Survey Solutions

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Release notes

Last Updated: Sep 05, 2017 05:36PM EDT

This page documents the features and bug fixes in new versions of Survey Solutions released by our team every month. You can contact us for more information on our development cycle.
 

Survey Solutions 5.23

September 05, 2017

Survey Solutions 5.23 release contains:

  • New reports: Status Duration and Interviewer/Device
  • Facility for exporting reports to XLSX, CSV, and TAB formats
  • Improved interface for the Interviews report
  • And other small changes improvements
  • View.

Survey Solutions 5.22

August 03, 2017

Survey Solutions 5.22 release contains:

  • New question type: audio recording
  • Interviewer sign in to Survey Solutions server and access to interviews from the browser
  • And other small changes and functionality revisions
  • View.

Survey Solutions 5.21

July 06, 2017

Survey Solutions 5.21 release contains:

  • New paradigm for distributing interviews: assignments
  • Assorted Interviewer improvements
  • Assorted Designer improvements
  • Tester improvement
  • Application Programming Interface (API) improved and extended
  • New area question type
  • View.

Survey Solutions 5.20

May 04, 2017

Survey Solutions 5.20 release contains:

  • Sample mode for Web Interviews (CAWI)
  • New interface for several HQ pages, including Interviews list
  • New Troubleshooting page at HQ
  • And other small changes and functionality revisions
  • View.

Survey Solutions 5.19

Apr 05, 2017

Survey Solutions 5.19 release contains:

  • Interviewer profile page is reflecting the status of the interviewers' device and synchronization;
  • Human-readable interview key generated and displayed on the data server for HQ and supervisor users;
  • Security enhancements, and other changes;
  • View.

Survey Solutions 5.18

Mar 01, 2017

Survey Solutions 5.18 release contains:

  • Web-interviewing mode is added to collect data online
  • Export to Stata 14 Unicode data files
  • View or Download as pdf

Survey Solutions 5.17

Feb 01, 2017

Survey Solutions 5.17 release contains:

Survey Solutions 5.16

Jan 04, 2017

Survey Solutions 5.16 release contains:

  • Android 6.0 and 7.0 support
  • Re-designed Headquarters pages
  • Changes to Designer: substitution of the nested roster titles
  • Animated group opening
  • Download the full release notes

Survey Solutions 5.15

Dec 12, 2016

Survey Solutions 5.15 release contains:

  • Questionnaire versioning on Designer
  • Draw answer options for categorical questions directly from list questions
  • Improved handling of HMTL formatting in all components of the software
  • Headquarters role can approve interviews without waiting for a supervisor's approval
  • Ability to reassigned interviews to a different Supervisor (team)
  • Customization of the Headquarters login page with a custom logo
  • Download the full release notes

Survey Solutions 5.14

Nov 4, 2016

Survey Solutions 5.14 release contains:

Survey Solutions 5.13

Oct 3, 2016

Survey Solutions 5.13 release contains:

Survey Solutions 5.12

Sept 6, 2016

Survey Solutions 5.12 release contains:

  • New support site : http://support.mysurvey.solutions
  • Interviewer cover page: Improved Comments
  • Larger rosters
  • Changes to export of data: missing value;
  • API export of dataset;
  • Progress indication for PDF download, and other improvements
  • Download the full release notes

Survey Solutions 5.11

Aug 1, 2016

Survey Solutions 5.11 release contains:

  • An ability to develop and administer the multi-lingual questionnaires with on-the-fly switching;
  • More comprehensive support of Chinese, Nepali and some other languages in PDF preview;
  • Translation of the Headquarter/Supervisor interface to Portuguese, and other changes.
  • Download the full release notes

Survey Solutions 5.10

July 5, 2016

Survey Solutions 5.10 release contains:

  • Filtered options in categorical questions
  • Current time question type
  • Substitution in error messages and sections/sub-sections, and other changes.
  • Download the full release notes

Survey Solutions 5.9

May 31, 2016

Survey Solutions 5.9 release contains:

  • Variables allow more convenient programming of complex expressions and logic
  • Substitution in static text for more informative instructions to the interviewer
  • Access to Math library
  • Cloning questionnaires at HQ allows setting up a server for data collection isolated from future changes at Designer
  • Translation of Supervisor and HQ interface presents the supervisor and HQ in French and Russian, and other changes.
  • Download the full release notes

Survey Solutions 5.8

May 2, 2016

Survey Solutions 5.8 release contains:

  • Conditions on static text
  • Validation of linked questions
  • Hiding instructions
  • New PDF questionnaire preview, and other changes.
  • Download the full release notes

Survey Solutions 5.7

Apr 1, 2016

Survey Solutions 5.7 release contains:

  • Pictures in static text elements of the questionnaires
  • Filtered linked categorical questions
  • Support of regular expressions, and other changes
  • Download the full release notes

Survey Solutions 5.6

Mar 3, 2016

Survey Solutions 5.6 release contains:

  • Up to 10 validation expressions can be defined per question
  • Linked questions now can reference and display roster titles
  • Designer can control whether enablement conditions enable/disable questions or show/hide
  • Download the full release notes

Survey Solutions 5.5

Feb 1, 2016

Survey Solutions 5.5 release contains:

  • Lookup tables to provide reference data for validation and enabling expressions.
  • Possibility to create assignments directly to interviewers from headquarters, bypassing the supervisor level
  • Encryption of data in exported file, and other changes.
  • Download the full release notes

Survey Solutions 5.3

Dec 1, 2015

Survey Solutions 5.3 release contains:

  • Macros to simplify writing complex expressions.
  • Possibility to copy and paste sections, rosters and individual questions between questionnaires.
  • New mode of multi select categorical questions with explicit Yes/No options and new export format for multi-select questions, and other changes
  • Download the full release notes

Survey Solutions 5.2.1

Nov 16, 2015

Survey Solutions 5.2.1 release contains:

  • Bugfixes to the headquarters component only.

Survey Solutions 5.2

Nov 2, 2015

Survey Solutions 5.2 release contains:

  • Localization of the interviewer app to French, Spanish, Portuguese, and Russian languages.
  • Possibility to unapprove interviews previously approved by the headquarters users.
  • Increased limit of up to 15,000 items in cascading selections, and other changes
  • Download the full release notes

Survey Solutions 5.1

Oct 5, 2015

Survey Solutions 5.1 release contains:

  • Export of commentaries and DDI meta data.
  • Hidden questions to store necessary data for panel surveys and other uses.
  • New function for randomization in surveys
  • Possibility for interviewer to 'un-answer' any question, and more changes to all components of Survey Solutions.
  • Download the full release notes

Survey Solutions 5.0

Sep 1, 2015

Survey Solutions 5.0 release contains:

  • New design of the Interviewer and Tester application, support of Android 5.0: Colors that communicate status, expandable navigation pane, compact view of disabled questions, buttons for navigating to the next or parent section and other visual changes.
  • Improvements to users and assignments management at the Headquarter: Batch creation of user accounts; possibility to archive interviewers and/or supervisors; store names and phone numbers for users.
  • Changes to questionnaire designer and programming language
  • New guides on the use of functions in Survey Solutions
  • Download the full release notes

Survey Solutions 4.4

May 26, 2015

Survey Solutions 4.4 release contains:

  • Export of data to SPSS and Stata binary files simplifies data transfer to popular statistical packages;
  • Streamlined sample upload allows creating assignments for multiple supervisors in a single operation;
  • New questionnaire completion report provides more information for planning and decision making;
  • Download the full release notes

Survey Solutions 4.2

April 22, 2015

Survey Solutions 4.2 release contains:

  • Observer users can be created to be able to monitor the progress of the survey without permissions to make changes;
  • Functions can be used for routine validations and checks, include convenience functions to work with dates, strings, lists, geographical distances, and anthropometric measurements (zscores);
  • Addressing roster elements by code can be used within rosters (particularly in fixed rosters) for customization of validations and checks for different roster elements;
  • Download the full release notes

Survey Solutions 4.1

April 1, 2015

Survey Solutions 4.1 release contains:

  • Multiple headquarter users;
  • Server administrator role;
  • Batch approvals (rejections) of interviews;
  • Optimized communications in large teams;
  • Interviewer tablets registration;
  • Improved navigation in the questionnaire designer;
  • Import of text options in single-choice questions.
  • Download the full release notes

Survey Solutions 3.0

November 10, 2014

Survey Solutions 3.0 release contains:

  • New language for validation and skip conditions: Now, Survey Solutions can validate data using algorithms of arbitrary complexity. You will appreciate the simplicity and flexibility of new functionality for writing validations and conditions for rosters and groups; string functions for validating text questions; functions that calculates distances between GPS coordinates, data and time functions, and hundreds other functions and methods.
  • Extension of Data Export functionality: we removed the limitation that only a HQ approved questionnaires can be exported. Now, any questionnaire on a HQ or Supervisor, regardless of its status, can be exported.
  • Tab-delimited format for preloading, batch operations, and long lists: Survey Solutions is now using tab-delimited format for preloading, batch operations, and filling the long lists in the single choice and cascading questions. The Tab-delimited format can handle better the local scripts and punctuations.
  • We also made some changes in the user interface on a tablet, fixed bugs and optimized Survey Solutions for better performance.
  • Download the full release notes

Survey Solutions 2.4

October 6, 2014

Survey Solutions 2.4 release contains:

  • Cascading questions. Single-option questions can be linked to one another, so that the choices available in one (e.g. state) are dependent on the answer given to the previous question (e.g. country).
  • Multimedia question: photo. Interviews can contain photo attachments.
  • Find an interview. Headquarters and Supervisors dashboards allow users to search for an interview.
  • Improvements in Designer. Large questionnaires load up to eight times faster.
  • Download the full release notes

Survey Solutions 2.3

September 10, 2014

Survey Solutions 2.3 brings to the users four new features:

  • Interviewer: Filter-as-you-type drop-down menus (combo boxes). Multiple choice questions can now be presented as drop-down menus, filtered according to characters typed in by the enumerator.
  • Designer: Import and export for answer lists. Answer lists for multiple choice questions can be imported from and exported to CSV files.
  • Designer/Interviewer: HTML tags for questions. You can use HTML tags to format the question text.
  • Headquarters: Deleting unused templates. Unused questionnaire templates can be now deleted, together with the corresponding data.
  • Headquarters: Survey progress graph. For surveys conducted in the sample mode, a new report plots the survey progress.
  •  
  • Download the full release notes

Survey Solutions 2.2

August 6, 2014

This release, next to bug fixes and stability improvements, introduces:

  • New Questionnaire Designer. New user interface improves performance and makes it easier to move questions or groups across chapters.
  • Static text field. Messages to the enumerator, consent forms and other types of text information that are not normally considered a part of the question can be included in the questionnaire as "static text fields".
  • Custom labels. Users can customize the variable label exported to Stata.
  • Masked entry. Questionnaire designers can set specific data format for text fields that the application will enforce, for example phone or national ID numbers.
  • Enhanced export. CSV export now includes interview status changes, responsible supervisors and enumerators, as well as interview durations.
  • Thousands separators. A comma will group thousands together when entering a large number into a numeric field.
  • Batch operations. "Select all" button will allow HQ users and supervisors to assign or delete interviews in a batch.
  • New map report. After clicking a pin on the map, the system will display basic information about the interview (responsible staff member, interview status), as well as a link to the complete interview record.
  • Download the full release notes

Survey Solutions 2.0

May 23, 2014

Next to multiple improvements in user interface and stability of the software, we have introduced a seven new features:

  • Listing mode. While conducting a listing or a census, your enumerator will be able to dynamically add new households to the set. However, just like with any other survey, such submissions will still be subject to supervisor's approval.
  • "Nested" rosters. From now on, you can "nest" rosters—that is, include rosters within rosters (within rosters..., etc.). For example, each row of the household members rosters can include a subsequent roster listing person's assets. Additionally, the questions can now include the tag "%rostertitle%", which will be dynamically replaced by the relevant row header.
  • Offline supervisor. Teams that work in the field without connection to the internet can now start using the offline supervisor dashboard, installed directly on the supervisors' laptops. Enumerators and supervisors will able to exchange data using the local network; the information will be uploaded to the headquarters once the internet connection is available.
  • Data preloading. Survey Solutions makes it possible to "pre-load" data into all fields, including the rosters. Such information can be then edited or deleted by the enumerator. The function makes it simple to, for example, upload and verify data from previous panel waves.
  • Map report. GPS data gathered with Survey Solutions can now be plotted on a map (using Google Maps imagery: both the street map and the aerial/satellite imagery). In that way, the headquarters users can instantly see where the data have been gathered.
  • QR Codes. The enumerators will be able to scan both two-dimensional QR codes and ordinary barcodes. Their contents (e.g. a serial number) will be stored with your data set.
  • API. You can now built your own application on top of the data gathered with Survey Solutions, as the current version adds the support for a JSON-based Application Programming Interface. The API will allow you to create dynamic dashboards, visualizations or export the data to custom formats (e.g. SQL-like databases).

WB CAPI 1.6

February 4, 2014

This release, next to bug fixes and stability improvements, introduces:

  • New question type: list. Lists can be used to collect up to 40 lines of text, for example to names gather of household members.
  • New roster type. The new list-type questions can also be connected to roster, where each list entry will correspond to one roster row.
  • Groups enclosed in rosters. Every roster can now include a nested group of questions, which helps organize roster data entry more efficiently.
  • Faster data export. Saving the survey results in .csv and tab-separated file formats takes less time and resources.

WB CAPI 1.5

January 14, 2014

The latest version of WB CAPI introduces two new types of rosters. In addition to the standard type of roster, connected to an integer-type question determining the number of rows to be displayed, WB CAPI now supports:

  • Fixed rosters. Such a roster can be defined by simply providing a static list of row headers.
  • Rosters connected to multiple-choice questions. In this case, a roster will be created with rows representing every option selected in a multiple-choice question. This feature is especially useful in income and consumption surveys, where the respondent can be first asked to select the products consumed from a list, in order to, subsequently, fill in a consumption roster specifying quantities and units.

Additionally, the process of selecting roster row headers has been made easier and more intuitive. The release also contains a number of bug fixes and measures improving stability of the application.

WB CAPI 1.4

December 9, 2013

This release includes bug fixes and performance improvements.

WB CAPI 1.3

November 20, 2013

This release features:

  • Questionnaire tester. A new application allows Questionnaire Designers to easily test their questionnaires on an Android device, helping them ensure that skip patterns and validation expressions are correct.
  • Easier management of rosters. "Autopropagated groups" changed their name to "roster". A roster can now be created by connecting a group to any integer question.

WB CAPI 1.2

November 1, 2013

Features added in the release include:

  • Questionnaire compiler/verifier. After editing your questionnaire in the Questionnaire Designer, you can instantly check if the skip patterns or validation expressions you have entered are correct. Our verifier will warn you when wrong syntax, references to nonexistent variables or other design errors are detected.
  • Smarter "select multiple"-type questions. While creating categorical questions with multiple answers possible, questionnaire designers have more options. They can limit the number of answers (E.g. "select the three most important reasons...") and ask the respondents to order them, for example indicating their preferences.

WB CAPI 1.1

October 20, 2013

The CAPI team is constantly working on adding new features. This release (1.1) has included various fixes that improve the stability and responsiveness of the Designer and Interviewer software. In addition to that, the release includes support for:

  • Name substitution. The text of a question displayed to the interviewer can now include the answers to one or more of the other questions. For example, if the answer to the question about the interviewee's name is "Tom", a question about the job that follows can be automatically updated to "What is Tom's job?";
  • Supervisor questions. Certain questions can be marked as answered only by supervisors. This feature might be helpful when more experienced supervisors are expect to assign codes to answers given to the interviewers in a narrative form;
  • Decimal fractions in numeric questions. Questionnaire designer can freely select the number's precision.

The release also contains various user interfact improvements, such as displaying the name of the interviewer on the dashboard of the tablet app.

Official release of WB CAPI

September 30, 2013

The World Bank's software for computer-assisted personal interviewing (CAPI) has been officially released. Using the web-based editor, users around the world can build their own questionnaires that will be used to gather data with Android-based tablet devices. The official release comes with a set of new features:

  • Linked questions give the possibility to e.g. precisely map different kinds of relationships within a household by allowing to select answers to a categorical questions from within a roster list;
  • CAPI can collect GPS coordinates, supported in the new question type: Geolocation;
  • Interview assignments that have not been yet completed can be deleted by the headquarters user

New version of Questionnaire Designer; the Headquarters console supports bulk uploading of interview assignments

August 7, 2013

Substantial changes have been introduced to the Questionnaire Designer:

Additionally, we have introduced the possibility of importing large batches of addresses to be visited by the interviewers from a CSV file.

  • The application makes a more efficient use of the screen size, while new tool tips provide contextual help to the users;
  • The SingleOption and MultiOption questions are now called “Categorical: one answer” and “Categorical: multiple answers”;
  • Adding a new option to a categorical question is much easier—it can now be done with one click and does not require any further confirmation;
  • The “Export to PDF” function has been redesigned. The PDF files generated by the system now feature a cover page, distinguish between different types of questions and include the condition and validation expressions
  • Download the full release notes

New interface and further performance improvements

July 29, 2013

A new, responsive user interface has been introduced to the Headquarters and Supervisor consoles, making it easier to quickly add new supervisors and interviewers and match them to single or multiple households (or other interview assignments). We have also rolled out further performance improvements: downloading 1000 questionnaires to a tablet device takes only 8 minutes; uploading 1000 completed questionnaires to a cloud server takes 30 minutes. The supervisor console can handle over 10,000 submissions and generate statistics without noticeable delays.

Performance improvements

July 22, 2013

Synchronization of the data between tablet devices and the server is now faster; thousands of completed questionnaires can be uploaded within minutes. The system handles broken internet connections more robustly and without data loss. The tablet application displays a gauge measuring the synchronization process.

Questionnaire Designer users can now make their questionnaires public (available to other users).

Project background

The CAPI project started in early 2012 in cooperation with the Bill & Melinda Gates Foundation, the Living Standards Measurement Study-Integrated Surveys on Agriculture team and the Food and Agriculture Organization of the United Nations. Initially, the client software was produced for Microsoft Windows 7-based Tablet PCs; at the same time first versions of the Survey Management System (the server software) have been released.

The project, however, coincided with massive changes to Microsoft Windows-powered tablet devices. Windows RT, the successor of the tablet version of Windows 7 that was launched in September 2012, has not preserved backward software compatibility. Consequently, applications written specifically for Windows 7, such as the CAPI client, would not work on the newer devices

At the same time, the market share of basic Android tablet devices kept growing, especially among low-cost devices that could be purchased also by austere governments or from shoestring research budget. As a result, our team decided to concentrate its efforts on developing an Android-based client, with the possibility of extending the support to other platforms at a later stage.

The change in the chosen platform led to postponing the implementation of certain features, as the attention of the developers was focused on producing the new version of the client. Given that, the first pilot survey using the CAPI system was started only in March 2013 in St. Lucia.

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