Web Questionnaire 4.0: User Manual
Web Questionnaire 4.0: User Manual
0
User Manual
2007/6/26
CompressWeb Inc.
Overview
Web Questionnaire is an easy to use tool that makes quick work of creating
simple questionnaires and publishing to your websites. Questionnaire replies
are retrieved via emails .
WQs powerful features include:
WYSIWYG questionnaire editor makes questionnaire editing simple.
Integrate with Outlook/Outlook Express/Eudora seamlessly to retrieve
questionnaire replies.
Choose from 30 available HTML templates for creating great looking
questionnaires easily.
Choose and modify from dozens of built-in questionnaire libraries.
Save frequent used questions to library questions.
Question validation to ensure the specific question is not answered.
Various report format: HTML/Bar/Bar3D/Line/Line3D/Pie/Pie3D.
No Monthly fees, no additional respondent fees.
No JSP/PHP/ASP required. Does not need any DB or CGI to handle the
replies.
System Requirements
OS: Win98, Win2000, WinXP
Browser: IE5 and above
Questionnaire View
To create a new questionnaire, simply click the New toolbar icon or select New
from the File menu in the Questionnaire view. You can then select the
questionnaire template that you want to use from the Form menu. By default
the untitled template is chosen, this gives the greatest flexibility over
questionnaire design. If a predefined template is chosen it can be modified to
suit the type of questionnaire you are designing.
Select the questionnaire template
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You could then choose the HTML template you would like to use.
Select the HTML template
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The Tree Layout View is used to design the questionnaire. Double click on the
top-most node, you can set the properties. Right clicking on the tree nodes
allows the addition of questionnaire components: pages, questions, select
items and comment items. The Windows drag and drop is fully supported
within the application.
Questionnaire
The top-most node represents the questionnaire that your are editing.
You could change the following properties for the questionnaire:
Edit Questionnaire properties
Title The HTML title that will appear when the questionnaire is sent as a
HTML attachment.
Logo The image that you could put on the top-most of the questionnaire.
Usually, it is an image file of your company logo.
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Set Logo as Link Sets the URL property of your logo. Therefore, when
users click on your logo, the browser will navigate to the URL specified.
Redirect URL By default, a Thank you page will appear after users click on
the submit button of the questionnaire. However, you may display your own
HTML pages if necessary. Put in the URL of the HTML page in this field and it
will appear after the questionnaire is submitted.
Submit button text By default, WQ displays Submit as the name of the
button for the next page. You could change to the corresponding string of your
preferred language.
Reset button text By default, WQ displays Reset as the name of the
button for the previous page. You could change to the corresponding string of
your preferred language.
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URL Specify the directory that your questionnaire will be published. This is
very important since WQ utilizes this setting to connect one HTML page from
another. If you give incorrect setting, you will not be able to submit the
questionnaire correctly.
Next page button text By defa ult, WQ displays Nextas the name of the
button for the next page. You could change to the corresponding string of your
preferred language.
Previous page button text By default, WQ displays Back as the name of
the button for the previous page. You could change to the corresponding string
of your preferred language.
The questionnaire needs to be answered in the correct order from the first page to the last.
Otherwise, a HTML page will appear to notify you that the order is not correct and the
questionnaire needs to be restart from the first page.
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Questions
Questions represent the fundamental components of the questionnaire. Add
new questions by right clicking on the page node in the tree layout view and
selecting Question or Question Library. For more information, see Question
Creation.
Select Items
Each question can contain select or comment items. Select items require
a response from the recipient of the questionnaire and are included in the
generated reports. For example checkboxes are one type of select item. Add
new select items by right clicking on question nodes in the tree layout view. Six
different types are available. Once the select item type is chosen, you can use
the Answer Library to enabled the pre-canned responses or design your own.
For more information, see Select Item Creation.
Select items supported by Web Questionnaire
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Comment Items
Comment items are used for designing the form but do not participate in the
generated reports. E.g. pictures. Add new comment items by right clicking on
question or page nodes in the tree layout view.
Three types of comment items are supported: Labels, Separator, and Images.
The examples of these comment items are listed below:
Example of Using Label Comment Item
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Question Creation
The questionnaire is designed and edited through the tree layout. Right click
the page node and select Question. The Question Properties dialog box will
then appear. Select the desired number of questions and edit the question text
in the Edit Question view.
Add a question from the page node
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Another way to create questions is to right click the page node and select
Question Library. You can then select some pre-defined questions. The
question library is classified into six predefined categories, plus the
user-defined one. You can traverse and select the questions you want to add.
If the question must be answered before submission, you could enable the
option for Must have answer. If respondent does not answer it correctly, a
warning message will be displayed.
Add questions from the predefined Question Library
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The questions can be edited later if required by right clicking or double clicking
on the question in the tree la yout view after it has been added to the
questionnaire. This will enable the properties form.
The question font can be changed one at a time or as a batch. Checking the
checkboxes to the left of question nodes in the design tree will allow the batch
option to be used. Change the font in the Question Properties dialog box, and
then select Apply To All Checked Nodes in Design Tree on the question
property form.
You can adjust the layout of questions by selecting Next To Previous on the
Position page in the Question Properties dialog box. Questions will be placed
on a horizontal pane next to the previous question. Alignment can align the
question in the center, left, or right of the questionnaire.
To edit the question, simply double click it or use the right mouse button on the
tree node and select properties. To delete the question, select Delete after
right clicking.
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popup menu. After choosing a select item the Properties dialog box will appear.
Most Select items include property pages for General, Font and Position.
Create a select item
For Text/TextArea, two options are available for them. If Reply must have
value is selected, user must type in his answer in this select item. If Set as
ID is checked, the answer of this select item is regarded as a user id, which
will be displayed in the Survey View. Type Checking property is for format and
range checks.
Add a Text item
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List, Checkbox, Radio and Matrix select types can take advantage of the
built-in Answer Library to make adding select items easy. You can change the
settings of select items at any time by right clicking on the select node and
selecting Properties.
Add answers from the Answer Library
Select the answer that you need and add to your questionnaire
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General page
Set the description/label for the current item.
Background Page (only for question properties)
Set the background color of the item.
Apply To All Checked Nodes in Design Tree
For Background and Font pages only. Change the font and color for all
checked nodes in the design tree.
Font Page
Set the font/color for the item.
Apply To All Checked Nodes in Design Tree
For Background and Font pages only. Change the font and color for all
checked nodes in the design tree.
Position Page
Alignment Align to the center, left or right.
Next To Previous Place item on horizontal pane next to the previous select
item for the current question.
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mm/dd/yyyy or yyyy/mm/dd.
Number each character should be numeric. Large Than and Less
Than can be set. If any attribute is checked, this text must have value.
Phone two options are supplied. People enter phone in different way.
For US phone, it accepts either dashes between area code, prefix code
and suffix like ###-###-#### or parentheses on area code followed by
space like (###) ###-#### . For International phone, a country code is
needed. Its hyphen separated with optional dash between prefix and
suffix code.
Email it contains at least one character, then a @ symbol followed by
at least one character, then a dot (.), then at least one character.
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For grouping related questions together the Matrix select type can be used.
This type of select item lays out questions in a grid. Up to 100 questions and
possible answers for those questions can exist in a matrix at one time.
After adding a matrix it is possible to directly edit the labels for the questions
and answers on the property page. The answer type can be either checkboxes
or radio buttons . The answer labels can use built-in values by clicking the icon
next to the Edit Labels box. An Answer Library dialog box, which includes
general answers, will appear. Once selected, the default values of the type
selected will be used as labels for the question answers.
Set the font and color of all labels from the Font page. You also can change the
font and color of all checked nodes in the design tree.
Publish questionnaires.
WQ could export the questionnaire to HTML files, or it could invoke the
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Microsoft Publish Wizard to transfer the HTML files to your website directly.
This could be done via WQ Menu, Form=>Publish to Websites, or
Form=>Publish to files.
Publish to Websites
WQ could publish the questionnaire directly to your websites via Microsoft
Publish Wizard. It supports four publishing methods: HTTP Post, ftp, FrontPage
Extended Web, Microsoft Replication System and Automatically Select Service
Provider. If you are not sure what your web server supports, you may need to
contact your ISP vendors, or you could use Publish to files first then upload the
files to your websites.
Publish to files.
The questionnaire will be generated to the directory you specified. WQ does
not generate any PHP/ASP/JSP files, which means that your web server does
not need to install these components. As long as your web server support
HTML files, your questionnaire could be successfully rendered.
If your WQ is not registered, the formmail gateway will be disabled after 100
email replies. The submission will result in a warning page to notify you about
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this.
Warning message for unregistered users
Response Validation
Response validation makes sure that respondents have filled out the surveys
correctly before submitting the replies to the server. The validation includes
required response validation, data type and format checks, and range checks.
Required Response Validation
If a question must have answer, at least one of select items under the question
node should be answered. Some of select types have reply must have value
attribute. They can be Text, TextArea, Checkbox, List, or Multiple Selection.
Generally, a checkbox with reply must have valueis used to make sure that
the respondents have read the term and agree it.
If the attribute is checked, the reply must have value. If required responses
arent answered, an alert message will be popped up.
Text Response Validation
With text responses validation, youll increase the quality of the reply by
avoiding invalid data. A text box can be the type of alphabetic,
alphabetic-numeric, currency, date, number, phone and email. If the date type,
format or range is incorrect, a message will be shown to describe what kind of
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data is proper.
maximum and minimum length. Too short or too long is not allowed.
Alphabetic-numeric each character can be either alphabetic or
(.) is required but it accepts zero number after the point. The number of
decimals is unlimited.
Date three formats are supplied. The format can be dd/mm/yyyy,
only greater than or less than. It can also range between lower bound
and upper bound.
Phone two options are supplied. People enter phone in different way.
For US phone, it accepts either dashes between area code, prefix code
and suffix like ###-###-#### or parentheses on area code followed by
space like (###) ###-#### . For International phone, a country code is
needed. Its hyphen separated with optional dash between prefix and
suffix code.
Email it contains at least one character, then a @ symbol followed by
at least one character, then a dot (.), then at least one character. This
check rule cant filter out all invalid email strings but it makes sure that
the value matches the format of email.
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Customization
Question Library
The same questions are often repeated when designing questionnaires. To
avoid repeatedly constructing questions, Web Questionnaire allows adding
questions to the question library. This can save time by avoiding the need to
construct the same question layouts again and again. To add a question to the
question library simply right click on the question, then select Add Into Question
Library.
Add the question to Question Library
Adding questions from the question library is easy. Right click on the page
nodes in the tree layout view and select the Question Library command. You
can edit the questions in the question library any time by selecting the Edit User
Defined Library command from the file menu.
Insert question from Question Library
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Scores Feature
In addition to feedback collection, you might need quantitative evaluation of
study, course, satisfaction, performance, service, health or personality profile.
Score feature provides an efficient index for survey designer. With setup
scores, evaluation forms can be easily conducted. To setup score, use the
Setup Score command from Form menu in Questionnaire view.
Specify default scores and optimal answers
All questions of the current questionnaire are listed in the Score dialog. For
each question, you can specify a default score and optimal response. Default
Score is the maximum value the question can get. Optimal Answer is
generally the correct or optimal response to the question, and assigned the
default score.
Specity default scores and optimal answers
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Once a value is set, all assigned default scores will be automatically summed
and displayed as the current score. Target score finally should be equal to
current score, or the background color of current score will change from blue to
red.
Add more answers setting
Each question can have more answers and is allowed to setup scores for each
answer. In More Answers dialog, the default score value and optimal answer if
any are shown in the top of the window. Then add as many score assignments
as preferred answers. For each assignment, the score value cant be greater
than the default score.
Add more answers setting
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For each question, any responses matching to the assigned answer options
can have an associative score value. The highest one of them is regarded as
the actual score that the question gets. A sum of each question score is the
total score the participant can get. The calculated score is integrated into the
score column of the reply table in Survey View.
In Data View, an individual view of recipients replies is exactly presented.
Each question is annotated with correct or wrong symbol, and the obtained
score/default score. The question responses including one of assigned answer
options will be marked a right symbol, or wrong symbol.
Scores in Data View
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Survey View
All questionnaires active and finished are listed in the top window of the Survey
View. The survey title, end time, open period and total number of replies are
listed. Selecting a questionnaire will show the recipients i n the right hand
window.
Remove Selected Replies
WQ allows you to remove redundant replies. You could select the entries you
want to remove, then from Menu, Survey=>Remove Selected Replies.
Extend End Time
Choose Extend End Time from Survey menu or icon on the toolbar. You can
also right click on the questionnaire and chose the Extend End Time
command.
Use the End Date page to set the survey end date and if multiple replies from
the same recipient are allowed.
Export to Excel/CSV files
Choose Export from Survey menu, there are two options, Excel or Tab
Delimited files.
Stop Survey
Choose Stop Survey from Survey menu, or right click on the questionnaire
and select Stop Survey.
The survey can be stopped before its scheduled end time. All questionnaires
can be extended when completed or prematurely halted. Refer to the Extend
End Time command.
Delete Survey
Choose Delete Survey from Survey menu, or right click on the questionnaire
and select Remove Survey.
Use this command to remove the survey if it is no longer required. Once
deleted, you could still see the deleted survey using Display deleted survey.
However, if you choose to delete a previously deleted survey, it will be deleted
permanently.
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Undelete Survey
Use this command to undelete a survey.
Display deleted survey
Use this command to see all surveys including deleted ones.
Collect Replies
Choose Remove Survey from Survey menu, or icon on the toolbar. This will
collect email replies directly from the POP3 mail server or from Outlook
Express assuming these questionnaire response retrieval methods have been
enabled from the Tools/Options menu command.
Send Invitation Emails
In order to send out invitation emails, you will need to enter the message body
first, along with the email subject. After that, choose an appropriate way to add
recipientsemail address.
Enter the subject and body for the invitation email.
There are several file formats that you could import and add as the
questionnaire recipients.
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Report View
After dispatching the questionnaire, recipients will fill out the form and submit
the reply via the submit button on the questionnaire form. Replies will
automatically be collected by Web Questionnaire and added to the result
database. Before Web Questionnaire can gather replies the mail server
options need to be correctly set. See Mail Settings, Send Format and Reply
Method for more information on how to do this.
WQ can read the replies directly from the POP3 mail server. See the
Tools/options menu command. Then select the Mail Settings/Incoming Mail
property page. The polling frequency can be set from this page. In addition,
Web Questionnaire can read questionnaire replies from popular email clients.
Currently Outlook, Outlook Express and Eudora are supported. See the Mail
Add-In property page.
If Outlook or Eudora is used, replies will be automatically redirected to WQ
when they arrive to your inbox.
If Outlook Express is used, WQ will periodically poll Outlook Express mailbox
for questionnaire replies.
Clicking Collect Replies on the toolbar will poll the pop3 mail server or Outlook
Express for replies assuming these retrieval methods are used. Using Collect
Replies on Survey/Report menu in Survey/Report view has the same effect.
Selecting a questionnaire in the Survey or Report view will display the results
in either a tabular view or a report view. The Survey view will contain each
reply received, the individual responses to each question are shown. One row
in the grid corresponds to one reply to the questionnaire. You can export the
data to Excel or a tab delimited text file format for further analysis. To use this
feature switch to either the Survey or Report view and choose the Export
command from the Survey or Report menu.
The Report view shows a summary of the replies received. It provides a
graphical HTML based report. After selecting a questionnaire, the real-time
online report is displayed for that questionnaire. The report is constantly
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Graphic Report
There are several kinds of graphic reports that you could use. This could be
changed in Report/Chart menu. The available options are: Bar, Bar3D, Pie,
Pie3D, Line, Line3D.
Bar
Bar3D
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Pie
Pie3D
Line
Line3D
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Data View
Data View provides the capability to recreate the orignial questionnaire
submission. In addition to the questionnaire body, Data View combines the
questoinnaire reply and displays the same output just before the recipient
submits. You could then print or save the submission.
A navigation control panel is provided in the Data View. You could use the
panel to browse through the submissions, search for a specific reply. You could
also manipulate the replies using the insert/delete/update buttons.
Add Reply
Choose Add Reply from the Data menu, or the
This will add a blank reply to the result database. If you are conducting a
phone survey, or you need to enter the survey result manually, you will need to
add a reply first. The new reply will be place in the 1 st in the result database.
Delete Reply
Choose Delete Reply from the Data menu, or the
This will delete the selected reply. A dialog will be presented to ask you
whether you want to remove this reply or not. Once deleted, the reply could not
be recovered.
Update Reply
Choose the
When you need to modify the reply, you will need to first answer the
questionnaire as usual. After that all answers have been entered, instead of
clicking on the submit button in the questionnaire, click on the update button in
the control panel to commit the changes. If there is any field that has the must
have answer property enabled, you will need to enter the answers before you
could update the reply.
Goto Reply
Choose Goto Reply from the Data menu, or the
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icon to find.
When there are huge amount of replies in the result database, Find Reply
helps you to locate specific reply quickly. The search string you entered could
use wildcards to represent any characters.
A wildcard is a character that may be used in a search term to represent one or
more other characters. The two most commonly used wildcards are the
question mark (?) and an asterisk (*).
The question mark (?) may be used to represent a single alphanumeric
character in a search expression. For example, searching for the term
ho?se would yield results which contain such words as house and horse.
An asterisk (*) may be used to specify zero or more alphanumeric characters.
For example, searching for the term h*s would yield results which contain
such words as his, homes, houses.
Export the result to HTML
Choose Export Data to HTML from the Data menu.
After viewing the individual reply, you could choose to save it to disk, then send
it to others or backup it for later use.
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Command Reference
Menus
Files menu:
New
Open
Save
Save As
Edit User Defined
Question Library
Print
Print Preview
Print Setup
Exit
Edit menu:
Copy
Paste
View menu:
Toolbars
Views
Work Space
Status Bar
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Form/Survey/Report/Data menus
Form menu: Only displays in Questionnaire view.
Publish to Web
Site
Publish to Files
Find Text
Apply Template
Insert Template
Setup Score
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Export Report to
Html
Collect Replies
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