Managing surveys is one of the core functions of the mWater platform. Surveys are one of the principal methods of collecting data alongside Sites. Surveys are sets of questions that enumerators use to collect data in various contexts and various formats.
The "Surveys" tab provides an interface to manage many surveys simultaneously and also drill down into the management of an individual survey. It displays all the surveys that are available to a given user.It includes functions to create, delete, duplicate, organize and search for surveys.
The Surveys tab.
Organize surveys
Surveys are organized into the following standard categories:
"Viewable By Me"- Displays all surveys available to the user. This includes surveys in which the user has View, Deploy or Administrator permissions and all Public surveys.
"Created By Me”- Displays surveys created by the user to which the user still has View, Deploy or Administrator permissions. If a user is removed from the permissions of a survey they have created, they will not be able to access it.
"Editable By Me”- Displays surveys in which the user has Administrator permissions.
"Deployable By Me"- Displays surveys in which the user has Deploy or Administrator permissions.
"Shared with me"- Displays surveys in which the user has View, Deploy or Administrator permissions and all Public surveys but not those which were created by the user.
"Public"- Displays surveys which have the "Public" group in either their View, Deploy or Administrator role.
"Trash"- Displays all surveys available to the user which have been Deleted.
"+ New folder"- Allows users to manage a custom folder. These folders are unique
to each user which means that they are not visible to other users. In order to add
a new folder click on the "+ New
Folder” button, type the name of the new folder, and press "Ok". Surveys may then be added to the folder. Deleting these folders will
never delete the surveys, just the user-defined folder used to organize them.
Search for surveys
A search box is available in the top right
that will find any string of characters contained anywhere within the title of a survey. The list of surveys will be automatically filtered based on the string typed in the search box. It's often useful to type in the first few letters of the survey name that you are searching for and look through the list to find it. This helps when the exact spelling of the survey name is not known.
The Surveys tab search box
Manage individual surveys
The main body of the page contains a list of surveys, ordered by the date they were last modified. Each survey is unique and has an individual survey management page that can be accessed by clicking directly on the survey name or row. Each survey may be thought of as an independent table, which may be connected to sites or populate indicators. Data is not shared amongst surveys unless aSite question or Indicator question is used.
Placing the mouse over a survey will display the following operations:
"Duplicate"- The Duplicate function will create
a copy of the survey that is Administered by the user. All survey responses, permissions,
deployments, and assignments are omitted from this new survey. Any responses, permissions,
deployments or assignments created using this copy of the survey will not feed
into the response set of the original survey. It is important to understand the
use of Indicators within surveys to ensure that data common to various survey forms are shared
amongst them. The "Duplicate" option is available to users who have View, Deploy or Administrator permissions on the survey. Public surveys may also be duplicated by any user.
"Delete”- button will DELETE THE SURVEY
AND ALL RESPONSE DATA FOR THE SURVEY. It is very important not to delete a
survey unless completely necessary. A warning message will appear if the user
clicks delete. If a survey has accidentally been deleted, it may be possible to
retrieve by contacting mWater using the “Report a problem. The "Delete" option will only be available to users in the Administrator role of a given survey.
“Add to folder”- This function allows the user to add a survey to a user-defined folder in order to organize them. When clicked, a list of folders will appear. The "Add to folder" option is available to users who have View, Deploy or Administrator permissions on the survey. Public surveys may also be duplicated by any user.
Create a new survey
The “Create a new survey” button will create
a completely blank survey with the user in the Administrator role. Clicking this button will navigate to the survey management page for this new survey.
Manage a survey
This page allows for the management of many survey functions in a single interface including: survey design, survey translation, survey previewing, setting permissions and other settings, survey deployment, assignment of surveys to various users, management of responses, visualization of responses, monitoring of surveyor activity, and creation of a custom survey report. Some functions like managing responses and creation of visualizations may also be done in other parts of the mWater platform like Dashboards and Consoles.
The Design tab is used to create the questionnaire that the enumerator will use to collect data. This page includes the survey title, the survey contents, a table of contents, and some miscellaneous functions.
The Translate tab is used to set the base language and translate the survey text into other languages. Surveys are translated by users into the languages that they choose. Translations can be managed either online or via an Excel import that is then filled out and re-imported.
The Preview tab is used to view the survey in the same format as the enumerator will see it. Options are available to view the entire form at once or view it page-by-page (section-by-section). This interface enforces all validation, so if the survey is submitted without filling in a required question a red error box will appear around the affected question. All responses submitted in this interface are not saved because it is solely for testing purposes.
The Settings tab is used to set survey permissions and other survey level options. Survey permissions define who can see, edit, and deploy surveys. Other page level settings include confidential mode, which ensures that only Administrators can see unredacted survey answers.
The Deploy tab is used to define roles and permissions for a set of survey responses. It also helps to separate different surveying activities on the same survey form. A deployment contains the name, settings, and users with permissions to do different actions. These permissions are called roles, which include: Enumerators, Viewers, Managers, and Approvers.
The Assignments tab is used to delegate enumerators to conduct a specific set of surveys. These assignments will show up in the enumerator's app as tasks to be completed. An example of this may be to assign an enumerator a sampling of households to do a follow-up survey a few weeks after a baseline. The enumerator can then use the name of the house and its GPS location to return to the household to complete the follow-up survey. Questions in a survey can also be pre-filled using assignments.
Responses
The Responses tab allows managers or approvers to view, approve, reject, un-reject, and delete individual responses. This tab also can be used to Import and Export responses in CSV and Excel formats.
Visualizations
The Visualizations tab is used to visualize aggregate data in a standard way. These visualizations can then be used to drill into data outliers or as templates to add to the survey report. Each question type automatically generates visualization appropriate for that data. For example, a date question is automatically visualized as via a calendar widget as shown in the figure below.
Activity
The Activity tab provides visualizations to show user activity to track performance.
Survey report
The Survey report tab is made of visualizations and modules that help to communicate the performance or results of a survey. It can then be easily converted into a dashboard for sharing with various partners.
