5 Categories Creating a New Category Exporting a Category to an Excel File Exporting a Category to a System File Editing a Category Applying Categories

Attentive® allows users to divide respondents into categories based on any information they have about them. A questionnaire-associated category is primarily used as a cross-parameter for a population of respondents; department, course, division, organizational association, training institution, etc.

Assigning categories provides the option of setting predefined responses prior to survey distribution, according to a category. Take for example a survey that is distributed to employees who belong to two different departments, HR and Marketing. Using categories, the user can pre-assign the department category and not rely on the respondents to choose, either mistakenly or intentionally, a category to which they don't belong. By defining the Department category and distributing the survey to each department separately, responses can be categorized and sorted by department.

Each category has three levels:

• Category – the category name, for example residence location. • Parent Group – second level of hierarchy under the category, for example:

north, center, south. • Group – detailed options under each parent group, for example city

names.

Note: Survey categories must be defined only as groups. The category can be used for statistical analyses in a two-level system: group level and parent group level.

Creating a New Category To create a new category, do one of the following:

• On the main display, under Folders, select "Categories" and on the menu bar click .

• On the main display, under Folders, select the Categories folder. The Categories pane appears on the right side of the window. Right-click on it and from the Options menu select New…

The Category Details dialogue box opens:

Categories

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General Information, figure 53: Category Details Dialogue Box

Language From the list, select the language out of the available languages

Category Name Type in a name for the category.

Code This code is not used by users.

Owner Select a name or title from the list.

Select to advance to the Category window:

General Information, figure 54: Category Window

To add parent groups and groups, you can either use manual feed or import from an Excel file.

Adding Groups Manually To create and name a new parent group, select "New Parent Group". The New Parent Group dialogue box opens:

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General Information, figure 55: New Parent Group Dialogue box

In the Parent Group Name box, type in a name for the new parent group.

In the Code field, type in a code for use in case of importing and exporting categories. It is not compulsory.

Click .

Importing Parent Groups from an Excel File To Import parents group from an Excel file, on the Category window select Excel Import… Each row in the Excel file to be imported contains a parent group or a group.

The file must contain three fixed-order columns:

A – Contains the code of the parent group or regular group

B – Contains the name of the parent group or regular group

C – For a regular group, this column contains the code of the parent group to which it is associated. For parent groups, this column is kept null.

Note: A title line for the above columns must not be added. After importing the Excel file, you can edit the parent groups manually. For more information see Editing and Deleting Parent Groups and Groups on page no. 52.

Creating Groups under Parent Groups After defining the parent group(s) you can define new groups under each one of them. To create and name a new group under an existing parent group, select the parent group and click "New Group". The Group Details dialogue box opens:

Categories

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General Information, figure 56: Group Details Dialogue box

In the Group Name box, type in a name for the new group.

The information in the Belongs to Parent Group box indicates the parent group to which the current group belongs.

In the Code box, type in a code for use in case of importing and exporting categories. It is not compulsory.

The Active checkbox is marked by default. Deselect it in case the category is no longer relevant in future questionnaires, but you still want to keep data related to it that has been previously collected.

Select the Show on Report checkbox make the group details appear on reports.

Click .

Editing and Deleting Parent Groups and Groups In the Category window, select "Edit" or "Delete" to edit or delete the selected group or parent group. You cannot delete a parent group to which groups are associated. Groups, as opposed to parent groups, can be dragged to change their location using the mouse curser.

Exporting a Category to an Excel File To export an existing category to an Excel file, in the Category window, select "Excel Export…". This way, another user can import the category to the same Attentive® system or to a separate one. The file will include four columns as follows:

A - Contains the code of the parent group or regular group

B - Contains the name of the parent group or regular group

C - For a regular group, this column contains the code of the parent group to which it is associated. For parent groups, this column is kept null.

D – Contains a code used for conditions for a category. Used mainly for projects of the Teaching Evaluation or Providers Evaluation types. For more information see Teaching Evaluation Project on Modules page no. 39.

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Exporting a Category to a Sys tem File In the Category window, select "Export…" to export the category to a file saved in an .nxi format. The file is used in the same manner as an Excel file (see previous section) and can be imported via the Main Display.

Editing a Category Select Edit Category, to go back to the Category Details window and edit category details such as name, code and owner.

Applying Categories Applying categories to a questionnaire is done while setting questionnaire properties. For more information, see Questionnaire Properties Pane – Categories Tab on page no. 19.

Measurements

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6 Meas urements Defining a Set of Measurements Associating the Set to a Questionnaire

Measurements is a tool used to set a group of questions as a measurement set to a certain subject, and quantify the influence each one of them has on it. Measurements are usually used in producing reports in the organizational portal.

For example, a certain company wishes to obtain an internal feedback from its employers regarding its potential growth. The company VP defines a set of measurements named "Growth"; each measurement in the set uses questions regarding the efficiency of one of the company's activities that affect its growth. Calculating all these measurements yields an overall picture about the company's potential growth. No direct connection between the measurements is necessary.

Defining a Set of Meas urements To define a set of measurements, from the Main Display window menu bar, select Tools → Measurements Sets…. The Measurements dialogue box opens:

General Information, figure 57: Measurements Dialogue box

In the Measurements dialogue box, click to add a measurement set, or select an existing one from the Name pane and click to edit it. The Measurement Set dialogue box opens:

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General Information, figure 58: Measurements Sets Dialogue box

You can name or rename your measurement set by typing in the name in the Name field.

Besides name, each measurement has a weight and a code. In order to have an overall picture about the subject for which the measurement set is made, an average between all measurements is calculated. The Weight determines the relative weight each measurement has in that average. Weight=2, for instance, indicates a double influence. The code is not used by the user.

Click Add to add measurements that the set comprises. Define measurement name and relative weight by typing the values under the relevant column.

The measurements defined for the set in our example are Quality, Stability, Productivity and Employee's Satisfaction.

As s ocia ting the Set to a Ques tionnaire Before applying questions to measurements, you must associate the set of measurements to the questionnaire. The set of measurements can be associated to a questionnaire in one of following ways:

• On the New Questionnaire Wizard window, from the Measurement Set list, select the desired set of measurements. (For more information, see Creating a New Questionnaire on page no.14 .)

• In the Questionnaire Design Window, under questionnaire, select the questionnaire's name. The Questionnaire Properties pane appears on the right side of the window. In the General tab, select the set of measurements from the Measurement Set list. (For more information, see Questionnaire Properties Pane – General Tab on page no. 17.)

Each measurement in a set can be applied either by a single scale question, or by a whole section.

Applying a Single Question to a Measurement To apply a single question to a measurement, in the Questionnaire Designer window, under Questionnaire, select the relevant question. Then under Question properties, go to Measurements tab and select the measurements to which the

Measurements

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question applies. This tab appears only for scale type questions. A question can apply to more than one measurement. Also, a measurement can be applied by more than one question, by repeating this action or by applying a whole section to it as described next.

Note: Only questions of a scale type can apply to a measurement.

Applying a Whole Section to a Measurement To apply a whole section to a measurement, in the Questionnaire Designer window, under Questionnaire, select the relevant section. Then under Section properties, go to Advanced tab and select the relevant measurement from the Default Measurement list. This choice will only apply to scale type questions under the section. This choice serves as a default. That means new scale type questions will automatically apply to the chosen measurement, but measurement can be changed per a single question under the same section.

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7 Email Accounts Creating and Defining E-mail Accounts 58Removing E-mail Accounts Testing E-mail Accounts

Attentive® uses e-mail to distribute questionnaires. If a user wants two invitations for participation in two different projects to be sent from different e-mail addresses, it can be done using the e-mail accounts feature. Attentive® allows creating an e-mail address per project, to be used for distribution purposes only. Moreover, a "reply-to" address (different from the "from" address) can be set for each e-mail account.

Creating and Defining E-mail Accounts To define an e-mail account, from the Main Display menu bar, select Tools → Email Accounts….

The Email Accounts dialogue box appears:

General Information, figure 59: Email Accounts Screen

In the Email Accounts dialogue box, click to add an e-mail account, or

select an existing one and click to edit it. The Email Accounts Properties dialogue box opens:

Email Accounts

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General Information, figure 60: Email Account Properties Screen

From Name Define the name of the account here. This name appears as the sender's name in the respondent email

From Address Define the e-mail address from which the e-mail appears to arrive.

Reply to Define the e-mail address to which replies arrive, if sent.

Server Type in the name of the mail server being used.

Port Type in the port of the mail server being used.

SMTP Server Authentication

Select this checkbox for authentication to be performed. Selecting this checkbox enables User Name and Password definitions.

Domain The SMTP server's domain

User Name Define the user name used for authentication.

Password Define the password used for authentication.

Removing E-mail Accounts To remove an e-mail account, in the Email Accounts dialogue box, select the e-

mail account you'd like to remove and click .

A dialogue box will open asking you whether you are sure you want to delete the current Email Account. Clicking Yes will cause the relevant e-mail account to be deleted.

Tes ting E-mail Accounts and Servers To test an e-mail account, in the Email Accounts dialogue box, select the e-mail

account you like to test, click and from the list select Mail Test to test the mail, or Mail Server Test to test the mail server.

A dialogue box will open asking you whether you are sure you want a test mail to be sent to the current e-mail account. Clicking Yes will a test mail to be sent to the current e-mail.