How to Create a Questionnaire
Introduction
Creating a project in EyeQuestion involves structured steps, from initial setup to final deployment. This guide will walk you through each step, providing detailed instructions to help you navigate the platform seamlessly.
Step-by-Step Guide to Creating a Project in EyeQuestion
Step 1: Start a New Project
To begin, log in to EyeQuestion and click either "Create Project" or "Express Project". For a Express process, refer to the following article: https://support.eyequestion.nl/portal/en/kb/articles/how-to-create-an-express-projects.
Step 2: Select a Template
Next, select the template on which you want to base your questionnaire. Each template can be previewed to understand its structure and design. Additionally, you can access a knowledge base (KB) article that provides detailed information about each template, including the type of data analysis available after data collection.
Step 3: Project Information
- Project Name: This is the internal name used within EyeQuestion to identify the project's purpose and content.
- Panellists Project Title: This is the title displayed to panellists when they access the project, either in the sensory booth or via the panellist portal. It should differ from the project name to maintain confidentiality regarding the study's purpose.
- Project Number: A designated number assigned to the project, aiding in systematic organization and categorization. This is particularly useful for managing numerous projects concurrently.
- Folder: Choose the folder where you wish to store your project for efficient organization and access.
You have the flexibility to customize this page according to your preferences. You can add or remove project information fields and choose different formats, such as free text, date, or dropdown selection, to suit your specific needs. For further assistance, you can send an email to support@eyequestion.nl.
Step 4: Click Next
Once all necessary information is entered, click "Create" to initialize your project.
Explanation of the Workspace
Summary Page
The summary page serves as the initial view whenever you create a new project or open an existing one. On this page, you'll find various details about your project and can make modifications to the existing information entered during project creation.
The Project Summary provides an overview of different sections of your project, offering an initial glimpse of the summary:
- Open Sessions: Panellists who have started the questionnaire but haven't finished yet.
- Finished Sessions: Panellists who have started and completed the questionnaire.
- Products: Number of products included in your project.
- Panellists: Number of panellists included in your project's panel (Distribution>Panel)
Design
In the Design section, specify the design of your project, adjust the number of products and sessions included, and add product information. You can also configure how panelists will receive the samples and the order in which they will be presented. For more details on design options, refer to the design options page: https://support.eyequestion.nl/portal/en/kb/articles/workspace-design-page
Questionnaire
This section allows you to build your questionnaire, create new questions, and set up the layout according to your preferences. For comprehensive functionalities of the questionnaire, refer to the questionnaire functionalities page: https://support.eyequestion.nl/portal/en/kb/articles/workspace-questionnaire-page
Preview
The Preview section provides a preview of the questionnaire as the panelists will see it, allowing you to ensure that everything appears as expected.
Distribution
To distribute your project, change the status from undeployed to deployed. Then, click on the Distribution page. In this section, you have different options for sharing your questionnaire. For detailed instructions, refer to the distribution page: https://support.eyequestion.nl/portal/en/kb/articles/workspace-distribution-page
Data
Once data is collected, click on the Data page to check all the sessions you have collected and monitor if you still have open sessions.
Settings
From the Settings dropdown menu, you can access all the various advanced settings for your project.
Project Status
The Project Status dropdown menu enables you to change the project status. You can transition your project status from undeployed to deployed or archived, from deployed to closed, and from closed to finalized or deployed. Once finalized, the project can only be archived.
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