create a new question

Modified on Tue, 13 Feb 2024 at 11:47 AM


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Accessing Question Management to Create New Questions

To create a new question: 

  1. On the left, in your Mission Control, click Report Management.

  2. On the right, under Question Management, click Create and manage questions.

  3. To build questions, click Create a New Question and walk through the steps you’re prompted with on the next page.

Step 1: Create the Question.

In this step, you’ll create the question’s content and format.

The following image offers guidance on the makeup of each question.

As you build your question and subquestions, you'll see a live preview of what the subquestion will look like on the right-hand side of your screen, and you can Preview the whole question by clicking the link. 

  1. Main Text (required): The question’s main text.

  2. Highlighted Text Below the Main Text (optional): If you want to remind your reporters of something important while completing this question, enter that reminder here. The text will appear in a pink box below the Main Text.

  3. Question Type (required):

    Select the radio button alongside the question type you’d like to create.

    Question TypeDescription
    Free Text ResponseA question with a text box that allows reporters to enter up to 5,000 characters (including spaces).

    An example of a free text response question is, Please describe your service for this period. 
    Number Series (Quantitative) QuestionsA question whose answer must be reporter using a number.

    An example of a number series question is, How many days did you serve?

    Note that you have control over the type of question you create (a text-entry field, a checkbox list with or without an “Other” option, a drop-down menu, or a radio button list).

    If you’re creating a multiple-choice question that requires only one answer and intend to use more than 50 numbers, we strongly encourage you to select the drop-down option. Otherwise, the question may visually overwhelm your reporters.
    Non-Number Series (Qualitative) Question

    A question whose preset answer choice is anything other than a number series.

    An example of a non-number series question is, On which days of the week did you feel the most productive?  The possible answer choices maybe Monday, Tuesday, Wednesday, Thursday, and Friday.

    Note that you have control over the type of question you create (a checkbox list with or without an “Other” option, a drop-down menu, or a radio button list).

    Time Questions

    A question whose preset answer choice is a series of time values in 5-, 15-, 30-, or 60-minute increments.  

    An example of a time question is, What is the total amount of time you spent serving in this period?

    The Impact Suite totals and averages time values in a special way, ultimately decreasing the amount of time you spend analyzing, compiling, and reporting these numbers.

    Note that time series values may be displayed in a radio button list or in a drop-down menu. In both cases, reporters may only select one value.

    IMPORTANT: For all Time Questions, including those used in 3D Matrix Questions, you will have an additional option to make 'None' (sum of '0' minutes) the default option. Choosing this option will satisfy any mandatory completion requirements for this question that you set for your reporters.

    Date QuestionsA question for which the reporter will choose either one date, any number of dates, or a date range from a calendar.

    An example of a date question is, On which dates did you serve?

    To review dates in your data, you will need to either View Data (on screen) or export a Raw Data Excel sheet. When you View Data, the Impact Suite will treat each date as '1' event. When you export your data you will be able to see the selected dates.

    Note: you will have additional control over the date range reporters will see in the calendar when using the Any Number of Dates option.
    Matrix Questions

    In most surveying systems, a matrix question is a closed-ended question that asks reporters to evaluate one or more row items using the same set of column choices. But your Impact Suite isn't like most surveying systems. 

    Your 3D Matrix questions allow you to ask reporters to respond to both closed and open-ended questions. It can track dates, times, and even the total number of instances of various events. It's powerful.

    There are two types of Matrix Questions: Static Row Matrix (you determine the number and type of row items) and Add-a-Row Matrix (your reporter determines the number of items dynamically).

    For more information about Matrix Questionscheck out this article.

    Longitudinal Goal Tracker Track the progress of Group identifiers across report periods. For more information about Longitudinal Goal Tracker questions, check out this article

    Video Resource for Staff
    Video Resource for Reporters
    Media Upload Questions

    This is a question that gives reporters the ability to upload up to four 10-megabyte files.

  4. Special Text Directly Above Response Area (Optional):
    If you’d like the additional text to appear directly above the response area, enter that text here.

  5. Response Customization Space (Required): 
    Depending on which Question Type you selected, this section will either inform you that you selected a text box question or will prompt you to enter or select answer values for one of the three types of “series” questions.

  6. Would you like reporters to respond to this question separately for members of one or more Groups?

    This section only appears if you have created any Group and enrolled at least one Identifier.  

    See this folder for more details on collecting data using Groups. Connect with us if you’re having difficulty determining whether to collect Identifier-focused data through logs or dashboards.

  7. Should reporters be required to complete this question?
    If you select “Yes,” any time you use this question, reporters must respond to it. If you select “No,” reporters will be able to skip this question whenever it’s included in a report.

  8. Data Viewing Title (required):
    This text appears directly above results on your data viewing pages.

    Be sure to use very specific language. Otherwise, you and others may end up looking at data in the future and be left wondering what the data references.

  9. Add Subquestion:
    You may add an unlimited number of subquestions to your question. To add your first subquestion, click the Add Subquestion link at the bottom of the blue Step 1 box.  

    Each time you add a subquestion, this page will refresh, and you’ll be prompted to create the subquestion.

Step 2: Assign the Question to a Category (orange box)

Every question in the Impact Suite is organized under a single category.  You may assign your question to an existing category or create a new one.  You can change the category of any question you create at any time.

To assign questions to a preexisting category:

  • Open the Select an existing category drop-down menu and select an option.

To create a new category:

  • Enter the name of your new category in the Create a new category text box.

Using Question Tags
Use tags to organize your questions within and across categories.

For example, let’s say that you create several categories that store questions around getting feedback from reporters on various training workshops. You can add a “training” tag to each of these questions and then have the Impact Suite instantly pull up all the questions with that tag, regardless of the categories of where the questions live.

To create a new tag:

  • Click the Edit Tags link.

    In the window that opens, to assign a pre-existing tag, check one or more available tags and click Update.

  • To create a new tag, type it into the text field, click the Add button, and then click Update.

Step 3: Assign the Question to Site (first yellow box)

This box will only appear if you have enrolled sites into the Impact Suite. (Your organization may have chosen to refer to “sites” as teams, schools, regions, grantees, or another term.)

Use the feature to send a question you’ve created to reporters at a limited number of sites.

The Basics:

To assign a question to all reporters at all sites (so that everybody will see it every time you include it in a report):

  • Click the radio button next to the All sites option.

To assign a question only to reporters at specific sites:

  1. Click the radio button next to the Specific sites option.

  2. A box will open listing all of your sites.

  3. Click the checkbox to the right of each site to which you’d like to assign the question.

If you only want reporters to respond to the question if they are connected with specific Group Identifiers at a specific site:

  1. In the Step 1 table, click the Yes button to the right of the section that reads, Would you like reporters to respond to this question separately for each ideintifier they worked with?”

  2. Follow the instructions above for assigning a question to specific sites.

  3. Be sure that the reporters you’d like to respond to this question are assigned to relevant Identifiers.

IMPORTANT: If you choose to assign a question to specific sites, the only way it will be displayed is if you include the special "site tracking" question in your reports (found in the question category, "001 - Site Tracking"). When your reporters select a site from that drop-down menu, any questions you assign to that site will instantly appear on their report.

Step 4: Assign the Question to Reporters (second yellow box)

Do you have multiple types of reporters in your organization from which you’d like to collect different types of information? For example, perhaps some of your reporters engage in one type of work while another group is involved in a different type of work.  

creatingInstead of having to create a separate report for each group, you can assign each question you create to one or more reporter Type 1 Association options. When you include a question that you’ve assigned to a group on a report, only reporters of the selected Association option will see the question.

To assign a question to all reporters (so that everybody will see it):

  • Click the radio button next to the All Reporters option.

To assign a question to reporters who are connected to a specific Association option:

  1. Create at least one Type 1 Association.

  2. Click the radio button next to the Reporters by Association option.

  3. A box will open listing all of your Type 1 Associations.

  4. Click the Assign link for the Association you’re interested in.

  5. The page will then list each Item(i.e., specific reporter group) that you created for that Association.  

  6. Select the Item(s) you’re interested in.

IMPORTANT: You may associate a question with an unlimited number of Associations and Association items.

If you select multiple items, please note that the question will be displayed to all reporters who are connected to at least one of the selected items.

You may always change a question's Association assignments through the question editing page.

Step 5: Limit Access to Results (third yellow box)

Do you need to limit which staff members can see the data submitted by reporters for this question? This is useful especially when you need to collect sensitive feedback.

For example, you may need to gather feedback about your host sites and supervisors, but don't want supervisors to have access to the data. Now you have the flexibility to keep the data confidential based on Staff Role.,

From here, you can select Staff with specific roles and check the roles you'd like access to the data.

Create the Question

After you’ve completed the steps mentioned above, click the Create this Question button at the bottom of the page.  The question will be created, and you’ll be taken back to your Create & Edit Report Questions page, where you can review what you just built.  

Moving Subquestions

To move a subscription, use the Move To drop-down menu. 

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