Actions

Surveys - introduction: Difference between revisions

From LimeSurvey Manual

No edit summary
No edit summary
Line 4: Line 4:




=Overview= <!--T:42-->
=General=


<!--T:43-->
<!--T:43-->
Line 19: Line 19:
A survey list will be shown. To create a new survey, click on the '''Create a new survey button''' located in the top-left part of the window, above the survey list.
A survey list will be shown. To create a new survey, click on the '''Create a new survey button''' located in the top-left part of the window, above the survey list.


<center>[[File:Surveys-alternative button.png]]</center>
<center>[[File:Create a new survey alternative.png]]</center>


<!--T:45-->
<!--T:45-->
Line 28: Line 28:


<!--T:47-->
<!--T:47-->
You can edit most of these settings later again by clicking the '''Survey properties''' and then '''General settings & text'''.
You can edit most of these settings later again by accessing the available options located in the settings menu of the newly created survey.


<!--T:48-->
<!--T:48-->
[[File:token_manage_30.png]]
[[File:token_manage_30.png]]


=Video tutorials= <!--T:2-->
=Surveys=
 
<!--T:3-->
There are a number of tutorial videos for LimeSurvey out there. This is a list of the ones we think that are the best. You are welcome to create a new tutorial and add it here.
*[[LimeSurvey Video-Tutorial|Tutorial A]] - this video tutorial was made available to us by Andreas Pursche ([http://www.paul-consultants.de/ PAUL Consultants e.V.] of University of Technology Dresden).
*[http://www.youtube.com/watch?v=KWE0wAoyvak Tutorial 'How to get started - a first survey' ] - this one is really nice and available on YouTube and should be viewed in HD
*[http://youtu.be/Uk3FQyDTIY0 LimeSurvey training video - template customization] - A very good introduction on how to customize a Limesurvey template
 
=Sample Surveys= <!--T:4-->
 
<!--T:5-->
One easy way to learn LimeSurvey is to experiment with working surveys.  Here are a [[Expression Manager Sample Surveys|dozen surveys]] that demonstrate all of the key features, including the new (1.92+ and above) [[Expression Manager|Expression Manager]]-based functionality for relevance-based navigation/branching; tailoring/piping/reporting; and validation.
 
<!--T:6-->
We also provide [[Expression Manager HowTos|How To]] and [[Expression Manager Examples|Examples ]]pages to help orient users to Expression Manager.
 
<!--T:7-->
Simply import those surveys into your installation (or into the [http://www.limesurvey.org/en/demo public LimeSurvey demo]), and test the survey.  One of the easiest ways to review the survey logic is via the new [[Show Logic File|Show Survey Logic]] feature.
 
=Basic survey elements= <!--T:8-->
 
<!--T:9-->
A '''survey''' has three integral elements, each of which must exist:
*A survey name
*At least one group
*At least one [[Question types|question]]
 
<!--T:10-->
Optional elements to a new '''survey''' include:
*Applicable answers to each question
*Modifiable labels (known as label sets)
*Conditions that determine whether a question should be asked
 
==Survey name== <!--T:11-->
 
<!--T:12-->
The '''survey name''' provides the unique title to a '''survey''' and becomes the handle to access various option settings that apply to the survey as a whole. Settings such as the welcome message on the opening screen, the description of the survey, contact information for the survey administrator, and what format the questions are to be asked.
 
==Question Groups== <!--T:13-->
 
<!--T:14-->
A '''survey''' requires each question to be a member of a '''group''' (and only that '''group''').  Depending on the number of questions in the survey, '''Groups''' can be used to define logical sections, common subject themes, or possibly pages on the screen. A group can have questions about a similar subject or simply be setup as a manageable number of questions.
 
<!--T:15-->
<div class="simplebox">'''Note''':<br />This whole chapter deals with '''question groups'''. Do not confuse a '''question group''' with a '''user group'''.  Each is very different and used in different ways, based on the object being grouped.</div>
 
<!--T:16-->
A question '''group''' has a title and an optional description. You must have at least one '''group''' in each survey, even if you do not wish to divide the survey into multiple groups.
 
==Questions== <!--T:17-->
 
<!--T:18-->
'''Questions''' are the core of your survey. There is no real limit to the number of '''questions''' you can have in your '''survey''' or in a '''group'''. '''Questions''' include the actual question text as well as settings that determine what form of answer you will accept. You can also specify a short 'help' explanation for each question and determine whether the question is mandatory (that is, must be answered) or optional.  For more details check the [[Question types|question types]] section.
 
=Basics of navigating the survey administrative interface= <!--T:19-->
 
<!--T:20-->
The '''LimeSurvey''' tool presents horizontal tool bars to the survey creator in their web browser.  These toolbars are the header of a window allowing interaction.
 
==Administrative Tool Bar== <!--T:21-->
 
<!--T:22-->
The top toolbar is usually the '''Administrative Tool Bar''' providing top level, global actions.  One of the key items there is the drop down list of surveys along with a '''Create New (Survey)''' button [[File:CreateSurvey-button.png]] ; if available and enabled for your login account.  Both are on the right side of the toolbar.
 
<!--T:23-->
[[File:SystemAdmin.png]]
 
<!--T:24-->
<div class="simplebox">'''Hint''':<br />Want to know more about a particular icon button in a tool bar?  Hover over the icon to see its name or click on the Help button [[File:help-button.png]] in the '''Administrative Tool Bar''' to see a description of icons in the currently active toolbar.</div>
 
<!--T:25-->
If the '''Administrative Tool Bar''' does not appear to be on top, click the home button [[File:button-home.png]] to get back to it.  The Labelset [[File:button-labelset.png]] and Template [[File:button-template-editor.png]] editors, available in this tool bar, are the only ones that can replace the '''Administrative Tool Bar'''.
 
<!--T:26-->
By clicking the '''Create New (Survey)''' button [[File:CreateSurvey-button.png]] or selecting an existing survey, you minimize the Administrative window and open a new tool bar below to manage the '''Survey'''.
 
<!--T:27-->
[[File:GroupToolbarSmall.png]]
 
==Survey Tool Bar== <!--T:28-->
 
<!--T:29-->
Similar to before, one can click on the drop down list of question '''Groups''' or on the '''Create New (Group)''' button [[File:CreateSurvey-button.png]] on the '''Survey''' toolbar.  Either selection will bring up the question '''Group''' toolbar below the '''Survey''' toolbar.
 
<!--T:30-->
[[File:SurveyToolbarSelectGroupSmall.png]]
 
==Group Tool Bar== <!--T:31-->
 
<!--T:32-->
In the Question Group, you can click on the drop down list of '''Questions''' or click the '''Create New (Question)''' button [[File:CreateSurvey-button.png]] to add a fourth toolbar to now edit a '''Question'''.
 
<!--T:33-->
[[File:GroupToolbarSelectQuestion.png]]
 
==Common Buttons== <!--T:34-->


<!--T:35-->
==Create a new survey==
In these nested toolbars are some common, navigational buttons.  There is an '''Edit''' button [[File:edit-button.png]] to edit the object you selected.  By default, you will be put in the editor if you create the object.  There is a '''Delete''' button [[File:delete-button.png]] to delete the object.  For '''Groups''' and '''Questions''', there is a '''Reorder''' button [[File:change-order-button.png]] to change the order the object appears in during the survey execution.  Finally, there is an '''Export''' button [[File:export-button.png]] to export a survey, question group or question that you can import back into another survey.  Note that the '''Create''' button [[File:CreateSurvey-button.png]] also allows you to import a previously exported object.


<!--T:36-->
==Import a survey==
[[File:QuestionToolbar.png]]


<!--T:37-->
==Copy a survey==
Finally, there are two to three small buttons to the far right [[File:CommonButtons.png]] to minimize, maximize, and close the window of a toolbar.  The maximize button will take you back to the summary window of the currently selected object.


<!--T:38-->
==List surveys==
As seems natural, the window of the current toolbar is automatically minimized when you select a lower level object to edit.  Only the current toolbar and its window can be closed.  You can open a previous toolbar and window by clicking on its maximize button.  And you can jump around by selecting or creating a new object in another toolbar without having to close the currently open window first.


<!--T:39-->
=Survey groups{{NewIn|3.0}}=
We will discuss navigating through a survey itself later on in the section on testing the survey.


=Survey settings= <!--T:40-->
=Examples=


<!--T:41-->
Now that we have some basics down, lets move on and create our first survey. When doing so, we first have to define the basic [[Survey settings|survey settings]].
</translate>
</translate>

Revision as of 17:46, 11 September 2017


General

There are two ways to create a new survey: 1. The first one is to click on the arrow besides the Surveys button that is located on the main toolbar of your LimeSurvey installation home page. A dialog will show up from where you can choose the Create a new survey option:

2. The second option is to click on the Surveys button located on the main toolbar of your LimeSurvey installation home page:

A survey list will be shown. To create a new survey, click on the Create a new survey button located in the top-left part of the window, above the survey list.

A Create New Survey screen will appear:

You can edit most of these settings later again by accessing the available options located in the settings menu of the newly created survey.

Surveys

Create a new survey

Import a survey

Copy a survey

List surveys

Survey groups (New in 3.0 )

Examples