How to tutorials Archives | SnapSurveys Support documentation for Snap Surveys products Wed, 15 May 2024 15:04:27 +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 How to tutorials Archives | SnapSurveys 32 32 Saving and resuming mobile surveys https://www.snapsurveys.com/support-snapxmp/snapxmp/saving-and-resuming-mobile-surveys/ Wed, 30 Mar 2022 15:19:43 +0000 https://www.snapsurveys.com/support-snapxmp/?post_type=epkb_post_type_1&p=7523 You can set up a mobile survey that runs in the Interviewer app and allows the interviewer to save responses and continue later. The survey must include a Save button for interviewers to be able to resume a saved response at the correct question. You can include a Save button by selecting it in the […]

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You can set up a mobile survey that runs in the Interviewer app and allows the interviewer to save responses and continue later.

The survey must include a Save button for interviewers to be able to resume a saved response at the correct question. You can include a Save button by selecting it in the Buttons section of the Questionnaire properties. The respondent can submit partial responses at a later time and any analysis will include these responses.

This tutorial shows how to include a Save button in your mobile survey using Snap XMP Desktop.  It then describes what happens when the respondents selects the Save button including the options available to the interviewer when managing the partial response. This tutorial assumes that you are familiar with creating and setting up a survey for use with Interviewer. If you are not familiar with this, you can find more information at Setting up surveys for interviewing with the Interviewer app before continuing.

Step 1: Including a save button in your survey

  1. In Snap XMP Desktop, open the survey in the Questionnaire window (Design Mode) and select Questionnaire Properties 
Graphical user interface, application

Description automatically generated
  1. Choose Buttons from the Section side menu and select Save from the list of buttons.
  2. Check the Use in survey box and click OK.
  3. Buttons designed for mobile surveys are supplied with Snap XMP. Click the Designs button to select a series of button images or click the Select button to change the image of the selected button.
  4. Now publish and upload your survey to Snap XMP Online.

Step 2: Setting the survey to accept partial responses

You can select the option to collect all partial responses for your survey and decide, at a later time, whether to add them to your response data.

  1. In Snap XMP Online, open the survey and click on the Collect tab. The Settings menu shows by default. The Running partials status is shown in the Overview section.
  1. Click on the Change options button to display the Interviewing options dialog.
  1. The Running partial responses option determines whether the selected survey will keep partial responses. Select this option to allow respondents to save partial responses. Make sure that Allow mobile interviewing is also selected.
  2. Click Save to save the changes.

NOTE: When multiple responses are enabled, partial responses are automatically disabled.

NOTE: Entries made on the current page or single page surveys may not keep partial responses even when Running partials is enabled because a partial response is saved when the respondent progresses to the next page.

Step 3: Saving a partial survey response

  1. Log into the Interviewer app on your device and the app shows the list of survey list available to you. If the survey hasn’t appeared in the list, tap on Sync to update the list of available surveys.
  2. Tap on the survey to start the interview.
  3. Tap the Save button during the interview. Interviewer saves your progress and opens a new window to provide a name for your partial response.
Graphical user interface, application

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  1. Enter a unique name for the saved partial response.
Graphical user interface, text, application

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  1. Tap Save then tap OK on the confirmation message. This opens the Manage Partials page.
  2. Tap the arrow on the Manage Partials bar to return to the Survey List.
Text

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Step 4: Managing partial survey responses

If a survey includes partial responses, the following icon

will appear adjacent to the survey’s name in the Survey List screen.

Tap the survey in the list to show the Manage Partials page. Here, you can resume, submit or delete individual partial responses.  It is also possible to start a new interview, submit all or delete all partials.

Graphical user interface, application

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Resume a partial response

To resume a partial response, tap on the saved name of the partial.

The interview will begin from where it was saved.  You can then continue and submit the response or save it again.

If you save the partial response again, you will overwrite the previous one.  You cannot change the name of the saved partial.

Delete a partial response

Press the Delete icon  to delete the partial response.

Warning: This action cannot be undone.

Submit a partial response

Press the Submit icon  to close the partial response and submit it to Snap XMP Online.

The response will be synchronised according to the Synchronise settings.

Start a new interview

Select the New Interview icon  on the bottom menu bar to start a new interview.

When you complete the interview, you will be returned to the Manage Partials page.

Delete all partial responses

Press the Delete All icon  on the bottom menu bar to delete all partial responses.

Submit all partial responses

Press the Submit All icon on the bottom menu bar to close and submit all partial responses.

The responses will be synchronised according to the Synchronise settings.

If there is a topic you would like a tutorial on, email to snapideas@snapsurveys.com

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Recording the whole interview https://www.snapsurveys.com/support-snapxmp/snapxmp/recording-the-whole-interview-soi/ Thu, 27 Jan 2022 11:13:18 +0000 https://www.snapsurveys.com/support-snapxmp/?post_type=epkb_post_type_1&p=7144 Snap XMP supports the ability to record the whole interview using the Interviewer app, with up to one hour of recording time. This can include the questions being asked, as well as the spoken response itself. Once synchronised, you can download the audio file attachments from your Snap XMP Online account. The files will be […]

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Snap XMP supports the ability to record the whole interview using the Interviewer app, with up to one hour of recording time. This can include the questions being asked, as well as the spoken response itself. Once synchronised, you can download the audio file attachments from your Snap XMP Online account. The files will be tagged with a unique ID, allowing you to pair the recording with the submitted data.

Interviewer allows you to record the whole interview. The option to include a Recording variable can be found in the Paradata settings of Questionnaire Properties.

This worksheet explains how to do this and contains some notes on privacy considerations at the end.

Please note: This feature is available for Interviewer surveys only. To record an audio response you will first need to set up a survey designed for the Interviewer app.

Including the Recording Paradata Variable

  1. Open Snap XMP Desktop and create an online survey for mobile interviewing.
  2. Open the Questionnaire Properties menu.
  1. Select the Paradata option from the left-hand pane.
  2. Choose Recording from the list of System Variables and check the Use In Survey box. If you wish to start recording automatically without having to press a button, check the Auto Record box.
  1. Click OK.
  2. Then save the change and publish the survey. Once the survey has been published in your Snap XMP Online account, you can then share it with your interviewer.

Test the survey in Snap Offline Interviewer

  1. Open the Interviewer app, and login to your interviewer’s Snap XMP Online account.
  2. Click on the survey to start a new interview
  3. Press the red record button that appears at the top of the survey to start the recording. If you have the Auto Record option enabled, then this will start the recording upon opening the survey.
  1. The recording is stopped once the survey has been submitted, or if you press the stop button that appears along the top. Note: The survey can only record for a maximum of 1 hour.
  1. Read out the questions in the survey and answer them, to complete the survey.
  2. Press Submit to complete the survey and stop the recording
  3. When the device syncs the response will be uploaded along with the recording to your Snap XMP Online account.

Download the attached files

  1. Login to your Snap XMP Online account.
  2. Click on the survey and select the Collect tab.
  3. Select the Responses option from the left-hand pane.
  4. Then select the Attachments option, you will then see a list of all the attachments that have been submitted.
  1. Each recording has a unique Response ID which is the unique ID assigned to each respondent’s completed data, under the ID.case paradata variable.
  2. You can download a individual recording by clicking on the Response ID link or the unique reference held under the ID.record field. Alternatively, you can download all attachments at once using the Download All Attachments button.
  3. If you then open the survey in Snap XMP Desktop to import the data, you can then match each recording to the unique reference submitted under the ID.record paradata variable.

Recording consent for data protection

As well as providing your participants with the privacy information that you would provide for any other survey, you should ensure that your participants are aware that their responses to the whole survey are being recorded, and that you have a basis for recording their response, such as their consent. For example, you can create a Multi Choice style consent question:

  1. Open your survey in the Questionnaire Window and Design Mode  .
  2. Click into the first title or question field at the top of your questionnaire.
  3. Click   to create a new question.
  4. Select the dropdown list on the toolbar where it says Single Choice and change it to Multi Choice. The shape of the response boxes changes from a radio button to a square.
  5. Click on the field below and Press [Ctrl] + [Shift] + [B] to insert a page break above your new question (alternatively click the right–hand button on the mouse and select Break and Page Break.
  6. In the area marked Click here for text enter your consent request text.
consent request text box

Where you have enabled the recording feature, a green bar appears at the top of the screen to indicate that recording is in progress and what is it that is being recorded.

This feature works best in surveys in the field where an individual interviewer is interacting with the participant, as opposed to kiosk surveys. If you enable the feature for a kiosk survey, make it very clear to participants that the survey is recording and saving what they are saying.

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Capture audio responses to survey questions using Interviewer https://www.snapsurveys.com/support-snapxmp/snapxmp/capture-audio-responses-soi/ Thu, 27 Jan 2022 10:00:21 +0000 https://www.snapsurveys.com/support-snapxmp/?post_type=epkb_post_type_1&p=7125 Recording accurate and reliable answers to open questions when surveying face-to-face can be difficult; interviewers may summarise an answer to make the task more manageable, or participants may self-censor answers if they see the interviewer is having difficulty keeping up. With the ability to record the respondents answer as it is provided, you can easily […]

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Recording accurate and reliable answers to open questions when surveying face-to-face can be difficult; interviewers may summarise an answer to make the task more manageable, or participants may self-censor answers if they see the interviewer is having difficulty keeping up.

With the ability to record the respondents answer as it is provided, you can easily capture rich qualitative data – expressed in the participants’ own words – with up to one hour recording time per question.

This worksheet describes how to:

  • Configure an open-ended question to record audio
  • Use Interviewer to record participant answers
  • Download audio files

This worksheet contains some notes on privacy considerations at the end.

Please note: This feature is available for Interviewer surveys running on iOS and Android devices only.

Step 1: Configure an open-ended question to record audio

To record an audio response you will first need to set up a survey designed for the Interviewer app that includes an open-ended question. This question can then be configured using a Data Picker to accept an audio response.

  1. Open the survey in Snap XMP Desktop
  2. Create an open-ended style question (Click on the toolbar to add a question and use the drop-down list to set its style.).
  3. Set the second drop-down on the toolbar to Show and change the third drop-down to Data Picker and tick the Show box.
  1. Select Attach Audio. You can also set the colour and size of the mic button which launches the recorder.
  1. Publish and upload the survey to your Snap XMP Online account.

Step 2: Use Interviewer to record respondents’ answers

Start the survey and assign it to your interviewer account. Login to the Interviewer app and click on the survey to start it. When viewing the survey, the mic symbol indicates that the respondent can give an audio response.

  1. Click the mic button to record audio responses
  2. The player will open.
    • Click  red record button  to record
    • Click  stop recording button  to stop recording
    • Click  keep recording button  to keep the recording
    • Click  delete recording button  to delete the recording
  1. Submit the survey response and sync the application to send the response to your Snap XMP Online account.

Step 3: Download audio files

When surveys and data have been synchronised with Snap XMP Online, the summary tab will indicate that survey responses and attachments are available to download. MPEG Audio files are downloaded separately from the survey data. They can be played using an appropriate media player.

  1. Login to your Snap XMP Online account.
  2. Click on the survey to open it.
  3. Select the Collect tab.
  4. Click on the Responses option from the left-hand pane.
  5. Then select the Attachments option.
  1. Here you will see all the attachments that have been synced to the survey in Snap XMP Online. Each attachment is recorded against a unique ‘Response ID’ which is a unique code assigned to each respondent that completes the survey, in the ID.case paradata variable. Each attachment also has a unique reference number, for each attachment question you have within the survey, this enables you to pair the attachment to the original respondent’s data. In the example above, the attachment question is Q1 in the survey, if I create a List Analysis of Q1 I can see the reference numbers, and match the recording to the respondent data.
  2. You can download an individual recording by clicking on the link displayed under the question. Or you can download all attachments for a single respondent by clicking on their Response ID. Alternatively you can download all attachments by clicking on the Download all attachments button.

Recording consent for data protection

As well as providing your participants with the privacy information that you would provide for any other survey, you should ensure that your participants are aware that their responses to a particular question are being recorded, and that you have a basis for recording their response, such as their consent.

Example consent question

For example, you can create a Multi Choice style consent question:

  1. Open your survey in the Questionnaire Window and Design Mode  .
  2. Click into the first title or question field at the top of your questionnaire.
  3. Click   to create a new question.
  4. Select the drop-down list on the toolbar where it says Single Choice and change it to Multi Choice. The shape of the response boxes changes from a radio button to a square.
  5. Click on the field below and Press [Ctrl] + [Shift] + [B] to insert a page break above your new question (alternatively click the right–hand button on the mouse and select Break and Page Break.
  6. In the area marked Click here for text enter your consent request text.
consent request text box

You should either specify up front which questions are being recorded or, if you ask for consent to ‘some’ questions being recorded let the participant know when responses are being recorded as you ask the relevant question.

Where you enable the Attach Audio feature , a mic symbol indicates that the respondent can give an audio response.

audio response mic symbol

If the mic symbol is pressed, a recording player opens. If the Record button  red record button  is then pressed it will flash to indicate recording is in progress. At the same time a recording timer at the top of the screen will commence to also signal recording is in progress.

This feature works best in surveys in the field where an individual interviewer is interacting with the participant, as opposed to kiosk surveys. If the feature is enabled for a kiosk survey you would need to make it very clear to participants that their audio is being recorded.

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Providing a photo response in Interviewer using AttachIt https://www.snapsurveys.com/support-snapxmp/snapxmp/providing-photo-response-soi-using-attachit/ Tue, 25 Jan 2022 14:51:02 +0000 https://www.snapsurveys.com/support-snapxmp/?post_type=epkb_post_type_1&p=7106 You can use a photo response to a question in your survey. If you’re interviewing using the Interviewer app, you can take a photo on your smartphone or tablet in response to a question. This worksheet tells you how to set up the survey and download the response files. Note that you cannot take photos […]

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You can use a photo response to a question in your survey. If you’re interviewing using the Interviewer app, you can take a photo on your smartphone or tablet in response to a question. This worksheet tells you how to set up the survey and download the response files.

Note that you cannot take photos in the survey on Windows devices, but you can attach a stored photo.

You can tell people to answer a question with a photo or a file attached using a data picker.

When you create an open ended literal question in a survey, you have the option of showing the question with a data picker. If it’s an ‘Offline’ survey, you have the choice of an on-screen keyboard or an ‘attach photo’ option. When the survey is running, you can respond to the question by taking a photo or attaching a file.

Snap XMP Desktop provides the option of limiting the size of the images used in the survey, as large photos can:

  • Take up a lot of space on a device
  • Use a lot of bandwidth
  • Be slow to upload
  • Use a lot of units, as each megabyte of the image will use a response unit. For example, a 10MB image will use 10 units in Snap XMP Online.

Putting the photo question in the survey

This example shows how to add a question to your survey with a photo response.

  1. Open your survey in Snap XMP Desktop.
  2. Click into the ‘Tablet’ or ‘Phone’ edition (Please note that you will need to enable the data picker in each edition of the survey separately, as the change is not mirrored across all editions).
  3. Add an Open-ended style question you your survey (Click on the toolbar to add a question and use the drop-down list to set its style.).
  4. Enter the question text, for example, “Click the icon to attach a photo of the problem”.
  5. Set the second drop down on the toolbar to Show, then select Data Picker in the next drop-down list.
  6. Tick the Show box.
  7. Change the drop-down list on the right from Keyboard to Attach Photo. The icon by the response box will change from an A to a landscape image.
  1. Click Save to save your changes.

Setting the size of the images

Large images can use a lot of memory on a device, be slow to upload, and take up a lot of bandwidth when they are uploaded. Also, in Snap XMP for each megabyte of an attachment, it will use 1 of your allotted units. For example, a 10mb image will use up 10 units.

Once you have set the size, you must publish your survey, upload it to your Snap Online account, enable ‘Offline Interviewing’ and make it available to your Interview Associates.

  1. Click on the Questionnaire window toolbar to open the Questionnaire Properties dialog.
  2. Scroll down and select SOI in the left-hand pane.
  1. By default, the Image Size is set to Medium. You can change this to a Small size or a larger size depending on your needs.
  2. Press OK to save the change.
  3. You can now publish the survey and view it to your Snap XMP Online account. In Snap XMP Online, make the survey available for Offline Interviewing, then share the survey to your interviewers’ accounts. Please see the following worksheet on how this is done: Setting up surveys for interviewing with Interviewer.

Test attaching the images to the survey

Open the survey in the Interviewer app and attach a photo.

  1. Open the Interviewer app on your device
  2. Log into your interviewer’s account
  3. Open the survey containing the question asking for a photo response
  1. Click the photo icon to attach an image. You will then see the Select photo source window, you can choose to take a new photo using the devices camera or upload an existing image.
  1. Once you have selected or taken your image, a thumbnail of it will be displayed on screen. You can use the Remove button to remove the image and take a new one if needed.
  1. Click Submit to complete the survey. You will then need to sync the response from the device to import it into your Snap XMP Online account.

Downloading your attachments

When you have received responses, you must download the attachments from your Snap XMP Online account to examine them.

  1. Login to your Snap XMP Online account and select the survey.
  2. Select the Collect tab.
  3. Click on the Responses tab on the left-hand pane, then select Attachments.
  4. You can then download a individual attachment by clicking on the blue link in the Response ID field to download all attachments for that respondent, or click on the blue link that appears under the question. Alternatively, you can click on the Download all attachments button to download all attachments for all responses.
  1. The Response ID is the unique ID captured for each respondent under the ID.case paradata variable. Each image that is uploaded will be recorded under a reference which will match the reference captured for that response to the attachment question in the survey. For example, if I create a List analysis for Q1 in Snap XMP Desktop, the reference number for Q1, matches the reference number shown in Snap XMP Online.

Each image attachment will have a unique reference, so that you can pair it back to the data for analysis.

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Running a survey in kiosk mode https://www.snapsurveys.com/support-snapxmp/snapxmp/running-a-survey-in-kiosk-mode/ Wed, 29 Sep 2021 13:39:17 +0000 https://www.snapsurveys.com/support-snapxmp/?post_type=epkb_post_type_1&p=6543 This tutorial describes how to create and run a survey on a standalone kiosk . This can be on a dedicated kiosk or a laptop, PC or tablet. Surveys are synchronized online with the kiosk using the Interviewer app. Once synchronized, you can set up the device in kiosk mode and select which survey to […]

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This tutorial describes how to create and run a survey on a standalone kiosk . This can be on a dedicated kiosk or a laptop, PC or tablet.

Surveys are synchronized online with the kiosk using the Interviewer app. Once synchronized, you can set up the device in kiosk mode and select which survey to run. The device will now only display the selected survey.

The kiosk displays the first page of the survey by default. If someone starts the survey, but does not complete it, the screen resets back to the first page after a specified time. You can choose whether to keep partially-completed multi-page surveys. When someone completes a survey, their response is automatically submitted. You can choose to synchronize responses automatically or on request to the Snap XMP Online server.

This worksheet assumes that:

  • you have created a multi-page online survey with an edition suitable for a tablet or kiosk
  • your device (laptop, tablet, kiosk) has already been set up with the Interviewer app.

When using a tablet to run in kiosk mode, ensure that any buttons are physically inaccessible and disable touch gestures on your device that allow users to go to the home screen. You should also turn off any notifications which might enable people to switch to the app generating the notification.

Step 1: Create a questionnaire with a tablet or kiosk edition

  1. In Snap XMP Desktop, open the Survey Overview window showing the online surveys.
  2. Click NewIcon.png to create a new survey. This opens a list of survey templates. Select the required template as the starting point for your survey. This example uses the Blank Template provided with Snap XMP Desktop, which contains editions for PC/Laptop, Tablet, Phone and Paper.
  3. Click Next. This opens the New Online Survey dialog for online surveys.
  4. Click OK. This opens the Questionnaire window in design mode.
  5. Create the questionnaire design for the tablet edition to run in kiosk mode.

You can also add a tablet or kiosk edition to an existing survey.

  1. Open the survey in the Questionnaire window.
  2. Click Editions and Style Templates EditionsIcon.png button then click the New button. This opens the New Survey Edition dialog.
  3. In Edition Name, enter the name that describes this edition.
  4. In Publication Medium, select Snap Online.
  5. Select Load Style then select an appropriate style, such as Default Tablet.qsf.
  1. Click OK to save the new edition then click OK in the Editions and Style Templates dialog.
  2. Click Save to save the questionnaire with the new edition

When you have completed the questionnaire, publish the survey.

Step 2: Set up Snap XMP Online for mobile interviewing

Mobile interviewing is set up in Snap XMP Online. You can turn mobile interviewing on or off at any time.

  1. Log in to Snap XMP Online and select the survey you want to update.
  2. Navigate to the Collect menu. By default, this displays the Settings section. You can find the Mobile interviewing status in the Overview section.
Mobile interviewing status
  1. Click on the Change options button to display the Interviewing options dialog.
Interviewing options
  1. The Allow mobile interviewing in Snap Offline Interviewer option determines whether the selected survey will allow mobile interviewing in the Interviewer app. Select this option to allow mobile interviewing and clear to turn off mobile interviewing.
  2. Click Save to save the changes.

Step 3: Set up Snap Offline Interviewer for kiosk use

  1. Start the Interviewer app on the kiosk.
  2. Log into your Snap XMP Online account. If you have an Internet connection, Interviewer automatically synchronizes the latest versions of available surveys.
  3. In Interviewer, select the menu using the 3 bars icon on the left hand side.
  4. Select Settings from the menu to view and edit the interviewer settings.
  5. If you are planning to disconnect your device from the Internet while it is unattended, disable Auto-synchronize.
  6. Enable the Kiosk mode. Note: This means that once you start a survey, you will not be able to leave the survey except by stopping Interviewer.
Kiosk mode enabled
  1. Select Survey Settings to edit the survey timeout and submission settings.
  2. Disable the Use survey settings. The survey will use the time-outs set on the device rather than those set on the published survey.
  3. Enable Timeout during survey. Set the Idle timeout to 60. This gives participants time to read a question before they respond.
  4. Disable Submit partial survey. When this is turned on, the responses from participants who do not complete the questionnaire are discarded.
  5. Enable Auto submit last page. Set the Auto submit time to 30. This gives participants time to read the thank you message on the last page before their response is submitted.
  6. Choose whether to change the default Timeout Message. This message is displayed when a participant has started the survey but not answered a question or changed page for the timeout period.
  7. To return to the list, click Back in the top left of the screen.
  8. To manually synchronise all surveys and responses with the server, click Sync.
  9. Select the survey that will run on the kiosk.

Step 4: Stopping a kiosk survey

If you have disabled automatic synchronization, you will have to stop and restart the Interviewer app in order to manually synchronize the survey. You will also need to do this if you wish to change to a different survey.

Stopping the survey on a tablet

  1. Go to the running app screen
  2. Select Interviewer
  3. Close the app. This is dependent on the tablet.

Stopping the survey on a Windows kiosk

  • Enable the keyboard and press the Esc key.

If there is a topic you would like a tutorial on, email to snapideas@snapsurveys.com.

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