Introductions

  1. Who we are (Protobi team, our background)
  2. Who is on the call, and their responsibilities?
  3. Project managers
    1. Consultants
    2. Analysts
    3.  Data specialists
    4. Others

Survey Basics

  1. What are the basic project parameters?
    •  Sample size
    • Survey length (warning flag if survey is long)
    •   Any patient level data or other loops
    • Countries
      • digression into translations if appropriate
    • Timing: programming, soft launch, fielding

Programming considerations

  1. Who does the programming?  (caveat on not truly our business, unless OWL or SERMO)
  2. Extra variables for skip logics, sub quota, extra calculations
  3. For sum-to-100 questions, ask programmer to zero-fill all respondents. Or have specific skip-logics available.

Project walk-through

Upload data file

  • CSV Format

  • META data

    • Translated to a basic structure

    • We put in JSON stored under elements

In project- organizing

The way questions are labeled can affect how the computer organizes the data.

  • General view
    • Every question becomes an interactive chart (element). 
    • We can display them (elements) in different ways depending on how the question comes through.
    • If there’s are questions with sub question we group them together
  • Click to query 
    • The key experience you will see is “if you click in one place the filter happens everywhere” 
  • N=
    • The n box represents the total number of rows you are looking at
      • If you click in one place N becomes filtered
  • Current vs Baseline
    • You will see a highlighted area which is the current distribution
    • The thin black outline represents the baseline
    • To clear the base you can X out within the N= box
  • Formats dialog
    • computer readable (1,2,3,4) 
    • In the meta data there are formats for each of the questions
  • NA
    • The NAs are not asked, not answered, not applicable
  • Crosstabs 
    • Drag one circle question and put it on another one
    • If its an element, we can use it for the crosstab purpose.
    •  Drag to crosstab button on the toolbar to crosstab every element

Features

  • Element context menu
    • Each question (element) has one for changing rounding, statistical summaries
  • Colors dialog
  • Recoding
    • allows you to code open end questions
    • Green is copy yellow is move
    • In the recode you can dissolve you a particular group.
    • in JSON this is under “reformat.” IF that’s not want you wanted, you can delete it and restart the process
    • If you want to outsource that work there are 3 firms that can do it. If you have an internal process and a standard thing you deliver. You can send us that and you don’t have to use this too.
  • JSON
    • can edit JSON for specific attribute if you're comfortable
  • More properties
    • You can change commonly use attributes.
  • chart type dialog
    • Different chart types
  • Menu items have  shortcuts
    • We use “shift”
    • Refer them to keyboard shortcut cheat sheet (to be written)
  • Scenarios button
  • Global button
  • Group context menu
    • Compacting scale questions

    • Display stacked

Support resources

Tutorial site

I want to show you our tutorial site that gives you knowledge on how to do many things. If you have the time, or have a question use this site. I am happy to answer any questions you have. 

Administrative    

  1. Billing information