Tailoring Archives | SnapSurveys Support documentation for Snap Surveys products Wed, 06 Mar 2024 14:44:27 +0000 en-GB hourly 1 https://wordpress.org/?v=6.4.5 https://www.snapsurveys.com/support-snapxmp/wp-content/uploads/2020/07/favicon-32x32-1.png Tailoring Archives | SnapSurveys 32 32 Fallback fonts https://www.snapsurveys.com/support-snapxmp/snapxmp/fallback-fonts/ Wed, 06 Mar 2024 14:41:46 +0000 https://www.snapsurveys.com/support-snapxmp/?post_type=epkb_post_type_1&p=11407 This lists any fonts that replace the original fonts you chose in the questionnaire design. This may happen when the fonts are not available on the device you are using. View all the Questionnaire Design tailoring options. Explore the other Tailoring survey settings.

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]]> This lists any fonts that replace the original fonts you chose in the questionnaire design. This may happen when the fonts are not available on the device you are using.

  1. Click the Tailor | Questionnaire design menu option on the Snap XMP Desktop menu.
  2. Click the Fallback info button to open the Fallback Fonts information.

View all the Questionnaire Design tailoring options.

Explore the other Tailoring survey settings.

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]]> Data entry tailoring https://www.snapsurveys.com/support-snapxmp/snapxmp/data-entry-tailoring/ Mon, 22 Jan 2024 17:30:44 +0000 https://www.snapsurveys.com/support-snapxmp/?post_type=epkb_post_type_1&p=11044 The Data Entry Tailoring contains the default data entry settings for the current survey. It is split into three main areas: You can access the Data Entry Tailoring dialog by: Tailoring survey settings are available for other windows in Snap XMP Desktop. Data Entry Option Description Default mode This is the default data entry mode […]

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]]> The Data Entry Tailoring contains the default data entry settings for the current survey. It is split into three main areas:

  • The way you enter data.
  • The date format and two digit date ranges.
  • The way data is verified.

You can access the Data Entry Tailoring dialog by:

  • Clicking the Tailor | Data Entry menu item.
  • Opening the Data Entry window DataEntryIcon.png and clicking Tailor TailoringIcon.PNG .

Tailoring survey settings are available for other windows in Snap XMP Desktop.

Data Entry

OptionDescription
Default mode This is the default data entry mode shown when the Data Entry window opens. You can choose from Questionnaire, Interview or Prompted modes.
Answer Questions There are two ways to enter the data. Continuously automatically moves to the next question for single responses. You need to press Enter to move on from Multiple, Literal, Date, Time or Quantity questions.
Choose Individually to press Enter each time to move to the next question.
Follow Question Routing Use the routing rules to skip over questions which are not applicable.
Ignore Notes Skips over all Note type variables. Notes are not usually required in prompted mode but are needed in Questionnaire Mode and Interview Mode for CATI, CAPI and other questionnaires carried out using on-screen interviewing techniques.
Allow No Replies No Reply values can be entered.
Confirm No Replies You need to confirm No Reply is entered by confirming a warning message. This prevents accidental No Reply values being entered.
Enforce max open length The entry for open-ended questions with a maximum length cannot exceed this maximum.
Rotate Codes This rotates the order in which the codes of a question display. This is only suitable for online interviewing and for questions in which possible responses are read out to respondents.

Dates

OptionDescription
Date formatChoose the default format for entering dates. The options are DD/MM/YYYY and MM/DD/YYYY.
2 Digit YearsThis sets the default for any dates entered with a 2 digit years. For example with the range 1930 to 2029, the 2 digit year “30” will be treated as 1930.

Verification

OptionDescription
Filter Enter a filter expression to reduce the response data to a smaller, specified group. For example, to verify the first 100 cases, specify filter CASE<=100.
Selection Number of cases to be verified, which can be a number or a percentage. To verify all cases, enter 100% rather than the number of cases, then if more cases are added, they will automatically be verified, when required.
Selection typeAt Random: Cases to be verified are chosen at random from those available after the filter and the selection have been applied.
In Random Steps: Cases to be verified are chosen in case-number order at random intervals. For example, if 10% of 100 cases are to be verified in random steps the program will choose one case at random out of each group of ten, e.g. 5, 17, 21, etc.
In Fixed Steps: Cases to be verified are chosen in case number order and at fixed intervals. For example if 10% of 100 cases are to be verified in fixed steps then cases 1, 11, 21, 31, 41, etc. will be chosen.
Erroneous data Selects the response to replace the original data if a verification mismatch occurs.
Remain Unchanged: This leaves any incorrect data as it is until you confirm the data. If an incorrect entry was made in a multi-punch field, it would remain as is for confirmation or alteration.
Replaced by No Reply: This changes any incorrect data to No Reply until you confirm it.
Ignore Literals This ignores all Literal Response variables during verification.
Ignore paradata This ignores all paradata variables during verification.
Paper Editions only The tailoring is only for paper editions of the questionnaire.

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]]> Advanced tailoring: Content https://www.snapsurveys.com/support-snapxmp/snapxmp/advanced-tailoring-content/ Mon, 22 Jan 2024 12:49:19 +0000 https://www.snapsurveys.com/support-snapxmp/?post_type=epkb_post_type_1&p=11007 The Content tab shows settings for HTML publishing and images in all surveys. Option Description Modify file names to Select the case for the file names, Unchanged, Lower Case and Upper Case. NR in drop down Enter the display text that is used to show that there is no reply in a drop-down. JPEG Compression […]

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]]> The Content tab shows settings for HTML publishing and images in all surveys.

OptionDescription
Modify file names to Select the case for the file names, Unchanged, Lower Case and Upper Case.
NR in drop downEnter the display text that is used to show that there is no reply in a drop-down.
JPEG CompressionSelect the percentage compression of JPEG images.
PNG transparencyChoose the PNG images transparency, Masked or Blended.

Other Advanced Tailoring options

  • Content with settings for HTML publishing and images.
  • Embedding with settings for using embedded data.
  • Updates with settings and details on the Snap XMP Desktop software updates.

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]]> Advanced tailoring: General https://www.snapsurveys.com/support-snapxmp/snapxmp/advanced-tailoring-general/ Mon, 22 Jan 2024 12:49:02 +0000 https://www.snapsurveys.com/support-snapxmp/?post_type=epkb_post_type_1&p=11005 These default settings apply to all the surveys used in Snap XMP Desktop. The General tab allows you to set the default settings for the way Snap XMP Desktop opens. Option Description Initial window to display Select the window that displays when you open a survey. The default is the Questionnaire window. You can also select None. […]

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]]> These default settings apply to all the surveys used in Snap XMP Desktop.

The General tab allows you to set the default settings for the way Snap XMP Desktop opens.

OptionDescription
Initial window to display Select the window that displays when you open a survey. The default is the Questionnaire window. You can also select None.
Default publicationSelect the default edition when you create a new survey.
Separate code lists using Enter the text used between variables for text substitution with multiple variables. For example, “and” gives code1, code2 and code 3
Auto generated label length This is the default length for code labels
Don’t paste special unicode charactersWhen this is selected special Unicode characters will not be pasted in the Variables and Variable Details windows. This is on by default.
Use colours in export to RTF Include colours when exporting to rich text format files
Limit printed reports to a maximum number of pages This limits a printed report to a maximum number of pages, which is helpful for reports that contain many literal responses. The default is 500.

Other Advanced tailoring options

  • Content with settings for HTML publishing and images.
  • Embedding with settings for using embedded data.
  • Updates with settings and details on the Snap XMP Desktop software updates.

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]]> Advanced tailoring: Embedding https://www.snapsurveys.com/support-snapxmp/snapxmp/advanced-tailoring-embedding/ Mon, 22 Jan 2024 12:48:45 +0000 https://www.snapsurveys.com/support-snapxmp/?post_type=epkb_post_type_1&p=11009 The Embedding tab displays the embedded tailoring options. This specifies how the survey data is stored in the survey. If you are sharing a survey with a different Snap XMP user, you can reduce the file size by excluding objects which come with Snap XMP. Option Description Embed Automatically Choose whether data is embedded automatically, with options […]

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]]> The Embedding tab displays the embedded tailoring options. This specifies how the survey data is stored in the survey. If you are sharing a survey with a different Snap XMP user, you can reduce the file size by excluding objects which come with Snap XMP.

OptionDescription
Embed AutomaticallyChoose whether data is embedded automatically, with options Never, New Objects and Always.
Use Embedded DataChoose to use embedded data, Never, If File Missing or Always.
ExportChoose to export embedded data, with options No Data, File Paths Only and All Embedded Data.

Other Advanced Tailoring options

  • General with default system settings for all surveys.
  • Content with settings for HTML publishing and images.
  • Updates with settings and details on the Snap XMP Desktop software updates.

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]]> Advanced tailoring: Updates https://www.snapsurveys.com/support-snapxmp/snapxmp/advanced-tailoring-updates/ Mon, 22 Jan 2024 12:48:27 +0000 https://www.snapsurveys.com/support-snapxmp/?post_type=epkb_post_type_1&p=11012 In the Updates tab you can enable updates to automatically download when a new version is available. The Details section shows the update status. Other Advanced Tailoring options

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]]> In the Updates tab you can enable updates to automatically download when a new version is available. The Details section shows the update status.

Other Advanced Tailoring options

  • General with default system settings for all surveys.
  • Content with settings for HTML publishing and images.
  • Embedding with settings for using embedded data.

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]]> Advanced tailoring https://www.snapsurveys.com/support-snapxmp/snapxmp/advanced-tailoring/ Mon, 22 Jan 2024 12:48:06 +0000 https://www.snapsurveys.com/support-snapxmp/?post_type=epkb_post_type_1&p=10950 The Advanced Tailoring dialog contains advanced settings in four areas: You can open the Advanced Tailoring dialog using the Tailor | Advanced menu. Tailoring survey settings are available for other windows in Snap XMP Desktop.

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]]> The Advanced Tailoring dialog contains advanced settings in four areas:

  • General with default system settings for all surveys.
  • Content with settings for HTML publishing and images.
  • Embedding with settings for using embedded data.
  • Updates with settings and details on the Snap XMP Desktop software updates.

You can open the Advanced Tailoring dialog using the Tailor | Advanced menu.

Tailoring survey settings are available for other windows in Snap XMP Desktop.

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]]> Questionnaire design tailoring https://www.snapsurveys.com/support-snapxmp/snapxmp/questionnaire-design-tailoring/ Mon, 22 Jan 2024 12:47:47 +0000 https://www.snapsurveys.com/support-snapxmp/?post_type=epkb_post_type_1&p=10944 These are the settings that give the default behaviour of the Questionnaire design window. You can open the dialog from the Tailor | Questionnaire Design menu. Tailoring survey settings are available for other windows in Snap XMP Desktop. Smart mode switching These settings turn on shortcuts to switch quickly between Design mode and Style mode in the […]

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]]> These are the settings that give the default behaviour of the Questionnaire design window. You can open the dialog from the Tailor | Questionnaire Design menu.

Tailoring survey settings are available for other windows in Snap XMP Desktop.

QuestionDesign.PNG

Smart mode switching

These settings turn on shortcuts to switch quickly between Design mode and Style mode in the Questionnaire window.

OptionDescription
Switch to Design Mode when typingSelect to automatically change to Design mode from Style mode when you type.
Switch to Design Mode by double-clickSelect to automatically change to Design mode from Style mode when you double-click.
Switch to Style Mode by double-clickSelect to automatically change to Style mode from Design mode when you double-click.

Smart style settings

These settings default the behaviour for creating a new style when changes are made to a question.

OptionDescription
Favour style changes for font settingsIf whole field selected, change the style when you change a font.
Prompt for extended style assignmentsSelect to open Extended Style assignments dialog if you re-apply a style to a changed version of that style. This allows changing the style to match the changes or over-writing the changes.

Renumbering

Automatically renumber questionnaireSelect to update the numbering so it runs in sequence if questions are re-ordered. Clear to keep the numbers as they are.

Display options

OptionDescription
Mode and ColourSet the selection colour highlight for the specified mode.
Expand dropdownsSelect to display all dropdown lists in full, uncheck to only display selected list.
Hide boxes with dataSelect to conceal the box outline around data in Data View.

Diagnose layout

OptionDescription
Show formatting marksDisplay space and paragraph markers.
Show field borders Use dotted lines to show the edges of the question components.
Underline fallback font If a specified character is not available in the selected font, underline the font used to display the character.
Fallback InfoClick the Fallback Info button to view any fallback fonts that have been used to display any text.

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]]> Variable tailoring https://www.snapsurveys.com/support-snapxmp/snapxmp/variable-tailoring/ Mon, 22 Jan 2024 12:47:33 +0000 https://www.snapsurveys.com/support-snapxmp/?post_type=epkb_post_type_1&p=10937 The Variable Tailoring dialog contains the default settings for the Variables and Variable Details windows. You can open the dialog from the Tailor | Variables menu or by clicking the Tailor icon on the toolbar in the Variables or Variable Details windows. Tailoring survey settings are available for other windows in Snap XMP Desktop. Variable […]

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]]> The Variable Tailoring dialog contains the default settings for the Variables and Variable Details windows. You can open the dialog from the Tailor | Variables menu or by clicking the Tailor icon TailoringIcon.PNG on the toolbar in the Variables or Variable Details windows.

Tailoring survey settings are available for other windows in Snap XMP Desktop.

VariableTailor.PNG

Variable order

The Variable Order section selects the order that the Variables window displays the variables, by variable name or by the variable’s sequence number.

OptionDescription
NameSelect to display the variables in alphanumeric order by name.
SequenceSelect to display the variables in ascending order of sequence number. When ordering by sequence, you can check the allocation of the sequence numbers.

The Questionnaire window and Data Entry window display the variables by sequence number, so ordering by sequence displays the variables in the same order in the Variables window.

Show overview columns

The Show Overview Columns section contains options to add or remove content in the Variables window. The Variables window always shows the Name, Label, Type, Response and Codes columns.

OptionDescription
CountsSelect to display the response counts in the Variables window, which adds the columns: Sequence, Valid, No reply, Not asked and Errors.
Routing and MaskingSelect to display the routing and masking columns in the Variables window, which adds the columns: Not Asked, Goto, Skipped by and Mask.
Unique IdsSelect to display the variable id column in the Variables window, which adds the column Id.

Show counts in details

The Show Counts in Details section contains options to add or remove response counts in the Variable Details window. The Variable Details window loads more quickly when you do not display the counts, especially when there are a large number of responses.

OptionDescription
NeverDoes not display the counts, which is the best option for large surveys. The routing is displayed in the Not Asked column when this option is selected.
If variable is activeCounts will be displayed if the selected variable is already active (showing counts). 
AlwaysAlways displays a count of data responses for each code, if available.
Show code valuesDisplays code values in brackets next to the values in the Code list.

Save options

The table shows the buttons to save or cancel changes in the tailoring dialog.

OptionDescription
KeepKeep or save the changes as part of the current survey.
Use Uses the changes for the duration of the session. The setting reverts to the original settings after closing the survey.
Cancel Cancel any changes and close the dialog.

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]]> Reference tailoring https://www.snapsurveys.com/support-snapxmp/snapxmp/reference-tailoring/ Mon, 22 Jan 2024 12:46:49 +0000 https://www.snapsurveys.com/support-snapxmp/?post_type=epkb_post_type_1&p=10948 The reference tailoring allows you to specify: The Reference tailoring is available by clicking the Tailor | Reference menu. Tailoring survey settings are available for other windows in Snap XMP Desktop. Topic language The Reference window displays the topic names in the preferred topic language. This is the same for all language versions. The options […]

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]]> The reference tailoring allows you to specify:

  • the language used to display the topic names
  • how the preview pane appears

The Reference tailoring is available by clicking the Tailor | Reference menu.

Tailoring survey settings are available for other windows in Snap XMP Desktop.

reftailor.PNG

Topic language

The Reference window displays the topic names in the preferred topic language. This is the same for all language versions.

The options are:

  • Automatic, where the topic name appears in the same language as the variables within the topic. You can set this on the Reference window toolbar.
  • A language in the SurveyPak, where the topic name always appears in the specified language.

Preview Pane

You can specify how the selected variable is shown in the Preview pane.
The options are:

  • Not scaled, appears as the same size and proportions as it appears in the Questionnaire window.
  • Scaled to fit window, appears in the same proportions as it appears in the Questionnaire window, but scaled to fit in the preview pane.
  • Scaled if too wide, appears in the same proportions as it appears in the Questionnaire window, but only scaled if too wide to appear in the preview pane.
  • Drawn to fit window, appears as the same size as it would in the Questionnaire window, but with proportions suitable to the preview pane.

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]]> Analysis variables tailoring https://www.snapsurveys.com/support-snapxmp/snapxmp/analysis-variables-tailoring/ Mon, 22 Jan 2024 12:46:32 +0000 https://www.snapsurveys.com/support-snapxmp/?post_type=epkb_post_type_1&p=10946 The Analysis Variables Tailoring dialog provides settings which control the overall presentation of analyses and dictate how missing data is to be handled. The Analysis Variables Tailoring dialog is available by clicking the Tailoring | Analysis Variables menu. Tailoring survey settings are available for other windows in Snap XMP Desktop. Tailoring options Option Description Results Set to the […]

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]]> The Analysis Variables Tailoring dialog provides settings which control the overall presentation of analyses and dictate how missing data is to be handled.

The Analysis Variables Tailoring dialog is available by clicking the Tailoring | Analysis Variables menu.

Tailoring survey settings are available for other windows in Snap XMP Desktop.

https://www.snapsurveys.com/help/an_var_tail.png

Tailoring options

OptionDescription
Results Set to the number of significant figures used in the results
Percentages Set to the number of decimal places used to display percentages
Calculations Set to the number of significant figures used in calculations
% Sign Select to display the percentage (%) signs
Exclude case Completely exclude a case if one of its variable responses is missing
Substitute mean If a case has a missing variable response, substitute the mean of the other valid responses to the variable

Save options

The table shows the buttons used to save or cancel changes in the tailoring dialog.

OptionDescription
Keep Apply the tailoring and keep it as the default setting for the current survey.
Use Use the changes only for the duration of the session. The setting reverts to the original settings when the dialog is closed.
RestoreCancel changes but leave the dialog open.
Cancel Cancel changes and close the dialog.

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]]> Reports tailoring https://www.snapsurveys.com/support-snapxmp/snapxmp/reports-tailoring/ Mon, 22 Jan 2024 12:46:14 +0000 https://www.snapsurveys.com/support-snapxmp/?post_type=epkb_post_type_1&p=10939 The Reports Tailoring dialog sets the defaults used to export the report to a printer or file. If exporting to a file, you can import the results into a spreadsheet or other available file type. The Reports Tailoring dialog is available from the Tailoring | Reports menu. Tailoring survey settings are available for other windows in Snap […]

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]]> The Reports Tailoring dialog sets the defaults used to export the report to a printer or file. If exporting to a file, you can import the results into a spreadsheet or other available file type.

The Reports Tailoring dialog is available from the Tailoring | Reports menu.

Tailoring survey settings are available for other windows in Snap XMP Desktop.

ReportTailor.PNG

Tailoring options

OptionDescription
Reports will be output to Printer: Send the report to the printer in the specified layout
Export: Write the report to a file of the specified format and in the specified directory
Page Details Open the Page Setup dialog to specify how the report will be printed.
File Details Open the File Details dialog to specify how the report files will be numbered, and whether the data will be appended or overwritten
Export file type Specify the format of the file required by the package that you are exporting.

Save options

The table shows the buttons to save or cancel changes in the tailoring dialog.

OptionDescription
Keep Keep or save the changes as part of the current survey.
Use Use the changes only for the duration of the session. The setting revert to the original settings when the dialog is closed.
Cancel Cancel any changes and close the dialog.

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]]> Spellings tailoring https://www.snapsurveys.com/support-snapxmp/snapxmp/spellings-tailoring/ Mon, 22 Jan 2024 12:45:57 +0000 https://www.snapsurveys.com/support-snapxmp/?post_type=epkb_post_type_1&p=10941 Spell checking is essential to make sure that the text throughout your survey is accurate. The spell checking settings determine how the text is spell checked in each survey. They are set in the Spell Checker Options dialog, which is accessible from the Tailor | Spelling menu in Snap XMP Desktop. Tailoring survey settings are […]

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]]> Spell checking is essential to make sure that the text throughout your survey is accurate. The spell checking settings determine how the text is spell checked in each survey. They are set in the Spell Checker Options dialog, which is accessible from the Tailor | Spelling menu in Snap XMP Desktop.

Tailoring survey settings are available for other windows in Snap XMP Desktop.

https://www.snapsurveys.com/help/spl_chk_opt.png

Spelling options

OptionDescription
Always suggest corrections Always check text and suggest possible correct spellings from the selected dictionaries.
Suggest from main dictionaries only Check text from the main dictionaries selected and ignore the custom dictionary
Ignore words in UPPERCASE Do not spell check words that are all capitals or uppercase letters.
Ignore words with numbers Do not spell check words that include digits, e.g. frog1, rel8.
Ignore internet and file addresses Do not spell check word combinations that look like file path names or internet addresses

Custom dictionary

A further dictionary, named “Custom.dic” is provided with Snap XMP Desktop. The custom dictionary stores the user’s own library of regularly used words that may not appear in the standard dictionaries. You can also create further specialist dictionaries to keep organisation-specific or industry-specific words in their own dictionary.

Click the Dictionaries button from the Custom dictionary section. This opens the Custom Dictionaries dialog.

  • Click New to create a new custom dictionary and Remove to delete the selected custom dictionary
  • Click Edit to add words to the selected custom dictionary.
  • Click OK to save the changes.

Main dictionaries

Snap XMP Desktop comes with 13 standard dictionaries covering a range of different languages. The Main dictionaries section contains the list of standard dictionaries. During spell checking, if the standard dictionaries do not contain the word, then the spell check searches the custom dictionary. If the word is valid, then you can add it to the custom dictionary for future use.

Click the Dictionaries button from the Main dictionary section. This opens the Main Dictionaries dialog, where you can select additional standard dictionaries or add an extra language dictionary.

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]]> Tailoring survey settings https://www.snapsurveys.com/support-snapxmp/snapxmp/tailoring-survey-settings/ Thu, 24 Jun 2021 15:01:50 +0000 https://www.snapsurveys.com/support-snapxmp/?post_type=epkb_post_type_1&p=5958 The Tailor menu provides a series of dialogs. You can configure parameters that provide default settings for the current survey or affect the way operations are performed. Changes to these parameters can be for the current session or saved as part of the current survey. The settings in the Tailor options are the defaults for the current […]

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]]> The Tailor menu provides a series of dialogs. You can configure parameters that provide default settings for the current survey or affect the way operations are performed. Changes to these parameters can be for the current session or saved as part of the current survey. The settings in the Tailor options are the defaults for the current survey.

Tailoring Settings

The tailoring settings are available for the following:

Tailor | Current Window will tailor the window that is currently being used, and any changes that you keep or use will immediately affect the information displayed in that window.

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]]>