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Creating an Offline or Multi-Mode Survey

 

Overview

You can create an offline-enabled survey or convert an existing online survey into a multi-mode (online and offline-enabled) survey by adding the CAPI sample source.

1: Creating an Offline or Multi-Mode Survey

To create an offline-enabled survey, first click "+ New Project" within the Decipher portal:

In the "New Project" window, enter the project name and other necessary information. Then click "Build":

Your new survey will automatically open within the Survey Editor. From here, select "Sample Sources" at the top of the question tree:

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Then click "+ Add New Sample Source":

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In the Sample Sources menu, select the "CAPI" sample source and click "Insert":

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When adding the CAPI sample source, you will be prompted to either lock the survey by removing the open survey source, or leave the survey open. Select the option that best fits your field design:

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  • No, leave the survey open: Selecting this option will allow the survey to be fielded both online and offline (via CAPI) as a multi-mode survey.
  • Yes, remove open sample: Selecting this option will remove the open sample source and allow the survey to be fielded only offline until other sample sources are added. If you later decide to field online sample as well, you can add other sample sources as needed. Click here to learn more about adding and customizing sample sources.

Regardless of which option you select, the CAPI sample source will appear in both the question tree and staging area of the survey editor.

Surveys with both online and offline sample sources will only support elements and logic supported by the offline sample source.

1.1: Accessing the Survey From the Offline App

By default, the CAPI sample source enables "App Only" access when added to a survey:

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App-only surveys allow for greater flexibility with project management and are allotted more Dynamic Question functionality than offline-enabled surveys accessible in the browser.

For improved workflow across devices, offline and multi-mode surveys are also available to view and manage outside of the CAPI app.

1.2: Accessing the Survey From a Web Browser

To access your offline or multi-mode survey in a web browser, you will need to remove the app-only restriction that is set by default. To remove the restriction, select the "CAPI" sample source from the question tree and uncheck the "App-Only Access" box beneath the sample source name:

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1.3: Adding Survey Elements

You can use the Survey Editor to create and edit elements within an offline or multi-mode survey. From the staging area, click "+ Add Survey Element" to start building out your survey:

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The "Survey Elements" menu contains a "Show" filter where you can control the elements displayed to ensure that you are adding only elements that are compatible with your offline project:

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  • Show All Elements: Displays all available elements regardless of their compatibility with your project settings. Elements that are incompatible are grayed and disabled from being added to your survey.
  • Only Show Compatible Elements: Displays only compatible elements while hiding those that are incompatible based on your project settings.
  • Only Show Optimized Elements: Displays only elements that have been optimized for the survey type.

Some Multimedia and Structural elements are incompatible with offline-enabled surveys. Incompatible elements will be grayed out and not selectable:

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To avoid adding incompatible elements to you survey, set the "Survey Elements" menu to display only compatible elements.

Click here for more information on adding survey questions and elements using the Survey Editor.

2: Adding Offline or Multi-Mode Functionality to an Existing Survey

If you would prefer to use an online survey you have already created as an offline or multi-mode survey, you can switch it to allow access to it from the app. To convert an online survey to an offline or multi-mode survey, select "Edit Survey" from the "Build" menu:

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In the Survey Editor, select the "Sample Sources" element from the question tree. Then click "+ Add New Sample Source":

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Select the "CAPI" sample source from the list. Then click "Insert":

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2.1: Survey Elements and Offline Compatibility

While online and offline-enabled sample sources can both exist in a project, only elements and logic that are supported by the offline sample source can be added to a multi-mode survey. For example, because the Video Testimonial question is supported by all sample sources, it can be added to any multi-mode project. However, because the Audio Testimonial question is only supported via the CAPI sample source, it will be greyed out in the element library.

To ensure that your survey functions correctly during field, Decipher prevents you from adding incompatible survey elements in the survey editor. If your survey includes elements which are incompatible with an offline or multi-mode survey, the system will display a warning message in red.

At this point, you can choose to either remove any incompatible elements from your survey, or check the "App Only Access" box to make the survey accessible only from the CAPI App:

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The offline notifications display to warn you about incompatible elements in your project at other times as well. You may see these warnings when:

  • Adding an element to your survey from the survey elements menu
  • Switching project types in the project settings
  • Editing your survey (element tree, options panel, and stage)
  • Launching your survey (Shell users will view a list of labels for incompatible elements but can continue the launch process, if desired.)

2.2: Element Tree, Stage, and Options Panel

If you have any incompatible elements, an offline notification also displays in the tree and stage of the Survey Editor.

Additionally, any incompatible settings will display a warning in the element tree, stage, and options panel. Any element displayed in red on the tree indicates an incompatible element or setting. You can click the element in the tree to open the stage and options panel where you can choose to remove the incompatible element:

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3: Launch Warning

A warning message will also be displayed if you attempt to launch your survey with incompatible elements or settings. Click "Go edit survey content" to resolve any incompatibilities when attempting to launch a survey:

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3.1: Substitute Compatible Elements

You can also substitute compatible elements for any incompatible elements to ensure that all questions and elements are compatible with offline mode, while still maintaining the functionality you require.

To substitute compatible elements:

  1. In the Survey Editor, remove any elements highlighted in red in the element tree.
  2. Click "+Add Survey Element" at the bottom of the staging area.
  3. Filter the "Survey Element" menu to view only compatible or optimized elements and select a substitution.
  4. Repeat these steps to make substitutions for any additional incompatible elements.

3.2: Remove the Incompatible Element(s) and Settings in the Survey

To remove incompatible element(s) and settings in your survey:

  1. In the Survey Editor, select an element in the element tree with a notification (highlighted in red).
  2. To resolve an incompatible element, select "Remove Incompatible Element".
  3. To resolve an incompatible setting, select "Remove Incompatible Setting".
  4. Repeat these steps for any additional incompatible elements/setting until all notifications are cleared.
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