Development:Survey 2 brainstorm

This page is for collecting feature requests for a new Survey module that replaces Survey, Questionnaire and Feedback.

General features of the Module

• translate previously built survery1, feedback and questionnaire at installation time
• upload exported feedback or questionnaires (survey1 doesn't export questionnaires templates)
• save instances of survey2 as a template to reuse it or export it
• import saved survey2 templates
• support for groups and groupings
• custom user survey2 page layout (custom html and css, as it already is in database module)
• download of submissions in txt, xls and ods
• conditional branching
• handle more than one input form layout (and find a way to allow this or that layout to this or that user).
• order survey fields in editing mode
• group fields in the page layout with fieldset
• relations between tables (Example: one record for the profile of my company one related record for each intervention request submitted by my company)
• email submissions to students/teachers/both/none

Instance settings page

• Access section: 20 types of survey, distinguished by:

-> ppl who is allowed to R/O,

-> ppl who is allowed to R/W,

-> ppl who is allowed to delete a record

The reationale is: once a record has been submitted by a user, who is allowed to see it (R/O access)?, who is allowed to edit it (R/W access)?, who is allowed to delete it?

Combining all the options the come out 20 cases are defined as follows where:

ALL means, all the people accessing the survey;

GROUP means people belonging to the group of the user who submitted the record;

OWNER is the user who submitted the record;

NONE is none.

type	R/O	R/W	delete
1	ALL	ALL	ALL
2	ALL	ALL	GROUP
3	ALL	ALL	OWNER
4	ALL	ALL	NONE
5	ALL	GROUP	GROUP
6	ALL	GROUP	OWNER
7	ALL	GROUP	NONE
8	ALL	OWNER	OWNER
9	ALL	OWNER	NONE
10	ALL	NONE	NONE
11	GROUP	GROUP	GROUP
12	GROUP	GROUP	OWNER
13	GROUP	GROUP	NONE
14	GROUP	OWNER	OWNER
15	GROUP	OWNER	NONE
16	GROUP	NONE	NONE
17	OWNER	OWNER	OWNER
18	OWNER	OWNER	NONE
19	OWNER	NONE	NONE
20	NONE	NONE	NONE

• option: allow/deny save without submission (save and restart)
• option: anonymous survey or named responses
• option: allow access to records any time/after you've submitted/after close date/never
• opening and closing submission dates
• number of maximun allowed submission
• option whether to show results immediately after submission, or a thank you message with link to results.

Field level settings

• type of field (char(n), text, number, alphanumeric, boolean, date, picture, file, email, url...) with type check at submit time (and number of digit check for char(n) fields). This information may not be used at field definition time but is useful for data verification/check.

(Example: Please, enter your card ID: _______ This field should be defined, for instance, as char(7))

• option: mandatory/non mandatory field
• free text description field for further description and advices to the completer
• define a range of valid answers for fields allowing this (see next examples)

(Example 1: Please, enter your seniority. (limited between 0 and 50 years)

Example 2: Date of birth: (limited between 18 and 100 years ago))

• define fields default to be loaded at "new record" display time
• optional "other" text field for drop down menu/radio button/check box. (see next example)

(Example for drop down:

Where were you born? <select name="dropdown_14" size="1"><option value="1" selected="selected">Spain</option><option value="2" >France</option><option value="3" >other, please specify</option></select>  <input type="text" name="dropdown_14_other" size="10" maxlength="10" value="" />

If you choose "other" in the drop down menu the field will be enabled and become mandatory, otherwise it will be disabled. )

• custom question numbers
• question name to name columns header in the downloaded document

Question types

Question types should be plug-ins so that they can be extended locally if required. The following list covers types which exist in at least one of the current survey modules.

• radio buttons (horizontal & vertical display)
• short text entry
• long text entry
• checkbox
• drop down menu
• customisable likert scale for rating
• date (Example: When were you born?)

New question types

• short date (with month and years only, to answer question like: When had you the first evidence of this disease?)
• time

(Example: When do you usually take breakfast? )

• "static text"/"read only" fields (auto filled by the software) like, current_date, user_name, record_ID, counter...
• allocation (Drag and drop)
• ranking

Result display

• report per survey, per user and per question
• report about non-respondent users
• choose for a question whether to display results as
  • a table
  • a bar chart
  • a pie chart

Question management

• questions can be copied within an activity
• question sets can be created as templates for re-use
• question sets can be used across multiple courses
• questions can be re-ordered within an activity
• question sets can be combined to create a questionnaire

Uncategorised requested features

• handle more than one view_single/view_list/find/input layout (and allow this or that layout to users on the basis of capabilities).

The idea is: On the basis of capability you will access your specific layout with only a field subset. If you have this capability, you will find all the fields of the survey, otherwise you will find only a subset of them.

The same feature may be provided in the following way: At fields level definition the course creator should be allowed to mark the field "field1" as

1. visible and enabled to all
2. visible to all but enabled to users with view_field1 capability only
3. visible and enabled to users with view_field1 capability only

• allow update of submitted questionnaire as an option (not just a clean slate on the next go-round)
• allow course creator to add custom number to question inside layouts (i.e.: 1, 2, 2a, 2b, 3...) to respect questions hierarchy
• allow course creator to indent questions inside layouts to respect questions hierarchy (as it is already possible the indent of resources inside courses)
• conditional branching (see next example)

(Example:

1. Gender: <input type="radio" name="gender" value="0" checked="checked"/>F  <input type="radio" name="gender" value="1" />M
1a. How many pregnancies have you had? <select><option value="0" selected="selected">0</option><option value="1">1</option><option value="2">2</option><option value="more">more</option></select> (should be disabled when answer 1 == F)
1b. Question relevant only for males? <select disabled="disabled"><option value="aa" selected="selected">aa</option><option value="bb">bb</option><option value="cc">cc</option><option value="more">other</option></select> (should be disabled when answer 1 == M)

)

Answer Piping & Conditional Questions

• Allow follow on questions related to the previous.
• Do You Smoke? Yes/No If Yes is selected a conditional question appears, How Many per Day, if No is selected move on to question 6 appears

• Answer Piping such as:
• Q1 Which dog breed do you prefer?
• Labrador
• Spaniel
• Collie
• Other

• Q2 In question 1 you stated you prefer the (Q1 Answer) as a breed, what do you like about it. [Where (Q1 Answer) is replaced with the chosen answer such as 'Labrador'
• Temperament
• Looks
• Colour
• Other