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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

    (c) World Vision 2013

    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

    (c) World Vision 2013

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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

    (c) World Vision 2013

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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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    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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    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.

    (c) World Vision 2013

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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.

    (c) World Vision 2013

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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