Getting started with - World Banksiteresources.worldbank.org/INTCOMPTOOLS/Resources/8213623... · Getting Started with Survey Solutions Page 3 of 43 Survey Solutions allows you to

Getting Started with Survey Solutions Page 1 of 43

Getting started with


Table of Contents

............................................................................................................................................................................................................ 3

..................................................................................................................... 4

..................................................................................................................... 5

............................................................................................................................................................................................. 6

.......................................................................................................................................................................................... 7

............................................................................................................................................................ 10

........................................................................................................................................................................... 14

........................................................................................................................................................................ 19

.......................................................................................................................................................... 22

............................................................................................................................................................... 26

............................................................................................................................................................................. 28

................................................................................................................................................................................. 31

.................................................................................................................................................................. 36


Survey Solutions allows you to collect data in two modes

Census mode and the Sample mode

If you have a list of the households, enterprises or persons that your enumerators are going to interview, your best choice is the Sample mode.

On the other hand, if you are not sure whom you are going to be interviewing (for example during an exit poll) or you would like to list or survey

all the households from a particular area (for example during a census), you should choose the Census mode.

The set-up procedure for Census mode differs slightly from launching a survey with Sample mode. Most importantly, the census mode does not

require any sample definition file. You also do not have to assign cases to individual supervisors and interviewers—the census mode

questionnaires will be available to every user registered with your headquarter system (HQ).


What? Who?

Import the questionnaire from the Questionnaire

designer (See ) Administrator (HQ user)

Create user accounts for:

At least one supervisor

And at least one enumerator

(See )

Administrator (HQ user)

Download and install the software on the tablet (See

) Administrator or enumerator

Synchronise the tablet (See )

Enumerator


What? Who?

Import the questionnaire from the Questionnaire designer (See

) Administrator (HQ user)

Create user accounts for:

At least one supervisor

And at least one enumerator

(See )


Create a tab delimited file defining your sample (See )


Upload the tab delimited file and assign the batch of cases to a

supervisor (See ) Administrator (HQ user)

Assign cases to your interviewers (See

) Supervisor

Download and install the software on your tablet (See

) Administrator or enumerator

Synchronize the tablet (See ) Enumerator


Your server can be accessed at: https://demo.mysurvey.solutions Your headquarters username and password is: Username: Headquarters1 Password: Headquarters1 Note that each institution using Survey Solutions will utilize their own server. Consequently, the details listed above may not be applicable.

You may use the demo server and username (above) to test Survey Solutions.

https://demo.mysurvey.solutions/


The step by step instructions detailed below are necessary in order to upload your finished questionnaire to your tablets. Step 1: Log in to your server using the headquarters username and password.

Note that each institution using Survey Solutions will utilize their own server. Consequently, your username can differ from the one depicted

above.

Step 2: Import the template from the “Survey Setup” tabpage

To import a template, you need first to access the “Survey Setup” tabpage by clicking on the main menu bar. Then, click the button "Import

template".


Step 3: Enter your username and password from the Designer application After clicking "Import template", the HQ server will ask for the user name and password from the "Designer" website (where you created your

questionnaire), in order to select the relevant template. Warning: it is not the username for the headquarters server. If you forgot your

username or password, go to http://solutions.worldbank.org/ and click on the "Forgot your password?" link to create a new password.


Step 4: Choose the questionnaire and import it to the headquarters server

The questionnaire template can be imported to the server in Sample or Census mode (as described on pg. 3). Import the questionnaire template

by clicking on the blue "Import" or “Import with census mode” button to the right of the questionnaire template that you want to import. The

former is to import a template in sample mode and the latter in census mode.

Step 5: Repeat these steps each time you make changes in the questionnaire or create a new questionnaire

You must go through the steps 1-4 every time you or a member of your team creates a new questionnaire template or change a template that

has been already imported to the server. Changes made on the "Designer" website do not automatically propagate to the headquarters server

(HQ).


Step 1: Log in to your server using the headquarters username and password


above.

Step 2: Create accounts for supervisors

To add a supervisor, click on the “Teams and Roles” tabpage at the top bar of the headquarters dashboard. On the new screen, click the button

“Add supervisor”.


Afterwards, fill in the form as shown in the screenshot below:

1. Create a username. This name can contain only letters, numbers, and underscores (i.e., no other characters such as ! @ # $% ^ &).

2. Create a password with at least 10 characters. The password must contain at least one uppercase letter, at least one lowercase letter,

and at least one digit.

3. Enter the same password in the confirmation field.

4. Insert the email address, full name, and phone number of the supervisor.

5. Click on the “Save changes” button to add the supervisor in the system.

Repeat these steps for each of your supervisors.


Step 3: Create accounts for enumerators in each team The process is similar to creating accounts for supervisors.

First, on the "Teams and Roles" tabpage, select the supervisor to whose team you want to add new enumerators by clicking the green

“Interviewers” button next to supervisor’s name.

Afterwards, click on the “Create” button.


Afterwards, fill in the form as shown in the screenshot above:

1. Create a username. This name can contain only letters, numbers, and underscores (i.e., no other characters such as ! @ # $% ^ &).

2. Create a password with at least 10 characters. The password must contain at least one uppercase letter, at least one lowercase letter,

and at least one digit.

3. Enter the same password in the confirmation field.

4. Insert the email address, full name, and phone number of the enumerator.

5. Click on the “Save changes” to add the enumerator in the system.

Repeat this procedure for each enumerator associated with the same supervisor before proceeding to the next supervisor and following the

same steps for their team.


Step 1: Create a Tab-delimited file for each part of your sample Before going to the field, data collection teams must know the name (e.g., name and surname of the head of household) and/or location (e.g.,

region, county, district, neighbourhood) of respondents. To facilitate locating the respondents, this information will appear on the dashboard of

enumerator app for each interview for which they are responsible. You can see an example below with addresses in the United States..


How to integrate this information into a Survey Solutions survey? When designing the questionnaire template, each of the identifying variables

that you want to appear on the dashboard should be designated as "Prefilled". To do this, select "Prefilled" as the scope of the question.

After creating the questionnaire, you must define the survey sample. At this point, create a Tab-delimited (.tab) file where every column

corresponds to a variable designated as "Prefilled" and every row—to a single interview in your sample. You can also add a column titled

“supervisor” and populate the fields with the appropriate supervisor usernames to avoid having to create and upload a tab-delimited file for

each supervisor.


Step 2: Upload the sample online and assign cases to your supervisors The first step is to click on the “Survey Setup” tabpage. Then, click the blue button next to the questionnaire for which you would like to upload

the sample. Once the list of options is displayed select “Batch upload”.

Afterwards, click the "Choose File" button to select the .tab file that defines the sample. Then, press "Upload" to transfer it to the server.



After verifying that the server has correctly parsed the contents of the file, press the "Create sample from this data" button. However, if you

have not added a “supervisor” column to your tab-delimited file, you will need to select the supervisor responsible for that part of the sample

before clicking on the “Create sample from this data” button. Remember you will need to prepare a separate .tab file for each supervisor if you

fail to include the supervisor assignments in the .tab file.


Step 1: Log in to your server using the headquarters username and password


above.


Step 2: Select the "Survey Setup" tabpage

Step 3: Define how to create the new interview Next to the template, for which you would like to create an interview, click the blue button to select the option "New interview".

Step 4: Answer the required questions, select the supervisor responsible for the interview and click "Create interview".



Step 1: Log in to your server using a supervisor account. If you are testing Survey Solutions, log in at demo.mysurvey.solutions using a supervisor account.

Step 2: Once the supervisor’s dashboard has loaded, select the "Interviews" tabpage.


Afterwards, the supervisor should select the interviews that they would like to assign to one of their enumerators.

Following that, they should click on the "Assign Interviewer" button and select the name of the enumerator from the drop-down menu. That

enumerator will be responsible for these interviews, and they will appear on the dashboard of their tablet, as discussed in the beginning of this

chapter.


The list of interviews can be filtered by survey name and interview statuses.



Step 1: Log in to your server using a supervisor account. If you are testing Survey Solutions, log in at demo.mysurvey.solutions using a supervisor account.

Step 2: Go to the "Interviews" tabpage

Step 3: From the filter on the left side of the screen, select "Completed"

Step 4: Click on the green icon next to the interview that you would like to browse


Step 5: At this point, you can see all the answers given by the respondents—the answers marked in red are invalid according to the validation

rules

Step 6: If the interview should be approved, click on the "Approve" button. To return it to the interviewer, click on the "Reject" button.


Step 1: Log in to demo.mysurvey.solutions as the headquarters user Note that each institution using Survey Solutions will utilize their own server. Consequently, the link above may not be applicable. You may

use the demo server (above) to test Survey Solutions.


Step 2: Go to the "Data Export" tabpage


Step 3: Select the questionnaire template whose data you would like to export, to display the export options.

You can choose among exporting all the data (independently of the interview status), only the interviews that were already approved by

headquarters and exclusively the binary data (pictures collected during the interviews) of approved interviews.


Step 1: On the new device, go to Applications—>Settings. Select "Security" and make sure that "Allow installing application from outside Play

Store" is ticked.

Step 2: Open the Chrome browser and navigate to the address demo.mysurvey.solutions.


Step 3: Click on the "Get Interviewer App" button and wait until the download is completed.


Step 4: Go back to the home screen and select Applications—>Downloads. Click on the last version downloaded and choose "Install".


Step 5: After the installation is completed, go back to the tablet's home screen. Open Applications->Interviewer. Step 6: Enter the server address "https://demo.mysurvey.solutions” in the Synchronization point, and the enumerator’s user name and password. When typing the server address, pay attention to whether you should start the address with “http” or “https”. To connect to the demo server, users should start the address with “https”. For other servers, this may or may not be “http”. Step 7: Press the synchronization button



1. Logging in

You can log in using the user name and password that you

received from your supervisor.

To log in, select Login from the top-left menu and then enter

the user name and password.

If you cannot log in, although you are sure that the username

and password are correct, synchronise the tablet (see next

step).


2. Synchronisation

You should synchronise your tablet before you go to the field, and

after you are back to the headquarters.

Synchronisation requires internet access. To synchronise, press the

“Synchronize” button in the toolbar. The results of the synchronization

will be displayed: how many new assignments were received, how

many were received as rejected and so on.


3. The dashboard The dashboard contains the list of sampling units that you need to visit. When you approach one of the listed sampling units, select the

corresponding entry to start the interview.


4. Navigating through the interview

Use the button on the upper left side of the

screen to get access to the list of all the

sections of the questionnaire.

Click on the name of the section to quickly

move there.


5. Validation After you have answered the question, the frame around it can turn red. If the color does not change, then the answer to the question probably

doesn’t contain any errors. If it is red, the answer is not the expected one. An accompanying error message may give you more information

about what went wrong.


6. Your progress Survey Solutions uses a simple scheme for communicating to interviewers the status of each section. Green indicates that a section is

complete—that is, that all questions have been answered and none have invalid answers. Blue denotes incomplete—that is, that some question

are unanswered. Red indicates that one or more questions in the answer have an invalid answer—that is, an answer that violates the validation

condition.


7. Adding comments

Tap and hold your finger on the text of the question to enable the «

comment » field.

Comments can be used to provide further explanation to respondent’s

answers that can be shared with your supervisor.


8. Completing the interview To complete the interview, click on the button on the top left of the screen and click on the « Complete » button at the bottom of the menu. You

will see a summary screen. The number next to the « Unanswered » button indicates how many questions have been left unanswered. Similarly,

the « Errors » button provides the number of questions with invalid answers. You can write in the « Note for supervisor » field any comments or

observations that you would like to share with your supervisor. When you are sure that the interview is completed, press « Complete » to finish

it and return to the Dashboard, where you will be able to select another household and start a new interview.

Attention : the data will not be available for your supervisors until you synchronise your tablet. As soon as an internet connection is available,

you are advised to synchronise your tablet.

Documents

Getting started with - World Banksiteresources.worldbank.org/INTCOMPTOOLS/Resources/8213623... · Getting Started with Survey Solutions Page 3 of 43 Survey Solutions allows you to