Part 5 menu construct

Selecting the New survey model or Edit survey model toolbox functions will result in the survey model work area and a number of sub-menu items in the side panel being displayed. The Constructs/questions sub-menu item will allow you to import, define or edit survey constructs (themes or topics) and their related survey questions. 

Importing or Exporting a Survey Model via Excel

Part 5A menu


The Excel import/export toolbox group in the side panel will allow you to export the current survey model to Excel, or to import survey constructs and questions from an Excel file into the current survey model.

Part 5C add Import survey constructs and questions from Excel into the current survey model


To import survey constructs and/or survey questions via an Excel file, the file must be structured with columns in the right sequence and with column headings that make sense. The system will allow you to map any column to a specific field during the importing process, so you can use your own column headings. However, using the prescribed column heading text will result in columns being automatically mapped to the relevant field, which will simplify the importing process.

Structuring an Excel Import File

Download an Excel import template with the prescribed column headings by selecting the Import model/question toolbox function in the side panel and then clicking on the Download survey model template button:

Part 5X Excel filename

The purpose and use of the different Excel columns are described in the following section:

Part 5X Excel1

A. Construct Code (optional) – include the unique code of a Flow@Work or Inclusion@Work indicator construct to display the Engagement and/or Inclusion indicator panels as part of a custom survey's analytics dashboard (see Indicator Analytics for more). This column is optional and can be left out.
B. Construct Name – short descriptive name for the survey construct; see the image further down below for how it will be displayed in the analytics dashboard.
C. Construct Type – include one of the following construct types (see Add construct below for more):
•  Quantified – combine and average the scores of all Likert and dropdown survey questions; 
•  Non-quantified – include NPS and other survey questions that will not be averaged.
D. Construct Description – short description of the survey construct (10 - 15 words); see the image below for how it will be displayed in the analytics dashboard.
  
Part 5D add sample  
E. Survey Questions – question text, either as a statement or a question with a question mark.

Part 5X Excel2

F. Question Code (optional) – include the unique code of a Flow@Work or Inclusion@Work survey question to include a question's benchmark score in the analytics dashboard (see Indicator Analytics for more). This column is optional and can be left out.
G. Question Type – include one of the following survey question types (see Adding or Editing Survey Questions below for more):
•  Likert – single-option multiple choice (Likert) survey question; 
•  Dropdown – single-option dropdown survey question;
•  NPS – net promoter score survey question; 
•  Open-ended – comment-type (qualitative) survey question.
H. Mandatory – include TRUE if the survey question should be treated as a mandatory question in the online survey questionnaire
I. Reverse Score – include TRUE if the survey question should be reversed-scored in the analytics dashboard.
J. Include N/A – include TRUE if a not-applicable (N/A) option should be included for the the survey question in the online survey questionnaire.
K. Option #1 – text for the first multiple-choice or NPS survey question option (leave blank in case of an open-ended question).
L. Option #2 and more – text for additional multiple-choice survey question options, or can be left blank.

  

Selecting and Importing an Excel File

Click on the Import model/question toolbox function in the side panel to open a dialogue window where you can select an Excel file to be imported. Select the Excel file to be imported by clicking in the square box to open a File Open dialogue window and to select the Excel file to be imported, or drag and drop the file into the square box. Note: you can download an empty Excel import template file with the required column headings by clicking on the Download survey model template button.

Part 5X Excel filename

An Excel import dialogue will come up:

1. Excel file name – the name of the Excel file that is to be imported will be displayed in the box. Click on the box to select and load a different Excel file, or drag the Excel file into the box.
2. Select the Excel tab – select the Excel tab that should be loaded (if the Excel file has more than one tab with data).
3. Map fields for importing – map the Excel columns to corresponding fields by selecting a data field from the dropdown for each of the Excel columns. The system will automatically match the Excel column headings to data fields if certain predetermined column headings were used, e.g. a column with the heading ‘Construct Name’ will automatically be mapped to the Construct Name field.
4. Excel column headings & data – the column headings of the Excel file will be displayed, and beneath them the first 6 rows of data. If required, use the scroll bar to scroll to the right to view the rest of the Excel columns.
5. Selecting fields – fields that have already been selected for mapping will be marked with a green tick mark. Mandatory fields for each of the content types will be marked with an Asterisk – see the image below. To ignore a field, simply select the <Ignore> option.

Part 5X Excel dialog

When you are done, click on the Import button to import the survey model. If successful, statistics regarding the number of survey constructs and questions that were imported, will be displayed. If the Excel file contained any errors, the import will be suspended and an error message with a Download error file button will be displayed. Click on the button to download an Excel file with the cells that contain errors flagged in red. Fix the errors and try to import it again.

Part 5X Excel close


Importing Engagement or Inclusion Indicator Constructs

The Flow@Work or Inclusion@Work indicator constructs can be included in a custom survey if you would like to display the Flow@Work or Inclusion@Work indicator panels as part of a custom survey's analytics dashboard (see Indicator Analytics for more).
  

Part 5C add Export the survey questions of the current survey model to Excel


The Export survey model toolbox function will export the current survey model's survey constructs and survey questions into an Excel file, where the survey questions can be manipulated, edited and reimported via the Import model/questions toolbox function if required.

Adding or Editing Survey Constructs

Part 5A menu      Part 5B dropdown menu


The Survey constructs toolbox group in the side panel will allow you to add, edit, copy or delete a survey construct (theme).

Part 5C add Add – or drag and drop – a survey construct (theme) as a container to group related survey questions


Survey questions should always be grouped into containers or constructs based on their themes. To add a construct as a container for a number of related survey questions, click on the Add construct toolbox function in the side panel or in the construct’s toolbox dropdown menu. Alternatively, click and drag the Add construct toolbox function from the side panel and drop it on the construct where you would like to add the question.

1. Construct name – enter a name for the construct.
2. Construct Code – click on the icon to view or edit the unique code for the construct. Construct Codes can among others be used to display the Engagement and/or Inclusion indicator panels as part of a custom survey's analytics dashboard (see Indicator Analytics for more).
3. Description – type in a short description for the construct that will be used in the Engage ANALYTICS dashboard to describe the construct.
4. Quantify and include – select this option to quantify the responses of the construct's survey questions. The scores of all multiple-choice (Likert) and/or dropdown survey questions will be averaged and shown as a score in the Engage ANALYTICS dashboard. Multiple-choice (Likert) or dropdown questions will be averaged regardless of the number of Likert options. Please note that NPS questions cannot be added to a quantified construct.
5. Default number of Likert options – enter the default number of Likert options for all multiple-choice (Likert) questions that will be added to this construct. You will still be able to add survey questions with a different number of multiple-choice (Likert) options than the number specified here.

Part 5D add window2

Multiple-choice and dropdown survey questions that are included in a non-quantified survey construct will not be added up or averaged, and will be shown as illustrated below in the Engage ANALYTICS dashboard.

Part 5D add nonquant  

Part 5E edit Edit the parameters of an existing survey construct


Select a construct (it should be highlighted in burgundy), and then click on the Edit construct toolbox function in the side panel or in the toolbox dropdown menu in the work area. Alternatively, just double-click on the construct name to edit it. A dialogue window similar to the one that came up when you created a new construct (see previous point) will come up. Change the parameters as required, and click on the Save button to save the changes and close the dialogue.
   

Part 5F copy Copy an existing construct and all its related survey questions


Select a construct (it should be highlighted in burgundy), and then click on the Copy construct toolbox function in the side panel or in the toolbox dropdown menu in the work area. A dialogue window where you can confirm that you want to copy the construct will come up. Click on the OK button to save the construct. An iteration number (#1) will be added to the name of the new construct.
   

Part 5F delete Delete an existing construct and its questions


Select a construct (it should be highlighted in burgundy), and then click on the Delete construct toolbox function in the side panel or in the toolbox dropdown menu in the work area. A dialogue window where you will be required to confirm that you want to delete the construct will come up. Click on the OK button to delete the construct.

Adding or Editing Survey Questions

Part 6A menu question      Part 6B dropdownmenu question


The Survey questions toolbox group in the side panel will allow you to add, edit, copy or delete survey questions.
 

Part 6C add likert Add – or drag and drop – a single-option multiple-choice (Likert) question to a construct


Survey responses to single-option multiple-choice or Likert survey questions can be quantified and combined with other similar survey questions to calculate the average score for a survey construct in the analytics dashboard.

To add a single-option multiple-choice or Likert question to a construct, select the destination construct and then click on the Add multiple-choice toolbox function in the side panel or in the construct’s toolbox dropdown menu. Alternatively, click and drag the Add multiple-choice toolbox function from the side panel and drop it on the construct where you would like to add the question.

A multiple-choice (Likert) question with a number of Likert options as defined via the Default number of Likert options setting for the construct will be added (see the Add construct section above for more on this). A dialogue window with the following options will be displayed:

1. Question – type in the wording of the multiple-choice question either as a statement or a question with a question mark.
2. Question Code – click on the icon to view or edit the unique code for the survey question. Question Codes can among others be used to link the survey question to a benchmark score where available.
3. Mandatory question – indicate whether a question should be mandatory (compulsory) in the online survey questionnaire.
4. Reverse scores – reverse the scores of the Likert options in the analytics dashboard.
5. Add not applicable – select to add a Not applicable option to the survey question. Not applicable survey responses will not be quantified or included when calculating the construct’s average score in the analytics dashboard.
6. Likert description – add a short description for the Likert option. The default Likert text as defined in the Survey settings for the survey model will be used as descriptions for the different Likert options and can be edited as required  see Survey Settings for more.
7. Reposition – click and drag the Likert option to reposition it.
8. Upload image – add an optional image to the Likert option. The default Likert images as defined in the Survey settings for the survey model will be used as images for the different Likert options and can be edited as required. The images can also be auto-updated in bulk via the Survey settings function  see Survey Settings for more.
9. Add Likert option – click on the button to add another Likert option to the survey question.

Part 6D likert2

   

Part 6E add open Add – or drag and drop – an open-ended (comment) question to a construct


Open-ended (comment) or qualitative survey question responses cannot be quantified or included in the calculations to determine the average score of a survey construct. Open-ended survey responses will, however, be combined and included as part of the text analytics function in the analytics dashboard, and can be filtered per business unit and demographic attribute and analyzed by means of the word cloud and keyword search algorithm.

To add an open-ended question to a construct, select the destination construct and then click on the Add open-ended toolbox function in the side panel or in the construct’s toolbox dropdown menu. Alternatively, click and drag the Add open-ended toolbox function from the side panel and drop it on the construct where you would like to add the question. A dialogue window will come up:

1. Question – type in the wording of the multiple-choice question either as a statement or a question with a question mark.
2. Mandatory question – indicate whether a question should be mandatory (compulsory) in the online survey questionnaire.

Part 6F open2

   

Part 6G edit Add – or drag and drop – a NPS (net promoter score) survey question to a construct


A net promoter score (NPS) survey question measures the likelihood on a scale out of 10 that respondents (e.g. employees, customers) will recommend a company, a product, or a service to a friend or colleague.

Part 6J NPS exp

1. Net Promoter Score – shows the calculated NPS score, with positive scores > 30 shown in a green font and < 30 in orange, and negative scores in red.
2. Distribution of Promoters vs Detractors – number (percentage) of respondents who selected responses that fall in one of the NPS categories.
3. Distribution of survey responses number of respondents who selected each of the different NPS options when they completed the survey.

The score is expressed as the percentage of those who selected the 9 or 10 options ("Promoters") minus the percentage who selected the 6 or lower options ("Detractors"). Respondents who selected the 7 or 8 options are grouped as “Passives”.

Part 6J NPS formula

To add a NPS question to a construct, select the destination construct and then click on the NPS question toolbox function in the side panel or in the construct’s toolbox dropdown menu. Please note that a NPS question can only be added to a non-quantified construct - it cannot be combined with other types of survey questions in a quantified construct. See Multiple-choice question above for more on the different survey question settings. 
 

Part 6G edit Add – or drag and drop – a single-option dropdown question to a construct


Survey responses to single-option dropdown survey questions can be quantified and combined with other similar survey questions to calculate the average score for a survey construct in the analytics dashboard.

To add a dropdown question to a construct, select the destination construct and then click on the Dropdown toolbox function in the side panel or in the construct’s toolbox dropdown menu. Alternatively, click and drag the Dropdown toolbox function from the side panel and drop it on the construct where you would like to add the question. See Multiple-choice question above for more on the different survey question settings.
 

Part 6G edit Edit a survey question


To edit an existing question, select the question in the work area (should be highlighted in burgundy) and then click on Edit question in the side panel toolbox function or in the question’s toolbox dropdown menu in the work area. A dialogue window with parameters relevant to the type of question being edited will come up. Edit the parameters as required and click on the Save button to save the changes and close the dialogue window.
 

Part 6H copy Make a copy of an existing survey question


Select a question (it should be highlighted in burgundy), and then click on the Copy question toolbox function in the side panel or in the toolbox dropdown menu in the work area. A dialogue window where you can confirm that you want to copy the survey question will come up. Click on the OK button to save the question. An iteration number (#1) will be added to the question text – use the Edit question toolbox function to edit the text.
 

Part 6I delete Delete a survey question


Select a survey question (it should be highlighted in burgundy), and then click on the Delete question toolbox function in the side panel or in the toolbox dropdown menu in the work area. A confirmation message will be displayed to confirm deletion of the question and press OK. The survey question will be removed from the work area.

For more information, click on a sub-menu item at the top of the page⇑ or in the right margin