Headquarters

Import the Questionnaire

The step by step instructions detailed below are necessary in order to upload your finished questionnaire to your tablets. Step 1  Log in to your server using the administrator or headquarters username and password. The demo server can be accessed at https://demo.mysurvey.solutions. The headquarters username and password are: Username: Headquarters1 Password: Headquarters1 Note that each institution using Survey Solutions will utilize their own server. Consequently, the details listed above may not be applicable.

June 28, 2017

Distributing Assignments to Interviewers

Step 1 Log in to your server using a supervisor account. If you are testing Survey Solutions, log in at demo.mysurvey.solutions using a supervisor account.  Step 2 Once the supervisor’s dashboard has loaded, select the Assignments tab. The list of assignments can be filtered by questionnaire template, person responsible, and/or archived status. From the list of assignments, the supervisor the supervisor should select the assignments that they would like to assign to one of their enumerators.

June 28, 2016

Standalone Installation

The setup has two parts, database installation and the application after that. Before running SurveySolutions.exe make sure that you have an installed and running instance of PostgreSQL. You can download PostgreSQL from here and run the setup. We currently run PostgreSQL version 10.4 on our servers. During the process you’ll set the port on which server will be running as well as a password for built-in user (postgres by default).

October 19, 2018

Alternative maps for servers in China

Survey Solutions map reports utilize maps provided by Google through their online service. To enable access to Google maps from China, the following two parameters should be added to the appSettings section in web.config configuration file of the Survey Solutions server: <add key="Google.Map.BaseApiUrl" value="http://maps.google.cn"/> <add key="Google.Map.BaseUrl" value="http://google.cn"/> This will replace the common Google maps engine used by all countries with the one specific for China. A restart of the web server may be required for the new settings to take effect.

April 3, 2018

Admin Settings

Administrators of the server can enable data export encryption, add a logo to the server home page, and see the admin auditing log. These can be enabled by accessing the *Settings* menu from the user drop down menu at the top right of the page. Data Export Encryption  This allows administrators to password protect data files. Select the *enable encryption* check box. The password for the data export files will automatically be generated, and can be reset by clicking on the refresh button.

January 9, 2017

Changing the Interface Language

Survey Solutions interface for Headquarter and Supervisor users can be presented in different languages. This article describes how to switch the interface to be presented in an alternative language. Recall that both HQ and Supervisor users work via a web browser. Switching the interface is done by telling the browser to request the content in a particular language. Note that this affects both Survey Solutions and other sites that are visited with the same browser.

June 16, 2016

Report: Survey Statistics

Survey Statistics report is accessible to supervisors and headquarter users, observers, and administrators. The report presents basic statistics calculated on survey data currently on the server and eliminates (in some cases) the need to export the data for calculation of these statistics. The report is always built within a single survey and is built for one of the questions in that survey. The report may be presented in one of the two modes: tabulation or summary statistics.

June 26, 2018

Detailed action log

The detailed action log allows the headquarters users view important actions undertaken by the interviewers on the tablets, such as application start and login activities, starting or discarding an interview, synchronization attempts, and other actions undertaken in the last 7 days. The actions log is updated with any synchronization of the tablet. (But if the tablet does not synchronize, there is no way for the HQ personnel to know what actions were undertaken, since this information won’t be sent).

June 8, 2018

Downloadable Report on Interviewers

This report is accessible in CSV, TSV, or Excel formats from the list of the interviewers screen and contains important information about the equipment being used by the interviewer and various statistics about the interviewer accounts, equipment status, etc. Thematically the indicators reported here are placed in the following groups: Indicator naming Group i_* indicators related to the interviewer account these indicators represent static or accumulated information about the interviewer account t_* indicators related to the tablet device;

December 6, 2017

Reports Tab: Track the Overall Progress of the Survey

Reports provide headquarters with a summary of the status of fieldwork—of progress by questionnaire, by team, by status duration, by devices/interviewers, by geography, by quantity, by speed, or on detailed survey statistics. All the reports under this tab can be exported in XLSX, TAB, and CSV formats. To export, navigate to the bottom right of the report, and click on the desired download format. By questionnaire template The *Surveys and Statuses* report summarizes the progress of each survey that headquarters is overseeing (i.

June 29, 2016

Survey Solutions Server Observer

Observer is an optional account, kind of an HQ user with a limited functionality, to passively monitor a survey. Observer accesses information through impersonation, looking through the eyes of a different user. An observer can do: Read individual interviews including any comments left; See reports; See lists of users and their profiles. An observer can not do: approve/reject interviews; create/delete assignments. any other change-state operations; download data. An observer account is created for a server, not for a survey!

October 6, 2017

Survey Solutions Server Administrator

Every Survey Solutions server has an administrator: Local server - the first user created after Survey Solutions is installed. Cloud server - the credentials are sent to the client that requested the server. An administrator can do everything an HQ user can do plus some exclusive actions: create HQ user accounts, observer user accounts and API user accounts (in addition to supervisors and interviewers as an HQ user can do), change passwords for these users; set up a logo for the server and the tablets; leave a message for all of the HQ users and supervisors; password-protect downloadable data; delete a survey (questionnaire and all data); unarchive a user.

October 6, 2017

Batch User Upload

Up to 10,000 user accounts can be created from a single tab-delimited file, which must include the login, password, and role of the user, and may include additional attributes, like email or phone. Batch creation of user accounts comes handy when: the same accounts need to be replicated on a different server; migrating from a different CAPI system with established accounts; the survey is so huge that manual creation of accounts via a web interface would take a significant amount of time.

June 30, 2016

Teams and Roles Tab: Creating User Accounts

The Teams and Roles tab provides tools for managing the human resources responsible for data collection—creating, editing, and deleting user accounts for supervisors, interviewers, headquarters (administrator), and observers (administrator). This tab also provides access to the batch user upload feature, where up to 10,000 user accounts can be created from a single tab-delimited file. To learn more about batch user upload, please refer to this article.  Supervisor accounts Every survey needs supervisors.

June 30, 2016

Create User Accounts for Your Team

Step 1 Log in to your server using the headquarters username and password Note that each institution using Survey Solutions will utilize their own server. Consequently, your username can differ from the one shown above.  Step 2 Create accounts for supervisors To add a supervisor, click on the Teams and Roles tab at the top bar of the headquarters dashboard. On the new screen, click the button Add supervisor.

June 23, 2016

Headquarters user: Browsing the Completed Interview

Step 1 Log in to your server using a headquarters account. If you are testing Survey Solutions, log in at demo.mysurvey.solutions using the following username and password: Username: Headquarters1 Password: Headquarters1  Step 2 Go to the Interviews tab  Step 3 From the filter on the left side of the screen, select Approved By Supervisor  Step 4 Click on the interview key for the survey case that you would like to browse.

July 19, 2016

Interview Tab: How to Find, Review, and Delete Survey Cases

The Interview tab is designed for taking action. Under the Interview tab, headquarters may search for survey cases, reallocate them to different teams, review them for quality assurance, and delete them to fix problems. The interview tab consists of the following tools: Database of survey cases. The rows are survey case entries. The columns capture details about survey cases, such as the respondent’s address, interview status, and an indicator that the interviewer has or has not received the survey case.

June 30, 2016

Survey Workflow

Workflow Demonstration Check out the video below (starting from 0:30) to learn about the survey workflow in Survey Solutions.  Workflow Description Headquarters, designated by the PC at the top of the figure, determines the subjects that need to be interviewed (households, firms, geographic area, etc.) and their assignments across team supervisors. Assignments can include one or more interview cases. Team supervisors, denoted by the laptops in the middle, first receive these assignments and then allocate them to the members of their team.

June 29, 2016

System generated files

Every archive of data exported from the Survey Solutions Headquarters contains among the user data the following system-generated data files: interview__actions; interview__comments; interview__diagnostics; interview__errors. The data files are also accompanied by an automatically generated file named export__readme.txt. This file documents which version of the Survey Solutions software was used to export the data, when the export was done, and placement of variables into the data files. Here is an example of such a file that may be accompanying, e.

December 12, 2018

Interview diagnostics file

interview__diagnostics file is a special service file, automatically produced with every data export, that contains useful information for assessing the quality of interviews: number of invalid entities (invalid answers and errors in static texts), number of questions with comments, duration of the interview etc. This is especially useful for user-written monitoring systems that work alongside Survey Solutions and continually monitor the quality of incoming data by periodically exporting the data and building customized reports.

October 19, 2018

Export of calculated variables

Calculated variables are commonly used in CAPI questionnaires to implement complex checks or indicate to the interviewer some derived information. For example, one may create a variable that calculates the number of children in the household, numChildren = Persons.Count(person => person.age < 18) and use this variable in subsequent questions to check if the number of children in a household exceeds a specific threshold. Starting with version 5.24 of Survey Solutions these variables will be automatically included in the export data.

September 28, 2018

Export to cloud storage

Binary data files, such as pictures and audio recordings are often large and can be time-consuming to download. One can now opt for pushing the data to own cloud storage, rather than downloading directly. The following cloud storage repositories are supported: DropBox; Google Drive; OneDrive. The direct download of binary data in the form of a single large zip-archive remains available. To push the data to the cloud storage, select the corresponding option in the download dialog, then authenticate yourself with the corresponding cloud storage provider:

April 2, 2018

Interview statuses (actions)

Survey Solutions tracks the actions performed on interviews (such as change of status or other major actions) using the following pre-defined actions: SupervisorAssigned InterviewerAssigned FirstAnswerSet Completed Restarted ApprovedBySupervisor ApprovedByHeadquarter RejectedBySupervisor RejectedByHeadquarter Restored UnapprovedByHeadquarter Created Resumed Paused TranslationSwitched OpenedBySupervisor ClosedBySupervisor You can encounter mentioning of these actions in the interview__actions file and in paradata along with the timestamp when the action was taken and accounts involved.

February 7, 2018

Missing values

Survey Solutions recognizes two situations of missingness: the value is missing because the logic of the questionnaire is disabling (skipping) this question. There is nothing that the interviewer can do to enter a value in such a field and in some cases even to see the question and its options. the value is missing despite the question is enabled (not skipped). This could be because of any of the following: interviewer hasn’t reached this point in the interview; interviewer missed the question, didn’t ask it and hence no answer was recorded; none of the options was suitable to accommodate the respondent’s answer and hence the interviewer didn’t record the answer; other similar situations.

June 13, 2017

Stata export file format

When Survey Solutions v5.18 is writing an exported data file in Stata format it is producing it according to Stata 14 data file specification, available from StataCorp LLC. Stata versions prior to version 14.0 (e.g. 12.0, 13.1, etc) cannot open these files because these older versions of the software are not aware of the newer file format. The message that the user will see on the screen varies, and may look, for example like the following:

April 11, 2017

Rosters-Export File Anatomy

Recall that each exported file corresponds with a level of observation in the questionnaire. Rosters and their source question are exported as follows: Source question: Export file at the questionnaire level (corresponds with the name of the questionnaire) Roster: Export file at the roster level (corresponds with the roster name) List Roster In the export file at the questionnaire level, a list roster source question generates as many columns as the defined maximum number of list elements.

November 9, 2016

Questionnaire Data - Export File Anatomy

Every questionnaire will contain at least one data file corresponding to the main level of data, and potentially one or more subordinate files corresponding to additional levels defined by the rosters. Questionnaire level file: file name corresponds to the title of the questionnaire The questionnaire level export file consists of the following columns: Id, question variable names including roster trigger questions, and the system generated case Id. 1. Id.

September 23, 2016

Data Export Files

Overview The exported data will be in a .zip file containing one or more files. The number of such files is a function of the structure of the questionnaire, meaning that exporting produces one file per level of observation in the questionnaire, or in other words in addition to one file at the questionnaire level, each roster in the questionnaire will generate another export file. For example, one file for household-level variables, one file for household member-level variables, and one file for asset-level or consumption item-level variables.

August 18, 2016

Upgrading assignments

Survey Solutions assignments play a critical role in the survey process because they regulate who is supposed to deliver the incoming data (interviews). Each assignment is referring to a particular questionnaire. It is best to not modify the questionnaire during the survey. Some of the undesirable effects of this are: the survey becomes split between several databases, each has to be downloaded separately from Survey Slutions and appended later using external tools; the data may no longer be comparable (e.

December 12, 2018

Protecting pre-loaded answers

Starting with v18.06 Survey Solutions allows protecting values of trigger questions that have been preloaded from being subsequently modified by the interviewer. The protection applies to reduction, but permits extension. This is commonly needed in the panel surveys, where, for example, the names in the list of household members that are preloaded should not be eliminated by the interviewer, but new household members may be added if needed. The protection applies to questions that may perform the role of triggers:  numeric,  text list, and  multiple-select categorical (in regular or Y/N-mode).

June 6, 2018

Errors in user-supplied files for preloading

Survey Solutions allows preloading assignments with data, including answers to questions inside rosters and nested rosters. It is the user’s responsibility to supply valid input files for this process. The user-supplied files will be validated to match the questionnaire template that is being preloaded. Survey Solutions can detect a number of inconsistencies and common problems and will indicate them during preloading. Each detected error is having a code listed in the table below.

March 9, 2018

Survey Setup Tab: Import, Copy, and Delete Questionnaire Templates, and Create Assignments

The survey setup tab lets you do several things: Questionnaires Import template. Import questionnaires from the Designer site to the headquarters software. Create assignments: Headquarters provides two ways of creating assignments for a given questionnaire: one at a time, or in a many at a time (batch). Clone questionnaire template: Copy the questionnaire templates previously imported to the server. This feature is only available to the administrator. Delete questionnaire.

June 29, 2017

Creating Assignments One at Time

Step 1 Log in to your server using the *headquarters* username and password Note that each institution using Survey Solutions will utilize their own server. Consequently, your username can differ from the one depicted above.  Step 2 Select the Survey Setup tab, and click on Questionnaires. Step 3 Create the new assignment for your questionnaire. Click on the questionnaire template you want to create a new assignment for, and then click on *New Assignments* from the pop-up menu.

June 29, 2017

Numbering in subordinate rosters during preloading

It is important to make sure that during preloading of multiple files the subordinate records are correctly identified. The numbering depends on the kind of trigger used for determining the size of the roster: fixed: the Id variable in the subordinate file should contain the code of the item specified in the Designer. multiple choice: the subordinate file should contain the codes of items as specified during setting up the multiple choice question in the Designer.

February 23, 2017

Uploading Many Assignments at a time

For many surveys, creating assignments one by one will be a tedious and time intensive task. To help speed up your work, Survey Solutions allows you to batch upload many assignments at once using a tab delimited. Follow the steps below to perform a batch upload of assignments: Step 1 Create a tab-delimited file with the identifying information for your assignments Before performing an interview, data collection teams must know the name (e.

June 27, 2016

Customize web interview messages

Web interviews conducted with Survey Solutions contain reasonable default messages suitable for many surveys. But if the default messages are not suitable for a certain purpose, they can be customized in the web survey setup dialog at the Survey Solutions Headquarters: For every parameter select if you wish to display a built-in default message, or a custom one, and if so, provide your custom (formatted) text of such a message. You can use the formatting toolbar provided in the editor to adjust the font color and font attributes, include numbered and bullet lists, and include hyperlinks.

April 2, 2018

Computer Assisted Web Interviewing (CAWI)

Introduction The CAWI mode in Survey Solutions allows the collection of survey information through web interviews. Enumerators are not conducting the interviews, as the respondents are fully guided by the software, with which they interact through the Internet—either with a tablet or computer. Unlike the CAPI mode in Survey Solutions, if respondents are utilizing a computer to fill out the survey respondents need to have a stable Internet connection during the entire process.

May 5, 2017

Survey Solutions API

Survey Solutions includes a powerful and flexible API which allows automating some tasks and allows our users to build larger systems, which may compliment Survey Solutions to achieve larger goals. We have shown earlier how an external application may use API to make Survey Solutions to export the data in the desired format. Other examples of use could be: an external dashboard or monitoring and reporting system, which updates some indicators every night and publishes them to a website, or an external checking and validation system which verifies collected data against some external sources of information and rejects automatically the incorrect interviews, or an integrated system, which utilizes Survey Solutions for data collections tasks and a statistical package for continuous analysis, facility management, inventory and price monitoring systems, etc, etc.

July 19, 2017

API for Data Export

Survey Solutions Headquarter provides a possibility for other [authorized] applications to perform data export. This is especially useful for creation of external dashboards, nightly automatic validations and other similar tasks. The API usage is performed with GET and POST HTTP requests addressed to the HQ server. All requests should be authorized via authorization of type: Basic. Note that an API user must be created on the server you address. The minimum set of tasks that the API users must be aware of to download the data includes:

September 19, 2016

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Components of the Headquarters Software

The headquarters software is a suite of connected tools for the administrator and headquarters users: to track the overall progress of the survey (Reports) to review completed interviews (Interviews) to manage the human resources (Teams and Roles) to specify survey instruments, create survey assignments with those instruments(Survey Setup) to export the data collected from these assignments (Data Export) to find a check the status of particular case assignments (Troubleshooting) The difference between the headquarters and administrator users is that the administrator can create headquarters/observer user accounts, archive user accounts, and delete questionnaire templates from the headquarters server.

June 29, 2016