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Survey Creation and Editing
This presentation contains material from: World Vision 2013 paper to phones guide
Smap Consulting 2013
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Session !"#ective
$nderstand ho% to create and edit a survey
&ractice loading surveys onto the server runningthem on the phone and chec'ing the results
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THE SURVEY EDITOR
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*asic
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TW!: &reparation +
The spreadsheet has 2 worksheets
Survey Choices
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Surveys are created in an Excel Spreadsheet
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The survey sheet is where you put the questions themselves. It allows you to
customize set the type of questions. For example: select_one orselect_multiple or integer. s well as constraints! s"ip rules an# otherquestion attri$utes.
The choices sheet! as in#icate# $y its name! is where all the #ifferentresponse options are liste#. %o in a select_one question the list out of which a
single answer is selecte# will $e foun# on the choices sheet.
For example in a question that loo"s li"e the following in a paper #ocument will$e partly specifie# in the survey sheet an# partly in the choices sheet.
%elect one of the following: &isplace# t home
%urvey sheet 'hoices sheet
TW!: &reparation ,(c) World Vision 2013
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( Smap Consulting &ty )td -
Demonstration.etting the Survey
Template
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Step 1. You will need to get a spreadsheettemplate from the Smap Server
TW!: &reparation /
Step 2. Click ondministration
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Step !. password is re"uired. #se#sername$ %your user name&'assword$ %your password&
TW!: &reparation
Step (. Click on the download Template )utton
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Eercise: .et the template
o%nload from administration module http:hea14smap4com4au
5ave a loo' at the Survey %or'sheet
Choices %or'sheet
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SE!I"YI#$ %UESTIO#S
*ac'ground
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T57EE: 7evie% papersurvey 11
text
You want to type a textanswer.
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Tet 8uestion
t&'e name lael
tet surveyor9name
ame of the surveyor
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$ni;ue name for the ;uestiono spaces allo%ed
!nly English letters and num"ers
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T57EE: 7evie% papersurvey 13
integer
You want a num)er*perhaps an %integer& or
may)e you need a%decimal& to record
num)ers with a decimalpoint.
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=nteger 8uestion
t&'e name lael
integer num"er9in9hh What is the totalnum"er of people
currently %ith youhere in yourhousehold >includingyourself?@
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!n the phone only num"ers can "e entered inresponse to this ;uestion
Survey
sheet
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ecimal 8uestion
t&'e name lael
decimal %eight What is the %eight ofthe child in A.@
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B decimal place can "e entered as %ell as num"ersfor eample 234+,
Survey
sheet
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ote 8uestion 7ead !nly
t&'e name lael
note mother9n This section is formothers
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o ans%er is provided to a Dnote ;uestion4 =t is used
to provide information to the enumerator
Survey
sheet
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ate 8uestion
t&'e name lael
date do" What is the childFsdate of "irth@
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B calendar %ill "e sho%n on the phone so that thedate can "e selected
Survey
sheet
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=mage 8uestion
t&'e name lael
image goat9pic Ta'e a picture of thegoat
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B photograph %ill "e ta'en
Survey
sheet
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Video 8uestion
t&'e name lael
video damage Ta'e a video of thedamage
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B video %ill "e ta'en
Survey
sheet
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Budio 8uestion
t&'e name lael
audio story 7ecord the story
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Bn audio recording %ill "e ta'en
Survey
sheet
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.&S &oint 8uestion
t&'e name lael
geopoint location 7ecord the location
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!nly one location can "e captured per form
Survey
sheet
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( Smap Consulting &ty )td 22
Demonstration
Creating your Grst Surveyonly using the Survey
%or'sheet
7efer to D8uestion Typesin Smart &hone Training
Course 7eference
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Eercise: Create Hour Iirst Survey
Create some ;uestions in survey %or'sheet Specify
type
name
)a"el
$se types of
tet
integer
decimal
note
date
image
video Budio
)oad survey onto server give it a name that includes your group
Test on your phone
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SEE!T O#E *#D SEE!T+UTIE %UESTIO#S
)esson 2
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T57EE: 7evie% papersurvey 2,
select+one
You want to select one
option from a list.
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Select !ne 8uestion
t&'e name lael
select9one hh9type hh 5ousehold
Type
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8uestiontype
)ist name
Survey
sheet
Choices
sheet
list name name laelhh9type oh !%n 5ome
hh9type rh 7ented 5ome
Specify "uestion in survey sheet and
options in choices sheet
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T57EE: 7evie% papersurvey 2/
Select+multiple
You want to select one
or more options from alist.
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Select
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Demonstration
Bdding a select one andselect9multiple ;uestion to
the survey
7efer to D8uestion Typesin Smart &hone Training
Course 7eference
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Eercise: Select9one and select9many 8uestions
$pdate the spreadsheet to include B ne% ;uestion in JsurveyK %or'sheet
!ptions in JchoicesF %or'sheet
$pload template to server
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Specifying 8uestion and !ption ames
o Spaces
$se english characters only
Iirst character must "e a letter
)o%ercase preferred ames are case sensitive so al%ays ma'ing them
lo%ercase reduces the chance of a formula not %or'ing"ecause of a capital letter
$se D9 to separate %ords >preferred?
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Survey Tip 1 L $se the same list name in select ;uestion and choices %or' sheet
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survey ta"
choices ta"
The list name lin's the data=n the choices %or'sheet to
The select ;uestion
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RE"ERI#$ TO V*UES I#OTHER %UESTIO#S
)esson 13
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5o% to refer to the value of another ;uestion
Surround the ;uestion name %ith MNOP
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t&'e name lael
tet child What is the childFs nameinteger age 5o% old is MNchildPSu
rvey
sheet
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Why refer to other ;uestion values@
To provide contetual information to the ;uestion Bs in the previous ;uestion clarifying %hich child
7elevance >S'ipping ;uestions? Ior eample Ds'ip to ;uestion , if age is less than ,
Constraint um"er of children attending school must "e less than
the total num"er of children in the household4
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S,II#$ %UESTIO#S -REEV*#!E
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B"out D7elevance
Ior phone surveys %e donFt Ds'ip to another;uestion instead %e specify a rule that ma'es a;uestion Dnot relevant
=f a ;uestion is not relevant it %ill not "e as'ed
These rules are speciGed in the Drelevant columnin the survey %or'sheet
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Eample %eight and length ;uestion are only relevant if the age isless than or e;ual to , years
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t&'e name lael rele.ant
integer age 5o% old is the
child in yearsdecimal %eigh
tWeight in Ag MNageP QR
,
integer lengt
h
5eight in
centimeters
MNageP QR
,
Survey
sheet
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5o% to test if an option has "een selected in a select9one orselect9multiple ;uestion
=ts very common to test for a selected option
$se the follo%ing
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lected > MN;uestion9nameP Joption9nam
ote the spaces are not needed they are #ust include for clarity45o%ever the single ;uotation mar's around the option name are needed
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(c) World Vision 2013 T57EE: 7evie% papersurvey +0
Example$ ,ther "uestions
You want to type a textanswer )ut only if%other& is selected.
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( Smap Consulting &ty )td +1
t&'e name lael rele.ant
select9oneshelter9type
s9type Shelter
tet s9type
9other
Specify
other
selected>M
Ns9typePFF?
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Survey
sh
eet
Choices
shee
tlist name name lael
shelter9type 1 !%n 5ome
shelter9type 2 7ented 5ome
shelter9type !ther
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%/estion Si'
304 Bre you currently pregnant@ =f yes s'ip to 83/
314 5ave you had a tu"al ligation or your partner avasectomy@
=f Hes s'ip to 833
324 Bre you currently doing something or using anymethod to delay or avoid getting pregnant
=f o S'ip to 83+
334 oes your seual partner 'no% you are currentlyusing a family planning method@
=f Heso S'ip to83,
3+4 =f you are not using any method %hy@ =f any one of theses'ip to 83/
3,4 Which method are you currently using@
3-4 Where did you get the method you are currentlyusing@
3/4 =n the last - months have you discussed thepractice of family planning %ith your seual partner@ Hes R 1 o R 0
ot married R 3
Eercise
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DemonstrationBdding an Dother please
specify ;uestion to aselect ;uestion
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Eercise: S'ipping 8uestions
Bdd an D!ther &lease Specify ;uestion
$pload template to server
Bnd test your template
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!O#STR*I#TS
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B"out DConstraints
Constraints are used to prevent the enumeratorcontinuing if an invalid ans%er has "een entered
Constraints are chec'ed after Gnished ans%ering a;uestion and are moving onto the net ;uestion
B constraint al%ays needs in some %ay to refer tothe ans%er of the current ;uestion as its chec'ing ifthat ans%er is valid
Hou refer to the ans%er of the current ;uestion using
a D4 >a dot? 7elevance rules are chec'ed "efore a ;uestion is
as'ed so they should never refer to the value oftheir o%n ;uestion
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Eample Bge must "e less than 1,
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t&'e name lael constraint
integer age 5o% old is the
child in years
4 Q 1,
Survey
sheet
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Constraint message
=f the constraint is violated the default messageis: DSorry this response is invalid
ot very helpful
=t also may not "e in the language of the survey
Hou can provide an alternative message in theDconstraint9message column
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t&'e nam
e
lael constr
aint
!onstraintme
ssaeinteger
Bge 5o% oldis thechild in
years
4 Q 1, The age must "eless than 1,
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Eercise -4 Constraints
7efer to the current ;uestion %ith D4
Validate some of our ;uestions DU greater than
DQD less than
DRD e;uals
7efer to other ;uestions using MNOP
Com"ine rules Dand
Dor D>? "rac'ets
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Warning
=f you ma'e a read only ;uestion re;uired thenyou %onFt "e a"le to get past that ;uestion
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SURVEY REVIEW *#D!O++O# ERRORS
*ac'ground
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$se the same list name in select ;uestion and choices %or' sheet
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survey ta"
choices ta"
The list name lin's the data=n the choices %or'sheet to
The select ;uestion
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S'ipping ;uestions
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=n the Drelevant epressionEnclose the ;uestion name inMNOO44P
survey ta"
choices ta"
=n the Drelevant epressionfor select ;uestions the valuecome from the choices %or'sheet
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ames cannot have spaces
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survey ta"
choices ta"
The circled %ords are all names
8 i l l
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8uestion types are al%ays lo%er case
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survey ta"
choices ta"
ames are case sensitive=f you use a capital then %hen you7efer to that name you must use
The capital letter
$ i
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$ni;ue namessurvey ta"
choices ta"uestion names must "eni;ue throughout thentire survey
ames >%hich are really
values? in a choices listmust "e uni;ue %ithinthat list
Error