Download Active User Manual

Table of Content
A. PREPARATION AND GENERAL NOTES ....................................................................................... 5
1. NOTES ON TERMINOLOGY AND TYPOGRAPHY ................................................................................... 5
2. MANUALS ........................................................................................................................................ 6
3. FUNDAMENTAL TERMS ..................................................................................................................... 8
4. CREATING ACTIVE USERS ................................................................................................................ 9
B. YOUR EVALUATION PROCESS ................................................................................................... 11
1. LOGGING INTO EVASYS ................................................................................................................. 11
2. ADJUSTING YOUR INDIVIDUAL PROFILE ........................................................................................... 12
3. ADAPTING AND CREATING QUESTIONNAIRES .................................................................................. 13
3.1. SYSTEM-WIDE QUESTIONNAIRES ............................................................................................. 13
3.2. USING TEMPLATES ................................................................................................................. 13
3.3. INDIVIDUAL QUESTIONNAIRES .................................................................................................. 16
3.3.1. FILTER SETTINGS ............................................................................................................ 18
3.3.2. VALIDATION .................................................................................................................... 18
3.3.3. REQUIRED QUESTIONS .................................................................................................... 19
3.3.4. CROSS TABULATIONS ...................................................................................................... 20
4. CREATING A FOLDER ..................................................................................................................... 20
5. CREATING SURVEYS ..................................................................................................................... 22
5.1. THE FIVE TYPES OF SURVEYS ................................................................................................ 24
5.1.1. PAPER BASED SURVEYS ................................................................................................. 24
5.1.2. ONLINE SURVEYS ............................................................................................................ 27
5.1.3. HYBRID SURVEYS ........................................................................................................... 28
5.2. EXTRA OPTIONS ..................................................................................................................... 30
5.2.1. QUESTIONNAIRE NUMBERING/USING BATCH PRINTING ..................................................... 30
5.2.2. VERIFY DATA .................................................................................................................. 31
6. ADMINISTRATING AND CONDUCTING SURVEYS ................................................................................ 32
6.1. ACTIONS IN A SURVEY ............................................................................................................ 34
6.2. MANAGING AND CONDUCTING PAPER BASED SURVEYS ........................................................... 40
6.2.1. PRINTING QUESTIONNAIRES ............................................................................................. 40
6.2.2. SCANNING QUESTIONNAIRES ........................................................................................... 42
6.2.3. READING THE QUESTIONNAIRES ...................................................................................... 44
6.2.4. VERIFICATION ................................................................................................................. 45
6.2.5. MANUAL CAPTURING OF HANDWRITTEN COMMENTS ......................................................... 49
6.3. MANAGING AND CONDUCTING ONLINE SURVEYS ..................................................................... 50
6.3.1. ONLINE SURVEY PREVIEW ............................................................................................... 50
6.3.2. DISTRIBUTING AND SENDING PSWDS .............................................................................. 51
6.3.3. CREATE AND MANAGE SCHEDULED ONLINE SURVEYS ...................................................... 53
6.3.4. OVERVIEW OF PLANNED ONLINE SURVEYS ....................................................................... 58
7. WORKING WITH THE DATA OF THE ACTIVE USER ............................................................................ 59
7.1. IN THE OVERVIEW OF SURVEYS IN A FOLDER ........................................................................... 59
7.2. IN THE DETAILS OF A SURVEY ................................................................................................. 60
7.2.1. SURVEY EVALUATION STATISTICS (ONLY IN PAPER SURVEYS) ........................................... 60
7.2.2. RESULTS IN HTML FORMAT ............................................................................................ 61
7.2.3. RESULTS IN PDF FORMAT ............................................................................................... 62
7.2.4. PROFILE LINE (OPTIONAL) ............................................................................................... 63
© 2013 Electric Paper Evaluationssysteme GmbH
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