Survey Creation

Survey Creation

Overview

The Survey application in the Meru Data Governance Tool allows you to conduct surveys to gather information related to different systems in the data map, as well as to gather information from different sectors, people and parties within and outside the organisation. These surveys can be distributed to internal or external parties and among individuals or groups to collate information from various sources. This information can then be mapped to the DataMap.

To create a survey, follow these steps:

1. Log in to your Data Governance Tool account. 

2. From the hamburger menu present on the top left corner of the Dashboard, click on Survey 

3. Once on the Survey page click on the + Add Survey button

4. The Survey Generator will open

5. First specify the Survey Name, Description and Close Date Note: These fields are mandatory

6. Next, from the drop-down menu, you can select a pre-existing theme

7. 

Ensure to enter the right Survey Completion Notification Email as well as to tick the box for the PIA Survey upon your option.

You also have the option to select for Restricted Survey.

8. Once the Survey has been configured, click the Save button to add the survey to the list of existing surveys and to ensure the configuration isn't lost\

Designer Tab

On the Designer tab you can select and configure and design the questions for your survey.

The toolbox on the left provides available question and panel types. From here, you can drag and drop the question of your choice. Only once a question has been selected, can the Survey Title and Page name be specified.

Questions - Toolbox

1. Radio Group Button

This question allows the respondent to select any of the predefined options. Any number of options can be defined here. Click on the button to add additional options.

Click on the button to remove any option. Use the button to the left of the option to drag/drop and reorder the options. Hover over this area to see the button

2. Rating Scale

This question allows respondents to provide their answer in the form of a rating. The extent of the scale can be defined here.

Click on the button to add additional labels.

Click on the button to remove labels.

Click on the Label to edit its value

3. Checkboxes

This question allows respondents to select multiple answers from the predefined options. Any number of options can be defined here.

Click on the button to add additional options.

Click on the button to remove any option. Use the button to the left of the option to drag/drop and reorder the options. Hover over this area to see the button

4. Dropdown

This question provides respondents with a drop-down menu containing predefined options. Any number of options can be defined here.

Click on the button to add additional options.

Click on the button to remove any option. Use the button to the left of the option to drag/drop and reorder the options. Hover over this area to see the button

5. Multi-Select Dropdown This question provides respondents with a drop-down menu from which multiple options can be selected. Any number of options can be defined here.

An example of a multi-select drop-down is shown below

Click on the button to add additional options.

Click on the button to remove any option. Use the button to the left of the option to drag/drop and reorder the options. Hover over

this area to see the button

6. Yes/No Boolean With this question, respondents can select one of two options Click on the options to edit its value

7. Single Line Input This question allows users to enter any value of their choice as the answer. However, the answer is limited to a single line i.e., there is a limit on the number of characters accepted. From the drop-down, you can select the kind of value accepted as the answer.

8. Long Text This question allows users to enter any value of their choice as the answer.

9. File Upload This question allows respondents to upload a file as their response

10. Ranking This question allows responders to re-arrange and rank the answer options according to their choice

    Click on the option to edit its value Click on the button to add additional options.

Click on the button to remove any option. Use the button to the left of the option to drag/drop and reorder the options. Hover over this area to see the button\

11. Image With this feature you can add an image to your survey. The image feature is available on the Toolbox on the left of the screen.

An example of an image in the survey is shown below

12. Signature With this feature you can provide respondents with the ability to add a signature to your survey. The image feature is available on the Toolbox on the left of the screen.

    An example of an image in the survey is shown below

13. Single Select Matrix

Panels - Toolbox

The questions on the survey can be categorized into panels i.e., you can organize the questions on the survey into sections.

DynamicPanel

This feature allows users to add and answer questions as many times as required.

Survey Title

Here you can add a title that will be visible to respondents at the top of the questionnaire An example of a title once added to the survey is shown below

Survey Description

Below the Survey Title, you can provide a description for the survey An example of a description once added to the survey is shown below

Survey Logo

With this feature, you can add an image/logo to your survey. To do so, click on the image button, and upload an image file from your device

An example of a survey image/logo, once added to the survey is shown below

Pages

Multiple pages can be added to the survey, each page can be titled differently, and a description can be added to each. Click on the Page field or the Description field to edit them

An example of the Page details once configured is shown below

Survey Settings

Click on the Survey Settings icon to open the settings panel

Here, you can configure various aspects of the survey

General

Under the General Section, the following configurations are available:

1. Title

Here you can add/change the title of the Survey if required

2. Description Here you can add/change the description of the survey if required

3. Show the title Uncheck the box to remove the survey title from display

4. Survey Language

From the drop-down select the language that the survey should be displayed in

5. Editable or read-only Choose whether the survey should be read-only or editable. Read-only allows the respondents to read all the survey questions while making the survey editable will allow respondents to provide their answers to the survey

6. Cookie name

Here you can provide the name for the survey cookie. A cookie is stored for the survey to avoid users filling out the same survey twice

7. Width mode -Here you can configure the display of the survey on the screen --Auto; Static places the survey in the centre of the screen, while Responsive places the questions to the left side of the screen. -If Static is selected, then the width of the survey can be configured in the field that appears

8. Fit to container -Here you can configure Logo in Survey Title

Under the Logo Section, the following configurations are available:

1. Logo (URL or base64 encoded string)

Here you can add the logo URL or the logo base64 encoded string. If you have added the logo via the Logo icon, the string will be displayed here

2. Logo width (in CSS accepted values) Here you can configure the display width of the logo

3. Logo height (in CSS accepted values)

Here you can configure the display height of the logo

4. Logo fit Here you can choose how the logo should fit on the survey

Navigation

Under the Navigation Section, the following configurations are available:

1. Preview answers before submitting survey From the drop-down, you can choose how the answers should be previewed before submitting the survey

2. Previous Page button text Here you can enter the title of the previous page back

3. Next Page button text

Here you can enter the title of the next page button

4. Complete Survey button text

Here you can enter the title of the complete/submit survey button\

5. Previous Answers button text Here you can enter the title of the previous answers button

6. Edit Answer button text Here you can enter the title of the edit answer button

7. Start Survey button text Here you can enter the title of the start survey button

8. Navigation button's location Here you can choose where the navigation buttons should be displayed on the survey screen

9. Show the Previous Page button Check this box if you want the Previous Page button to be displayed on the survey

10. First page is a start page\ Check this box if you want the first page of the questionnaire to display the Start survey button. An example is show below

11. Proceed to next page automatically When this box is checked, the survey will move to the next page once all the questions on the current page have been answered and the respondent click the Enter button on their keyboard.

12. Progress bar location Choose the location of the progress bar. The progress bar shows the respondent how far along they've come with answering the survey. An example of the progress bar is shown below

13. Progress bar type From the drop-down menu, select the type of progress bar to be displayed

14. Survey structure From the drop-down menu, select the structure of the survey

15. Show TOC If this box is checked, then the different page numbers will be visible on the survey screen. Users can use this bar to navigate the different survey pages. This bar can be configured to be displayed on the right or left of the screen. An example is shown below

Question

Under the Question Section, the following configurations are available:

1. Question Title location Here you can choose where the question title should be displayed

2. Question Description location From the drop-down, select where the question description should be displayed

3. Question numbering From the drop-down select how the questions should be numbered

4. Question title pattern

5. Required symbol Here you can enter the symbol that conveys to the respondent that the particular question needs to be answered for the survey to be submitted.

6. Start index Here you can enter the first index value of the questions. In the example below, the first index value entered is K. Hence the following questions continue from the letter K

7. Error message location Here you can choose whether the error message should be displayed at the top or bottom of the survey screen.

8. Focus first question on a new page

9. Element order on the page

10. Maximum answer length Here you can define, in characters, the maximum length of the survey answers

11. Maximum comment length

12. Auto expand comment area if necessary

13. Allow users to resize text areas

Pages

Under the Pages Section, the following configurations are available:

1. Add Pages button Click this button to add additional pages to your survey.

2. Delete button Use this button to delete any page

3. Show page titles\ Check this box to display the Page titles on the survey

4. Show page numbers Check this box to display the page numbers on the survey

Logic

Under the Logic Section, the following configurations are available:

1. Calculated values

2. Triggers

Data

Under the Data Section, the following configurations are available:

1. Clear invisible values

2. Update text question value

3. Save partial survey results in progress

4. Store the others value in a separate field

Validation

Under the Validation Section, the following configurations are available:

1. Set focus on the first invalid answer

2. Run validation

Survey Complete

Under the Survey Complete Section, the following configurations are available:

1. Navigate to URL

Enter the URL of the page that users should be navigated to once the survey has been completed

2. Show the survey complete page Check this box to display the page that informs respondents that the survey has been completed. An example is shown below

3. Survey complete page markup Here you can enter the text to be displayed on the Survey Complete page

4. Dynamic URL

5. Dynamic Survey Complete page markup

6. Markup to show while survey model is loading Here you can enter the text to be displayed while the survey is loading

7. Markup to show if the user already filled out his survey

Here you can enter the text to be displayed if the user has previously filled out the same survey

Timer Quiz

Under the Timer/Quiz Section, the following configurations are available:

1. Time limit to finish the survey (in seconds) Here you can define the time within which the respondent must answer the survey

2. Time limit to finish one page (in seconds)

Here you can define the time within which each survey page must be completed

3. Timer location

Here you can choose the location of the survey timer

4. Timer mode

Here you can choose whether the timer is configured for the entire survey, for each page or for both

Question Settings

The settings of each question can also be configured by clicking on the Settings icon on the required question

-Duplicate: This button enables you to duplicate the question configuration selected. -Settings: You can use settings to configure many features as shown below.

-Required: Enabling this toggling will make the question mandatory when answering the Privacy Impact Assessment. -Delete: This is to delete the present question.

On clicking this icon, the Settings panel for that question will appear

General

Under the General Section, the following configurations are available:

1. Name

Here you can define the name of the question 2. Title Here you can define the title of the question that will be visible to respondents

3. Description Here you can add the description for the question if required

4. Visible Uncheck this box if you do not want the question to be visible on the survey

5. Required Check this box to make the question mandatory for respondents to answer

6. Repository

Logic

Under the Logic Section, the following configurations are available:

1. Visible if This question will be visible to the respondent based on the configuration made in the 'Visible if' field. In the following example, the question (1.4) will only be shown to the respondent if the answer to a previous question (1.2) is "Yes".

To make this configuration:

• The configuration box will appear

• From the Select drop-down, select the required question (the question will be displayed with its Question Name as defined in the General Settings). In this example, we selected the previous question 1. Row 1. Column 1.)

  

• Here you can enable column number from the drop-down menu

• Once the configuration is made, click Apply

• The Configuration will now apply to the question, which is reflected in the Visible if field

• In a similar way, you can add multiple visible if configurations to your questions.

2. Editable if This question can only be answered by the respondent based on the configuration made in the 'Editable if' field. An example is shown below

   

   This means that if the respondent's answer to Question 1 contains the term 'Human Resources', only then can this question be answered by them.

3. Required if This question will have to be mandatorily answered by the respondent based on the configuration made in the 'Required if' field.\ An example is shown below

   This means that if question1. Row 1. is answered by the respondent, then this question will have to be mandatorily answered

4. Default value expression

Totals

Under the Layout Section, the following configurations are available:

Preview Tab

On the Preview tab you can preview the configured survey. Here, you will also be able to answer the survey as the respondent would to see how the survey appears to the respondents.

Themes Tab

On the Themes tab, you can configure the themes for the survey, such as the background color, font, font size etc. To configure the theme of your survey, click on the Theme Settings icon

Here, you can configure the themes for the survey:

General

Under the General Section, the following configurations are available:

1. Theme

From the drop-down select the theme for the survey

2. Light/Dark theme Select a Light or Dark theme for the survey

3. Question appearance The panels for the questions can be removed by selecting 'Without Panels'. On removing the panels, the questions will be displayed as in the example below

4. Accent color Set the accent color for the survey. Click on the icon and the color configuration box will open, here you can pick the color as per your preference

5. Background color Similarly, you can set the background color for the survey by clicking the icon

6. Background image Click on the icon to browse your device and add a background picture to the survey. An example is show below

7. Auto/Contain/Cover Next choose how you want the background picture to be displayed

8. Opacity Here you can set the opacity of the background picture

9. Panel background opacity Here you can set the opacity of the question panels

10. Question background opacity

11. Font Family Here you can select the font for the questions

12. Font size Here you can set the font size

13. Scale Here you can define the scale of the questions. For example, a lower scale will display the questions with the panels in a small size

14. Corner Radius Here you can define the corner appearance of the panels

Advanced Settings

Under the Advanced Settings Section, the following configurations are available:

1. Background color Here again, you can adjust the background color for the survey

2. Accent background

• Default: Here you can set the color for the Accent

• Opacity

• Hover

• Opacity

• Selected

• Opacity

3. Accent foreground

• Default color

• Opacity

• Disabled color

• Opacity

4. Survey title font

• Font family: Here you can select the font for the survey title

• Regular/Semi-bold/Bold/Heavy: Select the appearance of the survey title here

• Size: Enter the size of the survey title here

5. Page title font

• Font family: Here you can select the font for the page title

• Regular/Semi-bold/Bold/Heavy: Select the appearance of the page title here

• Color: Set the color for the page title here

• Color Opacity: Define the opacity of the page title here

• Size: Enter the size of the page title here

6. Page description font

• Font family: Here you can select the font for the page description

• Regular/Semi-bold/Bold/Heavy: Select the appearance of the page description here

• Color: Set the color for the page description here

• Color Opacity: Define the opacity of the page description here

• Size: Enter the size of the page description font here

7. Panel Background and corner radius

• Default Background: Set the color for the panel background here. In the example below, the color has been set to dark blue

• Opacity: Set the opacity of the panel here

• Hover background

• Opacity:

• Corner radius: Set the corner radius for the panels here

8. Shadow effects

• X: Set the shadow effect for the right side of the panel here

• Y: Set the shadow effect for the bottom of the panel here

• Blur: Set the blur intensity of the shadow effect here

• Spread: Set the extent of the shadow effect here

• Opacity: Set the opacity of the shadow effect here

• Drop: This setting places the shadow effect outside the panel

• Inner: This setting places the shadow effect inside the panel

9. Question title font

• Font family: Select the font of the question title here

• Regular/Semi-bold/Bold/Heavy: Select the appearance of the question title font here

• Color: Set the color of the question title font here

• Opacity: Set the opacity of the question title font here

• Size: Set the size of the question title font here

10. Question description font

• Font family: Select the font of the question description here

• Regular/Semi-bold/Bold/Heavy: Select the appearance of the question description font here

• Color: Set the color of the question description font here

• Opacity: Set the opacity of the question description font here

• Size: Set the size of the question description font here

11. Input element

Here you can configure the settings for the area of the question panel where respondents enter their answers

• Default background: Set the background of the input/answer area

• Opacity: Set the opacity of the input/answer area

• Hover background

• Opacity

• Corner radius: Set the corner radius of the input/answer area

12. Input element shadow effects

• X: Set the shadow effect for the side of the input/answer area here

• Y: Set the shadow effect for the bottom of the input/answer area here

• Blur: Set the blur intensity of the shadow effect here

• Spread: Set the extent of the shadow effect here

• Opacity: Set the opacity of the shadow effect here

• Colour: Set the color of the shadow effect here

• Drop: This setting places the shadow effect outside the input/answer area

• Inner: This setting places the shadow effect inside the input/answer area

13. Input element font

Here you can set the font of the input/answer area font

• Font family: Select the font of the input area font here

• Regular/Semi-bold/Bold/Heavy: Select the appearance of the input area font here

• Color: Set the color of the input area font here

• Placeholder color

• Opacity: Set the opacity of the input area font here

• Size: Set the size of the input area font here

14. Minor line colors

• Darker:

• Opacity

• Lighter

• Opacity

Logic Tab

This tab displays all the current logic applied to the survey.

All Questions

Click on this button to search for any questions to which logic has been applied

All Action Types

Click on this button to search for any applied action types/logic

JSON Editor

In this log, you can code in your specifications in your required format.