionnaire Designer, click the Insert button and the Insert Item dialog opens where you can select the type of question you want to add. Steps 1. Select Design Questionnaire from the options pane and the Questionnaire Designer window opens. 2. To add new questions to your survey, click the Insert button, and the Insert Item dialog opens. 3. Select the question or formatting item in the left pane. In the right pane, you can view an example of your selection. Page 51 of 55

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53 10. Appendix A Known Issues Page 53 of 55

54 Appendix A Known Issues Area Varied Manage Reports Manage Responses Manage Responses Profiles Questionnaire Designer Schedule Events Issue In some instances, when a survey author directly types HTML or JavaScript into the questionnaire designer, the question renders as a code on some report elements. This does not apply to the surveys and is not visible to survey participants. To avoid the problem, you can use the rich text editor or code blocks to format text. You can also export the reports to edit and remove the tags. This will be fixed in a future release. If you add a question with images to your profile, collect data on the profile, report on it, and then export the report, the question images do not export with the question text. This will be fixed in a future release. Date validated fill in the blank responses appear in the Manage Responses grid with a 12:00:00 a.m. time stamp to enable filtering on those responses. When you export to SPSS, the number of characters per cell is limited to 255. This will be resolved in a future release. In some instances, when you import responses into a profile, the UI shows a cell with &nbsp if there is no answer rather than an empty cell. This is a cosmetic issue that does not impact the database, and will be fixed in a future release. In some instances, when you create an end page that is set to Display Live Results or Display Respondent Answers but do not allow a respondent to print or the responses, the and subject line default text will be blank. To avoid this, create and save new text for both. When creating or editing tasks in Standard Mode, the time stamps are in the time zone selected by the user. These time stamps are shown in the List view, and tasks are executed at this time. However, the time stamps in the Day, Week, or Month view appear in UTC or GMT time. To avoid potential confusion when creating tasks in Standard Mode, use the List view to see when tasks will be executed. Page 54 of 55

55 Surveys Surveys Surveys The Reset button does not work with the new Drag & Drop Rank Order and Choose One/Many with Image question types or Sliders. Users constructing a survey may want to avoid adding the Reset button if using these question types in a survey. In some instances, when you create a survey and add a quota, and then enable the Display Live Results with Highlight the Respondent Answers end page, the respondent will receive the results with two answers highlighted the one he/she gave and a second one. To allow respondents to see their answers, enable the Display Respondent Answers end page instead. When the Jump button is enabled, the theme is set to Cotton, Khaki, or Worldwide Blue, and the respondent clicks the Jump button, the screen appears with scroll bars across the bottom. The issue is a cosmetic one as the functionality works; however, survey authors may want to preview the Jump page before deployment. Page 55 of 55

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