Settings

Settings for exporting PDF/RTF files with answers

The complete survey as well as a printout of the respondents' answers can be exported from the 1KA tool in PDF or RTF format. The PDF option can also be used in the conclusion of the survey, where each respondent can export their answers, or you can set up notifications for survey completion, where each respondent is provided with a link to their a PDF of their answers.

In the 'EDIT' - 'Settings' - 'PDF/RTF export' tab, you can set the individual printouts.

For the survey printout, you can set whether the numbering of the questions is displayed, whether the IF conditions are displayed and whether the introduction is displayed.

When printing out the answers of the respondents, you can set whether a short or an expanded layout is used. You can set the numbering of the questions, the display of the recnum (sequence number of the respondent) and the display of the IF conditions. You can set that questions and sub-questions that do not contain answers are not displayed. If you want to export answers for multiple respondents at once, you can set each respondent to be displayed on a new page.

If you are not satisfied with the PDF output of the questionnaire or the respondent's answers, we recommend exporting to RTF format, which can be reformatted as you wish.


The functionality is available for users of the 2KA and 3KA packages for individuals, and for users of the business packages for groups.


Creating Respondent Groups

If you want to analyse specific groups of respondents but do not want to ask questions to identify them, you can create groups before you send out the survey. For example: if you want to distinguish between companies or their employees, create a group for each company (company A, company B, company C).

You can create groups in two ways:

  • 'EDIT' – 'Settings' – 'Respondent access' – 'Access with password': In the 'Access with password' you can create your own password for each group. This will create a new variable 'Password' that has the password categories (example: company A has the  password ***1, company B has the password ***2, etc.). 
  • 'EDIT' – 'Settings' – 'Groups': With this functionality, you can also create as many groups of respondents as you like, except that each group is given its own URL, which you pass on to a specific group (example: each company gets its own URL for the survey).

Data from all groups is recorded in a single database, and a new variable is created within the database for the groups, which can be used to identify them in the analysis. Both group functionalities work in a similar way to languages. One of the advantages is that you can also set conditions according to the groups within the questionnaire, so you can set which question is shown to which group. Similarly to languages, you can also use groups in conditions. The variables 'group' and 'password' are available in the condition setup dialog, but only if at least 2 groups of respondents are defined in the questionnaire.


The functionality is available for users of the 2KA and 3KA packages for individuals, and for users of the business packages for groups.


Using the IP Address and Cookies to Control Duplicate Entries

Non-list based web surveys do not enable unique identifiers, which would enable us to control duplicate entries. Therefore, we have two alternatives, IP address and cookies, however each with certain limitations.

COOKIES

A cookie is a small text file sent from the server hosting the web questionnaire and then stored on respondent devices. Next time the respondent visits this same web questionnaire, the 1KA application recognizes this unit, which can be used to prevent repeated access or to enable proper continuation from eventual pausing or breakoff.

1KA application enables a variety of duration options in terms of cookies, which can be also accessed through the 'EDIT' - 'Settings' - 'Respondent Access' - 'Completion options'When you select ‘The same respondent can complete the survey only once‘ under the ‘Multiple responses‘ option, you have following options for cookie storage duration: 

  • Until the end of the browser session‘ - where the cookie will be deleted as soon as the respondent closes their browser (Internet Explorer, Mozilla Firefox, Opera,...); so if the respondent returns within the same session, they can make further corrections. Caution: if a second respondent enters in the same session after the first respondent, the cookie will still be from the first respondent and there will be problems!;
  • 1 hour‘ - means that the cookie will be deleted after one hour from the first time the respondent clicked on the survey URL. The same warning as above (browser session) applies;
  • 1 month‘ - the cookie will be deleted after one month since the respondent first clicked on the survey. The same warning as above (browser session) applies.

You can find more about cookie settings and options for future continuation of the survey fulfilment in the Settings for respondent access: cookies and passwords manual.

Limitation: The problem with cookies is that they are tied to the browser, which means that respondents using another browser, other devices or users deleting the cookie can complete the survey again. Cookies face serious problems due to increasing ethical and legal restrictions, as well as because some users decide to block them. For these reasons, cookies serve poorly as a replacement for the ID code.

IP ADDRESS

The IP address is a number assigned to all devices logged into the network, including the respondent’s device. 1KA application enables you to block duplication of IP addresses, which can prevent the same person from repeatedly responding to your survey.

This functionality can be accessed under the 'EDIT' - 'Settings' - 'Respondent access' - 'IP recognition' tab. In the ‘IP recognition' category select the desired option - for editing responses during completion and multiple responses.

Limitation: The problem may occur in the case of dynamic IP addresses (dynamic IP address for the same device is changed when disconnected and restored) or in cases where the number of devices on the same network has the same IP address (eg. in organizations).

Despite these limitations, the use of IP blockage may prevent at least some of the simpler frauds like fake responses or server attacks coming from a single device.

In general, we do not recommend using IPs and cookies for restricting access to the survey, because they can cause various expected and unexpected problems. In the default settings of the 1KA application these options are usually turned off. Still, in some specific situations, they can be useful, particularly if we know that in our target population none of the above problems emerges.

The best way to prevent duplicate entries is to use individual codes. In the 'PUBLISH' - 'Invitations' tab, you can set individual codes through the interface for sending email invitations, which is available to users of the private package 3KA. Usually, this code is then used in the email invitation, either automatically (in the URL of the survey) and does not need to be entered by the respondent. However, we can require the code to be entered manually. Similarly, the code can be sent in other ways, e.g., in a letter, and respondents can retype it. The generation and use of individual codes is described here.

Mobile Survey Adjustments

An online survey created using the 1KA tool can also be answered by respondents via a mobile phone. Due to the smaller screen, certain adjustments are required to optimize the survey. For more advanced and new types of questions, or more advanced layouts of basic types of questions (such as image hotspot, slider, combined table, etc.), it may occur on mobile devices to have some offsets or opacity. In this case, we recommend using the basic types of questions and / basic layout questions.

 

FEATURES IN MOBILE PHONE ADJUSTMENTS

Category - single answer and category - multiple answers (basic vertical layout)

The basic questions, category - single answer, and category - multiple answers, are generally not problematic and are shown in the survey on a mobile device in such a way that they enable the survey to be completed normally. This applies to the following layouts: vertical, vertical - left text, drop-down menu, select from the list, image type.

For both question types and different layouts, the entire answer box is coloured when you click/tap on the selected answer (the entire box is also clickable).

Category - single answer and category - multiple answers (other layouts)

For one-answer and multiple-answer questions, layouts are also available that may appear unmanageable on mobile devices, so the layout selected on mobile devices is ignored and the question is displayed in a normal layout (vertical). This applies to the following layouts: horizontal beside the question, horizontal under the question, drag-drop.

Table

Table type question and all subtypes and table type question setups are automatically displayed on mobile devices as a set of basic question types. For example, if we have a question table - single answer with 5 different sub-questions, the question will appear on mobile devices in the form of a set of 5 consecutive questions of category type - single answer.

Example of a survey with a custom view of a table type question (mobile preview) >>

You can also display tables in the form of automatic expanding in the tab 'EDIT' - 'Settings' - 'Mobile settings'.

Example of a customized view of a table type question - auto-expand (mobile preview) >>

CUSTOMIZATION OF THE DOUBLE GRID TABLE QUESTION TYPE

For the question type 'Double grid table', the answers on the mobile phone appear as a series of questions of category type - single answer. For the sake of transparency, there is a horizontal continuous line between the individual answers on the cellphone and a dashed line between the individual tables.

Example of a survey with question type double grid table (mobile preview) >> (for comparison, see how layout types look on the web version of the survey)

DISPLAY OF THE TABLE WHERE MOBILE CUSTOMIZATIONS ARE OFF

If you turn off mobile customizations (see the last paragraph), you can also view the spreadsheet on mobile devices in the same format as the web, or use any of the step-by-step questions.

When editing advanced question types and different table layouts, in the 'EDIT' - 'Questionnaire' tab, to the right of the 'Advanced' tab, there is the 'Step by step mode' option. If you select 'NO', the question will be automatically adjusted as a consecutive series of questions of category type - single answer (or multiple answers) when answering by mobile phone.

There are 6 different types of Step by step completing that you can see at the link below.

Example of a survey with different forms of step by step answering mode >>

Example of a survey with different forms of step by step answering mode (mobile preview) >>​

Input questions (text and number)

On a mobile phone, questions with an input field (question types 'text' and 'number'), buttons for questions of type roulette and selection list are automatically adjusted to 100% screen width.

Drag and drop question

You can choose the drag-and-drop layout for different types of questions: category single answer, multiple answers, table. For single or multiple-choice questions, the drag-and-drop layout automatically adjusts to the default vertical layout when completing the survey via mobile. Table type question - Drag-and-drop layout appears on your mobile device as a classic (mobile-friendly) question.

Questions with pictures

By default, if you have images in the survey, they are displayed by default when responding to the survey via a mobile device, and they are adjusted to occupy 80% of the screen width.

Question with inserted video

If you inserted a video in the questionnaire, the width of the video will adjust automatically on 100% of the width of the mobile device. Respondents will be able to see the full video, no matter the width of the device they’re using for filling out the questionnaire.

Example of the survey with embedded video (mobile preview) >>

 

ADDITIONAL ADJUSTMENTS

Hiding radio and checkbox buttons

With the type of questions such as 'Category – single answer' and 'Category – multiple answers' there is an extra option 'Hide radio button' or 'Hide checkbox button' in the 'Advanced' tab. Functionality is recommended for mobile devices, especially when you're using pictures for answers. In this case, you can hide these buttons (radio or checkbox buttons), respondents which will be filling out the questionnaire on their mobile device will be able to select pictures as an answer with the tap on it. It will be easier for them to choose the answer, as it would be selecting the 'checkbox' or 'radio' button, where you have to be more precise.

Example survey with hidden radio and checkbox buttons (mobile preview) >>

Adjusting the size of the radio and checkbox buttons

With question types 'Category - single answer' and 'Category - multiple answers' additional options of changing the size of radio and checkbox buttons are available to 2KA and 3KA private package users. These options can be accessed in the tab 'EDIT' - 'Design' - 'Theme modification', under 'Custom icons', 'Icons size'. Minimum size of buttons is 18 x 18 px and maximum size is 55 x 55 px. We especially recommend the use of this feature when designing surveys for mobile devices.

Example of a survey with a default size of buttons

Example of a survey with a modified size of buttons (40 x 40px)

Preview for mobile phone and tablet

You can use the preview to see how the survey will appear on different types of devices (computers, mobile phones or tablets). In addition to a basic PC preview, you have an option of a survey preview for mobile phones and tablets. More >>

 

THE OPTION FOR SWITCHING OFF THE ADJUSTMENTS FOR MOBILE DEVICES

All of the mentioned adjustments are automatically turned on; this way we can allow the optimal display of the questionnaire to those who use their mobile devices. In tab 'EDIT' – 'Settings' – 'Mobile settings' you can change these adjustments, which we dissuade. When you turn off the mobile adjustments the crossed-out mobile phone icon will appear in the menu line on the upper right corner (beside the icon for turning on comments in the questionnaire).

In case when 'Mobile friendly' display is turned on, you can separately turn off the display of images on mobile phones (if your questionnaire contains pictures that are not suitable for mobile devices) and adjust tables on the mobile phones.

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Organizing surveys into folders

You can organise the list of all the surveys you have created in the 'My Surveys' directory into folders, which is particularly useful for users who have a large number of surveys. 

You can show or hide folders by clicking on the 'Folders' button on the right.

A list of folders appears on the left, where you can create new subfolders by clicking on the three dots. Surveys that you don't put in any of the folders are in the 'All my surveys' folder, which is the first one in the folder list. The other folders are in alphabetical order.

You can rename or delete folders. If you delete a survey folder, the surveys in the folder will not be deleted, they will just be moved to the 'All my surveys' folder.

You can also move (click and drag) any folder into another folder. In the same way, you can also move individual surveys between folders, or you can select a folder for each survey in the 'EDIT' - 'Settings' tab, where you tick the 'Save survey into folder' option and select a folder from the drop-down list.

The functionality is purely for administrative purposes (to help organize the overview of surveys) and does not affect the surveys themselves.

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Comments

Below is a description of how you can add and manage comments in 1KA, how survey editors add comments and how respondents add comments.

1. Comment settings

To enable comments, go to the 'EDIT' – 'Settings' – 'Comments' tab. You can also access comments by clicking on the dialog box via the blue icon on the right (under your profile name) or in 'TEST' – 'Comments'.

In the comment settings, we have the option to turn on comments:

  • general editor comments,
  • editor comments for each question,
  • general comments of respondents in the test survey,
  • respondent comments for each question in the test survey.

By clicking on the 'Show advanced settings' button, you can also set the default settings for the preview and test input, the input field for authors' comments on the survey, the notes for each question in the comments tab, the input field for authors' comments on each question, an additional window under the questions for respondents' comments, additional settings for respondents' comments and the comments in general. After selecting the settings, you should always click the 'Save changes' button. In this section, you can also delete all comments from your survey.

In the 'MY SURVEYS' - 'SETTINGS' - 'User settings' tab, users can set comments to be on by default when creating a new survey. More >>

2. Adding comments

Comments can be added in the test view of the survey, which can be accessed via the blue icon (screen with the letter T) to the right of the survey URL at the top of the screen and in the 'TEST' – 'Diagnostics' tab.

Depending on your settings, you will see boxes to enter comments: either under each question or for the whole survey. If you want comments from the respondents, you need to provide them with the URL of the test view of the survey. Editors can add comments to questions in the 'EDIT' – 'Questionnaire' tab. Under a question, condition or block, click 'Add comment', write your comment in the box and click 'Comment'.

3. Viewing comments

To see the comments on the survey, click on the 'TEST' – 'Comments' tab. You can also access the comments by clicking on the speech bubble icon located on the right hand side under your profile name.

You will see all the questions that have comments, with editors' comments on the left and respondents' comments on the right. You can edit and correct questions in the interface by simply clicking on them. You can also reply to comments here. Once the comments have been reviewed and possibly taken into account, you can 'Resolve' them to hide them from the default view of only unresolved comments. By clicking on 'Add a question comment', you can respond to comments made by the survey editors.


The functionality is available for users of the 3KA package for individuals, and for users of the business packages for groups.


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Respondent Access Settings: Cookies, IP Addresses, Passwords, Registered User Recognition

In the 'EDIT' - 'Settings' - 'Respondents access' tab, you can set cookies, restrict access to the survey and set a password to access the survey.

 

1) Completion options 

You can set cookies in the 'EDIT' - 'Settings' - 'Respondents access' - 'Completion options' tab. A 'cookie' is a code that is placed on the respondent's computer by a server (e.g. 1KA), so that 1KA can identify the respondent when they try to complete the survey again. You can specify the cookie storage duration. Select the option 'The same respondent can complete the survey only once' under the 'Multiple responses:

  • 'Until the end of the browser session', where the cookie will be deleted as soon as the respondent closes their browser (Internet Explorer, Mozilla Firefox, Opera, etc.); therefore, if the respondent comes back within the same session, they can make further corrections. Caution: if a second respondent enters in the same session after the first respondent, the cookie will still be saved from the first respondent, which will cause issues with the survey!;
  • 'For 1 hour' means that the cookie will be deleted after one hour from the first time the respondent clicked on the survey URL. The same warning as above (browser session) applies;
  • 'For 1 month', the cookie will be deleted one month after the respondent first clicked on the survey. The same warning as above (browser session) applies.

Under the option 'Retaking the survey' you can also change where the respondent starts the survey when they return to the survey:

  • Starts from the beginning, with the respondent seeing the answers they have already given;
  • Starts at the last submitted page, i.e. returns to the page where they left the survey.

You can also allow a user who has already completed your survey (a user who has completed the survey) to edit their answers afterwards, but this means that the data and analyses will also change, so in most (but not all) cases, it is better to choose that respondents can not edit their answers.

Regardless of the cookies (whether the option "until the end of the questionnaire", "until the end of the browser session", "for 1 hour" or "for 1 month" is selected), you can also specify what the respondent's options are while they are answering the survey ('Editing responses after survey completion'):

  • Can subsequently edit their answers: when they return to the previous page, they can change their answers. These then overwrite the previously entered values in the database when clicking on 'Next page'. 
  • Cannot subsequently edit their answers: even if they click on 'Previous page' or on the 'Back' button in the browser, they can only see their answers but cannot change them.

 

2) IP recognition (IP address restrictions)

To prevent the same person from answering your questionnaire multiple times, you also have the option of blocking the IP address of the device from which the respondent is accessing the survey. You can do that in the 'EDIT' - 'Settings' - 'Respondents access' - 'IP recognition' tab. You can block it for 10 minutes, 20 minutes, 60 minutes, 12 hours or 24 hours. However, this means that you can unintentionally also block another person using the same computer from answering the survey. It only makes sense in rare cases, e.g. voting, where there is a risk that someone is submitting multiple responses with a bot or a script. Of course, respondents can also circumvent IP restrictions by using virtual IP addresses. In general, however, this is a risky option which does not solve the problem of duplicate responses, but generates the risk of preventing a large number of relevant users from completing the survey, as often whole organisations or departments have the same IP address, for which there are many computers and potential respondents. More >>

 

3) 1KA recognition

1KA also enables the recognition of respondents who are registered 1KA users, but they must be logged in to the 1KA installation while completing the survey. In the tab 'EDIT' - 'Settings' - 'Respondents access' - '1KA recognition' you have two options:

  • 1KA recognises the user as a respondent, i.e. a person (logged in to the 1KA installation) who answers your survey. This setting is suitable for internal administrative processes, e.g. when members of a collective fill in some data (e.g. address, contact) and can always correct their answers;
  • 1KA recognises the user as a person entering other respondent's answers (data input), i.e. an interviewer entering answers, for which 1K provides the appropriate interface adjustments. This option is particularly useful in the case of mass entries, or when a field survey is carried out and then interviewers enter the collected answers, to see who has entered which answers. The same applies to telephone surveys.

The above two cases are rare; the default option is of course that 1KA does not recognise the user of the 1KA installation. Turning this option on can have serious consequences. If the 'Yes, as data input' option is enabled, the user has additional settings available for Questionnaire Entry.

 

4) Access with password (password to access the survey)

Access to the survey can best be restricted via a password in the 'EDIT' - 'Settings' - 'Respondents access' - 'Access with password' tab. You can generate multiple passwords and thus create groups of respondents that can be separated in analyses or used as a basis for IF conditions. In this case, the password serves as a safeguard to ensure that only those you want to complete the survey do so. A single password can be created for all respondents, or a password for each respondent. If you want to enter several passwords at once, select the 'Password mass insert' option. The use of passwords is only available for users of the 2KA and 3KA packages for individuals, and for users of the business packages for groups

In the 'PUBLISH' - Invitations' tab, you can also set up personalised codes to access the survey, via the email invitation interface available to users of the 3KA package for individuals, and users of the business packages for groups. Usually this code is then used in the email invitation, preferably automatically (in the survey URL) so that it does not need to be entered by the respondent. Alternatively, we may ask the respondent to enter the code manually. Similarly, the code can be sent in other ways, e.g. in a letter, and the respondents can type it in. The generation and use of individual codes is described here.

The use of passwords is in principle stronger and overrides the other settings for respondent access restriction (cookie, IP number, registered user identification), but interference may occur, so we strongly recommend to use only one of the above mentioned ways to identify respondents: cookie, IP number, registered user identification or individual password.


Some of the functionalities described are only available for users of the 2KA and 3KA packages for individuals, and for users of the business packages for groups.


1KA is free to use for basic users