Checkbox Quick Start Guide

Transcription

1 Checkbox Quick Start Guide This How-To Guide will guide you though the process of creating a survey and adding a survey item to a page. Contents: - Log-In - How to create a survey - How to add/change style - How to configure permissions - How to launch a survey - How to analyze a survey - How to create a report - How to export data from Checkbox - Conclusion Log-In Log into Checkbox by entering first your Username, then your Password. If you forgot your password, select the "Forgot password?" link for assistance. Once your information is entered select the Login button to enter Checkbox. Log-In When you first login to Checkbox Survey, you will see some or all of the above menu options depending on which version you are using (Current Release, Private Demo or Public Demo) and the roles attached to the current user account you are using. Checkbox Quick Start Guide - 1

2 Create a New Survey To create a survey you must first visit the Survey Manager page. This can be completed by selecting the SURVEYS text on the top menu of your application. After navigating to the Survey Manager you will need to select the Create Survey button. Configuring Basic Survey Properties: Configure Survey Name, Scoring and Editing Options, Folder and Style. In this example we set the survey name as 'Example Survey Name' and the Style of the survey to 'Ocean'. Select SAVE to save your changes. Once saved, the Survey Editor screen above will appear. All new surveys are pre-populated with the three rows above: Hidden Items, Page 1, and Completion Events. These rows represent your current survey pages. As you add more pages and items to your survey this section will expand and grow. Use the down arrows on the right hand side to expand each page. Add Survey Item: Hover over a page to highlighting your page options. An editor can Add Items, Move Pages, or Copy Pages. Select Add Item to add your first survey item to Page 1. Checkbox Quick Start Guide - 2

3 Once you select Add Item you will be presented with a list of Survey Items. Choose from Question Items, Display Items, Report Items, and Action Items. To preview the survey item, simply select it. For this example, select the "Radio Button" Question Item and then select the NEXT button to continue. Determine where you would like your item displayed on the page using the drop-down options. When first building a survey this item won't be of much assistance but once you have many items on the survey page it will allow you to position the item before, after, or between existing items on a page. Your survey now contains the newly added Radio Button Item. Checkbox Quick Start Guide - 3

4 Edit Survey Item: Once an item is added to a survey you may configure several different item options. Go through each tab in the Item Editor and update as necessary. Note: Checkbox will automatically save your changes as you move from tab to tab. You do not need to select SAVE until all item configurations are complete. Question Text may be configured using either HTML or Text views. Add answer options under the Choices tab. Enter your first answer option in the text field provided. Add an alias if necessary. Select the "+" icon to save your first Choice. What are Aliases? Aliases are alternate versions of the question text. Setting an alias will come in handy when reviewing your responses or building graphs/reporting items. Checkbox Quick Start Guide - 4

5 Once you have now added all of the available options to your question, move on to a different question item feature tab. The Behavior tab allows you to set a Global Question Alias, mark your item as required, or randomize the response options. It is important to note that many Checkbox question items will have different Behavior and Appearance options. The Appearance tab allows you to enable Show Number Labels, Item Position and Label Position of the question item. The Conditions tab allows you to apply conditions to this Question Item. See the Conditions and Branching How-To Guide for more information on Conditions. When you have navigated through each tab and are happy with your selections, select SAVE. Your question item will be added to the survey page. You have added your first Survey Item! You can add and experiment with a few more Survey Items by clicking Add Item again and completing the previous steps. Checkbox Quick Start Guide - 5

6 Add/Change Style To change or add a custom style to your survey you will need to return to the Survey Manager Dashboard. You can either select the "Go Back" button or select the SURVEYS heading from the top menu to return to the Survey Manager. Select the Appearance button on the Survey Manager Dashboard. Choose a Survey Style from the available drop-down list. Select the 'Preview' button to preview the selected style. Select desired Style Options and select SAVE to save your changes. New Survey Styles are created in the Styles Manager. See the Survey Styles How-To Guide for more information Note: If you included any conditioning or branching logic in your survey and wish to display page or question numbers, be sure to also select the option to "Dynamically calculate numbers based on conditions and branching" Checkbox Quick Start Guide - 6

7 Configure Permissions From the Survey Manager Dashboard, expand the Permissions menu. Select 'Edit' to configure permissions. A dialog box will appear. Move through the three tabs to configure permissions. This is where you will determine respondent behavior options, whom will have access to your survey, and whether the survey responses will be captured as 'anonymous' or 'known.' For more information on permissions view the Permissions How-To Guide. Note: You do not need to select SAVE until all configurations have been made. How to Publish a Survey Now that you have added questions to this survey, you will want people to fill it out. Before you deploy your survey to respondents you will want to first test and then activate your survey. Using the survey you just created select Test Survey from the top menu bar in the Survey Manager Dashboard Checkbox Quick Start Guide - 7

8 Selecting Test Survey will open a pop-up window that contains the Test Survey URL. Select this URL and test the functionality as well as the look and feel of your survey. These responses will be saved as Test Responses and can be deleted at a later date before any analysis is required. Note: Before sending out a survey, it is a good idea to send this test survey link to a group of internal employees so that any spelling errors or grammatical mistakes are identified by someone other than the survey creator. When your survey has been tested and you are ready to make it live to respondents, expand the Activation menu from the Survey Manager Dashboard. Select 'Edit' to modify the survey activation settings. Select the Activate button and select 'Yes' when prompted to activate your survey. You can set an activation start and end date if desired. You may also determine survey and respondent response limits. Select SAVE to save your changes. Launch Survey Confirm your settings and permission and deploy your survey to respondents though the Launch Wizard, located on the Survey Manager Dashboard. Checkbox Quick Start Guide - 8

9 The Launch Wizard will guide you through the steps of launching your survey, including configuring: - Survey Permissions - Behavior Options - Response Limits On the 'Complete' step of the Launch Wizard you be provided with your survey URL. You have the option to return to the survey manager, or send an invitation. By selecting 'Send Invitation' you will be brought to the Invitations Wizard where you may invite users to respond to your survey. You can also reach the Invitations Wizard directly from the Survey Manager Dashboard. Follow the steps in the Invitations Wizard to create a new invitation. You have the choice of either adding users on the 'Recipients' step and sending your invitation, or not adding users and saving your invitation as a draft for later use.for more information on the Invitations Wizard, see the Invitations How-To Guide. The Checkbox Invitations Wizard isn't the only way to invite your respondents to take your survey. You could also send the survey URL via personal or embed the link via HTML onto a web page. Analyze a survey By this stage you will have designed a survey and sent it out to respondents. Next, you will want to be able to see the results and interpret the data. There are three ways in which you can view data: - Look at the raw responses - Export the data and view using other statistical analysis tools - Create reports within Checkbox Checkbox Quick Start Guide - 9

10 View Raw Responses: From the Survey Manager Screen select a survey and on the right hand side select View All from the Responses section of the dashboard. You can then choose to select individual responses and see the full response to that survey. From this same area, you can export the survey responses to CSV by selecting the Export Responses text. Here you can export to CSV, SPSS Compatible CSV, SPSS Native Format (.sav) and XML. You can also apply specific start and end dates to cover a certain time period and then choose from range of CSV options as to what should be included in your data export. Your survey export can be opened at this point for viewing or saved for a later date. You can also import the data into other third party tools for further analysis. Create Reports: Select Create New from the Reports section of the dashboard. Checkbox s Report Wizard will open up and guide you through the various steps to creating a report. Checkbox Quick Start Guide - 10

11 Name your report and determine the Report Type. The 'Report Wizard' option will automatically generate a chart for each of your survey questions. The 'Blank Report' option will ask you to build a report from scratch. For this example, select Report Wizard as your Report Type and follow the steps in the Reports Wizard to your specifications. Once you have completed the Report Wizard, you may edit, delete, copy or run your report using the Report URL provided on the Reports Manager Dashboard. There are many other things you can do with reports that are not covered here, such as: - Create a report from scratch - Edit the report and add additional items - Create and edit filters - Run cross tab analysis For more information on generating reports, see the Reports & Exporting Data How-To Guide. Conclusion This Quick Start Guide has showed you how to create a simple survey, how to send it to your respondents and how to view your responses. For further in-depth instructions on the Checkbox product please review our following resources here: Checkbox Quick Start Guide - 11