Questionnaire Designer

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://solutions.worldbank.org/. 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.

August 9, 2018

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.

August 9, 2018

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.

August 9, 2018

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.

August 9, 2018

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.

August 9, 2018

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.

August 9, 2018

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.

August 9, 2018

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.

August 9, 2018

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:

August 9, 2018

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.

August 9, 2018