Deelnemersdatabase
From LimeSurvey Manual
Introductie
Met deze nieuwe functie kan de beheerder, onafhankelijk van enige tokens, centraal de deelnemers bijhouden. De voordelen daarvan:
- Een enqûetebeheerder hoeft niet eerst de deelnemers van een oude enqûete te exporteren (naar CSV) om vervolgens deze in de nieuwe enqûete te importeren.
- Beheerders kunnen opgevoerde deelnemers aan een willekeurig aantal enqûetes toewijzen.
- De enqûetebeheerder kan deelnemers van een andere beheerder "overnemen" om deel te laten nemen in zijn enqûetes.
Daarnaast kunnen er meerdere eigenschappen toegekend worden, en meerdere functies.
Het deelnemersbeheerpaneel
(1) Home
(2) Informatie over de database
(3) Tonen van deelnemerstabel
(4) Importeren vanuit CSV
(5) Exporteren naar CSV
(6) Weigerlijst
(7) Algemene deelnemerseigenschappen
(8) Attribuutbeheer
(9) Delen-paneel
(10) Paneelsamenvatting
Home
Het deelnemerspaneel is een apart paneel in de beheeromgeving. Met deze keuze kom je weer terug in het Administratiepaneel.
Informatie
Hier kun je de statistieken van de database bekijken:
(1) Totaal aantal geregistreerde deelnemers
(2) Alle deelnemers van jou (als enqûetebeheerder)
(3) Deelnemers die met jou gedeeld zijn
(4) Deelnemers die jij gedeeld hebt
(5) Geweigerde deelnemers
(6) Totaal aantal attributen in de database
Tonen van deelnemerstabel
Het belangrijkste gedeelte van het deelnemerspaneel. Hier kun je deelnemers toevoegen, wijzigen, verwijderen, exporteren, toewijzen aan enqûetes, etcetera.
Hieronder een schermvoorbeeld.
En de verklaring van de symbolen:
- jqGrid header
- Deelnemer toevoegen
- Deelnemer verwijderen
- Verversen tabel
- Exporteer naar CSV (Geavanceerd)
- Uitgebreid zoeken
- Navigatie
- Deelnemer delen
- Aan enquete toewijzen
- Totalen
- Toon/Verberg lijnen
- Sublijnen
Add participant
You can easily add individual participant using the plus sign in the grid pager. For editing the added participant you can simply double click the participant and after editing you can press enter and any changes done will be saved to the server.
Delete participant
You can easily mark a single participant to delete or you can choose all the participants in the grid to be deleted. There are three possible conditions when deleting a participant.
The explanation of the three conditions is
1) Delete Participant(s) from central participants panel only
2) Delete Participant(s) from central panel and token tables
3) Delete Participant(s) from central panel,token tables and all associated responses
The first option deletes the participant from the central panel only, if the participant is in any token table, he/she will not be removed.
The second option deletes the participant from central as well all token tables, but his responses are not deleted.
The third option deletes all traces of that participant from the system including his responses.
In all the three options the links created for the purpose of maintaining history related to a particular participant are also deleted.
Reload grid
It simply reloads the grid from the server.
Export to CSV
When exporting to CSV you are presented with a dialog box asking you to mark the additional attributes which you want to import. There is also an option for filtering the attributes. It will display all the attributes in the central table (visible/non-visible).
The export to CSV option works under either of the two conditions :
1) Export filtered
2) Export All
It will export all or selected participants depending on your filtering criteria.
It will export the file as central_'the current time stamp'.csv .
Advance search
This is yet another major feature of the Central Panel. It is a powerful feature which not only filters through the participants but also through additional attributes (visible and non-visible). This feature is also integrated with the grid.
There are two levels of search that you can do.
1) Single search
2) Combined search
You can add a complex condition by using a plus sign next to the previous condition and remove a condition by using a minus sign in front of it.
This not only filters the participants in the grid but also those in the database that are not yet loaded, so it is an extensive search.
To decrease load time of the grid we have used pagination which allows the you to see the first X number of entries ( chosen by the you) and then load more if required. To control this we have pagination control option in the navigator bar.
Using the drop down menu you can select the number of entries to be loaded and with navigation buttons you can navigate sequentially and also use the text box to go to a certain page. Please note that the number of pages will reduce as you increase the number of entries that visible per page. Also the searching and sorting of grid are not dependent on the records visible in the grid at any particular time but are done on the whole central table.
This is another important feature of the Central Participants Database. You can share your participants with other users. You just have to select the participants you want to share and click on share. A modal box will open up which will allow you to select the user with whom you want to share.You can also set whether the user sharing your participant can edit those participants. If you set it no they will get an access denied error when trying to edit those shared entries.
Add to survey
Add to survey can be done at three levels :
1) all participants in current search
2) all participants
3) only the participant's that I have selected
As we know that the grid loads only the requested participants, thus ensuring minimum loading time for the user. So when you select a page on the grid (using multi-select or single select )that doesn't mean you have selected all the participants on the filtered participants from the database.So when exporting you are presented with the above mentioned three options which will be visible/invisible to you as per the present scenario.
For example if you have not selected any row and haven't done any search it will not show you any option and will only offer you to add all the participants in the grid and so on...
The title of the dialog box will show you the number of participants that are going to exported. Besides that, there is also a check box, that if checked, will take you to the token table of the survey to which you are adding the participants.
After clicking next you will be taken to the attribute map page.
The attribute map page has three columns and uses advance drag and drop functionality. The first column shows all the attributes that are present in the central table. The second column gives space to the user to create new attributes. The third column shows the attributes in the token table to which the user is adding participants. The user is free to choose to either create a new attribute in the token table to copy new values to or map the values from the attribute in the central table to the token table.
After you have mapped all the attributes, you can click on continue and after processing the participants a summary page will show up that will tell you how many participants were successfully copied, after which if you have asked for redirection you will be redirected to the token table table or else you will be redirected to the central grid.
Total count
Number of participants out of total participants is displayed at the right of the navigator.
Hide/Show grid
Simply hide or show the grid.
Subgrid
For editing of attributes in the system we have implemented the concept subgrid in the main grid that shows all the attributes in the system and also allows you to edit them. The main grid shows only the visible attributes, the rest of the attributes are available here and only fetched when required. The subgrid as the main grid allows inline editing of attributes and also sorting. It also shows the links to the surveys to which the participant is added to. In case the participant is not added to atleast one survey, this subgrid is not diplayed. When you expand the subgrid, all of the attributes in the system show up, but that doesn't means all the attribute values for that participant are saved in the database. Only when you add some value, that attribute value is saved for that particular participant.
Import from CSV
This supports files with only *.csv extension. The rest of the settings are similar with what we have for "import CSV" under tokens. As in "add to survey" option we also have a drag and drop control over the attribute here. This feature scans all the headings in the CSV and shows them . You can map the attribute to an already existing central attribute or choose to create a new one.
Steps to import
1) Select a file to import and specify associated settings.
2) Map the attributes in the CSV to those in the central table or create a new attribute. New attributes created will be of text box type but can be changed later.
In the example screenshot I have created a new attribute age and mapped sex with the attribute in the central table.
3) Wait for it to process and show the summary.
Clicking ok will redirect you to the display participants screen showing the newly imported participants.
Export all
This feature is for simplicity of the user. The user can click on it and can download all the participants that he has access to.
Global participant’s settings
For security purposes the editing of user id is restricted, as it's the user id associated with the participant which decides the ownership of the participant. For this there setting in the main CPDB panel which can be changed only by the super administrator. If the setting is set to yes, you can edit the user name field in the display grid.
When you double click on the row, you can see a drop down in the owner name field where the list of all users in the system are listed and you choose which one to give participant rights to.
Attribute control
This is yet another advance feature of the Central Participants Database. The attribute control in the token system allows to add only the attribute of text type, which reduces complexity, but when you have to add a large number of attribute values, it becomes very tiring to type the exact same value, for example 'male', repeatedly. To overcome this problem we have introduced three different attribute types :
1) Drop down
2) Text box
3) Date picker
You can choose either of the attribute types and associated UI will be presented to you while editing. For drop down , you will need to add possible values. Also, the attribute control has multilingual support.
As you can see there are already two existing attributes in the system. You can set their visibility right here by using the check box. The visibility will determine as to whether the attributes should be visible in the main grid or not.
For adding a new attribute you just have to click on the plus sign and another row will pop up allowing you to put in basic details and saving the attribute.
You can save the attribute by using the save button or by pressing enter after entering the attribute name.
For deleting an attribute in the system just click on the delete button next to the edit button. Clicking the delete button will not only delete the attribute but also the associated values.
For advanced editing, such as adding of drop down values and adding multilingual languages, you need to click on the edit button. On clicking the edit button you will see something like this.
For adding a new language you can click on the plus sign and a new tab will pop up and you can add the attribute name in that language there.
You can also add drop down values by selecting the drop down attribute type.
You can edit the possible values of the drop down by clicking on the edit button or clicking on the value itself as it supports inline edit similar to what we have in the grid. Delete button is for deleting the specific value.
As you can see in the screenshots, the entire attribute properties can be edited here.
The share panel shows all the information related to the shared participant. Please note that this panel shows only the shared participants owned by that particular user.
This panel shows values like
1) First Name
2) Last Name
3) E-Mail
4) Shared With
5) Owner
6) Date Added
7) Can Edit
All this information is for viewing/sorting purposes only and only the "Can Edit" field is editable for the user. The can edit field as explained earlier determines whether to allow the shared participant to be editable by the sharer or not.Just clicking on the check box will make an AJAX call and save the changes on the server.
Panel summary
Panel summary is same as information, only it is loaded when the CPDB panel is opened and it can be accessed again by using the information icon in the toolbar.
Additional information
Aanvullende (technische) informatie is beschikbaar: Deelnemersdatabase (Gebruikersscherm)