Creacion Encuestas

Survey Creation and Editing
This presentation contains material from:
World Vision 2013, paper to phones guide

Smap Consulting 2013
Session Objective
Understand how to create and edit a survey

Practice loading surveys onto the server, running
them on the phone and checking the results
Smap Consulting Pty Ltd
Basic
THE SURVEY EDITOR
Surveys are created in an Excel Spreadsheet

The spreadsheet has 2 worksheets
Survey
Choices
(c) World Vision 2013
TWO: Preparation 4
The survey sheet is where you put the questions themselves. It allows you to
customize set the type of questions. For example: select_one or
select_multiple or integer. As well as constraints, skip rules and other
question attributes.
The choices sheet, as indicated by its name, is where all the different
response options are listed. So in a select_one question the list out of which a
single answer is selected will be found on the choices sheet.
For example in a question that looks like the following in a paper document will
be partly specified in the survey sheet and partly in the choices sheet.
Select one of the following: Displaced
Survey sheet
At home
Choices sheet
TWO: Preparation 5
Demonstration
Getting the Survey
Template
Step 1. You will need to get a spreadsheet

template from the Smap Server
Step 2. Click on
Administration
TWO: Preparation 7
Step 3. A password is required. Use

Username: your user name
Password: your password
Step 4. Click on the download Template button

TWO: Preparation 8
Exercise: Get the template
Download from administration module

http://hea1.smap.com.au
Have a look at the

Survey worksheet
Choices worksheet
Background
SPECIFYING QUESTIONS
10
text
You want to type a text

answer.
THREE: Review paper

survey 11
Survey sheet
Text Question
type
text
name
label
surveyor_nam Name of the surveyor
e
Unique name for the question

No spaces allowed
Only English letters and numbers
Must start with a letter
The question shown on

the screen, can be in
any language
12
integer
You want a number,

perhaps an integer or
maybe you need a
decimal to record
numbers with a decimal
point.
THREE: Review paper

survey 13
Survey sheet
Integer Question
type
integer
name
label
number_in_hh What is the total
number of people
currently with you
here in your
household (including
yourself)?
On the phone only numbers can be entered in

response to this question
14
Survey sheet
Decimal Question
type
decimal
name
weight
label
What is the weight of
the child in KG?
A decimal place can be entered as well as numbers,

for example 23.45
15
Survey sheet
Note Question Read Only
type
note
name
mother_n
label
This section is for
mothers
No answer is provided to a note question. It is used

to provide information to the enumerator
16
Survey sheet
Date Question
type
date
name
dob
label
What is the childs
date of birth?
A calendar will be shown on the phone so that the

date can be selected
17
Survey sheet
Image Question
type
image
name
goat_pic
label
Take a picture of the
goat
A photograph will be taken
18
Survey sheet
Video Question
type
video
name
damage
label
Take a video of the
damage
A video will be taken
19
Survey sheet
Audio Question
type
audio
name
story
label
Record the story
An audio recording will be taken
20
Survey sheet
GPS Point Question
type
geopoint
name
location
label
Record the location
Only one location can be captured per form
21
Demonstration
Creating your first Survey
only using the Survey
worksheet
Refer to Question Types
in Smart Phone Training
Course Reference
22
Exercise: Create Your First Survey
Create some questions in survey worksheet

Specify
type
name
Label
Use types of
text
integer
decimal
note
date
image
video
Audio
Load survey onto server, give it a name that includes your group
Test on your phone
23
Lesson 2
SELECT ONE AND SELECT

MULTIPLE QUESTIONS
24
select_one
You want to select one

option from a list.
THREE: Review paper

survey 25
Select One Question
Survey sheet
Specify question in survey sheet and

options in choices sheet
type
select_one hh_type
Choices sheet
Question
type
list name
hh_type
hh_type
name
hh
label
Household
Type
List name
name
oh
rh
label
Own Home
Rented Home
26
Select_multiple
You want to select one

or more options from a
list.
THREE: Review paper

survey 27
Select Multiple Question
Survey sheet
Specify question in survey sheet and

options in choices sheet
type
select_multiple
hh_type
Choices sheet
Question
type
list name
hh_type
hh_type
name
hh
label
Household
Type
List name
name
oh
rh
label
Own Home
Rented Home
28
Demonstration
Adding a select one and
select_multiple question to
the survey
Refer to Question Types
in Smart Phone Training
Course Reference
29
Exercise: Select_one and select_many Questions
Update the spreadsheet to include

A new question in survey' worksheet
Options in choices worksheet
Upload template to server
30
Specifying Question and Option Names
No Spaces
Use english characters only
First character must be a letter
Lowercase preferred
Names are case sensitive so always making them
lowercase reduces the chance of a formula not working
because of a capital letter
Use _ to separate words (preferred)

Must be shorter than 64 characters
For select_multiple questions the length of the
question name plus the longest option name
must be less than 64 characters
31
Survey Tip 1 - Use the same list name in select question and choices work sheet
survey tab
choices tab
The list name links the data

In the choices worksheet to
The select question
32
Lesson 13
REFERING TO VALUES IN
OTHER QUESTIONS
33
How to refer to the value of another question
Survey sheet
Surround the question name with ${}
type
text
integer
name
child
age
label
What is the childs name
How old is ${child}
34
Why refer to other question values?
To provide contextual information to the question

As in the previous question, clarifying which child
Relevance (Skipping questions)

For example skip to question 5 if age is less than 5
Constraint
Number of children attending school must be less than
the total number of children in the household.
35
SKIPPING QUESTIONS RELEVANCE

36
About Relevance
For phone surveys we dont skip to another

question instead we specify a rule that makes a
question not relevant
If a question is not relevant it will not be asked
These rules are specified in the relevant column
in the survey worksheet
37
Survey sheet
Example weight and length question are only relevant if the age is
less than or equal to 5 years
type
integer
decimal
integer
name label
age
How old is the
child in years
weigh Weight in Kg
t
lengt Height in
h
centimeters
relevant
${age} <=
5
${age} <=
5
38
How to test if an option has been selected in a select_one or

select_multiple question
Its very common to test for a selected option

Use the following
lected ( ${question_name}, option_name
Note the spaces are not needed, they are just include for clarity.
However the single quotation marks around the option name are needed
39
Example: Other questions
You want to type a text

answer but only if
other is selected.
THREE: Review paper

survey 40
Survey sheet
Choices sheet
type
name
select_one s_type
shelter_typ
e
text
s_type
_other
list name
shelter_type
shelter_type
shelter_type
label
Shelter
relevant
Specify
other
selected($
{s_type},88)
name
1
2
88
label
Own Home
Rented Home
Other
41
Exercise
Question
Skip
30. Are you currently pregnant?
If yes skip to Q37
31. Have you had a tubal ligation or your partner a

vasectomy?
If Yes skip to Q33
32. Are you currently doing something or using any

method to delay or avoid getting pregnant
If No Skip to Q34
33. Does your sexual partner know you are currently

using a family planning method?
If Yes/No Skip to
Q35
34. If you are not using any method why?
If any one of these

skip to Q37
35. Which method are you currently using?

36. Where did you get the method you are currently
using?
37. In the last 6 months, have you discussed the
practice of family planning with your sexual partner?
Yes = 1
No = 0
Not married = 3
Demonstration
Adding an other please
specify question to a
select question
43
Exercise: Skipping Questions
Add an Other Please Specify question

Upload template to server
And test your template
44
CONSTRAINTS
45
About Constraints
Constraints are used to prevent the enumerator

continuing if an invalid answer has been entered
Constraints are checked after finished answering a
question and are moving onto the next question
A constraint always needs in some way to refer to
the answer of the current question as its checking if
that answer is valid
You refer to the answer of the current question using
a . (a dot)
Relevance rules are checked before a question is
asked so they should never refer to the value of
their own question
46
Survey sheet
Example Age must be less than 15
type
name label
constraint
integer
age
. < 15
How old is the

child in years
47
Constraint message
If the constraint is violated the default message
is:
Sorry, this response is invalid
Not very helpful!

It also may not be in the language of the survey
You can provide an alternative message in the
constraint_message column
type
nam label
constr
e
aint
intege Age How old . < 15
r
is the
child in
years Smap Consulting Pty Ltd
Constraint_me
ssage
The age must be
less than 15
48
Making the question mandatory

Probably the most important constraint is that the
question must be answered
Its quite easy when swiping between questions to go
past a question without answering it, unless the question
is mandatory
Add yes to the required column

Optionally add your own required message in the
required_message column (Smap version 16.04+)
typ
e
na label
me
inte Ag How
ger e
old is
the
cons constraint_mes requir

train sage
ed
t
.<
The age must be yes
15
less than 15 and
Smap.Consulting
Pty Ltd
49
and
greater
than 5
Exercise 6. Constraints
Refer to the current question with .

Validate some of our questions
> greater than
< less than
= equals
Refer to other questions using ${}

Combine rules
and
or
() brackets
Make questions required

50
Warning
If you make a read only question required then

you wont be able to get past that question!
51
Background
SURVEY REVIEW AND

COMMON ERRORS
52
Use the same list name in select question and choices work sheet
survey tab
choices tab
The list name links the data

In the choices worksheet to
The select question
53
Skipping questions
survey tab
choices tab
In the relevant expression,
Enclose the question name in
${..}
In the relevant expression,
for select questions, the value
come from the choices worksheet
54
Names cannot have spaces

survey tab
choices tab
The circled words are all names
55
Question types are always lower case

survey tab
choices tab
Names are case sensitive
If you use a capital then when you
Refer to that name you must use
The capital letter
56
Unique names
survey tab
choices tab
Question names must be

unique throughout the
entire survey
Names (which are really
values) in a choices list
must be unique within
that list
Error
57

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Survey Creation and Editing

This presentation contains material from:

World Vision 2013, paper to phones guide

Understand how to create and edit a survey

Smap Consulting Pty Ltd

THE SURVEY EDITOR

Smap Consulting Pty Ltd

Surveys are created in an Excel Spreadsheet

(c) World Vision 2013

Smap Consulting Pty Ltd

Step 1. You will need to get a spreadsheet

Step 3. A password is required. Use

Step 4. Click on the download Template button

Exercise: Get the template

Download from administration module

Have a look at the

Smap Consulting Pty Ltd

Smap Consulting Pty Ltd

You want to type a text

(c) World Vision 2013

THREE: Review paper

Unique name for the question

Smap Consulting Pty Ltd

The question shown on

You want a number,

(c) World Vision 2013

THREE: Review paper

On the phone only numbers can be entered in

A decimal place can be entered as well as numbers,

Note Question Read Only

No answer is provided to a note question. It is used

Smap Consulting Pty Ltd

A calendar will be shown on the phone so that the

A photograph will be taken

Smap Consulting Pty Ltd

A video will be taken

Smap Consulting Pty Ltd

An audio recording will be taken

Smap Consulting Pty Ltd

GPS Point Question

Only one location can be captured per form

Smap Consulting Pty Ltd

Smap Consulting Pty Ltd

Exercise: Create Your First Survey

Create some questions in survey worksheet

Smap Consulting Pty Ltd

SELECT ONE AND SELECT

You want to select one

(c) World Vision 2013

THREE: Review paper

Select One Question

Specify question in survey sheet and

You want to select one

(c) World Vision 2013

THREE: Review paper

Select Multiple Question

Specify question in survey sheet and

Smap Consulting Pty Ltd

Exercise: Select_one and select_many Questions

Update the spreadsheet to include

Upload template to server

Smap Consulting Pty Ltd

Specifying Question and Option Names