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© Smap Consulting Pty Ltd 2
Session Objective
• Understand how to create and edit a survey• Practice loading surveys onto the server, running them on the
phone and checking the results
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Step 1. You will need to get a spreadsheettemplate from http://xxx.smap.com.au
TWO: Preparation 5
Step 2. Click on Administration
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Step 3. A password is required. UseUsername: “your user name”Password: “your password”
TWO: Preparation 6
Step 4. Click on the download Template button
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The “survey” sheet provides the command determining the type of question, the questions themselves, and allows you to customize aspects of questions. For example: “select_one” or “select_multiple” or “integer”.
The “choices” sheet, as indicated by its name, is where all the different response options are listed. So in a “select_one” question the list out of which a single answer is selected will be found on the choices sheet. For example:
Select one of the following: Displaced At home
Survey sheet Choices sheet
TWO: Preparation 8
© Smap Consulting Pty Ltd 9
Exercise 1. Get the template
• Download from administration module– http://xxx.smap.com.au
• Have a look at the– Survey worksheet– Choices worksheet
DRAFT NOT FOR CIRCULATION THREE: Review paper survey 12
geopoint
You want to record the
latitude and longitude of the
survey
DRAFT NOT FOR CIRCULATION THREE: Review paper survey 13
select_one
You want to select one option from a
list.
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Select_multiple
You want to select one or more options
from a list.
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text
You want to type a text answer but only if “other” is selected.
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integer
You want a number, perhaps an
“integer” or maybe you need a
“decimal” to record numbers with a decimal point.
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In the “Survey sheet” (follow row 3):Column A (type): write “text”Column B (name): type in the name of the item. In this case, “surveyor”. No spaces between words in this column!Column C (label::english): This is the text of the question/instruction. “Name of surveyor”
Sam
ple
Word
d
oc
Su
rvey s
heet
Simple text questions only use the survey sheet as there are no choices to be made.
FOUR: Simple text 18
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In the Survey sheet :Column A (type): write “integer”Column B (name): type in the name of the item. In this case, “current_hh”Column C (label::english): “How many people are currently in this household, including yourself?”
Sam
ple
Word
d
oc
Su
rvey s
heet
Integer is used when you need a numeric response.
FOUR: Integer 19
© Smap Consulting Pty Ltd 20
Exercise 1. Create Your First Survey
• Create some questions in survey worksheet– Specify
• type• name• Label
– If you do a select one or select multiple question then add some options in the choices sheet
© Smap Consulting Pty Ltd 21
Exercise 2. Questions with Options
• Update the spreadsheet to include– A new question in ‘survey' worksheet– Options in ‘choices’ worksheet
• Upload template to server
© Smap Consulting Pty Ltd 22
Survey Tip 1 - Use the same list name in select question and choices work sheetsurvey tab
choices tab
The list name links the dataIn the choices worksheet to The select question
© Smap Consulting Pty Ltd 24
Exercise 3. Repeating Groups
• Convert some of your questions into a sub form– Type: begin repeat
• Provide a unique name for the sub form• Optionally provide a label that will be shown at the top of the screen
while in the sub form• Enclose the questions that you want to repeat and end the sub form with
a question type of “end repeat”– Type: end repeat
• Upload template to server• Complete the survey• When exporting the results try pressing the “pivot” and “flat”
buttons to see how that affects the results
© Smap Consulting Pty Ltd 25
Surveys with Repeating Groups
This survey has 1) a repeating group to get information of all the household members 2) a second repeating group to get information on the vehicles that the household hasThen for each vehicle there is another repeating group to get all the faults for that vehicle
© Smap Consulting Pty Ltd 26
Exporting surveys with repeating groups
Select forms to include
Select forms to flatten
Select survey
© Smap Consulting Pty Ltd 27
Exercise 4. Skipping Questions
• Add an “Other – Please Specify” question• There is no such thing as “skip to”!
– Is the question relevant?
• Refer to other questions using ${…}• Check for a selected value in a select question using:
• selected(${question_name} , ‘value’)
• Upload template to server
© Smap Consulting Pty Ltd 29
About groups
• Groups, as opposed to “repeat groups” are used to:– Group other questions so you can apply a relevance rule to all of the
questions at once– Show multiple questions on a single screen of the phone or tablet
1. Begin and end of group
2. Unique name
3. Optional Label, appears atTop of every screen within group
© Smap Consulting Pty Ltd 30
Show multiple questions on one screen
• Set appearance to– “field-list”
• Questions are shown as a list down the screen– “table-list”
• Questions are shown as a grid• Sub question must be of type select_one or select_multiple
© Smap Consulting Pty Ltd 31
Exercise 5. Groups
• Applying a relevance rule to multiple questions– Add a “consent” question at the front of your survey– Add a group around your other questions– Add a relevance to the group so that it is only relevant if the answer to
the consent question is ‘yes’
• Putting questions on the screen– Create a group around some questions– Add an appearance of field-list to that group
© Smap Consulting Pty Ltd 32
Exercise 6. Constraints
• Refer to the current question with “.”• Validate some of our questions
– “>” greater than– “<“ less than– “=“ equals
• Refer to other questions using ${…}• Combine rules
– “and”– “or”– “()” brackets
• Make questions required
© Smap Consulting Pty Ltd 33
Exercise 7. Calculations
• Sometimes you need to calculate a value and its handy to store that somewhere– For reference for “relevance”– For use in other calculations
• Example age in months– Calculate age in months from a date of birth– round(((today()-${dob}) div 30.4), 1)
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Question tweaks: More than one language
Surveys can contain translations into multiple languages. You will need to create a separate “label” and “hint” column in the survey worksheet for each language.
You will also need a separate “label” column for each language in the choices worksheet.
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Languages
Su
rvey s
heet
No language has been specified however the survey is being conducted in Esperanto
Ch
oic
es s
heet
FOUR: Languages 36
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Su
rvey s
heet
The language has been given a name “esperanto”. This name is separated from the column heading by ::
Ch
oic
es s
heet
Just giving one language a name is not useful though…
FOUR: Languages 37
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Su
rvey s
heet
Latin has been added as a language. During the survey on the phone the enumerator can now select the language that they want to use
Ch
oic
es s
heet
You can give the language any name you like. For example oldlatin. As long as there are no spaces and you are consistent for all three columns FOUR: Languages 38
© Smap Consulting Pty Ltd 39
Exercise 8. Languages
• The following columns can have multiple languages– label– hint– label (options)
• Change the heading to – label::{Language}– Hint::{label}
• Create additional columns for each additional language
© Smap Consulting Pty Ltd 41
Location
• You can have 1 location question per form• There are three types
– Point– Polygon (Area)– Line
© Smap Consulting Pty Ltd 42
Point
• Create a question of type geopoint• You can give it any name you like but in the results it will be
called “the_geom”
© Smap Consulting Pty Ltd 43
Polygon (Area)
• Create a sub-form (begin repeat)– Give it a name that starts with “geopolygon_”
• In the sub-form specify a geopoint question
© Smap Consulting Pty Ltd 44
Line
• Create a sub-form (begin repeat)– Give it a name that starts with “geolinestring_”
• In the sub-form specify a geopoint question
© Smap Consulting Pty Ltd 45
Results displayed on a map panel
• The picture shows a polygon and line captured in two different surveys and displayed on the same map panel
• Display of the points that make up the line has been specified however the points are not shown for the polygon. These settings are specified in the “aside” click on the “<“ icon.
© Smap Consulting Pty Ltd 46
Exercise 9. Location
• Add a geopoint question to record location• Head outside to test• When you have submitted the results add a map panel to
view the results
© Smap Consulting Pty Ltd 48
Pictures, Video and Audio can be added to both questions and options
A question with pictures added to the options
© Smap Consulting Pty Ltd 51
Exercise 10. Questions with Media
• Upload some photos or images to your survey• If you don’t have any useful images you can download them
from the internet or from previous surveys• Try it out
© Smap Consulting Pty Ltd 54
• Surround the question name with ${…}• For example
– ${number_children}
• Use this in:– Relevance
• Selected( ${occupation}, ‘fishing’)– Constraint
• . < ${number_children}• As in the answer to this question must be less than the total number of
children– In other questions
• What is the age of ${name}– To set the number of repeats in column “repeat_count
• ${child_count}
© Smap Consulting Pty Ltd 55
Use the same list name in select question and choices work sheetsurvey tab
choices tab
The list name links the dataIn the choices worksheet to The select question
© Smap Consulting Pty Ltd 56
Skipping questions
In the “relevant” expression,Enclose the question name in${……..}
survey tab
choices tab
In the “relevant” expression,for select questions, the valuecome from the choices worksheet
© Smap Consulting Pty Ltd 57
Names cannot have spacessurvey tab
choices tab
The circled words are all names
© Smap Consulting Pty Ltd 58
Question types are always lower casesurvey tab
choices tab
Names are case sensitiveIf you use a capital then when youRefer to that name you must useThe capital letter