WinQuery What s New Guide. Version 16

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WinQuery

®

What’s New Guide

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Version 16

All rights reserved. No part of this book may be reproduced in any form or by any electronic means, electronic or mechanical, including photocopying, scanning, recording or any information storage and retrieval system, without the express permission of The Analytical Group, Inc.

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What’s New in WinQuery Version 16

WinQuery 16 has been enhanced to include new features we hope you will find helpful and easy to understand.

New Feature Highlights for Version 16:

VoIP Features:

 Alternate phone number dialing. Use the VoIP softphone to help track down respondents at alternate phone numbers in the sample record while leaving the primary phone number intact. The primary phone number can be substituted with the alternate number if desired.

 New VoIP auto disposition setting to automatically disposition calls or allow the interviewer to disposition calls.

Interviewing Features:

 Interviewers can now view the sample attempt number and last dialing disposition for the current record at any time during the interview from the Conduct Interview menu. Previously, interviewers could review the history of the record before dialing the number but not during the interview.

 Make Note for Next Interviewer feature expanded to display multiple lines of notes to be entered and displayed for the next interviewer. The note can be viewed/edited while interviewing and reset using a new “Clear” button.  You can now have up to 99 answer items for Numeric Closed End and Grouped Rating Closed End questions

in Conduct Interview. The previous limit was 30 answer items.

 The Grouped Rating Closed End question has been resized and reengineered to automatically move to the next item to be rated upon answer selection.

 New study setting to allow halting of the over quota sample search in Conduct Interview. This allows the supervisor to then exit all interviewers from a particular sample file and run Management|Sample|Suspend Over-Quota Sample to remove all over quota sample records that exist. When this item is not selected over quota sample records will be removed as they are encountered.

Limit the Number of Answers Allowed for Multiple Choice Closed End Questions:

 Specify the maximum number of answers allowed during interviewing for a Multiple Choice Closed End question without the need to specify any conditional logic.

Interviewer Notes for Export Responses to Excel®:

 Interviewer notes can now be included when exporting responses to Excel.

New Review Open End Data Features:

 Larger font size of the text being reviewed and the ability to increase or decrease the font size while reviewing.  Ability to review open ends by selected respondents. A period has been added as an allowed separator

between respondents, in addition to a comma.

 “Back” button to view and modify previously reviewed respondents.

 Task switching ability added allowing you to switch to other functions in WinQuery while maintaining the current review open end data session.

View Sample Elements on the Callback Screen:

 Any sample element can be viewed on the callback screen for the current callback.  This item can be engaged in Options|System (Study) Preferences.

New Clickable Hyperlink Available in Conduct Interview to Open a Web URL:

 Feature allows a clickable hyperlink to be displayed in question text to quickly open the installed default browser at the computer to the specified hyperlink web page.

 After opening the specified hyperlink web page and completing the web portion, the interviewer returns to Conduct Interview to proceed with the survey still in progress.

QueryWeb Designer Features:

 QueryWeb Designer can be opened directly from a new WinQuery toolbar shortcut or using the new

Management|Design for QueryWeb menu item. This makes designing a WinQuery study for QueryWeb a snap.  New Average Length report available in QueryWeb online management to help identify falsifiers.

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Expanded VoIP Alternate Phone Number Dialing

Interview|Conduct Interview|VoIP

Conduct Interview includes a softphone (same as digital phone or an Internet phone) to complete VoIP calling. You can now use the VoIP softphone to help track down respondents at alternate phone numbers in the sample record while leaving the primary phone number intact. Input the alternate number in the VoIP Phone number field to dial the alternate phone number.

The primary phone number can be substituted with the alternate number if desired by selecting Call substitute phone number on the Halt Interview screen.

See the WinQuery online Help topic “VoIP” which contains more detailed information about the VoIP interviewing feature.

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VoIP Auto Disposition Setting

Options|System (Study) Preferences|General|VoIP

The VoIP (Voice over Internet Protocol)interviewing feature has been updated with a new VoIP auto disposition setting to automatically disposition calls or allow the interviewer to disposition calls. When Auto disposition is engaged the VoIP softphone automatically recognizes no answers, busies, disconnects/bad numbers, and fax/computer tones and dispositions appropriately. When Auto disposition is not engaged, the interviewer must choose the appropriate disposition for the call.

See the WinQuery online Help topic “VoIP” which contains more detailed information about the VoIP interviewing feature.

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View Sample Attempt Number and Last Dialing Disposition in Conduct Interview

Interview|Conduct Interview

Interviewers can view the sample attempt number and last dialing disposition for the current record at any time during the interview. Select View|Current Interview Values from the View menu.

Alternatively interviewers can click on the View Current Interview Values shortcut from the Conduct Interview

toolbar.

The interview values are listed. In addition the new Attempt number and Last dialing for the record will be displayed.

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Make Note for Next Interviewer Feature Expanded in Conduct Interview

The Make Note for Next Interviewer feature has been expanded to allow multiple lines of notes to be entered and displayed to the next interviewer. Any existing interviewer notes are displayed before dialing the record. The interviewer can then view or add/update notes associated with the sample record by selecting Actions|Make Note for Next Interviewer or selecting the Make Note for Next Interviewer toolbar button. Select Clear to reset the note. The maximum number of characters for an interviewer note is 255 characters.

This feature is enabled in Management|Sample|Define Sample Elements|Display before dialing.

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Maximum Answer Items Increased for Numeric Closed End and Grouped Rating Closed

Questions

Management|Build Questionnaire

You can now have up to 99 answer items for Numeric Closed End and Grouped Rating Closed End questions to be displayed in Conduct Interview. The previous limit was 30 answer items. This is especially useful for displaying certain answers applicable to the current respondent that might not apply to all respondents.

Example of Numeric Closed End Question

Example of Grouped Rating Closed End Question

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Grouped Rating Closed End Question Resized and Reengineered in Conduct Interview

The Grouped Rating Closed End question has been resized and reengineered in Conduct Interview for more efficient and effective interviewing.

The answers to be rated automatically scroll to the next answer item to be rated after previous answer selection. This simplifies the interviewing process for interviewers and speeds up the interviewing process.

Spacing has been adjusted for answer items and rating labels to more effectively make use of the interviewing screen area.

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New Study Setting to Allow Halting of Over Quota Sample Search in Conduct Interview

Options|System (Study) Preferences|Sample

New study setting to allow halting of the over quota sample search in Conduct Interview. This allows the supervisor to then exit all interviewers from a particular sample file and run Management|Sample|Suspend Over-Quota Sample to remove all over quota sample records that exist. This feature is useful for studies with a large number of quota cells containing sample element quota rejection.

Select Allow halting of over quota sample search in Options|System (Study) Preferences|Sample to engage this feature.

The following message is displayed in Conduct Interview when this item is engaged and 40 over quota sample records are encountered during the sample search.

Select Search sample again to continue searching the sample file for records that are not over quota. Select Exit interviewing to exit the study.

When this item is not selected, over quota sample records will be removed as they are encountered during dialing in Conduct Interview.

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Ability to Limit the Number of Answers Allowed for Multiple Choice Closed End Questions

Management|Build Questionnaire|Multi/Single

Specify the maximum number of answers allowed during interviewing for a Multiple Choice Closed End question without the need to specify any conditional logic. This feature is available on the Management|Build

Questionnaire|Multi/Single tab.

Choose Multiple response on the Multi/Single tab then select Specify maximum answers and input the maximum number of answers allowed for the question.

The following message will appear if more than the maximum number of answers is selected at the specified question during the interview. The interviewer will also be prevented from continuing to the next question until the appropriate number of answers is selected.

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Interviewer Notes Available in Export Responses to Excel

File|Export Responses to Excel

Interviewer notes can now be included when exporting responses to Excel. This is useful for including important notes about the respondent captured by the interviewer. Select Include interviewer notes in the File|Export Responses to Excel window to include any interviewer notes that exist when creating the Excel file.

Any interviewer notes associated with the selected question will appear in the Excel file.

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Improved Review Open End Data Feature with Adjustable Font Size, Respondent Filtering &

“Back” Button

Utilities|Review Open End Data

Adjustable Font Size Added to Review Open End Data

The Review Open End Data feature now has a larger default font size of the text being reviewed and the ability to increase or decrease the font size while reviewing open ended answers.

Select Decrease font size to make the font smaller.

Select Increase font size to make the font larger.

Note: Increasing or decreasing the font size modifies the size while reviewing/editing only. The actual font size for the open ended answer(s) is not modified in your data file(s).

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Respondent Filtering Added to Review Open End Data

You can now choose to Review Open End Data for selected respondents. Previously reviewing was for all

respondents. This is helpful for making text changes for a respondent or respondents without the need to review open ends for all respondents.

To review open ends for selected respondents, check Selected respondents and input the respondent number(s) of the desired respondent(s) to review.

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Back Button Added to Review Open End Data

A Back button has been added to Review Open End Data to view and modify previously reviewed open end questions.

Select Back to return to the previous question.

Note: You can back-up to different respondent(s) and question(s) within the same batch; however, you cannot back-up into another batch if more than one batch is selected to be reviewed.

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Task Switching Ability Added to Review Open End Data

Task switching has been added to the Review Open End Data feature allowing you to switch to other functions in WinQuery while maintaining the current Review Open End Data session. For example, you can keep the Review Open End Data feature open while also running a marginal report then switch back to the Review Open End Data

feature to continue reviewing open end data.

Select the Review Open End Data window or the Review Open End Data tray icon to return to the Review Open End Data session.

See the WinQuery online Help topic “Review Open End Data” for more detailed information about the Review Open

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Option to View Sample Elements on the Callback Screen

Interviewers can now view any sample element for the current callback on the callback screen. This helps with reviewing sample records for the callback and targeting callbacks to dial based on sample information.

Interviewers choose the sample element they would like to view from the Sample element drop down menu on the callback screen. The associated sample information is then displayed.

For example, an interviewer might want to view the state abbreviation for the callback and selects the “State abbreviation” sample element from the drop down menu.

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The desired sample element, “State abbreviation” in this example, will be displayed once selected.

Interviewers can select other elements from the drop down menu or use their mouse to scroll through sample items and the corresponding sample information will be displayed.

This feature can be enabled in Options|System (Study) Preferences|Callbacks by selecting Display sample elements on callback screen. By default this feature is not enabled.

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New WinQuery Toolbar Shortcut to Directly Open QueryWeb Designer

QueryWeb Designer can be opened directly from WinQuery. This makes designing a WinQuery study for QueryWeb a snap.

In WinQuery select Management|Design for QueryWeb to open the current study in QueryWeb Designer.

Alternatively you can click on the Design for QueryWeb shortcut from the WinQuery toolbar.

The study is then automatically opened in QueryWeb Designer and ready to be customized for QueryWeb interviewing.

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New Average Length Report Available in QueryWeb Online Management

Average length report available in QueryWeb online management to view interview length and help identify falsifiers.

On the QueryWeb management Reports page, select Average length to access the report.

You choose the Respondent type (Completed interviews only, Unfinished interviews only or Completed and unfinished interviews) and the Interview period (Start Date and End Date). Run the report by selecting Run.

The report displays average elapsed time and total number of respondents in the listing. Respondent number, date, start time, stop time and elapsed time is then listed for each individual respondent.

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Select Send report to printer to print the report.

Select Download report to output the report in Excel format.

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Redesigned List Answers Report Available in QueryWeb Online Management with Output to

Excel

The List Answers report available in QueryWeb online management has been redesigned and also includes the option to output the report to Excel.

On the QueryWeb management Reports page, select List answers to access the report.

You choose the Respondent type (Completed interviews only, Unfinished interviews only or Completed and unfinished interviews), the Interview period (Start Date and End Date), the Question type to list answers for (All questions, Selected questions or specific question types), whether to Display question text instead of numbers

(new option), whether to Annotate closed end answers or just show the answer code numbers, the Optional

elements to include (Date, Start time, Stop time or Elapsed time) and Select filter to choose a question and answer set as a report filter if desired. _{Run the report by selecting}_Run_.

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The report displays the respondent number, question text (default selection) or question number (if specified) in the order they were displayed during the interview for each respondent, and the annotated or open ended answer for each question. It will also include optional elements if they were selected.

The following example was created with Display Question Text Instead of Numbers and Annotated Closed End Answers selected.

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You can also ouptut the report to Excel by selecting Download report (new option).

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New Clickable Hyperlink Available in Conduct Interview to Open a Web URL

The Hyperlink feature allows a clickable hyperlink to be displayed in question text to quickly open the installed default browser at the computer to the specified hyperlink web page. Conduct Interview remains at the same question and the interviewing session time continues. After opening the specified hyperlink web page and completing the web portion, the interviewer returns to Conduct Interview to proceed with the survey still in progress.

Link recognition

Conduct Interview recognizes a hyperlink exists when the presence of http:// or https:// in the question text.

This text indicates the beginning of a clickable hyperlink. The end of the hyperlink is indicated when a punctuation mark or space is encountered.

Example with punctuation mark: Please visit http://www.surveyopinion.org.

Example with ending space: Please visit http://www.surveyopinion.org to begin the survey.

Embedded links

Hyperlinks may be inserted from sample elements and/or previous answers using question symbols [ ] Brackets and ## pound signs.

[sample element number] ##

Displays a sample value. Enter the sample element number in brackets, followed by at least two pound signs, at any point in the question text.

For example: Please click on the following link [4]##.

[Qx]##

Inserts a previous response in question text. Enter a Q and a question number in brackets, followed by at least two pound signs.

For example: Please click on the following link [Q4]##.

You can have multiple [Qx]## symbols, and you can have more than one [Qx]## per line.

Link limitation

The maximum hyperlink that can be entered directly as question text is 72 characters. However, an embedded hyperlink can be displayed which contains more than72 characters. Conduct Interview will correctly display and wrap embedded hyperlinks that contain more than 72 characters.

Option to Disable Hyperlink Ability

You can choose to disable the Hyperlink feature by selecting “Disable hyperlink ability” in Options|System(Study) Preferences|Interviewing.

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Other Changes for WinQuery 16

 WinQuery 16 output to SPSS® is compatible with SPSS version 23.

 File|Express Data Export change. If a substitute phone number is created for a phone record, the substitute phone number will be output as the phone number when outputting data through Express Data Export.

 Interview|Conduct Interview change. When dialing a callback the original sample name for the callback is displayed in Conduct Interview even if the sample name is different than the sample currently being dialed.  Management|Sample|Define Sample Elements change. Can now contain asterisks in the sample element

name and data will be output through File|Express Data Export to SPSS without issue.

 Yearly activation software update file message. If the yearly activation file for WinQuery has not been loaded before 15 days from the end of the calendar year, WinQuery will display a notification message. The message informs the user when the version will expire along with instructions on locating the yearly activation file. The yearly activation file is sent well in advance of the yearly expiration via email to each licensed user.