Survey Workbench Release Notes

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Page 2 of 49 For technical support please call: 1-800-787-8755

Or visit: www.Vovici.com

Please contact Vovici technical support if you believe any of the information shown here is incorrect. Companies, names, and data used in examples herein are fictitious unless otherwise noted. No part of this document may be reproduced or transmitted in any form or by any means, electronic or mechanical, for any purpose, without the express written permission of Vovici Corporation.

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Page 3 of 49 Table of Contents

1. “AT LEAST” VALIDATION IN ALL RANK ORDER QUESTIONS ... 7

FEATURE SHORT DESCRIPTION ... 7

DESCRIPTION ... 8

NAVIGATION ... 9

STEPS ... 9

2. PIPING MATRIX RESPONSES INTO MATRIX OR RANK ORDER QUESTIONS ... 11

DESCRIPTION ... 12

NAVIGATION ... 15

STEPS ... 15

3. PUBLISH SURVEY LINKS TO SOCIAL NETWORKS ... 17

DESCRIPTION ... 18

NAVIGATION ... 19

STEPS ... 19

4. SCROLLING MATRIX QUESTION ... 21

DESCRIPTION ... 22

Inserting the Question into Your Survey ... 22

Respondent Experience ... 24

Reporting ... 26

NAVIGATION ... 27

STEPS ... 27

5. SLIDER (SCALE) QUESTION ... 31

DESCRIPTION ... 32

Inserting the Question into Your Survey ... 32

Respondent Experience ... 34

Reporting ... 36

NAVIGATION ... 37

STEPS ... 37

6. TRANSLATION MODULE UPDATE... 41

DESCRIPTION ... 42

NAVIGATION ... 42

STEPS ... 43

7. UPDATE SPSS EXPORT LIMITS ... 45

DESCRIPTION ... 46

NAVIGATION ... 46

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Introduction

The purpose of this documentation is to provide a description of the Enhancements and New Features that are available in Survey Workbench 5.4 Release. A short description is

provided below with links to the full details.

• “At Least” Validation in All Rank Order Questions – For “Rank Order” and “Drag & Drop Rank Order” questions, you can now require respondents to answer a

minimum number of topics. The “At Least” option allows respondents to continue ranking the topics after the respondent has fulfilled the minimum validation requirements.

• Piping Matrix Responses into Matrix or Rank Order Questions – You can now pipe matrix responses into the “Scrolling Matrix,” “Matrix,” “Rank Order,” and “Drag & Drop Rank Order” question types. Corresponding images can also be piped into destination questions, provided they support images.

• Publish Survey Links to Social Networks – You can now publish Open

Participation survey links directly to Facebook, Twitter, and LinkedIn. The URL is shortened automatically for Twitter and LinkedIn as both of these update fields include character limitations.

• Scrolling Matrix Question – You can now add a “Scrolling Matrix” question to your survey. This new question type enhances the interactivity of the respondent

experience, and it enables you to insert images as topics, if required.

• Slider (Scale) Question – You can now add a “Slider (Scale)” question to your survey. This new question type enables you to render scale questions as sliders. Your slider question can appear as text and image or text only.

• Translation Module Update – You can translate the new “Slider (Scale)” and “Scrolling Matrix” questions into multiple languages to deploy your survey to a global audience.

• Update SPSS Export Limits – You can now export values from text fields to SPSS of up to 4,000 characters. The data is exported to a .SAV file, which is the default file format for SPSS.

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1. “At Least” Validation in All Rank Order

Questions

Feature Short Description

For “Rank Order” and “Drag & Drop Rank Order” questions, you can now require respondents to answer a minimum number of topics. The “At Least” option allows

respondents to continue ranking the topics after the respondent has fulfilled the minimum validation requirements.

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“At Least” Validation in All Rank Order Questions

Description

For “Rank Order” and “Drag & Drop Rank Order” questions, you can now require respondents to answer a minimum number of topics. The “At Least” option allows

respondents to continue ranking the topics after the respondent has fulfilled the minimum validation requirements.

The new “At Least” option is available on the Properties tab. See image below.

“At Least” option for “Rank Order” and “Drag & Drop Rank Order”

When the validation is set to “At Least X Topic(s),” respondents have to force rank a minimum number of topics. For example, if you set “At Least 2 Topic(s)” as the validation for the question “Rank at least your two favorite colors of the rainbow,” respondents have to rank at least numbers 1 and 2. They cannot complete the survey if they only rank 3 and 5. See image below.

Ranking at least two top topics

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Page 9 of 49 Navigation

From the Surveys main page, select a survey so that you can see the options pane. Select the Design Questionnaire option. From Questionnaire Designer, click the “Insert” button and the Insert Item dialog opens. Select either a “Rank Order” or “Drag & Drop Rank Order” question. After you insert the question, look on the Properties tab under Validation. You can select “At Least” validation from the drop-down list next to Rank. Steps

1. In the Insert Item dialog, select “Rank Order” or “Drag & Drop Rank Order” question and click Insert.

2. Complete the required fields for your question and then click OK. 3. On the Properties tab, select your question.

4. Select the “At Least” number of topics to be ranked from the drop-down list next to the “Rank” check box.

Note: By default, the “Rank” check box and “All Topics” from the

drop-down list are selected. 5. Click to save your settings.

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2. Piping Matrix Responses into Matrix

or Rank Order Questions

You can now pipe matrix responses into the “Scrolling Matrix,” “Matrix,” “Rank Order,” and “Drag & Drop Rank Order” question types. Corresponding images can also be piped into destination questions, provided they support images.

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Piping Matrix Responses into Matrix or Rank Order

Questions

Description

You can now pipe matrix responses into the “Scrolling Matrix,” “Matrix,” “Rank Order,” and “Drag & Drop Rank Order” question types. Corresponding images can also be piped into destination questions, provided they support images.

If you create a “Choose Many,” “Choose Many with Image,” “Matrix,” or “Scrolling Matrix” question, you can pipe respondent answers into a future question. The “Insert Piped Choices” option now allows you to pipe responses into the following question types. See also images below.

• “Matrix” (does not support responses that have images) • “Drag & Drop Rank Order”

• “Rank Order” (does not support responses that have images) • “Scrolling Matrix”

Note: You can pipe matrix responses into topics only, not into choices.

“Insert Piped Choices” option for “Matrix”

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“Insert Piped Choices” option for “Drag & Drop Rank Order”

“Insert Piped Choices” option for “Rank Order”

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Page 14 of 49 “Insert Piped Choices” option for “Scrolling Matrix”

Note: In the Free Form Word Processor, you can pipe matrix responses into

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Page 15 of 49 You can pipe responses from the following question types.

• “Choose Many”

• “Choose Many with Image” • “Matrix”

• “Scrolling Matrix”

If JavaScript is disabled, the questions with piped topics appear to the respondent as radio button questions.

Navigation

From the Surveys Main Page, select a survey so that you can see the options pane. Select the Design Questionnaire option. From Questionnaire Designer, click the “Insert” button and the Insert Item dialog opens where you can select the type of question you want to add. Click the Insert Piped Choices icon in the question details dialog to pipe matrix responses.

Steps

For this example, “Matrix” and “Drag & Drop Rank Order” questions are used.

1. In the Questionnaire Designer, create a “Choose Many,” “Choose Many with Image,” “Matrix,” or “Scrolling Matrix” question.

2. On a later page, insert a “Drag & Drop Rank Order” question.

Note: At least one Page Break must be between the “Matrix” source

question and destination question. The “Matrix” source question must be on a previous page. If such question does not exist, the Piped Choices dialog is blank.

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Page 16 of 49 Piped Choices dialog

4. Select a question from which to pipe data.

Note: If you are piping responses with images into a question type that

does not support images (“Matrix” and “Rank Order”), then the question will render without any topics at all.

5. Select whether to pipe Selected or Not Selected responses.

6. Click OK twice to pipe responses from your “Matrix” question and close the question dialog.

Note: To prevent you from setting the validation that the piping cannot

meet, the validation for the required “Rank Order” and “Drag & Drop Rank Order” questions is rank “All Topics.”

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3. Publish Survey Links to Social

Networks

You can now publish Open Participation survey links directly to Facebook, Twitter, and LinkedIn. The URL is shortened automatically for Twitter and LinkedIn as both of these update fields include character limitations.

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Publish Survey Links to Social Networks

Description

You can now publish Open Participation survey links directly to Facebook, Twitter, and LinkedIn. The URL is shortened automatically for Twitter and LinkedIn as both of these update fields include character limitations.

The “Social Media Distribution” feature is available in the Distribution Links dialog and survey options pane for Open Participation surveys only. See images below.

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Page 19 of 49 Access to Social Media Distribution Icons

Navigation

From the Surveys Main Page, select an Open Participation survey so that you can see the options pane. Once you publish the survey, you can also access the feature through the Distribution Links.

Steps

1. Select and publish an Open Participation survey.

2. Click “Distribution Links” from the options pane to open the Distribution Links dialog.

3. Click the appropriate icon under “Publish to Social Networks.” The available options are Facebook, Twitter, and LinkedIn.

Note: You can publish the links to Open Participation surveys only.

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Page 20 of 49 Posting the link to Facebook

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4. Scrolling Matrix Question

You can now add a “Scrolling Matrix” question to your survey. This new question type enhances the interactivity of the respondent experience, and it enables you to insert images as topics, if required.

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Scrolling Matrix Question

Description

You can now add a “Scrolling Matrix” question to your survey. This new question type enhances the interactivity of the respondent experience, and it enables you to insert images as topics, if required.

Inserting the Question into Your Survey

A new question type is available in the Insert Item dialog on the Questions tab. See image below.

“Scrolling Matrix” question type

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Note: You must enter text for each topic. You will have the option of adding an

image to each topic.

The “Scrolling Matrix” question type is available in the Step-by-Step questionnaire designer only. A placeholder for this question will appear in the Free Form Word Processor, but deleting the placeholder will delete the question. See image below.

Placeholder for a “Scrolling Matrix” question in the Free Form Word Processor view

On the Properties tab, you can customize the appearance, validation, and logic settings for your “Scrolling Matrix” question. See images below.

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Page 24 of 49 Properties for a “Scrolling Matrix” question

You can pipe matrix responses along with images into a “Scrolling Matrix” question. See the “Piping Matrix Responses into Matrix or Rank Order Questions” topic for the steps of piping matrix responses from one question into another one.

Note: If JavaScript is disabled, the “ScrollingMatrix” questions appear to the

respondent as standard “Matrix” questions normally display. Respondent Experience

You can insert images into your “Scrolling Matrix” question or use text only. Text displays in the middle of the window. For questions with images, images are centered with

corresponding text above. Only one topic appears at a time. See image below.

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Choices display below the question. The maximum number of choices that can display in one row is seven. If you enter eight or more choices, they wrap to a second line. A counter in the upper-right part of the window shows the topic number you are answering and the total number of topics.

A participant can skip the answer by clicking the Skip button in the lower-right part of the window. If the question is required, the Skip button does not display.

The respondents can change their answers using the View or Change Answers link. A list with all your responses appears where you can click the answer you want, and then change it. For image-based questions, the image appears as your answer, and for text questions, your answer appears as a link. To return to the regular view without any edits, click the Hide Answers link. See image below.

Note: To rename the Skip button, go to the Questionnaire > Validation Messages

and Labels option in the Questionnaire Designer and change the text under “Skip This Choice.”

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Page 26 of 49 Reporting

Within Manage Responses, responses for the “Scrolling Matrix” question follow the same rules as for “Matrix” with the Choose One type. Column headers show a “Matrix” with radio buttons to represent the “Scrolling Matrix.” Rules for export values, choice labels, and report values are the same. See image below.

“Scrolling Matrix” question in Response Manager

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Page 27 of 49 “Scrolling Matrix” question in Manage Reports

In survey exports, the “Scrolling Matrix” question renders as “Matrix” with the Choose One type. All images included in the question are also exported.

Navigation

From the Surveys Main Page, select a survey so that you can see the options pane. Select the Design Questionnaire option. From Questionnaire Designer, click the “Insert” button and the Insert Item dialog opens. Select Scrolling Matrix from the Questions tab and click Insert to add this question type to your survey.

Steps

1. Select Design Questionnaire from the options pane and the Questionnaire Designer window opens.

2. To add new questions to your survey, click the “Insert” button, and the Insert Item dialog opens.

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Page 28 of 49 Creating the “Scrolling Matrix” question

4. Type the Question Heading and Question Text in the corresponding fields. 5. Type the topic name in the Topic Text field.

Note: To pipe in topics from other questions, click .

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Note: You can upload the following image types: *.gif, *.xbm, *.xpm, *.png,

*.ief, *.jpg, *.jpe, *.jpeg, *.tiff, *.tif, *.rgb, *.g3f, *.xwd, *.pict, *.ppm, *.pgm, *.pbm, *.pnm, *.bmp, *.ras, *.pcd, *.cgm, *.mil, *.cal, *.fif, *.dsf, *.cmx, *.wi, *.dwg, *.dxf, *.svf.

Maximum file size allowed is 1,024.00 KB. After an image is uploaded, it is resized automatically.

Note: Click the “Add Another Topic” link to add more topics. Click to

remove the topic that you do not need anymore. 7. Type the set of choices in the Question Choices field.

Note: Place each choice on a separate line. Because the choices are the

same across all topics, you can enter only one set of choices. 8. Once you have finished adding topics, click OK.

9. Click the Preview tab in the Questionnaire Designer to see how the question looks in your survey. See image below.

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5. Slider (Scale) Question

You can now add a “Slider (Scale)” question to your survey. This new question type enables you to render scale questions as sliders. Your slider question can appear as text and image or text only.

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Slider (Scale) Question

Description

You can now add a “Slider (Scale)” question to your survey. This new question type enables you to render scale questions as sliders. Your slider question can appear as text and image or text only.

Inserting the Question into Your Survey

A new question type is available in the Insert Item dialog on the Questions tab. See image below.

“Slider (Scale)” question type

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Note: You must enter text for each topic. You will have the option of adding an

image to each topic.

The “Slider (Scale)” question type is available in the Step-by-Step questionnaire designer only. A placeholder for this question will appear in the Free Form Word Processor, but deleting the placeholder will delete the question.

Placeholder for a “Slider (Scale)” question in the Free Form Word Processor view You can reverse value order for a “Slider (Scale)” question. The full set of properties for this question type follows. See images below.

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Page 34 of 49 Properties for a “Slider (Scale)” question

You can import a “Slider (Scale)” question from the .DOC or .QUE file. Respondent Experience

Your “Slider (Scale)” question can include text and image or text only. See images below.

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Page 35 of 49 “Slider (Scale)” question without images

Topic text displays to the left of the slider. Images are to the left of the slider with

corresponding text above. The slider is anchored on the left with a default of N/A; choices you insert into the question follow along the slider. You can change the N/A label using the Questionnaire > Validation Messages and Labels option in the Questionnaire

Designer. You can also leave it blank.

Note: Do not rename the N/A label as an answer to the question, for example,

“Often” or “Rarely.” This item is a way for respondents to not answer any of the given choices for the question; the value associated with N/A is always zero. All choices appear across the bottom of the scale with a tick mark representing where the answer is registered. If you drag the slider to a point between the ticks, the slider moves to the nearest option. The selected choice appears bold and indicates your answer.

There are several ways to answer the “Slider (Scale)” question. • Drag the slider to the required choice.

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You can also reverse value order for a “Slider (Scale)” question. See images below.

Usual value order

Reverse value order

Sliders display as “Matrix” with the Choose One type if the respondent has JavaScript disabled.

Reporting

Within Manage Responses, responses for the “Slider (Scale)” question follow the same rules as for “Matrix” with the Choose One type. Column headers show a “Matrix” with radio buttons to represent the slider. Rules for export values, choice labels, and report values are the same. See image below.

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Within Manage Reports, reporting for the “Slider (Scale)” question follows the same rules as for “Matrix” with the Choose One type. In the reports, “Slider (Scale)” displays as in the actual surveys (see image below). When exported, questions appear as standard “Matrix” with the Choose One type normally displays. All images used in the “Slider (Scale)” questions are exportable into reports.

“Slider (Scale)” question in Manage Reports

In survey exports, the “Slider (Scale)” question renders as “Matrix” with the Choose One type.

Navigation

From the Surveys Main Page, select a survey so that you can see the options pane. Select the Design Questionnaire option. From Questionnaire Designer, click the “Insert” button and the Insert Item dialog opens where you can select the type of question you want to add.

Steps

1. Select Design Questionnaire from the options pane and the Questionnaire Designer window opens.

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3. Select Slider (Scale) from the list and click Insert. The following dialog opens.

Creating the “Slider (Scale)” question

4. Type the Question Heading and Question Text in the corresponding fields. 5. Type the topic name in the Topic Text field.

6. Click the image name or “Add an Image” under the Topic Image (Optional) to upload an image. This field is optional.

Note: You can upload the following image types: *.gif, *.xbm, *.xpm, *.png,

*.ief, *.jpg, *.jpe, *.jpeg, *.tiff, *.tif, *.rgb, *.g3f, *.xwd, *.pict, *.ppm, *.pgm, *.pbm, *.pnm, *.bmp, *.ras, *.pcd, *.cgm, *.mil, *.cal, *.fif, *.dsf, *.cmx, *.wi, *.dwg, *.dxf, *.svf.

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Note: Click the “Add Another Topic” link to add more topics. Click to

remove the topic that you do not need anymore. 7. Type the set of choices in the Question Choices field.

Note: Place each choice on a separate line. As the choices are the same

across all topics, you should enter only one set of choices. 8. Once you have finished adding topics, click OK.

9. Click the Preview tab in the Questionnaire Designer to see how the question looks in your survey. See image below.

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6. Translation Module Update

You can translate the new “Slider (Scale)” and “Scrolling Matrix” questions into multiple languages to deploy your survey to a global audience.

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Translation Module Update

Description

You can translate the new “Slider (Scale)” and “Scrolling Matrix” questions into multiple languages to deploy your survey to a global audience.

In the translation module, you can translate questions that include text and image or text only. Question topics are listed before the choices. See image below.

Translation of “Slider (Scale)” question Navigation

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Page 43 of 49 Steps

1. In the Questionnaire Translation window, click the Add Language link. The Add Language dialog opens.

2. Select a language from the list of options and click OK.

3. To translate text in the “Translate Language” column, click a text field you want to edit.

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7. Update SPSS Export Limits

You can now export values from text fields to SPSS of up to 4,000 characters. The data is exported to a .SAV file, which is the default file format for SPSS.

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Update SPSS Export Limits

Description

You can now export values from text fields to SPSS of up to 4,000 characters. The data is exported to a .SAV file, which is the default file format for SPSS.

Navigation

From the Surveys Main Page, select an active survey in the left pane. Click “Manage Responses” in the options pane to open the Response Manager window. Click the “Actions” drop-down arrow, and then click “Export.”

Steps

1. From the “Export” submenu, click “SPSS.” The Export Responses dialog opens. 2. Select the required options and click “Next” to export the data to a file.

Note: If your export includes options marked with an asterisk, you cannot

import the data back into the application.

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Appendix A – Known Issues

Area Issue

Manage Reports Bars in Word or PDF frequency tables do not appear if the value is less than 4%. As a workaround, export a frequency table to Word, open this document, and add the bar. This will be resolved in an upcoming release.

Manage Responses The "All Data from the Current Survey" export option does not function properly in SPSS; it only exports the displayed columns. To export all columns in a survey to a file, add them to the screen and then export to SPSS. This will be addressed in an upcoming release.

Surveys The Reset button does not work with the new

“Scrolling Matrix” and “Slider (Scale)” question types. While creating a survey, users may want to avoid adding the Reset button if they use these question types in a survey. This will be addressed in a future release.

Surveys The “randomize” choices option does not

randomize evenly for the first choice listed. This will be resolved in an upcoming release.

Surveys In some instances of drill-down questions, where

responses to “Choose Many” questions are piped into a “Matrix,” the validation can be off if the respondent goes back and changes answers to the “Choose Many” question. This will be addressed in a future release.

Questionnaire Designer Sliders are no longer styled with classes. Pending customer input, this is a potential feature

enhancement in a future release.

Manage Reports Two additional decimal places are added to the “mean” of the “Top Box” and “Top Box Cross-tab” report elements. This will be addressed in a future release.

Manage Reports In some instances, when opening two reports at the same time, editing them, memorizing them, and then opening them again, you will encounter errors on some pages or report elements. As a workaround, edit only one open report at a time. This issue will be addressed in a future release.

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Area Issue

Manage Responses When exporting to Excel, raw data appears as a number in the cell but is stored as text. This will be addressed in a future release.

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