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Companion Entry details user guide

This section shows examples of the Companion entry details window and some associated dialog boxes:

Entry details window

The Entry details window is used to create and update entries. The body of the window changes depending on the type of entry, these are the sections:

Entry details - question

The Question tab includes name, type, structure and data locations, text, interviewer instructions and responses.

The Extra tab enables you to add additional text before or after the question on the questionnaire document, as well as data entry instructions.

The Filters tab shows a list of filters applied to the question. You can set a base text (filter description) to use if more than one question filter is applied.

The Settings tab enables you to amend automatic locations and answer checking, for CATI projects you can specify that the question is a sample point or a quota entry, you can code verbatim questions to entry, pre-select responses from an entry, attach an image or a video clip to the question and show routing after questions to tell the interviewer which question to ask next.

The Responses tab has the response list for a question. You can add a new response (or set of responses) before or after the highlighted focus response, then cut, copy and paste responses from one entry to another. Individual responses can have input settings to control data entry and analysis settings for reports, including a score value for use in mean score calculations.

Entry details - filter

The Filter tab includes name, hold input (stop data input) if the filter entry logic definition is true, store in data location, logic definition user control and text that describes the definition.

The Tests tab contains a list of the tests that make up the logic definition. The list contains tests, logical operators and priority markings.

The Order tab shows a pictorial representation of the order of processing, if the filter definition contains more than one test.

Entry details - variable

The Variable tab includes name, variable text and type of variable, for CATI projects you can specify that the variable is a sample point or a quota entry, you can ignore case when testing character variables in response definitions. For convenience, the responses to single-coded and multi-coded variables are shown on this tab. For integer and float variables, a user control is used to define the arithmetic definition and the text for the variable:

Arithmetic tab: Treat undefined as zero (this switch should normally be used if any of the entries referred to will be filtered or empty), count responses, score value extract, arithmetic definition describes the calculation to perform, text that describes the definition shown.

Values tab: this contains a list of the values (entries or constants) that make up the logic definition.

Order tab: if the arithmetic definition contains more than one value, a pictorial representation of the order of processing is shown.

On the Filters tab you can set a base text (filter description) to use if more than one filter is applied. Response filters cannot be applied to a variable.

The Responses tab has the response list for a variable, and has the same features as those for questions.



Questions window

Responses add dialog box

This dialog box enables you to add more than one response at a time to a question.

You arrange the responses, one per line, in the display that fills most of this window.

You can paste the text for the responses from the clipboard into this display or you can type them in.

You can reverse the order of the responses to be added if required.

There is a check box which enables you to assign score values to the allocated responses. When the box has been checked, add the values at the end of each line after the response text and one space.

You can choose to include unallocated responses by leaving blank lines.

Responses reserve dialog

This dialog box enables you to add or remove open-ended responses from the response list. You can choose to mark new responses to be refused during input.



Filters window

Select test dialog box

This dialog box appears when inserting or editing a test in a logic definition, for example when defining a filter.

Individual tests may be combined with AND (both) and OR (either or both) to form logic definitions. Parentheses can be used to control the order of processing.

All tests can be "Negative" and this reverses the meaning.

Single-coded reference

When referring to single-coded questions or single-coded variables, the test can be:

Blank. True if the entry is empty. Do not use when referring to entries with a reject category because they will never be blank.

One value. True if this response number has been selected.

Range. True if any response number has been selected within the inclusive range.

Multi-coded reference

When referring to multi-coded questions or multi-coded variables, the test can be:

Blank. True if the entry is empty. Do not use when referring to entries with a reject category because they will never be blank.

One value. True if this response number has been selected.

Range. True if one or more of the response numbers have been selected within the inclusive range.

Single. True if only one response has been selected.

Multi. True if more than one response has been selected.

Integer reference (including date and time)

When referring to integer, date and time entries, the test can be:

Undefined. True if the entry is not set (skipped or faulty).

One value, less than or more than - true if the entry has the appropriate value.

Range. True if the entry has a value within the inclusive range.

Float reference

When referring to float entries, value can be:

Undefined. True if the entry is not set (skipped or faulty).

One value, less than or more than - true if the entry has the appropriate value.

Range. True if the entry has a value within the inclusive range.

Be careful when using ranges on float entries. For example the two ranges 1.0 to 2.0,and 3.0 to 4.0, would not include any value between 2.0 and 3.0 (2.1 or 2.9). Usually you should create an integer variable copy which will round each value to the nearest whole number and use that instead.

Character reference

When referring to character questions, the test can be:

Blank. True if the question is empty.

One value. True if the entry contains exactly this text.

The case (upper or lower) of the text in quotes is important, except in a variable when you have set the option to ignore case when comparing. If the text is shorter than the width of the question then the test will only be true if the rest of the entry is blank.

Filter reference

When referring to filter entries the test is true if the filter is true, and false if the filter is false.

Text choose dialog

This dialog box allows you to choose the text from a list of all the previously allocated texts. If the list is very long there is a button to sort it into alphabetical order.



Variables window

In addition, the Variables window has the following:

Response input settings tool window

This tool window is used to allocate report settings to the responses selected in questions. You can set the following:

Single response only.

Fixed position. This is used for responses such as "None" or "Don't know" when these are included in a question with Randomize responses.

Ignore response restrictor (the response is always available during data input, even if a response restrictor specifies that it should not be available).

Response filter. This response will only be valid if the applied filter is true.

Embedded reject. This response will be selected if no other responses are chosen in input.

Refuse input. This means that a response is not valid and is not listed during data input. This can be used to reserve response numbers.

Routing instructions:

Ineligible. The interview will terminate leaving the rest of the questionnaire blank and is marked as "ineligible".

Close. The interview will terminate leaving the rest of the questionnaire blank and is saved as "successful".

Question. This prints this question name in the appropriate place.

Text. This prints the text specified in the appropriate place.

Response analysis settings tool window

This is used to allocate report settings to the responses selected in questions and variables. You can set the following:

Value score to be used for mean score calculations (averages).

Suppress if zero.

Suppress always. You may want to use this with "Base for following" or with some "Value scores" when you do not want to see the figures.

Rank start. Ranking is reordering the responses printed so that the response selected most often appears first.

Rank finish. Stop ranking responses with this response.

New page. Start a new page (overflow) for this and following responses.

Base for following responses. Percentages for subsequent responses use this response as the base.

An arithmetic variable can use the SCORE function to get the relevant score value from a single-coded (or multi-coded) entry. This variable containing the score value can then be used in arithmetic output.

Variable responses add dialog box

This dialog box allows you to copy a range of answers from other entries.

After an entry is chosen, you will be asked for the range of answers to use. This dialog box also allows you to select "Negative" references.

If the entry chosen has responses, then the selected range of responses will be copied to variable and the definition for these responses will refer to the relevant response in that entry.

If the entry chosen has a value (integer) then the selected range of responses will be used as the text and the definition for these responses will refer to the relevant answer in that entry. The score value for the new responses will also be set to the value.

Block AND and OR

This means combining each response with the same response from other entries. A common example would be to get an "Any mention of ..." from a list of questions with the same response list.

If more than one entry is selected then the response texts and other settings will be taken from the first entry selected as described above. The first entry range selected will also determine how many responses are created in the variable.

Variable responses matrix dialog

This dialog box allows you to generate a full matrix of responses, by combining responses from up to 5 entries.

For example from 4 entries with 2, 3, 3, and 4 responses respectively this dialog will generate 72 (2 X 3 X 3 X 4) responses. Each response will "AND" four responses together, one response from each entry.

Each generated response text will contain the text from all the combined responses put together. You can choose to omit the outer entries response texts and use these as headers instead.

You can use the same entry more than once to get each pair of responses to a multi-coded entry.

If you are weighting data to a full table of figures (not just the rims) this dialog can be used to make a variable with a response for each cell of the target table.

You may want to exclude any reject responses when selecting the range of responses for each entry.

Select range dialog box

This dialog box allows you to select the range of responses or answers from the selected entry.

You set the lower (From) and upper (To) limits of the range of answers to convert into variable responses.

If the selected entry has a response list it will be displayed and you can use this to select the range of responses to include in the definition.