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For technical support please call: 1-800-787-8755 Or visit: www.vovici.com Please contact Vovici technical support if you believe any of the information shown here is incorrect. Companies, names, and data used in examples herein are fictitious unless otherwise noted. No part of this document may be reproduced or transmitted in any form or by any means, electronic or mechanical, for any purpose, without the express written permission of Vovici Corporation. Copyright 2010, Vovici Corporation. All Rights Reserved. All other company and product names are trademarks or registered trademarks of their respective holders. Printed in the United States of America July 2010 Page 2 of 49
Table of Contents 1. AT LEAST VALIDATION IN ALL RANK ORDER QUESTIONS... 7 FEATURE SHORT DESCRIPTION... 7 DESCRIPTION... 8 NAVIGATION... 9 STEPS... 9 2. PIPING MATRIX RESPONSES INTO MATRIX OR RANK ORDER QUESTIONS... 11 FEATURE SHORT DESCRIPTION... 11 DESCRIPTION... 12 NAVIGATION... 15 STEPS... 15 3. PUBLISH SURVEY LINKS TO SOCIAL NETWORKS... 17 FEATURE SHORT DESCRIPTION... 17 DESCRIPTION... 18 NAVIGATION... 19 STEPS... 19 4. SCROLLING MATRIX QUESTION... 21 FEATURE SHORT DESCRIPTION... 21 DESCRIPTION... 22 Inserting the Question into Your Survey... 22 Respondent Experience... 24 Reporting... 26 NAVIGATION... 27 STEPS... 27 5. SLIDER (SCALE) QUESTION... 31 FEATURE SHORT DESCRIPTION... 31 DESCRIPTION... 32 Inserting the Question into Your Survey... 32 Respondent Experience... 34 Reporting... 36 NAVIGATION... 37 STEPS... 37 6. TRANSLATION MODULE UPDATE... 41 FEATURE SHORT DESCRIPTION... 41 DESCRIPTION... 42 NAVIGATION... 42 STEPS... 43 7. UPDATE SPSS EXPORT LIMITS... 45 FEATURE SHORT DESCRIPTION... 45 DESCRIPTION... 46 NAVIGATION... 46 STEPS... 46 Page 3 of 49
8. APPENDIX A KNOWN ISSUES... 47 AREA... 48 ISSUE... 48 Page 4 of 49
Introduction The purpose of this documentation is to provide a description of the Enhancements and New Features that are available in Survey Workbench. A short description is provided below with links to the full details. At Least Validation in All Rank Order Questions For Rank Order and Drag & Drop Rank Order questions, you can now require respondents to answer a minimum number of topics. The At Least option allows respondents to continue ranking the topics after the respondent has fulfilled the minimum validation requirements. Piping Matrix Responses into Matrix or Rank Order Questions You can now pipe matrix responses into the Scrolling Matrix, Matrix, Rank Order, and Drag & Drop Rank Order question types. Corresponding images can also be piped into destination questions, provided they support images. Publish Survey Links to Social Networks You can now publish Open Participation survey links directly to Facebook, Twitter, and LinkedIn. The URL is shortened automatically for Twitter and LinkedIn as both of these update fields include character limitations. Scrolling Matrix Question You can now add a Scrolling Matrix question to your survey. This new question type enhances the interactivity of the respondent experience, and it enables you to insert images as topics, if required. Slider (Scale) Question You can now add a Slider (Scale) question to your survey. This new question type enables you to render scale questions as sliders. Your slider question can appear as text and image or text only. Translation Module Update You can translate the new Slider (Scale) and Scrolling Matrix questions into multiple languages to deploy your survey to a global audience. Update SPSS Export Limits You can now export values from text fields to SPSS of up to 4,000 characters. The data is exported to a.sav file, which is the default file format for SPSS. Please note that the Survey Workbench Professional edition does not include the Community Panel functionality. If you would like to upgrade to the Enterprise edition, please talk with your Vovici Sales Engineer by calling 1-800-787-8755. Page 5 of 49
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1. At Least Validation in All Rank Order Questions Feature Short Description For Rank Order and Drag & Drop Rank Order questions, you can now require respondents to answer a minimum number of topics. The At Least option allows respondents to continue ranking the topics after the respondent has fulfilled the minimum validation requirements. See full description inside Page 7 of 49
At Least Validation in All Rank Order Questions Description For Rank Order and Drag & Drop Rank Order questions, you can now require respondents to answer a minimum number of topics. The At Least option allows respondents to continue ranking the topics after the respondent has fulfilled the minimum validation requirements. The new At Least option is available on the Properties tab. See image below. At Least option for Rank Order and Drag & Drop Rank Order When the validation is set to At Least X Topic(s), respondents have to force rank a minimum number of topics. For example, if you set At Least 2 Topic(s) as the validation for the question Rank at least your two favorite colors of the rainbow, respondents have to rank at least numbers 1 and 2. They cannot complete the survey if they only rank 3 and 5. See image below. Ranking at least two top topics Questions with At Least validation show all ranking options. For example, if you have five topics and respondents must rank At Least 2 Topic(s), they will see all numbers. Page 8 of 49
Navigation From the Surveys main page, select a survey so that you can see the options pane. Select the Design Questionnaire option. From Questionnaire Designer, click the Insert button and the Insert Item dialog opens. Select either a Rank Order or Drag & Drop Rank Order question. After you insert the question, look on the Properties tab under Validation. You can select At Least validation from the drop-down list next to Rank. Steps 1. In the Insert Item dialog, select Rank Order or Drag & Drop Rank Order question and click Insert. 2. Complete the required fields for your question and then click OK. 3. On the Properties tab, select your question. 4. Select the At Least number of topics to be ranked from the drop-down list next to the Rank check box. Note: By default, the Rank check box and All Topics from the drop-down list are selected. 5. Click to save your settings. 6. Click the Preview tab in the Questionnaire Designer to see how the question looks in your survey. Page 9 of 49
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2. Piping Matrix Responses into Matrix or Rank Order Questions Feature Short Description You can now pipe matrix responses into the Scrolling Matrix, Matrix, Rank Order, and Drag & Drop Rank Order question types. Corresponding images can also be piped into destination questions, provided they support images. See full description inside Page 11 of 49
Piping Matrix Responses into Matrix or Rank Order Questions Description You can now pipe matrix responses into the Scrolling Matrix, Matrix, Rank Order, and Drag & Drop Rank Order question types. Corresponding images can also be piped into destination questions, provided they support images. If you create a Choose Many, Choose Many with Image, Matrix, or Scrolling Matrix question, you can pipe respondent answers into a future question. The Insert Piped Choices option now allows you to pipe responses into the following question types. See also images below. Matrix (does not support responses that have images) Drag & Drop Rank Order Rank Order (does not support responses that have images) Scrolling Matrix Note: You can pipe matrix responses into topics only, not into choices. Insert Piped Choices option for Matrix Note: Matrix does not support images piped in from other questions. Page 12 of 49
Insert Piped Choices option for Drag & Drop Rank Order Insert Piped Choices option for Rank Order Note: Rank Order does not support images piped in from other questions. Page 13 of 49
Insert Piped Choices option for Scrolling Matrix Note: In the Free Form Word Processor, you can pipe matrix responses into Matrix questions only. Page 14 of 49
You can pipe responses from the following question types. Choose Many Choose Many with Image Matrix Scrolling Matrix If JavaScript is disabled, the questions with piped topics appear to the respondent as radio button questions. Navigation From the Surveys Main Page, select a survey so that you can see the options pane. Select the Design Questionnaire option. From Questionnaire Designer, click the Insert button and the Insert Item dialog opens where you can select the type of question you want to add. Click the Insert Piped Choices icon in the question details dialog to pipe matrix responses. Steps For this example, Matrix and Drag & Drop Rank Order questions are used. 1. In the Questionnaire Designer, create a Choose Many, Choose Many with Image, Matrix, or Scrolling Matrix question. 2. On a later page, insert a Drag & Drop Rank Order question. Note: At least one Page Break must be between the Matrix source question and destination question. The Matrix source question must be on a previous page. If such question does not exist, the Piped Choices dialog is blank. 3. Click the Insert Piped Choices icon in the question dialog. The Piped Choices dialog opens. See image below. Page 15 of 49
Piped Choices dialog 4. Select a question from which to pipe data. Note: If you are piping responses with images into a question type that does not support images ( Matrix and Rank Order ), then the question will render without any topics at all. 5. Select whether to pipe Selected or Not Selected responses. 6. Click OK twice to pipe responses from your Matrix question and close the question dialog. Note: To prevent you from setting the validation that the piping cannot meet, the validation for the required Rank Order and Drag & Drop Rank Order questions is rank All Topics. 7. Publish your survey. Page 16 of 49
3. Publish Survey Links to Social Networks Feature Short Description You can now publish Open Participation survey links directly to Facebook, Twitter, and LinkedIn. The URL is shortened automatically for Twitter and LinkedIn as both of these update fields include character limitations. See full description inside Page 17 of 49
Publish Survey Links to Social Networks Description You can now publish Open Participation survey links directly to Facebook, Twitter, and LinkedIn. The URL is shortened automatically for Twitter and LinkedIn as both of these update fields include character limitations. The Social Media Distribution feature is available in the Distribution Links dialog and survey options pane for Open Participation surveys only. See images below. Access to Social Media Distribution Icons Page 18 of 49
Access to Social Media Distribution Icons Navigation From the Surveys Main Page, select an Open Participation survey so that you can see the options pane. Once you publish the survey, you can also access the feature through the Distribution Links. Steps 1. Select and publish an Open Participation survey. 2. Click Distribution Links from the options pane to open the Distribution Links dialog. 3. Click the appropriate icon under Publish to Social Networks. The available options are Facebook, Twitter, and LinkedIn. Note: You can publish the links to Open Participation surveys only. 4. Sign in to the selected social network to be able to share your survey. The window opens where you can post the link. See image below. Page 19 of 49
Posting the link to Facebook 5. Click Share. The link is now successfully posted to your profile. Page 20 of 49
4. Scrolling Matrix Question Feature Short Description You can now add a Scrolling Matrix question to your survey. This new question type enhances the interactivity of the respondent experience, and it enables you to insert images as topics, if required. See full description inside Page 21 of 49
Scrolling Matrix Question Description You can now add a Scrolling Matrix question to your survey. This new question type enhances the interactivity of the respondent experience, and it enables you to insert images as topics, if required. Inserting the Question into Your Survey A new question type is available in the Insert Item dialog on the Questions tab. See image below. Scrolling Matrix question type The Scrolling Matrix question is a rendering of a one-sided Matrix with the Choose One type. You can add topics that include text and image or text only. Because the choices are the same across all topics, you can enter only one set of choices. It is possible to insert choices manually or by a library scale. Page 22 of 49
Note: You must enter text for each topic. You will have the option of adding an image to each topic. The Scrolling Matrix question type is available in the Step-by-Step questionnaire designer only. A placeholder for this question will appear in the Free Form Word Processor, but deleting the placeholder will delete the question. See image below. Placeholder for a Scrolling Matrix question in the Free Form Word Processor view On the Properties tab, you can customize the appearance, validation, and logic settings for your Scrolling Matrix question. See images below. Properties for a Scrolling Matrix question Page 23 of 49
Properties for a Scrolling Matrix question You can pipe matrix responses along with images into a Scrolling Matrix question. See the Piping Matrix Responses into Matrix or Rank Order Questions topic for the steps of piping matrix responses from one question into another one. Note: If JavaScript is disabled, the Scrolling Matrix questions appear to the respondent as standard Matrix questions normally display. Respondent Experience You can insert images into your Scrolling Matrix question or use text only. Text displays in the middle of the window. For questions with images, images are centered with corresponding text above. Only one topic appears at a time. See image below. Example of Scrolling Matrix question Page 24 of 49
Choices display below the question. The maximum number of choices that can display in one row is seven. If you enter eight or more choices, they wrap to a second line. A counter in the upper-right part of the window shows the topic number you are answering and the total number of topics. A participant can skip the answer by clicking the Skip button in the lower-right part of the window. If the question is required, the Skip button does not display. The respondents can change their answers using the View or Change Answers link. A list with all your responses appears where you can click the answer you want, and then change it. For image-based questions, the image appears as your answer, and for text questions, your answer appears as a link. To return to the regular view without any edits, click the Hide Answers link. See image below. Note: To rename the Skip button, go to the Questionnaire > Validation Messages and Labels option in the Questionnaire Designer and change the text under Skip This Choice. View of respondent changing answers Page 25 of 49
Reporting Within Manage Responses, responses for the Scrolling Matrix question follow the same rules as for Matrix with the Choose One type. Column headers show a Matrix with radio buttons to represent the Scrolling Matrix. Rules for export values, choice labels, and report values are the same. See image below. Scrolling Matrix question in Response Manager In the reports and export files, questions appear as a standard Matrix with the Choose One type normally displays. All images used in the Scrolling Matrix questions are exportable into reports and appear to the left of the topic text. See image below. Page 26 of 49
Scrolling Matrix question in Manage Reports In survey exports, the Scrolling Matrix question renders as Matrix with the Choose One type. All images included in the question are also exported. Navigation From the Surveys Main Page, select a survey so that you can see the options pane. Select the Design Questionnaire option. From Questionnaire Designer, click the Insert button and the Insert Item dialog opens. Select Scrolling Matrix from the Questions tab and click Insert to add this question type to your survey. Steps 1. Select Design Questionnaire from the options pane and the Questionnaire Designer window opens. 2. To add new questions to your survey, click the Insert button, and the Insert Item dialog opens. 3. Select Scrolling Matrix from the list and click Insert. The following dialog opens. Page 27 of 49
Creating the Scrolling Matrix question 4. Type the Question Heading and Question Text in the corresponding fields. 5. Type the topic name in the Topic Text field. Note: To pipe in topics from other questions, click. 6. Click the image name or Add an Image under the Topic Image (Optional) to upload an image. This field is optional. Page 28 of 49
Note: You can upload the following image types: *.gif, *.xbm, *.xpm, *.png, *.ief, *.jpg, *.jpe, *.jpeg, *.tiff, *.tif, *.rgb, *.g3f, *.xwd, *.pict, *.ppm, *.pgm, *.pbm, *.pnm, *.bmp, *.ras, *.pcd, *.cgm, *.mil, *.cal, *.fif, *.dsf, *.cmx, *.wi, *.dwg, *.dxf, *.svf. Maximum file size allowed is 1,024.00 KB. After an image is uploaded, it is resized automatically. Note: Click the Add Another Topic link to add more topics. Click remove the topic that you do not need anymore. to 7. Type the set of choices in the Question Choices field. Note: Place each choice on a separate line. Because the choices are the same across all topics, you can enter only one set of choices. 8. Once you have finished adding topics, click OK. 9. Click the Preview tab in the Questionnaire Designer to see how the question looks in your survey. See image below. Preview of a Scrolling Matrix question Page 29 of 49
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5. Slider (Scale) Question Feature Short Description You can now add a Slider (Scale) question to your survey. This new question type enables you to render scale questions as sliders. Your slider question can appear as text and image or text only. See full description inside Page 31 of 49
Slider (Scale) Question Description You can now add a Slider (Scale) question to your survey. This new question type enables you to render scale questions as sliders. Your slider question can appear as text and image or text only. Inserting the Question into Your Survey A new question type is available in the Insert Item dialog on the Questions tab. See image below. Slider (Scale) question type The Slider (Scale) question is a rendering of Matrix with the Choose One type. You can add one or more topics and tie images to topics, if required. Each topic displays as an individual slider with the same choices across all topics. You can insert choices manually or by a library scale. Page 32 of 49
Note: You must enter text for each topic. You will have the option of adding an image to each topic. The Slider (Scale) question type is available in the Step-by-Step questionnaire designer only. A placeholder for this question will appear in the Free Form Word Processor, but deleting the placeholder will delete the question. Placeholder for a Slider (Scale) question in the Free Form Word Processor view You can reverse value order for a Slider (Scale) question. The full set of properties for this question type follows. See images below. Properties for a Slider (Scale) question Page 33 of 49
Properties for a Slider (Scale) question You can import a Slider (Scale) question from the.doc or.que file. Respondent Experience Your Slider (Scale) question can include text and image or text only. See images below. Slider (Scale) question with images Page 34 of 49
Slider (Scale) question without images Topic text displays to the left of the slider. Images are to the left of the slider with corresponding text above. The slider is anchored on the left with a default of N/A; choices you insert into the question follow along the slider. You can change the N/A label using the Questionnaire > Validation Messages and Labels option in the Questionnaire Designer. You can also leave it blank. Note: Do not rename the N/A label as an answer to the question, for example, Often or Rarely. This item is a way for respondents to not answer any of the given choices for the question; the value associated with N/A is always zero. All choices appear across the bottom of the scale with a tick mark representing where the answer is registered. If you drag the slider to a point between the ticks, the slider moves to the nearest option. The selected choice appears bold and indicates your answer. There are several ways to answer the Slider (Scale) question. Drag the slider to the required choice. Click the choice name. The slider will move to the selected position. Select the slider and move it by using the arrow keys on your keyboard. Page 35 of 49
You can also reverse value order for a Slider (Scale) question. See images below. Usual value order Reverse value order Sliders display as Matrix with the Choose One type if the respondent has JavaScript disabled. Reporting Within Manage Responses, responses for the Slider (Scale) question follow the same rules as for Matrix with the Choose One type. Column headers show a Matrix with radio buttons to represent the slider. Rules for export values, choice labels, and report values are the same. See image below. Slider (Scale) question in Response Manager Page 36 of 49
Within Manage Reports, reporting for the Slider (Scale) question follows the same rules as for Matrix with the Choose One type. In the reports, Slider (Scale) displays as in the actual surveys (see image below). When exported, questions appear as standard Matrix with the Choose One type normally displays. All images used in the Slider (Scale) questions are exportable into reports. Slider (Scale) question in Manage Reports In survey exports, the Slider (Scale) question renders as Matrix with the Choose One type. Navigation From the Surveys Main Page, select a survey so that you can see the options pane. Select the Design Questionnaire option. From Questionnaire Designer, click the Insert button and the Insert Item dialog opens where you can select the type of question you want to add. Steps 1. Select Design Questionnaire from the options pane and the Questionnaire Designer window opens. 2. To add new questions to your survey, click the Insert button, and the Insert Item dialog opens. Page 37 of 49
3. Select Slider (Scale) from the list and click Insert. The following dialog opens. Creating the Slider (Scale) question 4. Type the Question Heading and Question Text in the corresponding fields. 5. Type the topic name in the Topic Text field. 6. Click the image name or Add an Image under the Topic Image (Optional) to upload an image. This field is optional. Note: You can upload the following image types: *.gif, *.xbm, *.xpm, *.png, *.ief, *.jpg, *.jpe, *.jpeg, *.tiff, *.tif, *.rgb, *.g3f, *.xwd, *.pict, *.ppm, *.pgm, *.pbm, *.pnm, *.bmp, *.ras, *.pcd, *.cgm, *.mil, *.cal, *.fif, *.dsf, *.cmx, *.wi, *.dwg, *.dxf, *.svf. Maximum file size allowed is 1,024.00 KB. After an image is uploaded, it is resized automatically. Page 38 of 49
Note: Click the Add Another Topic link to add more topics. Click remove the topic that you do not need anymore. to 7. Type the set of choices in the Question Choices field. Note: Place each choice on a separate line. As the choices are the same across all topics, you should enter only one set of choices. 8. Once you have finished adding topics, click OK. 9. Click the Preview tab in the Questionnaire Designer to see how the question looks in your survey. See image below. Preview of a Slider (Scale) question Page 39 of 49
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6. Translation Module Update Feature Short Description You can translate the new Slider (Scale) and Scrolling Matrix questions into multiple languages to deploy your survey to a global audience. See full description inside Page 41 of 49
Translation Module Update Description You can translate the new Slider (Scale) and Scrolling Matrix questions into multiple languages to deploy your survey to a global audience. In the translation module, you can translate questions that include text and image or text only. Question topics are listed before the choices. See image below. Translation of Slider (Scale) question Navigation On the Surveys tab, select a survey in the left pane. Select Translate from the Actions drop-down menu. The Questionnaire Translation window opens. Page 42 of 49
Steps 1. In the Questionnaire Translation window, click the Add Language link. The Add Language dialog opens. 2. Select a language from the list of options and click OK. 3. To translate text in the Translate Language column, click a text field you want to edit. 4. Edit the text. 5. Click Save. Page 43 of 49
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7. Update SPSS Export Limits Feature Short Description You can now export values from text fields to SPSS of up to 4,000 characters. The data is exported to a.sav file, which is the default file format for SPSS. See full description inside Page 45 of 49
Update SPSS Export Limits Description You can now export values from text fields to SPSS of up to 4,000 characters. The data is exported to a.sav file, which is the default file format for SPSS. Navigation From the Surveys Main Page, select an active survey in the left pane. Click Manage Responses in the options pane to open the Response Manager window. Click the Actions drop-down arrow, and then click Export. Steps 1. From the Export submenu, click SPSS. The Export Responses dialog opens. 2. Select the required options and click Next to export the data to a file. Note: If your export includes options marked with an asterisk, you cannot import the data back into the application. 3. Click the link that appears to save or open the file. The exported SPSS file contains data for the text fields of up to 4,000 characters. Page 46 of 49
8. Appendix A Known Issues Page 47 of 49
Appendix A Known Issues Area Manage Reports Manage Responses Surveys Surveys Surveys Questionnaire Designer Manage Reports Manage Reports Manage Reports Issue Bars in Word or PDF frequency tables do not appear if the value is less than 4%. As a workaround, export a frequency table to Word, open this document, and add the bar. This will be resolved in an upcoming release. The "All Data from the Current Survey" export option does not function properly in SPSS; it only exports the displayed columns. To export all columns in a survey to a file, add them to the screen and then export to SPSS. This will be addressed in an upcoming release. The Reset button does not work with the new Scrolling Matrix and Slider (Scale) question types. While creating a survey, users may want to avoid adding the Reset button if they use these question types in a survey. This will be addressed in a future release. The randomize choices option does not randomize evenly for the first choice listed. This will be resolved in an upcoming release. In some instances of drill-down questions, where responses to Choose Many questions are piped into a Matrix, the validation can be off if the respondent goes back and changes answers to the Choose Many question. This will be addressed in a future release. Sliders are no longer styled with classes. Pending customer input, this is a potential feature enhancement in a future release. Two additional decimal places are added to the mean of the Top Box and Top Box Cross-tab report elements. This will be addressed in a future release. In some instances, when opening two reports at the same time, editing them, memorizing them, and then opening them again, you will encounter errors on some pages or report elements. As a workaround, edit only one open report at a time. This issue will be addressed in a future release. Mac users cannot export to PowerPoint 2008. This will be resolved in an upcoming release. Page 48 of 49
Area Manage Responses Page Rotation Issue When exporting to Excel, raw data appears as a number in the cell but is stored as text. This will be addressed in a future release. In some instances, if a survey has multiple page blocks randomized, the page blocks will randomize in the same order throughout the survey. So, if the random order is page 3, page 1, and page 2 for the first page block, it will be the same for all subsequent page blocks in the survey. This will be addressed in a future release. Page 49 of 49