Categories and Dynamic Panels
- Select Panel Management from the main ribbon then go to Categories > List.
- Click on the + icon to create a new category.
Specify the category identifier (which should be unique), name and type. At the moment you can only create one choice categories, open ended text categories, multiple choice Pick Any categories and dropdown list Combo categories.
- After clicking Create, the new category will open automatically. Now you can add additional information to the category.
- Name: the name of the category
- Description: the description of the category
- Data Sensitivity: specify if this category contains personal, medical or financial data. When a panellists decides to unsubscribe from your database, all sensitive data will be anonymised.
- Instruction Text: specify the question text that the panellist will see when adding a category into a questionnaire.
- Status: the current status of the category. When the category is in draft status, you can still make changes to the category. Once the status is changed to active you are not allowed to remove any existing category items. It is possible to still edit category information and items. If you do not use the category anymore, you can set the status to inactive.
The category items represents the answer options for that category. For example: the answer options for the lactose intolerant category could be yes and no. You can add the category items by clicking on the + icon. The display is the answer option that the panellist will see, the value is what will be stored in the data set.
Once all the details have been added then you change the status of category to active to start storing the panellist information.
Please note that once the category is activated you cannot delete category items anymore. However, it is possible to disable any item that you do not what to use anymore.
When going back into the category, all available category groups will be visible at the bottom. In order to add the category to a group you can select it using the tick box.
How to import categories in EQ?
- Click on the highlighted icon.
- Add the excel sheet (refer to the example sheet at the end of the article) and click on import.
In order to collect data for the categories, you can add it to a questionnaire by clicking on EyeQuestion categories in the add question list.
To save the category data of the panellist it is important a panellist answers the questionnaire using a logins. Otherwise EyeQuestion does not know to who the data belongs.
- You can create a dynamic panel by going to Panel Management > Panels.
- Select the dynamic panel.
There are different filters that you can apply to your panel.
- To add a category filter, you can go to Select Category and click on the + icon.
- Select the category item in order to filter the panel.
After adding the filter EyeQuestion will immediately show the panellists who qualify the criteria. For example: the screenshot below is of the dynamic panel with panellists who are not allergic to lactose.
Additionally, you can also filter the panel based on the user fields such as age and gender.
How to add a dynamic panel to the project?
Once the dynamic panel is created it can be added to the questionnaire under Panel > Load from panel.
Select the panel from the list.
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