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Page 11 of 38

PRESENTATION SOUND (FULL)

The presentation sound (full) is for a sound file with all controls, such as play, rewind, pause, stop, replay.

For a single play version with no video controls, choose the Presentation Sound (one time) question type.

USER REGISTRATION

The user registration question type allows a respondent to specify and username and password and be

added to the user database so they can take surveys with this login later. They are only assigned the

lowest login level where they can only take surveys. Text replacement piping tokens can be used in the

text.

RESPONDENT FILE UPLOAD

The respondent file upload question type allows a respondent to upload a file of the type and size

specified by the survey designer. Text replacement piping tokens can be used in the text.

TOUCH - NUMBER SLIDER

The question types that start with the word "TOUCH" are designed for iPad and smart phones. The

number slider dynamically detects the browser type and version and will display HTML5 version of number

slider if that technology is supported, otherwise it shows the IE compatible version of the question type.

The number slider allows respondents to pick a number by sliding a bar on a scale line. The survey

designer can specifiy the minimum and maximum numbers for the slider scale.

TOUCH - CLICKABLE IMAGE MAPS

The question types that start with the word "TOUCH" are designed for iPad and smart phones. The image

maps question allows uploading images and defining touch areas in the image and saving those touch

area maps. The survey designer can define the touch areas by dragging the mouse on the image on the

edit item page. The mouse over text for each image map area can be defined as well as the color of the

outline or highlight for the area. Also the action for clicking on the touch area can be defined. By default,

when the respondent clicks or touches one of the defined image map areas, the value for that area is input

into the comments box which is stored with the response in the database. The click count is also recorded

and stored on the survey page. If the respondent clicks the same area twice, it is de-selected and

automatically removed from the comments box.

Scored Surveys

Point values can be associated with questions that have predefined values. The types of questions that can have

points values associated with them are checkboxes, option buttons, and dropdown lists.

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Not all question types support point values, and it's possible that not all answers in a question that does support

scored surveys will have a point value associated with it. Therefore, when calculating the score for a survey, any

question or answer to a question that does not have a point value associated with it is simply ignored.

Data about the scores for any survey with point values associated to it can be viewed, by default, in the reports.

Page Conditions

Page conditions are the mechanism by which pages in a multi-page survey are optionally displayed. That is, other

than the first page in a survey, each page may be shown to or hidden from the respondent based on the page

conditions associated with the page. If a page does not contain any page conditions, the page is always displayed

to the user.

The page conditions on a page are based on the responses given to a question or questions on a prior page or

pages in the survey. A page condition can be based on any question on any prior page, not just the previous

page. If the conditions on a survey evaluate to "True," the page is displayed. Similarly, if any of the page

conditions evaluate to "False," the page is hidden from the respondent.

Each condition is created by selecting a question from a prior page, selecting an operator, and entering or

selecting the value to be compared using the selected operator. The appropriate operators and, if applicable, the

predefined answers for a question, are displayed depending on the type of the question selected.

Each page condition must be part of a group, and each page in a survey can use up to five groups. A group is the

way "AND" vs. "OR" logic has been implemented in the application. The conditions within a single group are

evaluated using "AND" logic, while each group is combined together using "OR" logic. Thus, a page is displayed if

at least one group evaluates to "True," even if all other groups on the page are "False." A single group evaluates

to "True" if all of the individual conditions within that group evaluate to "True."

To better illustrate how groups work, let’s use an example of a page in a survey that has two groups, each of

which has two conditions. The page will be displayed if:

Both conditions in the first group evaluate to "True" (regardless of how the second group evaluates)

Both conditions in the second group evaluate to "True" (regardless of how the first group evaluates)

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The page will NOT be displayed if:

Each group has at least one condition that evaluates to "False"

As a second example, a survey contains five pages. The first page contains a single question which is a

dropdown box prompting the user to select his/her gender. If the user selects "Male," the fifth page should be

displayed. If the user selects "Female," page two, three, and four (but not five) should be displayed. To

implement, page conditions are added to the second, third, fourth, and fifth pages of the survey. Each page has a

single page condition, all of which use the question from the first page. On pages two, three, and four, the page

condition uses an equal operator, and the value "Female." On the fifth page, the page condition again uses an

equal operator, with the value "Male." In the case where "Male" is selected on the first page, the user "skips" from

the first page to the fifth page. This type of skip logic is commonly used, and is a good example of how every

page in a survey can be optionally displayed to the user.

Question Conditions

Conditional questions are questions that only appear when an associated question answer matches the

conditions specified by the survey designer. To insert a conditional question, on the modify survey page, click the

"insert cond. quest." button to the right of the question of which answer will determine whether the conditional

question is shown or not. The question will appear or disappear on the same page as the determining question.

You can add one or more open ended text box questions to any "choice" question type to be conditional

questions. Conditional questions are only allowed on "choice" question types, such as single choice option

buttons, or multi choice checkbox.

360 Question Groups/Categories

360 Question Groups/Categories, GAMP, ISO and Practice Level are all set from the edit item page, and from the

Question Categories management page. These question item properties are used for 360 reports such as Free

Form Reports, which have chart components which analyze the question scores by group. The chart types are

described in Free Form Reports section.

Piping Tokens

ANSWER PIPING:

Displaying the answer to one question in the text of a subsequent question is called answer piping. For example,

on the first page of your survey, you might have a question that asks the user for his/her name. On a subsequent

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page, you would like to begin a question using the respondent's name. This is accomplished by piping the answer

from the first question into the desired location on the second page.

To set up answer piping, simply insert a pipe token into the desired location in either the question text or subtext.

The format for the token is ###xxx###, where xxx represents the ID of the item whose answer should be inserted

in that location. To make this process as easy as possible, on the main page for modifying surveys

(ModifySurvey.asp), there is a small "PIPE" button next to each question. Clicking on this button brings up a small

window that contains the text of the token to use to pipe the answer to that question. Simply copy the token text,

and then paste it into the desired location on any subsequent question. It is important to note that piped answers

must always originate from an earlier page in the survey.

To pipe answers into question answers paste in the token text same as described above, into the "row" or

"column" text field. This can be done with the following question types: all matrix options/checkbox/textbox, single

select options/checkboxes/dropdown.

For a complete list of tokens for your survey click the "TOKEN REFERENCE" link in the left blue navigation on the

modify survey page.

MATRIX TEXT BOX CELL TOKENS: ###MTB=

MATRIX TEXT DROPDOWN CELL TOKENS: ###MTD=

MATRIX ONE ANSWER PER ROW OPTION BUTTONS CELL TOKENS: ###MPR=

SCORE PIPING:

###SCORE### Sum total score for entire survey.

###SC= Score tokens for question types that have points.

HIDDEN FIELD PIPING:

###HD=HiddenFieldName click the hidden token button to automatically add, or type in the token where ever you

want the text replacement to occur.

DYNAMIC TOKEN PIPING:

###DT=DynamicTokenID click the "configure dynamic tokens" button on the survey options page to add dynamic

tokens, then type in or use the menu to place the token where ever you want the text replacement to occur.

USER DATA PIPING:

###UD=FirstName, + all user data fields, click the User data token menu for all available user data tokens to

automatically add, or type in the token where ever you want the text replacement to occur.

EMAIL LIST DATA PIPING:

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####ED=EmailAddress, + all email list fields, click the email list token button to automatically add, or type in the

token where ever you want the text replacement to occur.

New piping options allows piping into matrix columns and rows. New replacement text allows placing User Data

tokens, email list data tokens, or Hidden field tokens into the survey questions, rows, columns or answers.

On the modify survey page in the left column margin area there is a list of all tokens that you can insert into a

survey which will automatically be replaced with the token's value when the respodent is taking the survey. This

includes piping, hidden fields, user data and email list data that can be pre-populated throughout the survey. To

add a token to a survey just copy and paste the token into the survey wherever you want the text replacement to

occur.

Advanced Validation

Besides the standard built in question validation which sets a question as required, or sets the minimum or

maximum value, there is also options for adding advanced custom validation.

Client side validation is when a client browser action triggers a javascript to check the answer input, and if the

input does not match the requirements, a pop up dialog box with an alert message is shown.

Primary Validation: Primary Validation is advanced custom javascript that can be configured on an individual

survey question answer or sub item answer. To use primary validation, on the "edit item" page, click the

"Advanced Validation" button that is in the "Validation Options" section of the item.

On the primary validation page you can select a function that has already been created, and then type in your

custom alert text, then click "Add", then "Save".

To remove primary validation click the "remove" button next to the validation under the "current saved validations"

bottom portion of the page.

Secondary Validation: Secondary Validation is when you want to validate the answer of one question against

another question in the survey. To create secondary validation, click the "Advanced Validation" button on the edit

item page. Then click "Secondary validation" link at the top right. Then select the first question to validate against,

and the answer conditional logic, then the second question. Then click save. To remove secondary validation click

the delete button next to the validation in the list.

Previewing Surveys

All surveys with one or more items can be "previewed" by actually taking the survey. After taking the survey,

simply click the "Clear" link on the main list of surveys to delete the response, and you may continue modifying

the survey as desired. Survey testing and previewing is done by taking the actual survey to ensure that you are

testing the exact same survey that your end users will be taking.

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There are two ways a user may "preview" a survey. The first is on the main list of surveys, click the title of the

survey, which will display the survey in a new window, just as your users will see it. The second way is to click on

the "Deploy" link on the main list of surveys, which will give several options for how to deploy the surveys. You

may use any of these links to test the survey.

After previewing a survey, the response is written to the database. When attempting to modify a survey with

responses, a message is displayed at the top of the page for modifying surveys indicating that the survey has at

least one response, and therefore is subject to only limited modifications. Along with this message is a link that

you can use to clear the responses to this survey, which will then allow full modifications.

Managing Surveys

The main survey page displays a list of all surveys. For a user with Create permission, this list represents all

surveys that they own. For a user with Admin permission, this page displays all surveys in the system.

All surveys are always in one of three states: Design, Open, or Closed. When a survey is first created, it is in

Design mode while the owner creates the survey. Once a survey is ready to launch, it is launched either by

clicking on the Launch button on the main survey design page, or by clicking the small "OPEN" button to the left

of the survey in the survey list page.

Once a survey is launched, the status of the survey changes to Open. Note that a survey can be launched only if

it contains at least one answerable question. A survey can be toggled between Open and Closed by using the

small buttons to the left of each survey on the main list of surveys.

Once a survey is launched, it can be fully edited only when the survey does not have any responses. Once a

single response is recorded for the survey, only limited modifications can be made to the survey. Editing the entire

survey is no longer possible because changing the structure of a survey that has existing responses would cause

the reporting to fail.

On the main list of surveys, a user can manage each survey using the buttons to the left and right of each survey

in the list. From this page, the user can manage survey options, preview the survey, set the status of the survey,

analyze the survey results, deploy a survey, and delete a survey.

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Page 17 of 38

Managing Folders

Folders can contain groups of surveys. Folders are owned by the owner defined when the folder is created. Only

the folder owner or admin can view specific folders. To add owners to the folder, enter their usernames in the

owners box on the create folder or edit folder pages.

To change what folder a survey is contained in, go to the manage folders page. To edit folder names, go to the

edit folder list page.

Survey Options

The survey options page allows a survey creator to manage all of the administrative options associated with each

survey. The options available are as follows:

General Information Tab

Title:

The title of the survey

Status:

The status of the survey (Design, Open, Closed, Master, Archived)

Template:

The template the contains the look and feel information for the survey. Each template can

be associated with more than one survey.

Survey Language: The default language for the survey, which is used to assist the web browser in rendering

the HTML.

Owners

The usernames for all owners of the survey separated by semicolons.

Admin Email:

Enter only one email address which will be used as the "FROM" email address in

completion emails.

Date Created:

The date the survey was initially created.

Time Zone:

Click here to Set Time Zone link. The time zone for this survey administrator (times will be

based on time zone of survey admin selection here). Time zones are set per user is in user

preferences linked from survey list page or user account page.

Start Date Time:

The first date that users can enter responses to the survey

End Date Time:

The last date that users can enter responses to the survey

Display Tab

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Template:

Set the look and feel of your survey by selecting a template.

Page Numbering: Display progress as a progress bar, Display progress in page X of Y format, Display

progress as percent, Display progress without page numbers, Do not display page numbers

Question Numbering:Number questions within entire survey, Do not display question numbers, Number

questions within each page.

Survey Navigation Buttons:

Tab Navigation:

Do not display, Display page titles, Display page numbers

Cancel Button:

Close browser, do not display, redirect to end of survey, redirect to custom URL.

Cancel Button URL: The URL for redirection when cancel button is clicked.

Save Button Display:Display, Do not display, Display after first page.

Button Display:

Check buttons to display:

Back Button, Close Button, Continue Button, View Reports Button, Print Response Button, Logoff Button, Next

Response Button (previously Manual Response Entry)

Access Tab

Set the desired security level based on a combination of single vs. multiple response, login required vs.

anonymous, and updateable vs. not updateable. Detailed descriptions of each security level are given on the

options page.

Respondent Login Types:

or email. Respondent must login, or register and login to take the survey.

Anonymous - Respondent can login or click email link or click generic deploy link to take the survey. If they login

or click email list link, that information will show in reports but not if they do not login or do not click an email list

link (i.e. click on generic deploy web link).

Force Anonymous - Respondent's identifying information is removed no matter how they take the survey, login,

email link or generic deploy link in a web page.

Anonymous with Code - Respondent must enter a random code which is generated and diplayed while taking

the survey, to update a previous response. When clicking on the survey link, the user is directed to a page to

enter the random code, if there is no code they simply click the checkbox that says "I do not have a code", and a

code is generated automatically for them for updating the response later. The code is displayed at the top of the

survey so that the respondent can write it down for updating the survey later. To access the survey later, they

simply click on the original survey link, and are directed to a page to enter the code.

Page 19 of 38

(All of the above login types be combined with all of the below response types)

Response Types:

Single Response, Login Required Updateable - Respondents must log in before responding to the survey, and

prevented from responding to the survey more than once. Respondents that return to a completed survey can edit

their original responses.

Single Response, Login Required Not Updateable - Respondents must log in before responding to the survey,

and are prevented from responding to the survey more than once. Respondents that attempt to return to a

completed survey are not able to modify their original responses.

Single Response, Anonymous Access Allowed Updateable - Respondents are allowed to respond to a survey

anonymously (without logging in). Respondents may also log in before responding to a survey. Either way,

respondents are prevented from responding to the survey more than once. Respondents that return to a

completed survey can edit their original responses.

Single Response, Anonymous Access Allowed Not Updateable - Respondents are allowed to respond to a

survey anonymously (without logging in). Respondents may also log in before responding to a survey. Either way,

respondents are prevented from responding to the survey more than once. Respondents that attempt to return to

a completed survey are not able to modify their original responses.

Multiple Response, Login Required Not Updateable - Respondents must log in before responding to the

survey, and may respond to the survey as many times as they want. Respondents cannot update prior responses.

Multiple Response, Anonymous Access Allowed Not Updateable - Respondents are allowed to respond to a

survey anonymously (without logging in). Respondents may also log in before responding to a survey. Either way,

respondents may respond to the survey as many times as they want. Respondents cannot update prior

responses.

Resumable Survey, Login Required:

Resumes to last saved page of survey when editing. If a respondent closes the survey before completing it, they

can click the survey link again and will be forwarded to the first uncompleted page and be allowed to finish the

survey, but once completed, will not have the ability to update their answers.

Resumable Survey, Anonymous Access Allowed:

Resumes to last saved page of survey when editing. If a respondent closes the survey before completing it, they

can click the survey link again and will be forwarded to the first uncompleted page and be allowed to finish the

survey, but once completed, will not have the ability to update their answers.

Page 20 of 38

Kiosk Force Logoff, Anonymous:

This option forces logout on the survey completion page by deleting cookies and deleting session login. This

helps if lots of users are all using one computer.

Kiosk Force Logoff, Login Required:

This option forces logout on the survey completion page by deleting cookies and deleting session login. This

helps if lots of users are all using one computer.

Single Response, Force Anonymous Not Updateable - Respondents are allowed to respond to a survey

anonymously (without logging in). Respondents may also log in before responding to a survey. Either way,

respondents are prevented from responding to the survey more than once. Respondents that attempt to return to

a completed survey are not able to modify their original responses. All identifying information is removed, even if

user logs in or clicks link in an email.

Single Response, Force Anonymous Updateable - Respondents are allowed to respond to a survey

anonymously (without logging in). Respondents may also log in before responding to a survey. Respondents can

update previous response. All identifying information is removed, even if user logs in or clicks link in an email.

Multiple Response, Force Anonymous Not Updateable - Respondents are allowed to respond to the same

survey multiple times anonymously, when logged in or from email list link. All identifying information is removed,

even if user logs in or clicks link in an email.

Resumable, Force Anonymous - Respondents are returned to last page they saved until survey completion. All

identifying information is removed, even if user logs in or clicks link in an email.

Multiple Response Force Anonymous Updateable (new survey after first is completed) - Force Anonymous.

Respondents can update one response at a time until it is completed, then will be presented with a new survey for

the multi response.

Multiple Response Anonymous Updateable (new survey after first is completed) - Anonymous. Respondents

can update one response at a time until it is completed, then will be presented with a new survey for the multi

response.

Multiple Response Login Required Updateable (new survey after first is completed) - Requires Login.

Respondents can update one response at a time until it is completed, then will be presented with a new survey for

the multi response.

IP Address Range:

Add IP Address validation for survey restriction via IP Address.

User Group Restriction:

Select User Groups for survey restriction by user group.

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