Introduction to SurveySolutions/EFM v2.0
SurveySolutions/EFM v2.0 is a two-day course covering the beginning and advanced topics necessary to master our dynamic, web-based product. This hands-on course will cover the full life-cycle of survey creation, deployment, data management, and data analysis required for the completion of a successful survey project.
The course features introductory and advanced topics, as follows (please note that topics may not be discussed in this exact order during the class time):
Survey Basics
What is a survey?
The Survey Life Cycle
SurveySolutions/EFM Design Environment
Creating a Questionnaire
The Survey Home Pane
Creating a New Survey
Question components and the Word Processing Interface
Working with Task Panes
Question Appearance Options
Question Logic
Validation Properties Tab
Table Questions
Table Questions Formatting
Table Appearance Task Pane
Table Questions — Database Structure
Program Control — Branching and Piping
Multi-Page Surveys
Benefits of Piping and Branching
Insert Piped Answer
Insert Respondent Data
Piped Choices
Unconditional Branching
Advanced Branching
Insert Respondent Data
Piped Choices
Unconditional Branching
Advanced Branching
Additional Design Options
Working with Scales
Common HTML Tags
Inserting URLs, Pictures and Video
The Format Pane
Scoring
Managing Surveys
The Action Menu
User Settings
Testing, Documentation and Collaboration
Tips for testing a Survey
Placing Comments inside the Survey
Flowcharting
Invitations and Survey Deployment
Creating and Editing Invitations
Deploying and Scheduling Open Participation and Respondent List Surveys
Manage Responses
Working in the Manage Responses Window
Viewing Summary Data
Working with Data — Filter, Import, Export, Edit, Validate
Analyze Responses & Manage Reports
SurveySolutions Charting and Analysis
Manage Reports — Generating, Filtering, Printing
Students have an opportunity to reinforce these topics by completing a written exercise at the end of each unit.
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