Questionnaire Designer

Randomizing order of questions

This article is motivated by this user question. In this example we will consider similar questions (all of them categorical single-select) rating different aspects of the stay in a resort hotel. Our objective is to present the questions in different order for different respondents. Our other objective is to avoid pre-programming sequences of questions, as this is tedious and creates questionnaires with just a few sequences of questions. We will rely on the following Survey Solutions elements:

July 17, 2017

Alternatives to Date Type Question

A date type question requires three components of the date to be specified: year, month, day. If any of them is not known, the interviewers may not enter the other ones, even if they are known. When this is not acceptable, date type question should not be used. Instead consider one of the following alternatives: Three separate questions; Patterned text question, with pattern specified as ####-##-## Categorical question with year-month combinations, such as: 2016-September 2016-October 2016-November 2016-December 2017-January 2017-February 2017-March 2017-April

April 20, 2017

Mandatory (required) questions

In Survey Solutions any question may be left unanswered for reasons beyond the control of the questionnaire designer. The respondent may refuse to answer a particular question, don’t know the answer, or a family member may be unavailable for answering. Every once in a while our support team is receiving questions on how to designate a question “required”, so that the interview may not proceed unless this particular question is answered.

April 18, 2017

Replacement strategies

Every sample-based survey is subject to non-response either for the reason of refusal or problems of locating the household: household has moved, person died, address recorded incorrectly, etc. Whichever is the reason, it must be properly reflected in the interview result code - a categorical variable set by the interviewer to indicate the outcome of the visit to the household. Survey Solutions doesn’t do sampling. A sampling specialist should perform sampling for your survey.

April 10, 2017

Selecting a person

For random selection refer to this article. Here an example of determined selection is discussed. Consider you wish to select a child attaining the lowest grade, with selecting younger children to break the ties. We define selname as a string variable: selname=PERSONS.Where( p=>IsAnswered(p.name) && IsAnswered(p.age) && IsAnswered(p.grade) ).Where( p=>p.age.InRange(5,15) && p.grade.InRange(1,98) ).OrderBy(p=>p.grade).ThenBy(p=>p.age).First().name Note that if there are two or more children of the same age and grade exist in the same household, then the one entered first will be selected.

February 23, 2017

Formatting Text

Question texts and static-texts can be formatted with a series of html tags. The html tags that can currently be used in Survey Solutions are described in this article. Line break Use <br> to insert a line break. Italic Use <i> *to begin the use of italics. Then, use* </i> when you want to discontinue the use of italics. Underline Use <u> to begin the use of underline. Then, use </u> when you want to discontinue the use of underline.

June 22, 2016

Testing Your Questionnaire with the Online Tester

After creating your questionnaire you will need to test how the questionnaire operates (enabling and validation conditions). There are two ways to test your questionnaire, 1) the Tester app on an Android tablet or 2) the online Tester using a web browser on the computer. This article will walk you through the process of accessing your questionnaire on the online Tester. If you would like to know how to use the tablet Tester application, please refer to this article.

April 23, 2018

Testing Your Questionnaires Using the Tester Application

Although the web-based Questionnaire Designer application provides an easy way to create your questionnaire, sometimes you need to see what the questionnaire looks like on a device screen and how the questionnaire operates (conditions and variables). Depending on the mode of data collection, and the stage of testing you can choose to test the questionnaire with the Tester app on a tablet or the online tester. This article will walk you through the process of installing and testing your questionnaire using the Android Questionnaire Tester app on a tablet.

July 21, 2016

Questionnaire variable

Questionnaire variable field is a new mandatory field for questionnaires in Designer. Previously, the Questionnaire name field dictated the name of both the questionnaire and its main export file. Now, the questionnaires have two fields in Designer: the Questionnaire name field is a human-readable name that can contain any characters you wish, in any language, and can be rather large. The Questionnaire variable field is an identifier that will be utilized by Survey Solutions during export of the data for naming the main data file and should follow the same rules as applied to variable names and roster names.

October 19, 2018

Rosters

Roster properties When you select a roster, you can see its details in the right hand panel. Rosters are defined by a set of properties. While some features are common to all roster types, others are defined for a specific roster source. Survey Solutions has 4 roster sources. Three of them depend on the question type linked to the roster: numeric question, list question and multi-select question. No question is linked to the fourth roster source: fixed set of items.

June 21, 2016

Static Text

Description A *stat* *ic-text* is not a question but a text that can also be accompanied by a photo. A static-text cannot be modified by the enumerator, and is not intended to capture data but to communicate information to the enumerator or the interviewee. The text can be comprised of alphanumeric characters (A-Z, a-z, 0-9), basic punctuation symbols and spaces. You may also use text substitution to reference questions and user-defined or system-defined variables in the text.

June 21, 2016

Variables

Variables are computable expressions that can be used to simplify validation and enabling conditions that use complex expressions. The content of a variable can be substituted into question text or static text to provide text that is more informative and dynamic. Also, calculated variables are included in the export data files. To add a variable: First Method Click on the down arrow next to the ADD QUESTION button. Select ADD VARIABLE.

June 16, 2016

Create and Modify Components

This article will show you how to create, select, copy, move, and delete questionnaire components.   Create  All questionnaire components with the exception of sections can be created in the same manner. There are two methods for creating these questionnaire components (questions, sub-sections, rosters, variables and static texts).  To create a questionnaire component (except sections): First Method   Click on the *Add Question* button located on the left hand side of the navigation pane to create a question.

June 16, 2016

Questionnaire Components

Sections Any questionnaire created with this designer tool consists of sections and must have at least one section. Every section can in turn contain one or more: Sub-sections, Question, Roster, Static Text, and Variables. Sub-sections Subsections can contain one or more static-texts, questions, other sub-sections and rosters. They are used to group a set of questions related to a specific topic. For instance in household surveys a subsection can be used to group the questions related to the household’s characteristics.

June 16, 2016

Offline GIS Functionality Expansion

Question type earlier called area is now renamed to geography and supports capture of various geographic information: area (polygons), paths (polylines), single (point) and multiple (multipoint) on offline maps. Each selection is exported as vectors of points. This question type is now accessible from the syntax to be used in conditional and validation expressions. The following properties can be used in the syntax: double geography.Area double geography.

September 27, 2018

Validation warnings

Validation rules are an essential mechanism of improving the quality of data in CAPI surveys. However, not in all situations a check may point to a definitive problem with the data. In some cases the check may only request attention of the interviewer. In this case we are talking about warnings, rather than errors. Consider, for example, the following validation rules: In this case we are specifying that the wage must be positive, otherwise we should show an error to the interviewer.

April 2, 2018

Special values for numeric questions

Numeric questions may be enhanced with special values. For example, a numeric wage question may contain in addition to a numeric input, a selection of “minimum wage” and “last month’s wage” categories. They can be set up in the Designer by entering integer numeric codes and corresponding value labels: On a tablet, either a value should be entered, or one of the provided options may be selected (but not both):

April 2, 2018

Capturing signatures with a picture question

A picture type question can be used to capture signatures on a tablet. For this, the flag “use signature pad” should be set in the questionnaire Designer. On the tablet, a person will be able to leave a signature by writing directly on the screen: To store the signature, click the “Store signature” button. In the web mode interviews an image of the signature (picture file) can be uploaded as a file.

April 2, 2018

Audio Question

Description  Audio question records sound using the tablet’s microphone. This can be used in surveys where the recording of the respondent’s voice may serve quality control purposes or be directly of interest to the researchers. Creating a audio question  In Questionnaire Designer, Click on the Question Type text box. Select Audio from the list displayed. How an audio question works on a tablet  To answer the question the enumerator has to:

October 12, 2017

Geography Question

Description  A Geography question can capture various geographic information as listed below:   area (polygons), paths (polylines), single (point) and multiple (multipoint) For example, it can be used to define the exact location and the area of a land, such as a plot or parcel. This question type requires specific tablet configuration, as explained below. Creating a Geography question In Questionnaire Designer,  Click on the Question Type text box.

October 12, 2017

Categorical: Multi-Select Question

Description A categorical: multi-select **** question expects one or more answers to be selected from a list of possible answers (categories). The list of possible answers can either be defined before the interview or it can be created during the interview. If you are defining the categories prior to the interview you can add the categories in the design phase one at a time or by copying and pasting them from a document.

June 21, 2016

Categorical: Single-Select Question

Description A categorical: single-select question expects one answer to be selected from a list of possible answers (categories). This list can either be defined before the interview or it can be created during the interview. To define the categories beforehand, you can add them one at a time, copy and paste them from a document, or upload them from a tab-delimited file in Questionnaire Designer. To create the categories during the interview, the categorical: single-select question must belinked to a previous question (text, numeric, date) in a roster or to a roster.

June 20, 2016

Picture Question

Description The Picture question captures binary files. You can use this question type to take a photo of any object (e.g. national id cards or other objects for a survey collecting prices) and person (e.g. pictures of interviewees like employees or household members). A picture question may also be used to capture signatures.  Creating a picture question  In Questionnaire Designer   Click on the Question Type text box.

June 20, 2016

Barcode Question

Description A Barcode question expects an optical machine-readable representation of data relating to an object.  Creating a barcode question In Questionnaire Designer, Click on the Question Type text box. Select Barcode from the list displayed.  How a barcode question appears on a tablet To answer the question the enumerator has to: Tap on the text box. A red cross will display. Focus the cross on the barcode and without moving the tablet wait until the camera automatically takes a picture.

June 18, 2016

Survey Solutions Limits

The table below summarizes some of the Survey Solutions limits. It is not advisable to design a questionnaire on the margin of these limits. Limit Value Maximum number of questions in a section: 400 [questions] Maximum number of roster elements in a single roster (including rosters nested into it): 10,000 [items] Maximum number of roster elements in the whole questionnaire: 80,000 [items] Maximum question text length: 500 [characters]  Maximum length of a variable label: 80 [characters] Maximum variable name length for most question types: 32 [characters] Maximum variable name length for GPS and some other question types: 20 [characters] Maximum number of GPS questions marked as prefilled: 1 [question] Maximum nesting depth for rosters: 4 [levels] Maximum nesting depth for sub-sections

November 19, 2018

Design limitations by question type

When laying out the questionnaire in the Survey Solutions Designer, mind the following design restrictions by question type: Type of question Can be used as interviewer Can be used as supervisor Can be used as identifying Can be used as hidden Can be preloaded Can be used in substitutions Can be used in Web interviews Audio YES NO NO NO NO NO YES Barcode YES NO NO NO YES YES YES

March 12, 2018

Recognized Barcode Formats

The barcode question allows optical recognition of the following barcode types: Aztec Code Codabar Code 11 Code 25,  Code 39 Code 93 Code 128 Data Matrix GS1 DataBar  MSI Plessey PDF417 QR Code EAN UPC The exact type of the barcode is determined automatically during recognition and doesn’t have to be specified during questionnaire design.

February 2, 2017

Multimedia reference

Survey Solutions from version 5.7 allows the users embedding images into questionnaires. These images can be presented by configuring the static text elements. For details on the use of the images in the questionnaires, see the article on Questionnaire Attachments. The following file types are supported: File type Extension Max dimensions Portable Network Graphics *.png 4096x4096 Joint Photographic Experts Group *.jpg 4096x4096 We recommend combined size of attached files not to exceed 2MB to avoid slow synchronization.

October 3, 2016

Find and Replace

In this article you will lean how to use the search, and find and replace features in Designer. These features are particularly useful when making systematic changes to your questionnaire. Search  To search within a section, Click the search icon (or press Ctrl + F). Enter a text in the search box that appears. To search within the entire questionnaire (including conditions), Click the search icon (or press Ctrl + F).

November 4, 2016

PDF Export

The PDF file of the questionnaire provides a convenient overview of the whole questionnaire, detailed presentation of the options, conditions and instructions with a smart trimming of long texts and options’ sets. The exported document includes the attachments (images) and a convenient legend page explaining various elements of the preview. To export as a PDF, click on the Export as PDF button under the Action menu button. If you have a multilingual questionnaire, it will ask you to choose a language.

June 22, 2016

Compile

To check the questionnaire for errors and system warnings, click on the Compile button located below the questionnaire name. You can also use the keyboard shortcut Ctrl + B to compile the questionnaire. If no errors and warnings are found, a green text OK will display. If no errors are found, but system warnings are present click on the blue Warning link to see a list of system generated recommendations for your questionnaire.

June 15, 2016

Recent Changes to the Questionnaire

To see the record of all recent changes made to the questionnaire, click on the History button located on the top right of the page. This page will list the question that was changed along with the username of the person who made the change, and the time stamp for when the change occurred. Starting with version 5.15 (Released December 12, 2016), users can now undo changes that they have made to a questionnaire.

June 15, 2016

Settings

To update the settings of the questionnaire, click on the Settings button located at the top right of the page. You can update the questionnaire name and share the questionnaire with more than one person. To edit the questionnaire name edit the text in the *Questionnaire name* text box. To share the questionnaire with more than one person with edit or view only privileges, use the individual’s email that has been registered with Questionnaire Designer (http://solutions.

June 15, 2016

Questionnaire Edit Screen

The main components of the Questionnaire Designer edit screen are:   Settings. Enables you to add and edit collaborator privileges, alter the questionnaire name, and enable or disable the availability of the questionnaire in the public repository of questionnaires in Questionnaire Designer. History. Keeps the record of all recent changes made to the questionnaire, with the corresponding username and timestamp [Test](/questionnaire-designer/testing-your-questionnaire-with-the-online-tester), provides access to the online questionnaire Tester. Compile.

June 15, 2016

Questionnaire Designer Homepage

The Questionnaire Designer home page will appear after you login. This page consists of: ​My Questionnaires. Lists all of your questionnaires (both those that you have created and those that have been shared with you). Click on the name of the questionnaire to open and edit it. Public Questionnaires. Provides access to a number of exemplary questionnaires and tutorials.  Create New. Used to create new questionnaires.

June 14, 2016

Registration and Signing In

You do not need to install anything on your computer to start creating questionnaires in Survey Solutions. Questionnaire Designer is an online tool, which can be reached at https://designer.mysurvey.solutions/. To log in for the first time, you need to create an account. To create an account: Click on the Register link and complete the form displayed. Check the email account that you used for registration. Open the confirmation email from wbcapi@worldbank.

June 14, 2016

Circular references

Circular references is a computational problem, which cannot be resolved by a computer because it has no logical beginning and end, for example: Enable question Q1 if question Q2 is enabled, and enable question Q2 if question Q1 is enabled. In this example each of the questions Q1 and Q2 depends on each other, and there is no way to establish whether both should be asked or none at all.

April 2, 2018

Comments in Designer

Comments in Designer are an essential tool for collaboration of multiple users working on the same questionnaire. Each of the collaborators may leave comments to questions, indicating potential problems in implementation, or suggesting improvements. For example, It is common for the reviewers, that have a shared access to a questionnaire to leave the comments for the original author. The full list of comments in all sections of the questionnaire can be seen in the comments tool, which is accessible from the toolbar.

April 2, 2018

Multilingual Questionnaires

Often times researchers work in contexts where respondents of a survey speak different languages. Therefore, to administer surveys and collect higher quality data it is important to have questionnaires in the corresponding language. In Survey Solutions, you can create multilingual questionnaires directly in Designer as follows: After you are satisfied with the design of the questionnaire in the language of origin, click on the translation button in the advanced instrument panel on the left.

November 2, 2016

Lookup Tables

Lookup tables are reference tables that may be used in validation and enabling conditions. They are prepared as external tab-delimited files and uploaded to the questionnaire in the Designer. We use lookup tables to find content by some code and apply it in validations and enabling conditions as part of larger expressions. Often times this lookup code is a code of an item in a price survey, occupational code in a labor force survey, or a code of crop in an agricultural survey.

June 16, 2016

Macros

*Macros* simplify writing complicated expressions with repetitive sub-expressions. Consider for example, that several questions in the questionnaire are applicable to one group of persons, such as women of child-bearing age (let’s say 15-44 years old, exact numbers are of no particular importance here). Suppose the variable for age is age, and for gender is *sex* with values 1 corresponding to males, and 2 to females. Then the following macro can be defined:

June 15, 2016

Questionnaire Attachments

In some situations pictures become an indispensable tool to establish the true meaning of e.g. categories: small, medium, large. Pictures can be added to the questionnaire wherever a static text element is possible (including inside rosters and subsections). The same attachment can be displayed in multiple places in the questionnaire. Check the supported formats in Multimedia Reference. To add an attachment (image) to your questionnaire: Click on the paper clip icon on the toolbar on the left hand side.

June 15, 2016

Panel of Advanced Instruments

The panel of advanced instruments located on the left side of the questionnaire interface provides access to the questionnaire: Table of contents, displays a panel showing all the sections within the questionnaire.   Questionnaire description and survey information, is used to add information about the questionnaire (type of survey, covered country(ies), period of survey, responsible organization, etc). The information filled out here will also be included in the PDF export of the questionnaire.

June 15, 2016