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Qualtrics Overview

My Projects

The My Projects landing page streamlines navigation; Projects, Contacts, and Libraries upper left-hand menu. These sections are visible from every screen, allowing you to easily move between functions from anywhere within the platform.

Screenshot of Qualtrics options. In the top left, there is an icon of an "X" and an "M" in a blue/green gradient. To the right, there are three, blue horizontal lines. The icon is selected and has a light blue background. There is a white vertical menu opened up that has the following options: Projects (with three overlapping blue folders); Catalog (with a square with four outlined squares inside of it); Actions (with two rectangles connected by a line); Contacts (with a book with a sprial binding and the outline of a person on the front); Library (icon of a closed book), and Admin (with two gears: one slightly smaller than the other). In the top right, there is a black circle with a black question mark in it; a black outline of a bell with a red dot above it; and a blue circle with the letter "R" in it in white. Below that there is a white field with a grayed out magnifying glass icon and text that says Search projects.. To the right, there is a blue rectangular button with white text that says Create new project. Below that, and to the left, there is a left-hand navigation that is mostly covered by the white menu. There is also a series of icons that are mostly covered by the white menu that go horizontally across the screen. Below that, there is text in gray that says Last 30 days. Below that, there is a thin, black line. Below the line, there is text that says Survey (line break) DePeters Family Center for Innovation (line break) Modified Mar 10, 2021. To the right, there are four columns. They are Active (in green text) (line break) Status; 19 (line break) Questions; 18 (line break) Responses; and the last is a series of black, vertical lines with text underneath that says 12 day trend. To the right of the four columns, there are three solid dots.

Project Actions

Click the 3 dots to right of project title.

Activate/Close: Enable or disable a project’s ability to actively collect new responses.
Collaborate: Invite others Qualtrics users to collaborate on a survey with you.
Rename Project: Edit the name of your project.
Copy Project: Copy the project to your account, one of your libraries
- Note: When you copy a project, you copy more than just the questions; Survey Flow elements, Survey Options, and Look & Feel Settings.
Edit Survey: Navigate to the Survey tab to make changes to your survey.
Preview Survey: See your survey the way a respondent would see it on a desktop or mobile device.
Translate Survey: Translate your survey into multiple languages.
Distribute Survey: Navigate to the Distributions tab to access distribution options for your survey.
Data & Analysis: Navigate to the Data & Analysis tab and view individual response entries.
View Reports: Navigate to the Reports tab and view aggregate data from your survey.
Delete Project: Delete your project (note that deleted projects cannot be recovered, so you will be asked to confirm this decision).

Screenshot of menu options. The background is white and the text is black. There are four sections. The first section has text that says Close. It is followed by a thin, black line. The next section has text that says Collaborate, Rename project, and Copy project. Below that, there is a thin, black line. The next section has Edit survey, Preview survey, Translate survey, Distribute survey, Data & Analysis, and View Reports. There is a thin, black line below that. The last section has text that says Delete project.

Project Information

Each project entry line shows certain pieces of information. Every project shows the Name and Status.

Name: The name of your project and the last modified date.
Status: The activation status (New, Active, or Inactive) of your project.
Questions: The number of questions in your survey.

Depending on the project status, you will see other metrics as well.

New projects are projects with a survey that has never been collected a response. For these, you will see the following:

Est. Response Time: An estimate of how long it will take participants to complete your survey.
Languages: The number of translations you have created for the survey.

Active projects – a survey that is currently open and collecting responses

Responses – total number of responses recorded for your project so far (completed and partials)
12 Day Trend – survey’s response collection trend over the past 12 days

Actions

Actions convert real-time responses into measurable tasks.

Email Task: Email Tasks allow you to send an email notification to someone when a survey response is completed and specified conditions are met.

Distributions

Choosing a distribution channel activates your survey, each channel has its own sidebar tab and all actions are within that tab.
Distribution options have been combined and relabeled.

Data & Analysis

The Data & Analysis module allows you to manage, add information to, and analyze individual responses. The module is organized into tabs: Data, Text iQ, Crosstabs, and Weighting.

Add a Filter
Export/Import (Export to Excel, SPSS, Google Drive)
Edit - edit mode; you can add answers to individual responses or make essential edits, such as correcting spelling.
Tools
Response Weighting
- Larger surveys – dashboards are based on a desired distribution rather than the actual distribution
- Add a variable – professor surveys all students and the survey has embedded data (grades) if the professor wanted to view how the students with poor grades responded to course content.

Data & Analysis Basics Overview via Qualtrics

Screenshot of a survey in Qualtrics. In the top left, there is an icon with an "X" and an "M" in a blue/green gradient. To the right of that there are three horizontal lines. To the right of that, there is text that says Workshops_Fall2020-Spring2021. There is a triangle pointing down after the text. In the top right, there is a black outline of a circle with a black question mark in it. To the right, there is an outline of a bell with a red dot above it. To the right of that, there is a solid blue circle with the letter "R" in it in white. Below that, in the top left, there are menu options. They are Survey, Actions, Distributions, Data & Analysis (in blue and underlined with a blue line), and Reports. Below that is a thin, horizontal line. There are secondary menu options that are Data (in blue and underlined with a blue line), Text iQ, Crosstabs, and Weighting. There is then a thin, black horizontal line. Below that, to the left, there is text that says Add Filter (with a black triangle pointing down). To the right, there is text that says Recorded Responses 11 (line break) Responses in Progress (in blue text) 0. Below that, to the left, there is gray text that says With Selected (and a grayed out arrow pointing down). To the right of that, in the center, there are arrows pointing left and right with text in the middle that says Page 1 of 1 and has a triangle pointing down. To the right, there are three buttons. They are all outlined in black with white backgrounds. The options are Export & Import with a triangle pointing down (and an icon of an arrow pointing down with a horizontal line); Edit (with a pencil icon); and Tools with a triangle pointing down (and an icon of a wrench). Below that is a table. The first row of the table is the header table and has a gray background. The columns across are Recorded Date; Q10- What was the most beneficial part of this session?; Q11- What was the least beneficial part of this session?; Q2-In order to offer the best possible technology training, please tell us who...;Q4: How easy was the course to understand?; Q5: - Was the content suited to your work?; Q6 - Were the topics covered in sufficient detail?; and Actions. There are two rows below that. The first row is Feb 25,2021 (line break) 3:08 PM; The small group so Robin was able to tailor the session to our needs; Nothing; Faculty (in a gray box); 5 (in a gray box); Very (in a gray box); Very (in a gray box); and a black outline of a square with a triangle pointing down in it. The next row is Feb 25, 2021 (line break) 2:04 PM; I enjoyed the ability to ask questions at anytime, and be able to interrupt the...; empty; Staff (in a gray box); 5 (in a gray box); Very (in a gray box); Very (in a gray box); and a black outline of a square with a triangle pointing down in it.

How do I show respondents their progress in the survey?

You can insert a progress bar to indicate how far along in the survey the participant is.
To insert a progress bar:
- From the survey builder, select Look and Feel
- Click on General, with in the Progress Bar dropdown menu, select With Verbose Text. Ensure location of Progress Bar, either Top or Bottom of survey.
- Click on Apply.

This will place the progress bar over the questions, allowing respondents to see their progress. The progress bar is labeled “Survey Completion” and with 0% and 100% labeled at the ends.

How to ensure no respondent information is collected?

Anonymize responses when enables will not record respondents’ IP Address, location data, and contact info before saving it in the data.

From Survey Options and select Security.
Toggle Anonymize Responses to On.

When using educational technology tools, be FERPA aware. To learn more, visit the Registrar's FERPA Guidelines site.

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