Categories and Dynamic Panel

Categories and Dynamic Panel

Dynamic panels allows the panel manager to create a panel based on one or more category filters. Categories are characteristics of panelists. It contains the information such as allergy information, age, gender etc.

Please note: dynamic panels are included in the professional and corporate pricing models whereas categories are available for all the pricing models.

In order to create a dynamic panel, a user first needs to collect the category data and then use it as a filter. For instance: to create a panel that is not allergic to lactose, the user first needs to create a category in EyeQuestion.

How to create categories in EyeQuestion?

Step1.

Select panel management from the main ribbon then click on categories>list



Click on + icon to create a category.


 

Specify the category identifier (which should be unique), name and type. At the moment a user can only create one choice categories.


In order to add more details click on the edit icon.



Add the details for the following fields:

Name: the name of the category

Description: the description of the category

Data Sensitivity: specify if this category contains personal, medical or financial data

Status: the current status of the category



Add the category items by clicking on + icon.

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.



Once all the details have been added then change the status of category to active.


Please note once the category is activated then it cannot be altered. But it is possible to disable the item if you do not intend to collect data for that item.


A user can group similar categories by creating groups (panel management> categories>groups)




All the category groups will be visible at the bottom of category edit page. In order to add the category to the group click on the tickbox.



 

 How to collect the category data?

Step2:

In order to collect data for the categories, add it to a questionnaire by clicking on EyeQuestion categories under the add questions.



 

To save the category data of panelist it is important a panelist answers the questionnaire using their logins.

How to create a dynamic panel?

Step3:

After the data collection, create dynamic panel by clicking on the panel management>panels.



Select dynamic panel.



In order to filter the panel add the category and click on + icon



Select the category item in order to filter the panel.



After you add the filter then EyeQuestion will show the panelists who qualify the criteria. For example: the screenshot below is of the dynamic panel with panelists who are not allergic to lactose.



Additionally, You can also filter the panel based on the user fields such as age, gender.




How to add 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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