PocketSurvey Evaluation Guide

Mini Tutorial - Just 4 Steps!

Running - Entering - Receiving - Viewing

First of All - Open Your Survey


From the main program menu bar, choose FILE and then click OPEN, or click the OPEN button on the main program toolbar as circled below.

maindesignscreenopen

The last form design you worked on will always be loaded when you first start the program. You can also see a list of the last few designs that you have worked on from the FILE menu.

Sample Survey Templates

In the evaluation there are a good range of sample survey designs, some of which can be purchased as a fully working survey templates. Open any of these from the FILE menu or look in the SAMPLES folder (open the .Q file not the folder).

opensurvey

Saving Your Own Designs

You can design ANY form you wish with this easy to use system. We recommend you save your own designs in the SURVEYS folder. You can save you designs in any folder on you PC or your network.

Step 1 - Running your Survey Design


From the main program menu bar, choose QUESTIONNAIRE and then click RUN, or click the RUN button on the main program toolbar as circled below.

maindesignscreenrun

This will run the survey form design on the handheld simulator as shown below. The display on a real pocket PC looks much the same and also has the benefit of being a touch screen.

Handheld Simulator Screen

Step 2 - Entering Data


Answering Questions

Follow through the survey on the handheld simulator collecting data as required. In Directed mode you follow through the questions in order but have the ability to back up if you change your mind. In Random mode the user does not have a set path in which the questions must be answered.

      randomsurvey

Click OK to complete a question.

Question Types

As you follow through the survey you will see a mixture of different types of questions such as, text entry, single choice menus, multiple choice menus, numeric etc.

A unique feature of PocketSurvey is the ability to navigate your survey in a random mode.

randomsurvey

Intelligent Forms

In the enterprise version there are a full range of question types including calculations, lookup of external schedules, jumps and skips, enabling you to produce intelligent forms without complicated programming!

Finishing

When you have finished answering questions for one pass of your survey you will be prompted to enter another Survey identifier.

Click the QUIT button to exit the survey and stop collecting data.

simulatoridentifier    


Repeating

If you wish to run the data collection forms again, to collect another set of data, simply choose RUN from the handheld simulator menu as shown below choosing the survey you wish to use.

simulatorrun

Multiple Data Collection Forms

You can have many different data collection forms on the handheld. The full development system lets you create as many data collection forms as you need.

Step 3 - Receiving Results


From the main program menu bar, choose HANDHELD and then click RECEIVE RESULTS, or click the RECEIVE RESULTS button on the main program toolbar as circled below.

mainscreenreceive


Note. This option retrieves results from the simulator, or your handheld if you are using one. When you collect more data from multiple runs of your form design, you can choose to append your results to collect data from multiple mobile workers.

append

Step 4 - Data Manager

The Data Manager stores all of your collected data. It is a fast and efficient database for user definable business reporting. From here you can edit and report your data.

From the menu bar click DATA as circled below.

mainscreendatabutton

The PS Data Manager will launch displaying all of the data received from your handheld. A message may appear informing you of newly collected data existing. Click YES to import your data into the database. Clicking NO will only display the current data in the Data Manager.

newlycollecteddatamessage

If you are not prompted with this message click the MERGE button to import your data into the Data Manager.

datamanagermerge

In the Data Manager you can edit your data by selecting the data, and clicking the FORM. In the form double click on exactly what you want to change, and then replace the data.

datamanagerform

You can now run reports by clicking on the REPORT button in the toolbar, and selecting what type of report you would like to run.

datamanagerreportcondition

The Report Builder allows you to construct reports using the data collected from the survey. You can create individual reports to display any of the data you want the report show. To launch the Report Builder click the BUILDER button in the Data Manager toolbar as circled below.

datamanagerbuilder

Building Data

The Report Builder allows a fast and efficient method of producing self designed reports. Choose what you want to display, save your report and then click the SHOW REPORT button circled below.

builder