Settings and options for questions and answers are managed from this dialogue box.
1. Question Number determines the order. To change the order just change the numbers to be in sequence. Otherwise, just drag and drop the section in the menu panel, the system will renumber automatically.
2. Question Text as it appears on the response screen. Questions can include merge strings for Question Piping using the insert merge string function (Read more about Question Piping).
3. Max Points. This is the maximum score an answer can get on this question. These are used to calculate the score automatically. Some assessments have all the questions with the same max score; others weight certain questions by giving a higher max score and higher proportionate answer scores.
4. Options Tab
4a. Question Report Name. (formerly Question short name) This field is used on the feedback or cohort report for graphics that are at the question level and for internal reporting. For example, if the question was “What is your annual revenue?” the Short Name might be “Annual Revenue.” The Report name is also used as a smart name to populate answers with response settings and vise versa. See more about question report names here.
4b. Required. This makes the question compulsory. The respondent cannot move to the next section without answering it.
4c. If Segmentations is enabled (in the Settings Screen) this additional panel will display with the Segmentations entered in the Segmentations function (Read more about Segmentations). You can select any number of Segmentations that apply to this question. The Feedback report has a comprehensive Segmentation reporting capability
4d. Hidden Questions are used to pass information into the assessment response without the respondent being able to modify it. Typically the data is populated using Smart Question Short Names (Question Report name), and are subsequently referred to for Conditional Questions and Question Piping.
4e. Classifier - links this question to Classifier Classifiers are used to bring classifying data into or out of the response, or for benchmarking.
5. Instructions Tab
This text will appear before the Question. By putting it on the first question for the assessment, section or subsection, it can introduce the assessment, section, or subsection. Instruction Text can include merge strings for Question Piping (Read more about Question Piping)
5a. To insert images into the instruction text, they must first be uploaded to the graphics table (Read more about Graphics) with an unspecified Graphic Type.
5b. Insert a table into the text
5c. View and update the HTML for the Instruction text.
5d. Choose a Style for the instruction Text.
5e. Clean the HTML. We highly recommend cleaning the HTML after pasting text from websites or Word. It removes the HTML from the text, allowing you to format the text consistent with the standards used in this product.
6. Rule a line. This button places a thin gray line in the text of the same format used by the system between inline questions.
7. To Insert a Video into the instruction text, it must first be uploaded to the graphics table (Read more about Graphics) with a type of Image.
6. Conditions tab
Select this tab to add Question Conditions. (Read more about Question Conditions)
7. Report text
Select this tab to add Reporting Text at a question level. Reporting Text is often used instead of Answer Text on the Feedback Report for Multiple Choice Questions. Each answer selected may have a number of points assigned, and the Report Text tab allows you to specify a range of scores that each text option applies to. Note:
- We usually recommend you use answer text to give feedback unless you are using Multiple Choice Answers.
- When using the subsection merge string to pull through the feedback at the subsection, question, and answer level, it's important to note that the reporting text from Questions will appear after all of the Available Answer Report Text for that subsection, regardless of the question order within the subsection.
8. The Answer Format indicates the format of the answers on the response entry screen.
|Answer Format Option||Description|
|Single Choice||Answers run down the page inline with the Questions. This format is ideal where the available answers are different for each question, or they are not multi-choice. They are also a good choice for mobile phones.|
|Slider||A slider bar runs across the page underneath the question. Slider bars can be used with numeric or text answers. Answers must have an Answer Type of Single Choice Item|
Answers run across the page. Typically, these are scoring-type questions (say 1 – 7) and there are multiple questions. Answers may have an Answer Type of Single Choice Item or MultiChoice Item.
|Ranking ( Drag & Drop)||
For Ranking questions, the questions are inline, but grouped Ranking questions are where the respondent is asked to drag and drop items in order of preference. (Read more on Ranking Questions)
|Text Box||For free text answers|
Multi-Line Text Box
|A larger text box, allowing for unlimited text.|
|Where more than one answer can be selected.|
|Drop Down||This is a dropdown box with all of the answers listed for this question. Good for saving space down a page e.g country lists.|
|Number||For number answers|
|Decimal||For answers with decimals including currency|
Invokes image capture in the response. If the respondent is using a mobile device, the camera will be available. Otherwise, a picture can be selected from the user's The system includes a cropping tool in the upload process.
|Video||Invokes video capture in the response. If the respondent is using a mobile device, the camera will be available. Otherwise, a video can be selected from the user’s computer.|
|Documents and files||Allows documents and files (of any type) to be attached to the response.|
Tip: Often all the available answers for one question are of the same type, but this is not always the case. For example, you could have a question asking what the company’s profit was, with a Decimal Box as the available answer, and a separate Single Choice Item of “I do not want to disclose this.”
9. Number. The order the answer appears in the response.
10. Answer Text. as it appears on the assessment. If the Answer Type is a TextBox the Answer Text is often blank, but if it is entered it will appear on the response as a watermark. If the Question Type is Matrix, two lines of Answer Text will display to allow for smaller titles across the page. For a series of Matrix Questions, only the first Question’s Answer Text will appear as titles.
11. Points. Used to calculate the score. The answer score (points) may have up to 2 decimal places.
The answer score divided by the question's potential score determines the score for this question. In the case of a Multiple Choice Item, all of the selected scores are added together. If the total of the answer score for a question is greater than the question's potential score, the potential score is used. See more information on scoring.
12. Add answers. You can choose from the drop-down list to either add your own answer text ( 1/2/3 Answer) text or choose from the default answers.
13. Add/Replace. Once you have chosen the answers you want to add from the add questions drop-down list, you can either "Add" or "Replace". Replace will replace all existing answers with your new selection.
14. Options. Clicking on this takes you to the answer options dialogue box.
Navigate to this screen by clicking on the "options" button for any of the answers
This takes you to answer options for the individual answer where you can add report text, access scoring options and add answer report names ( Question Short name).
1. Answer Report Name – (formerly Answer Short name) is used in internal reporting only. For example, if the question was “Is your Company a Start-up” and the answers were “Yes” and “No” the Answer Short Name may be “Is Start-up” and “Not Start-up”. This assists in reporting where you want to either filter by or report responses separately with these attributes.
2. Report text tab
A fundamental building block to building up feedback for your report is where you enter your answer level report text that will merge into your feedback report.
This tab is used to specify the text that appears on the report due to this specific answer selected. For example, if you were asking a company about their Strategic Strategic Plan and this answer was “We don’t have one” you would likely have text presenting the benefits of writing a strategic plan.
Tip: use the button to clear the HTML of the text you copy and paste here to clear any formatting from previous documents.
3. Scoring Options tab
3a. Segmentations. An Available Answer can be linked to one or more segmentations. Answer segmentations are an alternate to Question Segmentations and while they can be used in the same assessment, the same Segmentation Name cannot be used in both. When answers are linked to segmentations, the scoring is calculated as follows:
- for the answer taken, the Question Potential Points is added to the Segmentation Question Points and the Answer Score is added to the Segmentation Answer Points.
- for the answers not taken, the Question, Potential Points is added to the Segmentation Question Points and 0 is added to the Segmentation Answer Points.
3b. Suppress Scoring. If this checkbox is ticked for a selected answer in a response, then neither the potential score nor the answer score will be used. This capability allows for a “Not Applicable” response and similar.
3.c Default Answer Checkbox - can be used to cause a score to this question even though the question hasn’t been asked. This occurs when questions are conditional on the answers to previous questions. If this checkbox is not checked a suppressed conditional question will be ignored from a scoring perspective, i.e. neither the question’s potential points nor any answer score will be added. Often this is the preferred behavior. If this checkbox is checked both the questions potential points and this answer score will be added.
The rationale for this functionality is to avoid reducing the impact of this question on the total score, positively or negatively.