1. Survey Creation and Editing

2. Session Objective Understand how to create and edit a survey Practice loading surveys onto the server, running them on the phone and checking the results © Smap Consulting Pty Ltd2

3. OVERVIEW © Smap Consulting Pty Ltd3

4. GET THE TEMPLATE Lesson 1 © Smap Consulting Pty Ltd4

5. Step 1. You will need to get a spreadsheet template from http://xxx.smap.com.au DRAFT NOT FOR CIRCULATION TWO: Preparation 5 Step 2. Click on Administration

6. Step 3. A password is required. Use Username: “your user name” Password: “your password” DRAFT NOT FOR CIRCULATION TWO: Preparation 6 Step 4. Click on the download Template button

7. TWO: Preparation 7 The spreadsheet has 2 worksheets SurveyChoices DRAFT NOT FOR CIRCULATION

8. The “survey” sheet provides the command determining the type of question, the questions themselves, and allows you to customize aspects of questions. For example: “select_one” or “select_multiple” or “integer”. The “choices” sheet, as indicated by its name, is where all the different response options are listed. So in a “select_one” question the list out of which a single answer is selected will be found on the choices sheet. For example: Select one of the following: Displaced At home Survey sheet Choices sheet DRAFT NOT FOR CIRCULATIONTWO: Preparation 8

9. Exercise 1. Get the template Download from administration module – http://xxx.smap.com.au Have a look at the – Survey worksheet – Choices worksheet © Smap Consulting Pty Ltd9

10. CONVERTING PAPER QUESTIONS TO PHONE QUESTIONS Background © Smap Consulting Pty Ltd10

11. DRAFT NOT FOR CIRCULATION THREE: Review paper survey 11 text You want to type a text answer.

12. DRAFT NOT FOR CIRCULATIONTHREE: Review paper survey 12 geopoint You want to record the latitude and longitude of the survey

13. DRAFT NOT FOR CIRCULATION THREE: Review paper survey 13 select_one You want to select one option from a list.

14. DRAFT NOT FOR CIRCULATION THREE: Review paper survey 14 Select_multiple You want to select one or more options from a list.

15. DRAFT NOT FOR CIRCULATION THREE: Review paper survey 15 text You want to type a text answer but only if “other” is selected.

16. DRAFT NOT FOR CIRCULATION THREE: Review paper survey 16 integer You want a number, perhaps an “integer” or maybe you need a “decimal” to record numbers with a decimal point.

17. CREATING YOUR FIRST SURVEY Lesson 2 © Smap Consulting Pty Ltd17

18. In the “Survey sheet” (follow row 3): Column A (type): write “text” Column B (name): type in the name of the item. In this case, “surveyor”. No spaces between words in this column! Column C (label::english): This is the text of the question/instruction. “Name of surveyor ” Sample Word doc Survey sheet Simple text questions only use the survey sheet as there are no choices to be made. DRAFT NOT FOR CIRCULATIONFOUR: Simple text 18

19. In the Survey sheet : Column A (type): write “integer” Column B (name): type in the name of the item. In this case, “current_hh” Column C (label::english): “How many people are currently in this household, including yourself? ” Sample Word doc Survey sheet Integer is used when you need a numeric response. DRAFT NOT FOR CIRCULATIONFOUR: Integer 19

20. Exercise 1. Create Your First Survey Create some questions in survey worksheet – Specify type name Label – If you do a select one or select multiple question then add some options in the choices sheet © Smap Consulting Pty Ltd20

21. Exercise 2. Questions with Options Update the spreadsheet to include – A new question in ‘survey' worksheet – Options in ‘choices’ worksheet Upload template to server © Smap Consulting Pty Ltd21

22. Survey Tip 1 - Use the same list name in select question and choices work sheet © Smap Consulting Pty Ltd22 survey tab choices tab The list name links the data In the choices worksheet to The select question

23. REPEATING GROUPS Lesson 3 © Smap Consulting Pty Ltd23

24. Exercise 3. Repeating Groups Convert some of your questions into a sub form – Type: begin repeat Provide a unique name for the sub form Optionally provide a label that will be shown at the top of the screen while in the sub form Enclose the questions that you want to repeat and end the sub form with a question type of “end repeat” – Type: end repeat Upload template to server Complete the survey When exporting the results try pressing the “pivot” and “flat” buttons to see how that affects the results © Smap Consulting Pty Ltd24

25. Surveys with Repeating Groups © Smap Consulting Pty Ltd25 This survey has 1) a repeating group to get information of all the household members 2) a second repeating group to get information on the vehicles that the household has Then for each vehicle there is another repeating group to get all the faults for that vehicle

26. Exporting surveys with repeating groups © Smap Consulting Pty Ltd26 Select forms to include Select forms to flatten Select survey

27. Exercise 4. Skipping Questions Add an “Other – Please Specify” question There is no such thing as “skip to”! – Is the question relevant? Refer to other questions using ${…} Check for a selected value in a select question using: selected(${question_name}, ‘value’) Upload template to server © Smap Consulting Pty Ltd27

28. GROUPS © Smap Consulting Pty Ltd28

29. About groups Groups, as opposed to “repeat groups” are used to: – Group other questions so you can apply a relevance rule to all of the questions at once – Show multiple questions on a single screen of the phone or tablet © Smap Consulting Pty Ltd29 1. Begin and end of group 2. Unique name 3. Optional Label, appears at Top of every screen within group

30. Show multiple questions on one screen Set appearance to – “field-list” Questions are shown as a list down the screen – “table-list” Questions are shown as a grid Sub question must be of type select_one or select_multiple © Smap Consulting Pty Ltd30

31. Exercise 5. Groups Applying a relevance rule to multiple questions – Add a “consent” question at the front of your survey – Add a group around your other questions – Add a relevance to the group so that it is only relevant if the answer to the consent question is ‘yes’ Putting questions on the screen – Create a group around some questions – Add an appearance of field-list to that group © Smap Consulting Pty Ltd31

32. Exercise 6. Constraints Refer to the current question with “.” Validate some of our questions – “>” greater than – “<“ less than – “=“ equals Refer to other questions using ${…} Combine rules – “and” – “or” – “()” brackets Make questions required © Smap Consulting Pty Ltd32

33. Exercise 7. Calculations Sometimes you need to calculate a value and its handy to store that somewhere – For reference for “relevance” – For use in other calculations Example age in months – Calculate age in months from a date of birth –round(((today()-${dob}) div 30.4), 1) © Smap Consulting Pty Ltd33

34. LANGUAGES © Smap Consulting Pty Ltd34

35. Question tweaks: More than one language Surveys can contain translations into multiple languages. You will need to create a separate “label” and “hint” column in the survey worksheet for each language. You will also need a separate “label” column for each language in the choices worksheet. DRAFT NOT FOR CIRCULATION35

36. Languages Survey sheet No language has been specified however the survey is being conducted in Esperanto Choices sheet DRAFT NOT FOR CIRCULATION FOUR: Languages 36

37. Survey sheet The language has been given a name “esperanto”. This name is separated from the column heading by :: Choices sheet Just giving one language a name is not useful though… DRAFT NOT FOR CIRCULATIONFOUR: Languages 37

38. Survey sheet Latin has been added as a language. During the survey on the phone the enumerator can now select the language that they want to use Choices sheet You can give the language any name you like. For example oldlatin. As long as there are no spaces and you are consistent for all three columns DRAFT NOT FOR CIRCULATION FOUR: Languages 38

39. Exercise 8. Languages The following columns can have multiple languages – label – hint – label (options) Change the heading to – label::{Language} – Hint::{label} Create additional columns for each additional language © Smap Consulting Pty Ltd39

40. LOCATION © Smap Consulting Pty Ltd40

41. Location You can have 1 location question per form There are three types – Point – Polygon (Area) – Line © Smap Consulting Pty Ltd41

42. Point Create a question of type geopoint You can give it any name you like but in the results it will be called “the_geom” © Smap Consulting Pty Ltd42

43. Polygon (Area) Create a sub-form (begin repeat) – Give it a name that starts with “geopolygon_” In the sub-form specify a geopoint question © Smap Consulting Pty Ltd43

44. Line Create a sub-form (begin repeat) – Give it a name that starts with “geolinestring_” In the sub-form specify a geopoint question © Smap Consulting Pty Ltd44

45. Results displayed on a map panel The picture shows a polygon and line captured in two different surveys and displayed on the same map panel Display of the points that make up the line has been specified however the points are not shown for the polygon. These settings are specified in the “aside” click on the “<“ icon. © Smap Consulting Pty Ltd45

46. Exercise 9. Location Add a geopoint question to record location Head outside to test When you have submitted the results add a map panel to view the results © Smap Consulting Pty Ltd46

47. ADDING MEDIA TO YOUR QUESTIONS Lesson 12 © Smap Consulting Pty Ltd47

48. Pictures, Video and Audio can be added to both questions and options © Smap Consulting Pty Ltd48 A question with pictures added to the options

49. Media are added to a survey through editing after it is loaded © Smap Consulting Pty Ltd49

50. The edit page for options in the bean survey © Smap Consulting Pty Ltd50

51. Exercise 10. Questions with Media Upload some photos or images to your survey If you don’t have any useful images you can download them from the internet or from previous surveys Try it out © Smap Consulting Pty Ltd51

52. REFERENCING VALUES FROM OTHER QUESTIONS Lesson 13 © Smap Consulting Pty Ltd52

53. SURVEY REVIEW AND COMMON ERRORS Background © Smap Consulting Pty Ltd53

54. Surround the question name with ${…} For example – ${number_children} Use this in: – Relevance Selected( ${occupation}, ‘fishing’) – Constraint. < ${number_children} As in the answer to this question must be less than the total number of children – In other questions What is the age of ${name} – To set the number of repeats in column “repeat_count ${child_count} © Smap Consulting Pty Ltd54

55. Use the same list name in select question and choices work sheet © Smap Consulting Pty Ltd55 survey tab choices tab The list name links the data In the choices worksheet to The select question

56. Skipping questions © Smap Consulting Pty Ltd56 In the “relevant” expression, Enclose the question name in ${……..} survey tab choices tab In the “relevant” expression, for select questions, the value come from the choices worksheet

57. Names cannot have spaces © Smap Consulting Pty Ltd57 survey tab choices tab The circled words are all names

58. Question types are always lower case © Smap Consulting Pty Ltd58 survey tab choices tab Names are case sensitive If you use a capital then when you Refer to that name you must use The capital letter

59. Unique names © Smap Consulting Pty Ltd59 survey tab choices tab Question names must be unique throughout the entire survey Names (which are really values) in a choices list must be unique within that list Error