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Technical Guide & Help File

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Adding or Editing Survey Constructs and Questions

 

  

Selecting the Edit survey model toolbox function 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 define or edit survey constructs (themes or topics) and their related survey questions.

    

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

 

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. Description – type in a short description for the construct that will be used in the Engage ANALYTICS dashboard to describe the construct.
3. Quantify and include – select this option to quantify and include the responses to all Likert questions in this construct in the Engage ANALYTICS dashboard.
4. Default number of Likert options – enter the default number of Likert options for all Likert uestions that will be added to this construct.

  

  

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 multiple-choice (Likert) question to a construct

 

Survey responses to 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 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 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. Mandatory question – indicate whether a question should be mandatory (compulsory) in the online survey questionnaire.
3. Reverse scores – reverse the scores of the Likert options in the analytics dashboard.
4. 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.
5. Likert description – add a short description for the Likert option.
6. Reposition – click and drag the Likert option to reposition it.
7. Upload image – add an optional image to the Likert option.
8. Add Likert option – click on the button to add another Likert option to the survey question.

  

 

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 and sorting 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.
3. Number of text lines – indicate the default size of the text box for the open-ended response in the online survey by specifying the number of lines.

 

 

Part 6G edit Edit an existing 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 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 an existing 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.

 

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