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1 Exploring the New Qualtrics Platform TITLE SLIDE GOES HERE Heather Lansky, Optional Manager subhead Quality Data would Reporting go here Office of Research 146 Arps Hall 1945 N High Street

2 OBJECTIVES Explain governance structure Walk through the Insight Platform Highlight new features Questions Tinker / In Depth Look at Feature 2

3 First, some reassurance The upgrade will not affect current or past surveys/data. Everything will migrate as is, with the addition of new functionality. Until June 21, you can toggle between the old and the new. 3

4 OCIO Governance Structure Qualtrics enterprise-wide, OCIO managed The only tool on contract* Must have use-case for other tools (e.g. SurveyMonkey) Governance structure under development *Source OCIO Knowledge Base KB

5 WHY DID THEY DO THIS?? Rebuilt from the ground up Previously different flavors of Qualtrics We ve had the Research Suite Redesign integrates all to a single platform Opportunity to improve functionality Add new features 6

6 GETTING THE NEW PLATFORM 7

7 SUMMARY OF CHANGES Click Links off to to Features the side to Guide exit and menu Qualtrics University 8

8 Projects, Contacts, and Libraries are separated and moved to the upper righthand corner. My Projects is in the upper left corner and is a navigation to project folders These sections are visible from every screen, allowing you to easily move between functions from anywhere within the platform. 9

9 Create Survey renamed to Create Project 10

10 EDIT SURVEY = SURVEY MODULE 11

11 Click Folders to navigate surveys 12

12 Survey tasks moved to the Project Options dropdown 13

13 Survey collaboration simplified Everyone gets an notification and collaboration codes are no longer necessary 14

14 Panels have been renamed Contacts Use Dropdown beside survey name contact management CONTACTS Click for full contact info 15

15 LIBRARIES 16

16 SURVEY DIRECTOR 17

17 New Functionality 18

18 Drag and drop surveys into folders 19

19 New question types: Highlight Signature 20

20 21

21 Changes to Distribution tab 22

22 Combined Survey and History 23

23 24

24 Generated links renamed 25

25 26

26 SMS is currently only available as a purchased add on. Send to known mobile numbers Post a send-to number (e.g. text Qualtrics to 12345) 27

27 INLINE QUESTION Only Single Answer Multiple Choice and NPS question types can be used 28

28 DESIGN VIEW SURVEY VIEW 29

29 MANAGING S 30

30 Replaces View Results 31

31 EDIT FIELDS 32

32 CUSTOM FIELDS 33

33 STEP TWO STEP ONE 34

34 POPULATE THE NEW FIELD (MANUALLY) 35

35 CUSTOM FIELDS FILTER BY CUSTOM FIELD Filtering also allows nestable logic sets 0 36

36 EXPORTING DATA 0 37

37 CUSTOM FIELDS / DATA EXPORT 38

38 CUSTOM FIELDS / DATA EXPORT New field is exported and data set is filtered 39

39 0 40

40 Scroll down for options 41

41 TEXT ANALYSIS 42

42 43

43 TOPICS CAN ALSO BE USED IN FILTERING DATA 44

44 REPORTING 45

45 FILTER REPORT FURTHER USING BREAKOUT BY FEATURE 46

46 CREATE PUBLIC REPORTS REPORTS CAN BE PUBLISHED VIA A LINK EITHER PUBLIC OR ACCESS CODE PROTECTED 47

47 EVEN IF YOU EXPORT DATA FOR ANALYSIS IN SAS, SPSS, ETC. QUALTRICS REPORTING TOOLS CAN BE USED TO QUICKLY SPOT INTERESTING TRENDS (WHAT QUALTRICS CALLS INSIGHTS) 48

48 Qualtrics Customer Service (800)

49 Questions? Time for exploring 50