Miami s Quick Start Guide for Using. Snap 9 Professional. to Create a Paper Keyed Survey. Miami s Survey Solutions

Transcription

1 Miami s Quick Start Guide for Using Snap 9 Professional to Create a Paper Keyed Survey 1 Miami s Survey Solutions

2 Snap 9 Professional Getting Started This Quick Start Guide is intended to help you become familiar with some of the key features of Snap 9 Professional by walking you through the steps to: add a few questions to a survey, print a paper version of the survey, manually enter data results, analyze the data, create tables and charts, and print a report. The installation of the Snap 9 Professional software is required on a Windows computer and supports survey creation in both paper and online formats. Snap 9 Professional is a stand alone software package incorporating paper and web surveys. With this software you can design and publish your questionnaire, enter data and analyze results using tables and charts. Launching the Snap 9 Professional Desktop Application After installation on your Windows computer, the Snap 9 Professional group will appear in your All Programs list and as a shortcut on the desktop. 1. From the Start menu, select All Program, Snap 9, and then click on Snap 9 Professional. NOTE: If you prefer you can click the Snap 9 Professional shortcut ( ) on your desktop. 2. The following Survey Overview screen will appear listing all your surveys: 1 Miami s Survey Solutions

3 Snap 9 Professional Getting Started (continued) Accessing Help You can access Help option at any point while using Snap. This option provides detailed instructions for using Snap s features. 1. From Snap s main application menu, click on the Help menu and then select Contents. NOTE: If you prefer to use keyboard shortcuts, you can press F1 to access the Help facility. 2. The Help facility, displayed to the right, will appear. 3. To close the Help facility and return to Snap, select Exit from the Help facility s menu. Exiting Snap Be sure to always save your changes before exiting Snap. 1. From Snap s main application menu, select the File menu. 2. Select Exit. NOTE: If you prefer to use keyboard shortcuts, you can press Alt+F4. Miami s Survey Solutions 2

4 Snap 9 Professional Getting Started (continued) Before beginning, take a few moments to acquaint yourself with the base toolbars and keys used in questionnaire design. Tip: To reveal the name or function of a toolbar icon in an active screen, rest the mouse pointer over the icon. Tip: To open context sensitive help on any page, press F1. 3 Miami s Survey Solutions

5 Creating a New Paper Keyed Survey By default, Snap 9 Professional opens to the Survey Overview window. From this starting point, you can create, clone, or delete surveys. Existing surveys are stored here, and summary information for each survey is displayed. Create a New Survey 1. From the Survey Overview menu, click on the New Survey icon ( ). The Survey Details dialog box will appear as shown at the right. 2. In the Survey field, type in a unique identifier. You may not duplicate another survey identifier. 3. Press Tab and enter a description in the Title field. Notice that as you tab to the Title field, Snap automatically prefixes the survey with the letters sn. 4. Complete the New Survey Settings area using the settings included in the example to the right. 5. When you are finished, click OK to store the survey details. 6. You may see an alert box that asks to change the questionnaire size to match your printer. Click Yes to proceed. Miami s Survey Solutions 4

6 Creating a New Paper Keyed Survey (continued) 7. The following Questionnaire Window opens in Design Mode. The Style drop down menu, located at the top left of the window, displays a style name of Title, and the main window contains a survey field labeled Click here for text. 8. At the bottom of the window, a tab labeled Paper: Keyed should now be visible. About Styles In Snap, the term Styles describes the types of questions or items available. For example, the styles Title and Sub Title provide a textual introduction to the questionnaire. In Questionnaire Design Mode, the first dropdown menu at the top left of the window always displays the style. 5 Miami s Survey Solutions

7 Creating a New Paper Keyed Survey (continued) Create a Title and Sub Title for Your Questionnaire 1. In the area labeled Click here for text, type a title for your survey. 2. Press Enter. Snap automatically inserts a Sub Title style. 3. In the area labeled Click here for text, type the Sub Title text and press Enter. Snap automatically inserts a Multi Choice question style as shown at the right. Create a Multi Choice Question A Multi Choice question presents a list of options. In a paper survey, it may be necessary to add text to instruct your respondents to select single or multiple options. 1. In the area labeled Click here for text, type a question and press Tab to move to the first Code Label (e.g. first option). 2. Type text into the Code Label box and press Tab to move to the next Code Label. 3. Continue to add text for other items, pressing Tab after each one to move to the next Code Label. 4. After the Code Label, press Enter to move on to a new question. Snap automatically inserts another Multi Choice question (as seen below), but you can use the drop down Styles menu to convert it to any type of question. Tip: In Questionnaire Design mode, use the second drop down menu to experiment with formatting options for individual questions. Available options will depend upon the selected menu choice. NOTE: If you plan to create scannable surveys, always use white backgrounds and dark fonts. 5. Continue adding questions to create a short questionnaire. Click the Print Preview icon ( ) on the Questionnaire toolbar to preview or print the questionnaire. 6. Click the Save icon ( ) on the Questionnaire toolbar to save your work. Miami s Survey Solutions 6

8 Printing Your Questionnaire Questionnaires can be printed directly from the Snap 9 Professional desktop software. From the Print Preview screen you can view individual pages and the total number of pages will be displayed in the Printing Options dialog box. 1. From the Survey Overview window, open your survey. 2. On the Questionnaire toolbar, click the Print Preview icon ( ). The Print Preview screen will open where individual pages can be viewed and the total number of pages will be displayed in the dialog box shown to the right. 3. The option All Pages will be selected by default, but Current Page can be selected to print just the page currently shown. 4. Multiple copies of the questionnaire can be printed by clicking Number of Copies and entering a value greater than Clicking Print will send your questionnaire to the printer. 7 Miami s Survey Solutions

9 Entering Data Data Entry is the process of entering the responses from questionnaires into Snap. This guide shows how to use the Questionnaire Mode for data entry. TIP: In Snap, a Case is the collective term for the response given to all questions by (or for) one respondent. Enter Replies from Completed Questionnaires 1. From the Survey Overview window, open your survey. 2. On the main toolbar, click the Data Entry icon ( ) to open the Data Entry window. 3. From the Data Entry window toolbar, click the Questionnaire Mode icon ( ) to switch to Questionnaire Mode. The window title should now read Data Entry Questionnaire Mode (Test Case). 4. Click the New Case icon ( ) on the Data Entry toolbar to enter data for the new Case. The text just below the button should change from Test Case to New case 1 of 1, and a box will be drawn around question Working from your completed surveys, enter data as necessary. Press Enter to move to the next question. 6. Repeat the data entry for each question, pressing Enter after each entry to progress through the questionnaire. To enter data for Open Ended questions, use the keyboard to type the response given. If you click a checkbox by mistake, simply click it again to remove the checkmark. 7. When you finish entering the data for the first Case 1, Snap will display the following message: 8. Click Continue to move on to Case 2 or click End to save all data and exit the Data Entry Questionnaire Mode. Miami s Survey Solutions 8

10 Analyzing Data Snap enables you to analyze data in several ways. This tutorial will cover viewing data in the form of tables and charts. Create a Frequency Table Frequency tables are the quickest and easiest method of tabulating single questions, e.g. calculating percentages, filtering results to look at subsets of data and applying scores to results. 1. From the Survey Overview Window, open your survey. 2. On the main toolbar, click the Results Table icon ( ) to create a table. The Results Definition window appears, as shown to the right. 3. The Label field now contains the text {ANALYSIS} which will give the table the same name as Question The Style field has automatically applied a style for the table, in this case Default. 5. The Calculate field shows Counts & Percents by default. 6. In the Analysis field, type a question number, for example, Q2. 7. In the Options section, ensure that Absolute Values (how many cases fall into each category) and Base Percents (i.e. total number of respondents) are selected. 8. Click OK to build the table. It will look similar to the example shown to the right. 9. Save the table by clicking the Keep Changes icon ( ) in the table window. Accessing Saved Results Tables and Charts 1. From the Questionnaire menu, click the Results icon ( ). The following Results window appears displaying the saved tables and charts. 2. To view a table or chart, click the Properties icon ( ) on the Results toolbar. 3. Click the Print icon ( ) to print a table or chart. 9 Miami s Survey Solutions

11 Analyzing Data (continued) Produce a Bar Chart Snap incorporates a range of 2 and 3 dimensional charts: bar, pie, line, area, step and doughnut charts, to name a few. These can be printed directly or incorporated within a report. 1. From the Survey Overview Window, open your survey. 2. On the main toolbar, click on the Results Chart icon ( ). The Results Definition window appears. 3. In the Analysis field, type a question number, for example, Q1. 4. The Label field now contains the text {ANALYSIS} which will give the table the same name as Question The Form field is set to Chart. 6. The Style field has automatically applied a style for the chart, in this case Bar 3D. You can choose different chart types from this menu. 7. The Calculate field shows Counts & Percents by default 8. Click OK to build the chart. It will look similar to the example at right. 9. Save the chart by clicking the Keep Changes icon ( ) on the chart s window toolbar. A prefix and name will automatically appear in the chart s Title bar. Miami s Survey Solutions 10

12 Printing a Report The output of the report will depend on the current mode: In Design or Style modes, a blank questionnaire will be printed. In Data View mode a questionnaire will be produced showing either Absolute or Percentages for each question on the questionnaire. If the current mode is Data View then the report will either be for each selected data case in the survey or for an absolute or percentage summary count, depending on whether Case Data or Counts is selected in the questionnaire window. 1. From the Survey Overview Window, open your survey. 2. Create or open your report and then click the Print icon ( ) on the report window. 3. The Results Report window will appear similar to the one shown on the right. 4. Click Print to send the report to the printer. Sample of Printed Report 11 Miami s Survey Solutions