Testing Your Install

Step 1: Access URL

Step 3: Add Company

• Click on the Admin tab
• Click Add Company
  • Fill in company details
  • Only fields in blue are required; i.e. company name
  • The company name usually coordinates with your environment name
• Under the Available Environments box on the left, highlight the environment of choice and use the right arrow button to move it to the Assigned Environments box on the right
• Click the “Add New Company” button

Step 4: Select Company

• Click on the Admin tab
• Click Select Company
• Choose the company you just created in step #3
• Click the “Select Company” button
• You will see the console buttons expand on the top of the screen

Step 5: Add New User

• Click on the Admin tab
• Click Add New User
• Fill in User Details
  • Only fields in blue are required; i.e. first name, last name, email address, username and password
  • When adding a New User, you can assign the security profile settings
  • Each plus (+) sign tab contains properties for each console tab
  • FOR TESTING PURPOSES, create a user that has access to ALL functions
• Assign Clients
• Click the “Save User Details” button

Step 6: Add Client

• Click on the Admin tab
• Click Add Client
  • Each client as well as projects that are created within that client are independent of other clients
  • Fill in Client name
  • Only fields in blue are required; Client Name
• Under the Available Users box on the left, highlight the user you created in step #5 and use the right arrow button to move it to the Assigned Users box on the right
• Under the Available Environments box on the left, highlight the environment and use the right arrow button to move it to the Assigned Environments box on the right
• Click the “Save Client Details” button

Step 7: Log Out

Log out as Admin by clicking the Logout button located in the top right corner of the screen.

Step 8: Log in as User

Log into the console with the new user you created in step #5.

Step 9: Start Server

• Click on the Manage tab
• Click Shop and Server
• Click Start
• Select the installed environment from the drop down menu
• Click the “Start Study Server” button

Step 10: Create Project

• Click on the Project Creation tab
• Click New Project
• Select the client you just created from the drop down menu
  • Fill in Project Details
  • Only fields in blue are required; i.e. project name, study code
  • The contact name and contact email should already be populated from your user login
• Choose CATI, IVR, webCATI, or webSurvent Mode for your study
• If webSurvent Mode
  • Choose an Open webSurvent study if no passwords are required
  • Choose a Closed webSurvent study if passwords are required
• Under the Available Users box on the left, highlight the user you created in step #5 and use the right arrow button to move it to the Assigned Users box on the right
• Click the “Add New Project” button

Step 11: Project Setup

Setting up a Project using quickSurvent

• Click on the Project Setup tab
• Click Create-Edit Questionnaire
• Select the project created in step #10 from the drop down menu
• Click the “Edit Questionnaire” button
• Click the “Go” button
  • On the right side of the screen, the question editor will appear
• Choose a Response List – Single [FLD] question type from the Type drop down menu
  • Enter the question label gender
  • Type your question text in the Text box
  • Click the “Enter Question Details” button
  • The screen will expand showing you the response category listing
  • In the box for Response Text, type Male
  • Click the “Add” button
  • Another Response Text box will appear
  • Type Female
  • Click the “Add” button
• At the top of the quickSurvent screen, click Write QPX
  • This will write your questionnaire specs to the right side of the screen
• Under QPX File Options, click Save QPX
  • This will compile your questionnaire

Setting up a Project with a Pre-Programmed Questionnaire

• Click on the Project Setup tab
• Click Upload Files
• Select a project from the drop down menu
• Click the browse button to navigate to where the study.qpx resides on your machine
• Click the “Upload Files” button

Your studycode and questionnaire name need to match; i.e. the bank project would need a studycode of bank and would need to be named bank.qpx.

Step 12: Importing Sample

See Import Sample for more information on how to create and import the sample.

Step 13: Test Project

• Click on the Project Setup tab
• Click Test
• Select your project created in step #10 from the drop down menu
• Choose the mode you are testing in;  i.e. webCATI or webSurvent
• Click the “Test It” button
• A Testing link will be created
• Click on the Testing link to open in a separate window
• Make sure you can do at least one complete without receiving errors

Step 14: Go Live

• Click on the Deploy tab
• Click Go Live
• Select your project created in step #10 from the drop down menu
• Choose the mode you are testing;  i.e. webCATI or webSurvent
• Click the “Go Live” button
• A Live link will be created
• Click on the Live link to open in a separate window
• Make sure you can do at least one complete without receiving errors

Step 15: Manage Project

• Click on the Manage tab
• Click Manage Quotas
• Click Named Quotas
• Select your project created in step #10 from the drop down menu
• Click the “Manage Named Quotas” button
• Once you have verified that a good quota screen appears, click the “Finish” button
• Click the “OK” button

Step 16: Project Tracking

• Click on the Project Tracking tab
• Click Quota
• Select your project created in step #10 from the drop down menu
• Choose whether you want to report on Test or Live data from the drop down menu
  • This drop down will only appear if you’ve gone Live with your survey
  • If you have not gone Live, Quotarpt will automatically run using Test data
• Click the “Go” button
• A quotarpt should appear in a separate window

Step 17: Verbatims

• Click on the Data Analysis tab
• Click Verbatims
• Click Run
• Select your project created in step #10 from the drop down menu
• Choose whether you want to report on Test or Live data from the drop down menu
  • This drop down will only appear if you’ve gone Live with your survey
  • If you have not gone Live, Verbatims will automatically run using Test data
• Click the “Go” button
• Fill in appropriate fields; only fields in blue are required ; i.e. db file, question types, questions to use, output options and output file name
• Click the “Run List” button
• The Verbatims will popup in a separate window

Step 18: Data Conversion

• Click on the Data Analysis tab
• Click Data Utilities
• Click Data Conversion
• Select your project created in step #10 from the drop down menu
• Choose whether you want to report on Test or Live data from the drop down menu
  • This drop down will only appear if you’ve gone Live with your survey
  • If you have not gone Live, the conversion will automatically run using Test data
• Fill in appropriate fields; only fields in blue are required
• Choose Fixed for Output Data Type
• Choose SPSS for Output Map Type
• Click the “Run Reformat” button
• Confirm that appropriate Reformat files populate on the bottom of the screen with a success message