Actions

Evaluations

From LimeSurvey Manual

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Help.png Hint: You can create more sophisticated assessments and reports using the Expression Manager. It lets you access all variable types and easily generate tailored reports at any point in the survey (not only at the end). Using the new Equation question type, LimeSurvey can automatically save your assessment calculations and/or report to the database.


Introduction

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In order to use LimeSurvey's assessment feature, access the survey menu and click on the Assessments tab:


Assessments - location.png


Once there, enable the assessment mode:


LS3 - enable assessments.png


Help.png To be able to create and edit assessments in the older versions of LimeSurvey (e.g., 2.x), visit the survey settings and enable the assessment mode from the Notification & data management tab. Once done, additional fields where you can introduce assessment values will show up when editing answers.

How do assessments work

Let's construct a simple example that can help you better understand the way in which the assessment mode is supposed to work.

Prenons l'exemple suivant. Vous avez deux questions dans votre questionnaire, la première question demande si l'utilisateur fume : "Fumez-vous ?". La question offre trois réponses possibles, "Oui plus de 10 cigarettes par jours" avec un code de réponse de "10", "Oui mais moins que 10 par jour", avec un code de réponse de "5" et "Non je ne fume pas du tout " avec un code de réponse de "1".

La seconde question "Faites vous de l'exercice physique" offre trois réponses possibles ; " Oui, je fais au moins une demi-heure d'exercice, trois fois par semaine" avec une valeur de "1", "Oui, je fais des exercices de temps à autre" avec une valeur de "5" et "Non, Je ne pratique jamais un quelconque exercice" avec un code réponse de  "10".

Ainsi, si nous additionnons le poids, la valeur, de chaque code de réponse obtenue à la fin du questionnaire, le total nous donne un bon indicateur de l'état général de santé du répondant. Ainsi, une personne qui fume et ne pratique aucun exercice avec un score de 10 à chaque réponse obtient un score de 20 en final. A contrario, quelqu'un qui ne fume pas et pratique régulièrement un sport avec un score de "1" à chaque réponse a un score final de "2" quand nous additionnons les réponses.


LimeSurvey offre la possibilité de créer des évaluations de votre questionnaire. Les évaluations sont des règles qui évaluent , immédiatement, la réponse à une enquête aussitôt qu'elle est soumise, permettant ainsi d'afficher un texte basé sur ces réponses.


Comment l'utiliser


Once enabled, the following page will load up:


Assessments panel 1.png


To start creating new assessments rules complete the fields located below the Assessment rules table. The following options are available:

Les outils d'évaluation, vous permettent de créer des règles basées sur la somme des pondérations des réponses aux questions, soit pour la totalité du questionnaire, soit pour chaque groupe de questions au sein du questionnaire.

(*) Utilisez le code "Champ" dans le tableau de réponse pour affecter une pondération à chaque réponse de votre questionnaire.

Si nous accédons aux outils d'évaluation, depuis la barre d'outil d'administration du questionnaire, nous avons la possibilité de créer des évaluations pour ce questionnaire. Depuis l'écran, nous pouvons visualiser, éditer, ou effacer des évaluations existantes ou créer de nouvelles évaluations.

Depuis la commande "Ajout / Edition" vous pouvez effectuer les choix suivants :

Etendue: L'étendue de l'évaluation. Choisissez soit "Total" qui créera une évaluation basée sur la somme de toutes les réponses du questionnaire complet, soit "Groupe" qui créera une évaluation basée sur la somme des réponses dans le groupe (Sa sélection est faite dans la ligne qui suit).

Groupe: Si l'étendue de l'évaluation est pour le groupe courant, ceci vous permet de choisir le groupe que vous voulez évaluer.

Minimum: La somme minimale nécessaire pour laquelle cette évaluation s'appliquera.

Maximum: La somme maximale jusqu'à laquelle cette évaluation s'appliquera.

Titre: L'en-tête de l'évaluation qui sera affichée quand les résultats de l'évaluation seront présentés.

Message: Le message associé à cette évaluation (Il peut contenir du code HTML).

url: Un lien URL qui sera affiché avec cette évaluation.


If you selected Total before, then the Group field will not influence the assessment of the survey answers - important when the {PERC} placeholder is used.
  • Minimum: The minimum score to which this assessment will apply.
  • Maximum: The maximum score of answers to which this assessment will apply;


Let's take again the example presented above. If a respondent scored between 1 (minimum) and 10 (maximum), then the assessment feature would display a message telling the respondent that he or she has a good health condition. If he or she scored between 11 (minimum) and 20 (maximum), then the assessment feature would display on the last page a message related to the not-so-good health condition of the respondent.
  • Heading: The heading of the assessment which will be displayed if the assessment is going to be displayed;
  • Message: It represents the text message of the assessment - what is displayed at the end of the survey to the respondents. You can use the placeholders such as {PERC} and/or {TOTAL} to emphasize the scores of each survey question group or the total survey score. Click on the green pencil button to access the HTML-editor and enhance the final message of the assessment by adding colours, tables, images, and so on.

Vous pouvez créer autant d'évaluations que vous le souhaitez, vous pouvez également afficher plus d'une évaluation pour un score donné.

Il est important de noter, que si vous utilisez les évaluations, vous devez vous assurez que vous n'avez pas choisi le chargement automatique de l'url à l'issue des réponses au questionnaire. Ceci se fait dans la configuration initiale et générale du questionnaire. En effet, les évaluations sont simplement affichées à la fin des réponses au questionnaire, lorsque l'utilisateur, les soumet au serveur.

Jusqu'à la version 1.7 il n'était pas possible de présenter le score dans le texte, tel que cela est fait à la fin du questionnaire. La seule solution est d'écrire une règle d'évaluation pour chaque score et coder en dur la réponse.

Du fait de modification dans le code source, il n'est plus possible de mettre une valeur "0" à une réponse (Mais un travail est effectué sur ce point).

After adding some assessments, the possible assessments actions will be displayed under the Actions column in the Assessments rules table. From there, you can either edit or delete an assessment rule:


Assessments panel 2.png


Help.png It is important to note that if you use assessments, you must ensure that you have not enabled the autoload the URL option. If it is enabled, no end page with the text of the assessment rule will be displayed anymore and LimeSurvey will automatically load the URL field from the Presentation. You can disable it from the same tab.


How question types are evaluated

There are certain question types which will not be assessed or will be assessed in a special way. Some of the questions cannot be used with the assessment feature. However, they can be replaced with assessable question types. For example, a 5 point choice can always be replaced with a simple list (radio) question type.

The following question types can always be assessed:

  • Array (Flexible labels) dual scale
  • Array (Flexible labels)
  • Array (Flexible labels) by column
  • List (Flexible labels) (Dropdown)
  • List (Flexible labels) (Radio)
  • List (Dropdown)
  • List (Radio)
  • List with comment
  • Multiple options
  • Multiple options with comments


The following list contains question types that cannot be assessed:

  • 5 point choice
  • Array (5 point choice)
  • Array (10 point choice)
  • Array (Increase, Same, Decrease)
  • Array (Multi flexible) (Text)
  • Array (Yes/No/Uncertain)
  • Array (Multi Flexible) (Numbers)
  • Text display
  • Date
  • Gender
  • Huge free text
  • Language switch
  • Long free text
  • Multiple numerical input
  • Numerical input
  • Ranking
  • Short free text
  • Yes/No


Set assessment values for each answer/label

If enabled, the assessment mode will add an additional field between the answer code and answer option name for all the assessable questions:


Assesment value set.png


You can also use label sets as answers for your set of questions. Just click on the Predefined label sets... button located under the answers matrix and select your predefined label set.

If you decide to use label sets, assessment values can be added to all your labels from the moment in which they are first created. This allows the survey administrator to quickly use few assessed predefined label sets as answers for multiple sets of questions.


Labels table.png


This process is less time-consuming and more practical. You can create a plan in the early stages of your survey in order to use only one set of label sets with predefined assessment values for multiple questions. In this way, you will not have to manually add assessment values to all the answers of the assessable questions used in your survey.

Help.pngTo find out more about the label sets and their usage, read the following wiki section.


Assessment placeholders

When using assessments the following placeholders are available:

  • {PERC}: It displays the scoreof a question group. It can be used only in the message field of the assessment rule!
  • {TOTAL}: It displays the total score. It can be used only in the message field of the assessment rule!
  • {ASSESSMENT_CURRENT_TOTAL}: This placeholder can be used within a survey to display the current total score. Keep in mind that the score is only updated when the respondent clicks on the "Next" button. Therefore, it is useless in an all-in-one survey. Also, its use requires the existence of at least one assessment rule. Otherwise, the placeholder will not display any value.

If your survey is not anonymous, the following placeholders are available.

  • {TOKEN:EMAIL}: It displays the email of the respondent from the survey participants table
  • {TOKEN:FIRSTNAME}: It displays the first name of the respondent from the survey participants table
  • {TOKEN:LASTNAME}: It displays the last name of the respondent from the survey participants table
  • {TOKEN}: It displays the token code of the respondent from the survey participants table

Tips & tricks

  • If you only want to use the {ASSESSMENT_CURRENT_TOTAL} placeholder within a survey without showing an assessment message at the end of the survey:
  1. Access the Survey text elements panel and type in a URL field and
  2. Enable the autoload URL located in the Presentation panel.


How to disable the assessment mode

To deactivate it, go to the survey menu and look for the Data management tab. Click on it and the Notification and data management panel will be displayed. Look for the Enable assessment mode option and click on it to have it disabled for the respective survey.


Disable assessment mode - picture.png


Examples

How to use the assessment mode

Let's recreate the example presented above in order to better understand the steps you have to pursue in order to correctly use the assessment feature.

Help.pngIf you are unsure how to create a survey, use the following quick start guide.

1) Create the survey

2) Activate the assessments. Go to the settings menu of the survey and click on the Assessments tab. Once there, activate the feature:


LS3 - enable assessments.png


3) Create a question group and start adding the questions. Your survey structure should look like this:


Example assessment - question group.png


Important.png
Attention : Do not forget to check the whether the questions are assessable or not! Otherwise, no assessment value field will be displayed in the edit answer options panel.


4) Add answers for each question created above. While adding/editing the answers, complete also the assessment value field for each answer:


Example assessment - edit answers.png


5) Now that you know the assessment values, access the Assessments panel and start adding assessment rules. Two rules were created for this example:


Assessments example - assessment rules.png


The text message of the first assessment rule (You should start exercising!) will be displayed if the respondent scores between 1 and 10 points. The text message of the second assessment rule (Well, that's what I call being healthy!) will be shown if the respondent scores between 11 and 21 points.

6) Now, preview the survey and see if the assessment mode is active. At the end of the survey, a text message will be displayed based on the score obtained by the respondent.


Help.png Note: The score is not displayed in this example! If you would like to have it displayed in your assessment, create more assessment rules (for each possible scenario) or use assessment placeholders.


Assessment results.png


How to use the assessment placeholders

As mentioned in the previous subsection, three assessment-related placeholders can be used: {PERC}, {TOTAL}, and {ASSESSMENT_CURRENT_TOTAL}.

In the previous example, the following result was obtained: "Well, that's what I call being healthy!". However, no score was displayed.

There are many ways through which you can have it displayed. You can either create 6 assessment rules in order to emphasize each possible score/result or use assessment placeholders. The below example explains the latter option.

As mentioned above, {PERC} and {TOTAL} can be used in the message text box of the assessment rule in order to emphasize the score of the current group and the total score, respectively. Let's take a look at the following two screenshots to understand their usage.


Example perc - assessments - part 1.png


In the first screenshot, {PERC} and {TOTAL} were added into the message text box of the assessment rule.


Example perc - assessments - part 2.png


In the second screenshot, you can see how the assessment rule looks like in order to correctly use both placeholders. Because {PERC} is used, the scope of the assessment rule must be switched from Total to Group in order to correctly display the score of the question group selected from the Question group dropdown list:


Example assessment - right question group.png


After completing the survey and depending on their answers, the respondents should get the following assessment message at the end:


Assessment results - perc and total.png




{ASSESSMENT_CURRENT_TOTAL} can be used only inside a survey. You can use it after each question or question group from a quiz. You could show in this way to each respondent his or her current quiz/survey score. To use it, you could add for example at the beginning of every question or question group a message like: "You have accumulated till now {ASSESSMENT_CURRENT_TOTAL} points".


Help.png Hint: Check the following YouTube video to see in which other situations you can use placeholders.


Video tutorial

To understand the basics of the LimeSurvey assessments feature, check the following video.