Ankete – uvod
From LimeSurvey Manual
Splošno
Anketa prek različnih med seboj povezanih baz podatkov vključuje: jezike, vprašanja, skupine vprašanj, atribute vprašanj, podvprašanja, odgovore, privzete odgovore, ocene in nastavitve kvot. Da bi olajšali upravljanje anket, je bila pred kratkim dodana funkcionalnost skupina anket (New in 3.0 ).
Ankete
Do strani ustvari novo anketo lahko pridete na dva načina:
1. Prvi način je, da kliknete puščico zraven Ankete, ki se nahaja v glavni orodni vrstici domače strani vaše namestitve LimeSurvey. Prikazal se bo spustni seznam. Na spustnem seznamu izberite Ustvari novo anketo'.
2. Drugi način je, da kliknete polje Ustvari anketo na domači strani namestitve LimeSurvey.
Prikaže se »Ustvari novo stran z anketo«.
Ustvarite novo anketo
Na strani »Ustvari novo anketo«:
(1) Vnesite Naslov ankete.
'Opomba: Polje z naslovom ankete je obvezno. Preostala polja so neobvezna. Za podrobno razlago vsakega polja glejte spodnji razdelek Elementi besedila.
(2) Kliknite Shrani (V zgornjem desnem kotu tik pod vašim Uporabniškim imenom).
Če želite optimizirati svojo anketo, preverite možnosti, ki so na voljo pod vsakim zavihkom v orodni vrstici Ustvari novo anketo:
- Besedilni elementi
- Splošne nastavitve
- Predstavitev in navigacija
- Objava in nadzor dostopa
- Obveščanje in upravljanje podatkov
- Participant settings
Besedilni elementi
Naslednje možnosti se nahajajo pod zavihkom Elementi besedila:
- 'Naslov ankete:' Naslov ankete lahko spremenite v tem polju.
- 'Ustvari primer vprašanja in skupine vprašanj?:' (New in 3.0 ) Če je omogočeno, bosta primer vprašanja in skupine vprašanj privzeto dodana vaši anketi, ko ustvarite anketo. Ta primer vprašanja in skupine vprašanj bosta prikazana, ko kliknete gumb »Shrani«, da ustvarite anketo.
- 'Osnovni jezik': To predstavlja glavni jezik ankete. Če želite dodati druge jezike ankete, najprej ustvarite anketo, nato odprite splošne nastavitve novo ustvarjene ankete in dodajte dodatne jezike.
- 'Opis:' Vnesete lahko opis ankete. Če je omogočeno v globalnih nastavitvah, lahko uporabite urejevalnik HTML za boljšo prilagoditev polja z opisom.
- 'Končni URL: Uporabnike imate možnost preusmeriti na drugo stran, ko končajo z izpolnjevanjem vprašalnika. Če jih želite preusmeriti, vnesite URL in aktivirajte možnost samodejno naloži URL, ki se nahaja pod zavihek Presentation & navigation.
- 'URL opis: Kratek končni opis URL-ja je mogoče dodati v primerih, ko je uporabnik preusmerjen na nepovezano spletno stran z anketo. Morda bo pomagalo, če skrbnik ankete doda opombe v zvezi z uporabo ustreznega URL-ja.
- 'Oblika datuma:' Ta možnost je pomembna, ko želite zabeležiti časovne žige skupaj z odgovori udeležencev ankete. Če kliknete nanjo, se prikaže spustni seznam z več oblikami zapisa datuma. Izberite obliko datuma, ki se uporablja glede na geografsko lokacijo vaših anketirancev. Ne pozabite, da se po svetu uporabljajo različni formati datumov. Na primer, priporočamo, da uporabite drugačno časovno obliko, če se vaš vprašalnik osredotoča na ameriški trg (mm-dd-llll) in ne na britanski trg (dd-mm-ll).
- 'Decimalni znak:' Na voljo sta dve možnosti: pika (.) in vejica (,). Izberite tistega, ki ustreza kraju (geografski lokaciji), kjer izvajate študij (npr. ZDA proti Nemčiji).
- 'Pozdravno sporočilo:' Vnesite sporočilo, ki bo pozdravilo udeležence ankete, ko odprejo povezavo do vaše ankete.
- 'Končno sporočilo:' Vnesite sporočilo, ki bo prikazano udeležencem ankete, ko bodo izpolnili vprašalnik. Če je polje end URL samodejno naloženo, končno sporočilo ni več prikazano.
Splošne nastavitve
Na zavihku Splošne nastavitve so na voljo naslednje možnosti:
- 'Lastnik ankete:' Vnesite pravo ime lastnika ankete.
- Administrator:' Ime skrbnika.
- ''E-pošta skrbnika: ' Vpišite elektronski naslov skrbnika ankete.
- 'Zavrnjena e-pošta:' To je e-poštni naslov, na katerega bodo poslana e-poštna sporočila z obvestili o napakah pri dostavi (zavrnjena e-poštna sporočila).
- 'Fax To: To polje se uporablja za tiskanje številke faksa na "natisljivo anketo" - tj.: ko želite nekomu poslati tiskano kopijo, ker on ali ona ne more uporabiti spletne ankete.
- 'Skupina' (New in 3.0 ): Izberite skupino anket, v katero naj bo dodana novo ustvarjena anketa.
- 'Oblika: Ta funkcija vam omogoča, da izberete način, na katerega bodo vprašanja prikazana anketirancem. Na voljo so tri možnosti:
- Vprašanje za vprašanjem : vprašanja bodo prikazana eno za drugim (eno vprašanje na stran). Če je izbrana ta možnost, bosta med izpolnjevanjem ankete prikazani ločeni "dobrodošla" in "končna" stran.
- Združi po skupini : Vsaka stran z anketo bo prikazala skupino vprašanj. Poleg tega bosta med izpolnjevanjem ankete prikazani ločeni »dobrodošla« stran in »končna« stran, kot pri anketah »Vprašanje za vprašanje«.
- Vse v enem : če je izbrano, vse strani bodo prikazani na eni strani. Če izberete to možnost, ne bodo prikazane nobene ločene strani za "dobrodošli" in "končni" strani - vse bodo prikazane na isti strani, skupaj z vprašanji.
- 'Predloga:' Privzeta predloga je precej preprosta, a funkcionalna. Več informacij o ustvarjanju lastnih predlog je na voljo tukaj.
Naslednje možnosti najdete pod zavihkom Predstavitev in navigacija:
- 'Navigacijska zakasnitev (sekunde):' Ta funkcija prikaže število sekund, preden so omogočeni gumbi za prejšnji, naslednji in za pošiljanje. Če ni podana nobena, bo možnost uporabila privzeto vrednost, ki je "0" (sekund).
- 'Prikaži kazalo vprašanj / Dovoli preskakovanje: Indeks vprašanj je lahko prikazan v anketi, če je ta funkcija omogočena, kar uporabniku omogoča preskakovanje iz ene skupine vprašanj v drugo. Izberete lahko naslednje:
- Disabled : če je ta možnost izbrana, v anketi ni prikazan noben indeks.
- Incremental : če je ta možnost izbrana, vprašanje skupine bodo postopoma prikazane v indeksnem meniju na strani ankete. Dovoljeno vam je, da "skočite nazaj" samo na skupine vprašanj, ki so bile predhodno obiskane/do katerih ste dostopali.
- Polno : Preskakovanje iz skupine vprašanj v skupino vprašanj je dovoljeno prek indeksnega menija.
- 'Pokaži "V tej anketi je X vprašanj": To prikazuje skupno število vprašanj v vaši anketi.
- 'Pokaži ime skupine in/ali opis skupine:' Ta funkcija vam omogoča, da izberete, ali bo vaša anketa udeležencem prikazala samo ime skupine vprašanj, samo opis skupine ali oboje. Lahko se tudi odločite skriti oboje.
- 'Pokaži številko vprašanja in/ali kodo: Ta funkcija vam omogoča, da izberete, ali bo vaša anketa udeležencem prikazala samo številko vprašanja, samo kodo vprašanja ali oboje. Lahko se tudi odločite skriti oboje. Upoštevajte, da se številka vprašanja prikaže v trenutku, ko nekdo začne anketo, medtem ko je koda vprašanja prikazana poleg vsakega anketnega vprašanja.
- ''Pokaži "Ni odgovora": Ko ima "izbirni gumb" ali "izberi vrsto" vprašanje, ki vsebuje odgovore, ki jih je mogoče urejati (npr.: vprašanja seznama in niza), Omogočena je možnost Prikaži "Ni odgovora" in tudi ni obvezna, za vsako vprašanje/podvprašanje se prikaže dodaten vnos "Ni odgovora". Na ta način se anketiranci lahko odločijo, da na zadevno vprašanje/podvprašanje ne bodo odgovorili. Skrbnikom ankete sta na voljo naslednji dve možnosti:
- Vključeno : Če je izbrana ta možnost, lahko anketiranci izberejo možnost "Brez odgovora" za neobvezno vprašanje.
- Izključeno : Če je izbrana, se možnost "Brez odgovora" možnost ne bo prikazana kot možen odgovor za nobeno neobvezno vprašanje.
- 'Pokaži pozdravni zaslon:' Če je izklopljeno, pozdravno besedilno sporočilo ne bo prikazano na začetku vprašalnika.
- 'Dovoli navigacijo nazaj:' Če je omogočeno, bo to uporabnikom omogočilo navigacijo nazaj in spreminjanje svojih prejšnjih odgovorov.
- 'Pokaži zaslonsko tipkovnico:' Če je vklopljena, bo zaslonska tipkovnica prikazana, ko odgovarjate na vprašanja, ki zahtevajo vnašanje informacij.
- 'Pokaži vrstico napredka:' Ko je omogočena, ta funkcija prikaže vrstico napredka, ki udeležencem prikazuje, koliko ankete so izpolnili in koliko je ostalo za izpolniti.
- 'Udeleženci lahko natisnejo odgovore:' Če je vklopljeno, lahko udeleženci ankete na koncu ankete izberejo, da natisnejo svoje odgovore.
- 'Javna statistika:' Povezava do niza statistik bo prikazana na koncu ankete, če je ta možnost omogočena.
- 'Pokaži grafe v javni statistiki:' Če je omogočeno, bodo grafi prikazani tudi v javni statistiki na koncu ankete. Upoštevajte, da mora biti možnost »Javna statistika« omogočena, da lahko udeleženci ankete vidijo grafe.
- 'Samodejno naloži URL, ko je anketa končana: Končni URL postane preusmeritvena povezava, ko je anketa končana, če je ta možnost vključena.
Objava in nadzor dostopa
Na zavihku Objava in nadzor dostopa so na voljo naslednje možnosti:
- 'Začetni datum/čas:' To je datum/čas začetka ankete.
- 'Datum/čas veljavnosti:' Ta funkcija vam omogoča, da izberete datum, ko vaša anketa poteče. To je zadnji datum, ko bo skript javne ankete ljudem omogočil sodelovanje. (Primer: Če nastavite datum poteka na 31. december, potem osebe ne bodo mogle več izpolnjevati ankete 1. januarja). Če želite odstraniti datum poteka, počistite datum iz vnosnega polja.
- 'Prikaži javno anketo:' Privzeta vrednost je "Ne". Ko je nastavljeno na »Da«, bo vaša anketa navedena na portalu »Razpoložljive ankete«, kjer jo lahko vidijo vsi uporabniki LimeSurvey.
- 'Nastavi piškotek za preprečevanje ponavljajočega se sodelovanja:' Če je to vklopljeno, bo udeležencu ankete onemogočeno, da drugič izpolni anketo.
- 'Uporabite CAPTCHA za dostop do ankete:' Za dostop do ankete je udeleženec ankete vnesel kodo CAPTCHA.
- 'Uporabi CAPTCHA za registracijo:' Za prijavo v anketo je udeleženec ankete vnesel kodo CAPTCHA.
- Use CAPTCHA for Save and Load: Enable this function if you want a survey participant to type in a CAPTCHA code when he or she loads the survey again after only a part of it was completed (to prevents automated responses).
Notification & data management
The following options can be found under the Notification & Data Management tab:
- Date Stamp: Enable this functionality if you would like to see the time when the answers were submitted.
- Save IP Address: If "yes" is selected, the IP address of the survey respondent will be stored together with his or her answers.
- Save Referrer URL: If "yes" is selected, the referrer URL will be stored together with the answers.
- Save Timings: If this functionality is enabled, the time spent on each page of the survey by each participant is recorded.
- Enable Assessment Mode: You can enable/disable assessments for this survey with this setting.
- Participant May Save and Resume Later: This setting allows a participant to save his/her responses and resume the survey at a later time. Please note that this is most useful with open surveys or surveys in which the participants are anonymous. If you are using tokens and the survey is not anonymous, in most cases it is better to activate token-based response persistence from the Participant settings panel.
- Send Basic Admin Notification Email To and Send Detailed Admin Notification Email To: These two functions allow you to send notifications or survey responses to any email address once the survey is submitted. You can edit the templates for these emails from the Email templates menu. You can choose the option to send emails to multiple recipients simultaneously by separating the email address entries with a semicolon (;) (e.g "yourname@test.com; myname@test.com; hisname@test.com" or (if using placeholders) "yourname@test.com;{INSERTANS:82733X12X73};{TOKEN:EMAIL}").
There are different ways for entering an email address:
- Enter a specific email address (ie: yourname@test.com).
- Enter a SGQA code and the response will be sent to an email address entered as an answer to that particular question (use the format {INSERTANS:9999X88X12} in the same way you would reuse information from previous answers).
- The following is only possible if your survey is not anonymous. Enter a token code and the response will be sent to an email address retrieved from a token field. Use the format {TOKEN:EMAIL} or {TOKEN:ATTRIBUTE_1} in the same way you would re-use Information from the Survey participants table.
- Google Analytics Settings: If you would like to get details about the survey web traffic, use Google Analytics. Three options are available:
- None : Google Analytics will not be used.
- Use Settings Below : If this option is chosen, the survey owner can type in his or her Google Analytics Tracking ID to be stored only with the respective survey. You also have the ability to choose one of the three Google Analytics styles.
- Do Not Use Google Analytics - so {GOOGLE_ANALYTICS_JAVASCRIPT} is an empty string.
- Default Google Analytics - {GOOGLE_ANALYTICS_JAVASCRIPT} uses the standard Google Analytics code, inserting the proper Google Analytics Key.
- SurveyName-[SID]/GroupName - {GOOGLE_ANALYTICS_JAVASCRIPT} contains customized Google Analytics code to log the URL as {SURVEYNAME}-[{SID}]/{GROUPNAME}. This can be helpful if you want to analyze navigation paths through your survey, time spent per page, and drop-off rates per page.
- Use Global Settings : If this option is chosen, the survey will use the same Google Analytics Tracking ID as the one saved in the global settings and then you choose the desired Google Analytics style.
Participant settings
The following options can be found under the Participant Settings tab:
- Set Token Length To: Usually, the default value of 15 digits does not need to be changed (the maximum supported value is 35). However, if you wish to change this setting, please enter a number (X) which is greater than 5. If the number entered is less than 5, it will be converted to the default value of 15. When generating tokens, all tokens will use a length of X digits.
- Anonymized Responses: This functionality allows you to determine whether responses to your survey are matched with information from the Survey Participants table (utilized in the respective survey) or are kept "anonymous". The default is "No". If you choose "Yes", then your survey is set to anonymize responses - there will be no way to connect answers and participants. Even the survey administrator will not be able to link response data and participant/token data. However, you will always be able to specifically view each response entered by your participants in the survey. Thus individual and anonymous analyses can still be done.
- Enable Token-Based Response Persistence: If your survey uses tokens and your responses are not anonymized, you may want to enable this feature. If you enable this feature, your participants will be able to leave the survey and resume later at any time without using the Resume Later function - for example, when they get distracted or their browser crashes. Upon clicking the invitation link again, they will be returned to the point in the survey where they left off with previous entries saved.
- Allow Multiple Responses or Update Responses With One Token: If this option is activated, participants will be able to return to their survey by clicking the invitation link, even if they have already submitted the survey. If the survey is anonymous or "Enable Token-Based Response Persistence" is set to "No", this will add a new response. If the survey is not anonymous and "Enable Token-Based Response Persistence" is enabled, the user will update the existing responses.
- Allow Public Registration: If you use tokens to control access to your survey, the only people who can use the survey are those who have an entry and a unique token code allocated in the Survey participants table. If you would like to use tokens, but also allow public registration, set this to "Yes". The "Yes" setting will allow visitors to register his or her name and email address. The script will create a new entry in your Survey Participants table for this person, then send them an invitation email. The script will ensure that only one person per email address can complete your survey.
- Use HTML Format For Token Emails: When enabled, all emails sent by the token management interface (invite, reminder, confirmation) will be formatted as HTML. You will then be able to use rich formatting for these emails. The default value is "Yes".
- Send Confirmation Emails: If enabled, the participant will receive a confirmation email that the survey was submitted.
Import a survey
You can import a survey from the Create, import, or copy survey screen.
(1) From the Surveys dropdown options (on the top toolbar of your Limesurvey homepage) select Import a survey.
(2) On the Import tab, click Browse and choose the file you wish to import.
(3) Click the Import survey button.
Choose from the following formats:
- .LSS files (XML-format created by LimeSurvey 1.90 or later);
- .LSA files (Survey archive which may include also token, responses and timings - available since LimeSurvey 2.0);
- .TXT files (Text-format created by Excel - available since LimeSurvey 2.0);
- .CSV files (Created by early LimeSurvey versions from 1.50 to 1.90).
The import function "intelligently" re-numbers the survey, groups, questions, answers, and condition IDs so that they all match each other. No existing survey is going to be overwritten during the import process.
By default, the resource links and expression fields are also imported. Basically, the more advanced type of questions are going to be also imported along questions that include complex branching, assessments, validation, and tailoring.
Once the import process is completed, a survey structure import summary will be displayed, showing whether it was successful or not:
Copy a survey
(1) Access your LimeSurvey homepage and from the Surveys dropdown options (on the top toolbar) select Copy a survey.
(2) From the Copy tab, choose the survey that want to copy from the Select survey to copy options.
(3) Complete the required fields and set preferred options.
(4) Once you are done selecting the preferred options, click the Copy survey button located on the bottom of the page. A survey copy summary will be displayed:
Copy Survey Fields:
- New survey title: Type in the title you wish the copied survey to have.
- New survey id: You can type in a new survey ID or leave the field empty. If the field is left empty, a survey ID will be automatically assigned.
- Convert resource links and expression fields: If you disable this option, the more advanced question types that use the expression manager will not be copied.
- Exclude quotas: The quotas are going to be excluded if this option is disabled.
- Exclude survey permissions: If enabled, no survey permissions will be copied into the new survey.
- Exclude answers: Exclude the answer options.
- Reset conditions/relevance: You can choose to reset the conditions that were set in the original survey.
- Reset start/end date/time?: You can choose to reset the survey start/end date/time.
- Reset response start ID?: Each response has a corresponding ID. If enabled, the ID of the responses will be reset. However, bear in mind that it is better not to have an ID with two matching responses because it might influence the output of your survey.
Below is a screenshot of the Survey Copy Summary.
To access the copied survey, click Go to survey to be redirected to the settings of the newly added survey.
List surveys
There are now two ways to see a list of available surveys.
(1) From the Surveys options (on the top toolbar of your LimeSurvey homepage) select List surveys.
(2) Or click the List surveys box on your LimeSurvey homepage.
A list of surveys will be displayed.
- Survey ID: When created, the survey receives a unique id that is used to make the connection between different LimeSurvey tables.
- Status: Status of available surveys:
- Title: The title of the survey.
- Group: The survey group to which the survey belongs to.
- Created: The date when the survey was created.
- Owner: The name of the user that owns the survey.
- Anonymized responses: This shows whether the responses are anonymized when stored into the database or not.
- Partial: The number of surveys that were partially completed.
- Full: The number of surveys that were fully completed.
- Total: The number of partially and fully completed surveys.
- Closed group: This is either "Yes" (if a Survey participants table is used) or "No".
- Actions: The last column presents the actions that are available for each survey:
If you want to look for a specific survey, use the search bar and filter the results via the survey status field ("active", "active and running", "inactive", "active but expired", and "active but not yet started").
Delete a survey
(1) From the list of Surveys dropdown options (on the top toolbar of your LimeSurvey homepage) select List surveys.
(2) Select the survey(s) you wish to delete (by ticking the box to the left of the survey ID).
(3) Click on the Selected survey(s)... button located on the bottom-left side of the page.
(4) Select Delete.
(5) When you click Delete, a confirmation window will appear asking you to confirm your action. Select Yes to confirm.
Export a survey
(1) From the Surveys dropdown options (on the top toolbar of your LimeSurvey homepage) select List Surveys.
(2) Select the survey(s) that you want to export by ticking the box to the left of the survey ID.
(3) Click the Selected survey(s)... box at the bottom of the list of surveys.
The following options are available:
- Survey archive (*.lsa);
- Survey structure (*.lss);
- Printable survey (*.html): This option allows you to export the survey in a printable format in order to be filled out "offline".
(4) Select the export file type that you want to export the survey as.
For more details, check how to export a survey structure.
Survey groups
(1) To access the survey group functionalities, click Surveys located on the main toolbar of the LimeSurvey home page.
(2) Then click the Survey groups tab:
A survey groups list will be displayed.
On this page you can:
- Create a survey group - located above the survey groups table;
- Edit a survey group - located on the last column (the green pencil icon);
- Delete a survey group - located on the last column (the red trash icon).
Create a survey group
To create a new survey group:
(1) Click Surveys located on the main toolbar of the LimeSurvey home page.
(2) Click the Survey groups tab.
(3) Click the Create a new survey group button located above the survey groups list.
(4) Complete the following fields and Save:
- Name: Type in the name of the survey group;
- Title: Type in the title of the survey group;
- Description: Type in a short description of the survey group;
- Order: Helps you organize the order of the survey groups within a parent group;
- Parent: Choose the survey group that will be the parent survey group. The parent group option is used to ease the edit of template-related options of a high number of survey groups via a few clicks.
To add surveys to the group:
(1) Go to the General settings tab of a survey.
(2) Click the arrow in the Group field to display a list of survey groups.
(3) Select the survey group and Save.
Edit survey group
The following options of a survey group can be edited:
- Surveys in this group;
- Settings for this survey group;
- Template options for this survey group (New in 3.0 ).
(1) From the top toolbar of your LimeSurvey homepage, click Surveys.
(2) Click the Survey group tab.
(3) Select the survey group that you want to edit, by clicking the edit icon under the Actions column.
The survey group will be displayed in edit mode.
Surveys in this group
If you click on the first tab, all the surveys from the respective group will be displayed.
This works as a filtering function, filtering out all the surveys not listed in the chosen survey group. You can now select the desired survey and start editing it. To see which survey-editing functionalities are available, check the list surveys section.
Settings for this survey group
The following fields can be edited from the Settings for this Surveygroup tab:
- Title: Type in the title of the survey group;
- Description: Type in a short description of the survey group;
- Order: Helps you organize the order of the survey groups within a parent group;
- Parent: Choose the survey group that will be the parent survey group. The parent group option is used to ease the edit of template-related options to a higher number of survey groups via a few clicks.
Template options for this survey group
The template options functionalities are present in LimeSurvey 3.0+. It offers a set of various options that allows you to quickly and easily change the templates-related settings of the surveys that belong to the same survey group:
The Inherit everything functionality lets you decide whether you want the survey group to inherit everything or not from the parent survey group theme.
If you do not want this to happen, select "No". The following options will show up which will allow you to choose what should be inherited from the parent survey group theme:
Below, you will see that you can choose a bootswatch theme for your survey group. Bootswatch themes can be used to quickly edit your templates. Basically, bootswatch is a collection of themed swatches which can be freely downloaded and dropped into your Bootstrap site. Some of these themes are already included into your LimeSurvey installation and they can be selected from the Bootswatch theme drop-down list.
If you want to tweak more a survey group template options, click on the advanced option tab (recommended for advanced users):
Delete a survey group
(1) Display a list of your surveys. (From the Surveys tab on the top toolbar of your LimeSurvey homepage, click List surveys or click the List surveys box).
(2) Click the Survey group tab.
(3) Select the survey group you want to delete and click the Delete icon located in the Actions column.
(4) Confirm the deletion by clicking Yes.