Training Course Outline

For both our public training courses and onsite training at your location. Curriculum can be customized for onsite training.

• SurveyPro two-day training class
• NetCollect half day training

SurveyPro two-day training class

Questionnaire design and reporting for all media

In this course, you will start with an empty SurveyPro file and gradually build a sophisticated project. The class starts with the basic questionnaire elements and then adds layout and functional enhancements.

While the class does not assume any prior SurveyPro knowledge, it provides value to users at a variety of levels. Novices become acquainted with the full spectrum of options and learn the basics of building surveys and reports. Experienced users see how to apply the more advanced features to their projects, learn more efficient approaches, and pick up other "best practices" for their surveys and reports. Participants are encouraged to bring questions and project files as the course allows some time for individual requests, as well as opportunities for one-on-one instruction from your instructor during breaks.

SurveyPro Foundation

The class begins with SurveyPro's role in the larger survey process, structure of the SP4 files, and how to best manage multiple surveys in one or more SP4 files. Key elements of the user interface, such as the "pencil" buttons and object tree are also covered.

Questionnaires

Most of the first day is devoted to building two questionnaire documents from scratch, including:

• Adding individual questions, grids of questions, headings, instructions and graphics
• Review of the different scale types and scale dialog
• Creating new checkbox, date and pattern scales
• Understanding the different written answer scales
• Using Not Applicable options in scales and documents
• Resizing, rearranging, copying and pasting question and graphic tiles
• Editing Text Styles
• Polishing layouts with color, indentation, spacing, and question numbers
• Copying a questionnaire document to create a second linked document in one project file
• Changing the content of the second questionnaire by removing tiles and hiding elements within tiles
• Modifying layouts on selected questionnaire documents
• Changing margins for a smaller than Letter size page
• Setting scannable form styles for a document and individual questions
• Converting a paper document to the Web format
• Applying headers for a consistent design on each page
• Setting skips and branches

Data Collection

Day one concludes with adding data to the finished surveys:

• Using the keyboard and mouse to enter responses
• Setting data entry preferences for more efficient keying
• Understanding ASCII files and fields vs. questions
• Importing ASCII data into the file
• Fixing invalid responses during import
• Reading import logs
• Using data cleaning tools in Answer Entry
• Mass replace and mass delete

Reporting

Day two is all about exploring SurveyPro's reporting tools:

• Understanding the automatic Data Table and Executive Summary reports
• Adding pie chart, bar graph, stacked bar, table+bar, table, scatterplot, line (profile), and text figures
• Overview of the report components: Rescales, Form Select Filters, Question Groups, Banners, and Stubs
• Adding Rescales to checkbox and number data
• Building Form Select Filters to sub-set responses in a figure
• Working with Question Groups in several figure types
• Using data table figures to view individuals within the file
• Applying simple cross-tabulations to several figure types
• Building Banners for complex cross-tabulations
• Creating large tables with multiple questions as the rows and multiple questions as the columns
• Adding more report documents to the project file
• Review of statistics in SurveyPro
• Changing the labels used in reports for questions and statistics
• Polishing reports with logos, headings, figure numbers, footers, annotation, and custom graph fills
• Publishing reports to HTML

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NetCollect half day training

Web-based surveys and reports

The NetCollect module builds on the lessons of the SurveyPro class, working in a Web-enabled classroom to post surveys to a live Web server:

• Adding page breaks, page descriptions, and modifying advanced page properties
• Previewing layouts locally without a Web server
• Setting logins for no password, shared passwords, and individual passwords
• Creating a file of password values
• Hiding the pause button
• Changing button and progress bar styles
• Requiring answers to questions
• Randomizing scale options
• Piping answers forward within the survey
• Customizing messages for incorrect answers and Pause pages
• Creating multiple Thanks pages and skipping respondents to a specific version
• Building real-time Web server reports
• Creating a mailing list in the Respondent EMailer
• Publishing to Apian's QuestionWeb.com
• Using the server-based Control Panel to manage the survey
• Downloading and importing test data