Navvia Survey Training Guide
February, 2014
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Agenda • • • • • •
Survey Training Guide
Introduction to Navvia Survey System Requirements Navigation and Basic Functions Walkthrough Survey Features and Functions Dashboard Reports
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Survey Training Guide
Introduction to Survey
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Design Objectives
Survey Training Guide
• Flexibility • Score-based and information gathering capabilities • Perform maturity assessments and other information gathering initiatives
• Data-driven • Flexible reports • High-level summaries and detailed reports
• Save time • Templates • Reach out to a wide audience • Focus on analyzing results, not on creating the questionnaires
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Reporting
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Survey Training Guide
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Survey Training Guide
SaaS Architecture
Internet
Hosted Environment
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System Requirements
Survey Training Guide
Supported Browsers • Internet Explorer 7 or newer • Firefox • Chrome • Safari (OS X + IOS) Other • Adobe Reader 8 or newer • MS Office 2003 or newer
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Survey Training Guide
The Home Page
Help & Training
Launchpad
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Getting Started (Help & Training)
Survey Training Guide
User guides, training guides and sample materials Video guides and video player Quick access to email support and the support portal February, 2014
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Support Options
Survey Training Guide
Support Portal • Select Navvia Support Portal link from either the Help & Training page or the login page • Log in to the support site using your Navvia Userid • Use the support portal to log: • Incidents • Service Requests • Questions, or • Enhancement Requests • View history of issues
• Forgot password? Select the “Forgot your password?” link. A new password will be generated and sent to your email address
Email Support •
[email protected]
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Survey Training Guide
Navigation
Three-level Menu
Level 2 and 3 options are dependent on previous level
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Bread crumbs
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Survey Training Guide
Basic Functions
Expand and collapse nested grid view Item Count
Page level Help
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Survey Training Guide
Basic Functions
Spell Check
Hover over label for Field Level Help
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Survey Training Guide
Basic Functions Apply Filters
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Project
Survey Training Guide
• Manage and launch assessments • Any number of projects • Projects can contain multiple question sets (questionnaires). ‘Open Survey’ projects can only contain 1 question set • Compare results across processes within the same project
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Survey Training Guide
Add a Project Add new project Enter name and description
Select status Choose start and end dates
Select “Style” – ‘Classic’, ‘Open Survey’, ‘Enhanced’
Select to allow participants to review previous answers
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Select “Type” – used to select Navvia templates
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Survey Training Guide
Project Styles Classic
Enhanced Open Survey
All participants must be defined to Navvia (Userid)
Y
Y
N
Groups and email message(s) must be defined in Navvia
Y
Y
N
Individual participant progress can be tracked
Y
Y
N
Participants can be assigned to groups for comparative analysis
Y
Y
N
Participants must login
Y
N
N
Allows for anonymous surveys
N
N
Y
Provides a URL to the survey that can be posted on any website or emailed
N
N
Y
Supports multiple question sets within a project
Y
Y
N
Notifications are sent and managed within Navvia
Y
Y
N
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Question Sets
Survey Training Guide
Expand to view Question Sets
Select to view Question Set details
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Survey Training Guide
Add Question Sets Add new Question Set Choose existing templates or create new
Select from list of templates
Optionally update name or description Select Question set status
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Questions and Answers
Survey Training Guide
Create new Question Re-order Questions
Question
Create new Answer
Expand to Reveal Answers
Re-order Answers
Update existing items
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Survey Training Guide
Question Details Plain text question appears in question list
Select to assign Domain value
Assign weighting factor to the question
Question formatted using advanced editing functions
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Survey Training Guide
Answer Details
Answer text Assign score to the answer
Optional prompt to collect additional details
Prompt text
Select to allow flow to next question without providing additional details
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Survey Training Guide
Branching Set default sequential branching
Select next question based on answer selected
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Start and End Messages
Survey Training Guide
Landing page content displayed at the start of the questionnaire
Wrap-up page content displayed at the end of the questionnaire
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Test
Survey Training Guide
• Execute question set in simulation mode • Checklist to ensure all required elements have been defined • Direct link to the page to correct missing items
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Groups •
Groups allow you to categorize participants
•
Reports show the breakdown of how different groups view process maturity Participants are assigned to a group on a per Questionnaire basis. For example, the same participant can be an SME for Incident Management but a General user for Problem Management.
•
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Survey Training Guide
Participants
Click to open participants window
• Add participants to an assessment project • Assign participants to question sets and groups
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Survey Training Guide
Participants Select participants
Assign Question Sets to selected participants
Assign participants to Groups
Select assessment Role
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Survey Training Guide
Email Message
Set the “From” email address. Note: Appears as “reply-to” on the email Compose fixed portion of notification message
• Compose message for notification sent to participants • Fixed portion of the notification will be augmented with participant-specific details when the project is launched • Email message used for both initial launch and follow-up reminders
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Survey Training Guide
Sample Notification
The message created in “Email Message” function
User specific details inserted by Navvia
Sample Email notification sent to participants The top section of the message, (red circle) , is from the message created in the “Email Message” function
Bottom portion is generated by eAssessment. It details the following information: Project Project End Date Participant’s Userid Password (this is the initial temporary password for first time login)
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Launch Assessment Project
Survey Training Guide
Resolve checklist items before launch Hyperlink directly to correct issues
• Trigger notification emails sent to assessment project participants • If participants are added after the initial launch, subsequent launches will send notifications only to new participants February, 2014
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Notifications
Survey Training Guide
Status column indicates progress of questionnaires View timestamps when notifications were sent Send reminders by selecting participants and clicking on “Notify Participants” action
Modify contents of Email Message prior to sending follow-up notifications
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Survey Participants
Survey Training Guide
Assigned questionnaires appear in the “My Assessment Questionnaires” tab on the Navvia Home page
Questionnaires listed with status and completion dates Select a questionnaire from the list to complete it
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Start Message
Survey Training Guide
• Greeting message displayed at the start of the questionnaire • Select “Next” to begin answering questions
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Sample Question
Survey Training Guide
Click “Next” to continue
Additional details • Select the answer from list of choices • Select “Next” to continue
Exit and resume later at the last question completed
• Select “Back” to review previous question • Provide additional details • Select “Return Later” to exit and return later to resume from the last question completed
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Dashboard
Survey Training Guide
• Overview of project status and results • Progress • Distribution of Groups • Scores February, 2014
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Reports
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Survey Training Guide
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Survey Training Guide
THE END
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