View survey responses/analysis/visualisations


You can choose to search, and view responses entered in Surveys at any time by navigating to More menu > Surveys > Search Responses. To filter the response results to a particular Survey, you can specify the Survey name in your search. Responses can also be seen from the Responses tab on the Survey display screen.

From the search grid you are able to Print any of the Survey responses. You can also Delete any of the Survey responses if they were submitted in error if you wish to exclude them from reporting and analysis.

Continuing a Survey Response

Depending on the setup of your Survey, if you configured the Survey to be Saved and Continued, then you can simply save partial Surveys Response at any time, and only submit it later when the form is complete. Survey Responses in all parts of the system can be Continued. So in other words, you can Continue a Survey from Contacts, Organisations, Case Management, Client Administration and the Survey module itself. To Continue the Survey Response, you choose the checkbox for that Survey Response and then access the Actions menu for the tab, and choose Continue.

The Survey Response will open, with all of the information entered previously, allowing you to complete the Survey and Submit it. You can identify a Survey which is submitted by looking at the Completed date and time on the Survey tab in Contacts, Organisations, Client Administration and Case Management, and on the Responses tab of the Survey module itself.

Un-submitting a Survey Response

The ability to un-submit a Survey response in an important quality assurance function. If your Survey has been locked from allowing re-submission by participants, it will be displayed as such in the “Submission, Save & Review Options” of the Survey screen.

If, after receiving a Survey response you notice a data quality error in the response you can un-submit the Survey for editing before resubmitting it.

Steps to Un-submit a Survey response is as follows:

1. In the “Survey Response List” on the Responses tab, click the checkbox to select the Survey response you wish to un-submit.

2. Select Actions > Un- Submit

3. A notification will inform you that the Response has been unsubmitted. -up box will display the following message.

4. The Survey response is now unsubmitted and the Completed column will be empty.

Analysing Survey Responses

Within the Survey you are able to access “real time” response statistics in the form of Visualisations and Responses.

The Response tab on the Survey screen allows you to effectively review individual Survey responses from the Survey Response List. You can easily review manually and automatically merged data, and have a general overview of dates a Survey was completed and filled out by, as well as the status of data merge on a given Survey respondent.

Whilst on the Survey screen another tab that is useful for Survey analysis is the Survey Visualisation. This Visualisations tab can provide some basic metrics on how many Survey participants responded on particular days and gives a general pattern of the timeframes in which respondents start and complete the Survey.

View the Visualisations of the Survey responses by accessing the Visualisations tab within the Survey screen.

Survey Analysis

Survey Analysis feature of the Survey module allows you to view the answers for “Choice” and “Yes/No” Questions for many responses in a Survey in the one place. This allows you to get an overview of the information you have gathered. If you create your Survey in such a manner to use fixed selection Question types, then you can use the Survey Analysis to compare all responses.

To begin analysing answers for a Survey, select More > Surveys > Survey Analysis from the menu. The Survey Analysis screen will display.

1. Select the Find link from the Survey field to open the Find Survey popup screen to search for available Surveys that can be analysed. Type in the Survey name (or leave it blank to return all available Surveys) and then click on the Search button.

2. The selected Survey will pre-populate into the Survey field on the Survey Analysis screen and automatically close the above popup screen.

3. Select the Analysis Type from the dropdown list to define the grid format for analysis and click on the Analyse button.

Note: There are three different types of analysis available in the Survey module.

Raw Data View

This view will display one row per Survey response with all the question answers as columns. In order to display the Survey analysis using raw data view, you will need to search for a Survey to be analysed in the Survey field, then select “Raw Data View” in the Analysis Type field and click on Analyse button.

Analysis View

In this view, each question is displayed as a separate grid in Analysis View. The first column of each grid will contain the Question Text and each subsequent column will represent an answer choice value. An additional field value, Display format will appear when choosing Analysis View. You can select the format for how the responses to each answer value are displayed. This can be either as a general number count or as a percentage of responses. In order to display the Survey analysis using Analysis View, you will need to search for a Survey to be analysed in the Survey field, then select “Analysis View” in the Analysis Type field and click on Analyse button.

Statistic View

The Statistic View Analysis Type is similar to Analysis View except all questions are contained within a single grid. In order to display the Survey analysis using statistic view, you will need to search for a Survey to be analysed in the Survey field, then select “Statistic View” in the Analysis Type field and click on Analyse button.

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