Novi Survey Software Run-Through Contents Conceptual .......................................................................................................................................... 3 Login .................................................................................................................................................... 3 User Interface Basics ........................................................................................................................... 3 Novi offers Help .................................................................................................................................. 5 Constructing a Survey ............................................................................................................................. 6 A New Survey ...................................................................................................................................... 6 Survey Options .................................................................................................................................... 6 Incorporating Ethics ............................................................................................................................ 7 Not Answering the Question .............................................................................................................. 8 Setting up a Page .............................................................................................................................. 10 Adding Questions .............................................................................................................................. 11 A Yes/No Question ............................................................................................................................ 12 A Categorical Question ..................................................................................................................... 14 An Open-Ended Question ................................................................................................................. 17 A Matrix Question ............................................................................................................................. 18 Advanced Survey Logic...................................................................................................................... 22 Key Points .......................................................................................................................................... 26 Deploying a Survey ................................................................................................................................ 27 Response Control .............................................................................................................................. 27 Invitations ......................................................................................................................................... 28 Contacts ............................................................................................................................................ 32 Styling ................................................................................................................................................ 34 Alerts ................................................................................................................................................. 37 Final Deployment .............................................................................................................................. 37 Key Points .......................................................................................................................................... 38 Analysing a Survey ................................................................................................................................ 39 Responses ......................................................................................................................................... 39 Reports .............................................................................................................................................. 40 Exports .............................................................................................................................................. 44 Key Points .......................................................................................................................................... 45 Summary ............................................................................................................................................... 46 UI things to note ................................................................................................................................... 47 Bugs Found ........................................................................................................................................ 47 2 Conceptual This guide describes how to build and manage an online survey using the Novi Survey software. It isn’t a guide to how to best formulate questions, or decide who the target audience should be, or what responses should be analysed or reported afterwards, all that is outside the scope of this document. Its purpose is just to help map a set of questions to an online survey via the software and then get the survey out to selected respondent populations and then gather the results, which pretty much describes the three stages in the survey process that NOVI supports: 1. Constructing a Survey 2. Deploying a Survey 3. Reporting Survey Results After a brief description of the basics of the NOVI user interface, the rest of the guide is split into three main sections that cover each of these consecutive phases in a survey life cycle in turn. Login Login using the link and instructions found at http://staff.napier.ac.uk/services/cit/AcademicApplications/Pages/CreatingSurveys.aspx The survey tool has been tested on these browsers without any browser-based problems so far: IE9+, Opera 19+, Firefox 27+, Chrome 31+. User Interface Basics Novi’s top-level GUI (Graphical User Interface) is constructed around a visual device known as a ribbon, as used in newer versions of Microsoft products such as Office. Essentially high-level tasks / functionality are grouped into tabs such as “Surveys”, “Contacts” etc. as seen in the screenshot in Figure 1. Clicking one of these tabs populates the horizontal ribbon below it with functions for that particular group, which may be split into logical subgroups by placement of thin vertical dividers. In the top right corner, separate from the ribbon, are four ever-present buttons to control some global settings for your NOVI account (e.g. changing the default language to en-GB from en-US), contact Novi in the event of an issue (i.e. an error in their software), read some software versioning blurb and finally to logout. Tabs Buttons Ribbon Figure 1. Top-level Novi Survey interface elements. Selecting any function in the ribbon may in turn re-populate the ribbon with a different set of options (obviously related to the selected function) or, if the function leads to allowing the survey designer to change settings, will display either a dialog or a form*. In a dialog – an example of which is shown in Figure 2 – the survey designer makes some choices and then chooses to act upon them by selecting “OK” or, if they decide not to go ahead, selects “Cancel”. A form is used when the choices to be made or the information that can be changed is more complex or wide-ranging, and is formed, naturally 3 enough, of a group of sidetabs and associated panels containing controls, an example of which is shown in Figure 3. In a form, the top-level tabs disappear and the ribbon changes to hold at least these two options: “Save Changes” and “Cancel Changes”. These control whether to either keep or discard any changes made to the settings on that form, mirroring the “OK” and “Cancel” buttons in a dialog. Choosing either will also return the interface to the point where the form was entered. It is recommended to use the Cancel buttons to undo/clear any changes made rather than use the browser back button; in fact don’t use the browser back button for any kind of navigation within NOVI. Even though it works it’s just not considered playing ‘nice’, and of course using the back button will definitely not work for saving any changes. Asterisks mark fields Dialog that must be completed Figure 2. Dialogs are used for capturing a few user selected options. Tabless Ribbon Panel List Builder Side - tabs Checkbox Textbox Drop-down box Figure 3. Individual GUI components combine to make forms*. 4 * - The standard GUI terminology is actually “page”, but since NOVI describes surveys in terms of pages as well then it’s probably best not to confuse the two uses, so the term “form” is used instead. Novi offers Help Novi does have a lot of online help, both for particular functions (how do I set a question to be a certain style?) and for performing particular tasks (how do I start a new survey?) The trouble is these are all listed alphabetically by parts rather than being composed into an overall example. But still, if there is a particular issue which can be described in the terms the help system is couched, the online help system is a useful resource. The main online help feature is always found at the far right of the ribbon (immediately to the left of the “Ribbon” arrow annotation in Figure 1). 5 Constructing a Survey The fundamental