Protobi

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## 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

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