Overview

This section presents an overview of SurveyGold. It helps you understand how to navigate and how to get help. It also explains some of the terminology used throughout SurveyGold.

• Navigating SurveyGold

  SurveyGold provides a simple point-and-click way of navigating. The primary things you use to get from one feature to another are the Tool Bar and the Tab Folders.

  • Using the Tool Bar - Located at the top of the SurveyGold window, it consists of buttons and a cue card.
    
    
    
    • EXIT leaves SurveyGold at any time.
    • The cue card section displays helpful information when you move your mouse over a button, field, etc.
    • ABOUT opens a panel that displays version information, checks for software updates, views the license agreement or visits the SurveyGold web site. (Note: The ABOUT button appears as BUY NOW while SurveyGold is operating in the trial mode.)
    • HELP displays a brief explanation of how help works and provides access to other resources including the orientation wizard and the SurveyGold User Guide.
    • GO BACK leave a feature and returns you to the previous feature. Note: The GO BACK button is not visible until you click a button in one of the Tab Folders.

   

  • Using the Tab Folders - Located below the Tool Bar when SurveyGold first opens, the Tab Folders serve as the main menu to various features.

    
    

    • Setup Survey is where you create, maintain and delete surveys and their related sections, questions and respondents.
    • Conduct Survey is where you conduct an over-the-phone survey or enter  responses provided by respondents on a survey questionnaire form. 
    • View Results is where you view survey responses and analyze results.
    • Analyze Results is where you create cross-tabular charts, create tabular listings of results, create graphs of responses for an entire section, publish formal reports using Microsoft Word™, and export responses to a variety of other file formats.

     

  • Using the Popup Menus - Accessible by clicking the right mouse button, Popup Menus provide access to many helpful features such as printing, saving in other formats, etc. Note that not all screens have Popup Menus. 

    

• Getting Help

  SurveyGold provides help via the cue card in the Tool Bar. To learn about a particular feature, simply move the mouse pointer over the item you want to know about. An explanation of that feature appears in the cue card.

• Terminology

  Here are some terms and concepts used throughout SurveyGold.

  anonymous respondent	A respondent whose name and contact information is unknown at the time a question is asked. An anonymous respondent is typically involved in completing a questionnaire.
  author	A person who creates new surveys by defining sections, questions and choices. This person also specifies formatting preferences for printed questionnaires or web survey forms.
  callback	A scheduled telephone solicitation that results from a respondent being unreachable or unavailable.
  choice set	An optional, ordered set of response choices to a question. Also known as a response set.
  conducting	The process of contacting and presenting respondents with a survey.
  contact	The term often used by a personal information manager to refer to a known respondent.
  drill down	The process of requesting more specific report detail from within a report. This is typically done via a mouse click in the View Results feature.
  enumeration	The integer value automatically assigned to a question response. The enumeration value is based on the position of the response in the choice set. The first choice is assigned a value of 1, the second 2, the third 3, etc. The enumeration value is used to derive the mean for any question with choices. The enumeration is visible when you move your mouse pointer over a graph segment in the View Results feature. The mean is displayed in the upper-right-hand corner of any graphs produced in View Results or Analyze Results. The enumeration is also available in a discrete column when converting responses via Analyze Results.
  filter	A subset of respondents displayed  in the View Results feature. A filter can be created based on a particular response to one or more questions and/or based on a response date range.
  known respondent	A respondent whose name and contact information are known at the time a question is asked.
  mean	A mathematical average of the enumeration values for a given question. The mean is visible in the upper-right-hand corner of any graph in View Results.
  multiple-response question	A type of question that allows multiple responses where the order of the replies has no significance.
  ordered-multiple-response question	A type of question that allows multiple responses where the order of the replies has significance.
  question	An interrogative statement posed to a respondent via a questionnaire that may evoke a response. A question has an associated response type that determines the number and order of responses allowed. A question may have a choice set from which the respondent must choose a response. A question must be presented to the respondent either by a surveyor or by a questionnaire.
  questionnaire	A manifestation of a survey that requires no surveyor involvement or intervention. A questionnaire could be, for example, printed (e.g. on a multi-paged form), displayed (e.g., kiosk or web page), or verbalized (e.g., automated attendant).
  respondent	A person to whom a survey is targeted and to whom survey questions are asked. See also anonymous respondent, known respondent.
  response	The set of responses provided by a respondent to a question.
  response type	Denotes the pattern of response(s) required of a respondent to a particular question (single-response, multiple-response, rank-ordered-multiple-response).
  results	The total set of questions, respondents and responses associated with a survey.
  section	An ordered set of questions. A section has a name.
  single-response question	A type of question that allows only a single response.
  skip to question	During a survey, the decision point at which the flow of the survey changes based upon the answer to the current question.
  survey	An ordered set of sections. A survey has a name, instructions, description and an associated set of known and/or anonymous respondents.
  surveyor	A person who either A) presents the questions to a respondent via an over-the-phone survey or B) enters the responses provided by respondents on a survey questionnaire form.
  web survey	A questionnaire presented to a respondent via a web browser. Web survey responses can either emailed back to you or appended to a private folder on the Internet for you to later import into your database.

Continue on to the next section: Setting Up Your Survey