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--- userzone:userdoc:importing_questionnaires_in_gemstracker [2014/09/23 13:55]
Roel [LimeSurvey survey settings] typo
+++ userzone:userdoc:importing_questionnaires_in_gemstracker [2020/05/27 17:09] (current)
roel
@@ Line 5: / Line 5: @@
 When the survey is ready in the source, you must synchronize the source in GemsTracker. After synchronization the survey is ready for activation in GemsTracker itself as GemsTracker needs to know who is supposed to answer the survey.
-{{ :ls_survey_settings_1.png?|}} ===== Preparing the survey in LimeSurvey =====
+===== Preparing the survey in LimeSurvey =====
 GemsTracker can only link individual survey answers to respondents when the survey setup allows this.
@@ Line 11: / Line 11: @@
 ==== LimeSurvey survey settings ====
-== Select a survey ==
+=== Select a survey ===
-Select a survey and then click on the red encircled icon and then click on 'General settings' in the drop down menu.
+Select a survey and then click on the top red encircled icon and then click on 'General settings' in the drop down menu.
-== Set Url loading ==
+{{ :ls_survey_settings_1.png |}}
+=== Set Url loading ===
 Next click on the 'Presentation & navigation' tab and make sure that 'Automatically load URL when survey complete?' at the bottom of the page is set to 'Yes'. This makes sure the user returns to GemsTracker after completing the survey. The actual URL to return to is set by GemsTracker automatically.
-{{ :ls_survey_settings_2.png?|}} == Set the date stamp ==
+=== Set the date stamp ===
+{{ :ls_survey_settings_2.png? |}}
 Click on the 'Notification & data management' tab. Make sure the 'Date stamp' field is set to 'Yes'.
@@ Line 25: / Line 28: @@
 GemsTracker needs this field to track when the survey was answered and how much time the user needed to answer the survey.
-{{ :ls_survey_settings_3.png?|}} == Token settings ==
+ === Token settings ===
+{{:userzone:userdoc:ls_survey_settings_3b.png?|}}
 Click on the 'Tokens' tab. Set:
   * 'Anonymized responses?' to 'No'
-  * 'Allow editing answers after completion?' to 'Yes'
+  * 'Allow multiple responses or update responses with one token?' to 'No'
   * 'Enable token-based response persistence?' to 'Yes'
-As GemsTracker is a tool to track survey answers about the same person the surveys cannot be anonymous. The other settings are needed e.g. to allow users to reuse question answers from an earlier version of the same survey or to preset the answers depending on who is answering the survey.
+As GemsTracker is a tool to track survey answers about the same person the surveys cannot be anonymous. The other settings are needed e.g. to disallow users to reuse question answers from an earlier version of the same survey or to preset the answers depending on who is answering the survey.
 Finish by clicking on 'Save'.
@@ Line 38: / Line 42: @@
 ==== LimeSurvey survey activation ====
-{{:ls_survey_activate_1.png? |}} {{ :ls_survey_activate_2.png?|}} Once a survey is as good as ready to use, you need to activate the survey in LimeSurvey. For this you click on the small arrow next to the large red square.
+Once a survey is as good as ready to use, you need to activate the survey in LimeSurvey. For this you click on the small green arrow next to the large red square.
+{{ :ls_survey_activate_1.png? |}}
+=== Survey activation ===
+{{ :ls_survey_activate_2.png? |}}
 After survey activation you can no longer:
@@ Line 56: / Line 63: @@
 You can deactivate a survey after activation, but then you will loose any existing answers to that survey. A butter solution is to make a copy of the survey and change that copy, using e.g. a version number in the name of the survey to distinguish between the versions.
-{{:ls_survey_activate_3.png? |}} {{ :ls_survey_activate_4.png?|}} Next the question is asked to switch to closed-access mode. This is required as GemsTracker has to take control concerning who answers which survey when. Click on 'Switch to closed-access mode'.
+=== Closed access mode ===
+{{ :ls_survey_activate_3.png? |}} Next the question is asked to switch to closed-access mode. This is required as GemsTracker has to take control concerning who answers which survey when. Click on 'Switch to closed-access mode'.
-{{ :ls_survey_activate_5.png?|}} Next LimeSurvey tells you it has created a token table to contain the tokens. This table will contain the tokens created by GemsTracker.
+=== Create token table ===
+{{ :userzone:userdoc:ls_survey_activate_3b.png?400 |}}
+Create the token table by clicking the 'Initialise tokens' button.
+{{ :ls_survey_activate_4.png? |}}
+Next LimeSurvey tells you it has created a token table to contain the tokens. This table will contain the tokens created by GemsTracker.
+{{ :ls_survey_activate_5.png? |}}
 After clicking on 'Continue' you enter the Token management screen.

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