Mastering SurveyPro:
Auditing Projects and Creating Templates

Do your files suffer from "Copy of Copy of" syndrome?

Are you trying to puzzle out your predecessor's surveys?

Ever wish SurveyPro let you create a custom template or library of questions?

Then this is the module for you!

Learn how to systematically review a SurveyPro file to understand its contents and history (and occasionally, baggage). Or learn how to create templates that will jump start all your projects. You'll also find best practices for how to maintain clean SurveyPro files, and reference information on time saving features like the Object Tree and Report Labels dialog.

Module Contents • System Requirements

Printed workbook, CD, and download (Includes option to run videos directly from CD)	$ 200
Download only (Complete content including Adobe Acrobat PDF of workbook, just no physical materials)	$ 175

Contents

			Workbook Page	Video Time
Section 1 - Getting Started			5	3 min.
	In this Training Module		6
	Query Group’s Mastering SurveyPro Series		6
	Meet your Trainer		7
Section 2 - Reviewing and Cleaning Projects			8	50 min.
	The question you may be asking...		9
	First Steps		9
	Questions and Scales		12
		Questionnaires in the File	12
		Forms for each Questionnaire	13
		Within the Questionnaires	14
		Triaging your file reviews	14
		Comparing Documents	20
		Unused Questions	21
		Cleaning up Scales	23
		Questionnaires Wrap-Up	24
	Database		25
		What could go wrong?	25
		Data Collection History	25
		Auditing the Data	27
	Reports		30
		Reports in the File	30
		The Executive Summary and Data Table reports	31
		Within the Reports	31
		The status of reports	32
		Unused Report Documents	34
		Reporting Components	35
		Reports Wrap-Up	37
	Miscellany Bits		37
		Images in the File	38
	Crib Sheet		39
	Section 2 also includes a detailed worksheet for documenting your projects during the audit.
Section 3 - Templates for your Projects			41	15 min.
	Working with Templates		42
		Elements in a Template	42
		Starting from Scratch vs. Cutting Down a Project	44
	Creating a New Template File		45
	Creating a Template from an Existing SP3/4		46
	Packing up your Templates		48
	Section 3 also includes a sample template file, in both SP3 and SP4 formats.
Section 4 - Reference and Tips			49	—
	Best Practices for Creating Clean Projects		50
	Sharing and Synchronizing SurveyPro Project Files		52
		File synchronization utilities	53
	Default Names for Questions and Components		54
	Copying and Pasting between SurveyPro Files		55
	Report Labels Dialog		58
	History Dialog		59
	Object Tree		60
	SurveyPro Jargon		62

System Requirements

Installation	Download file is 65MB. An additional 65MB will be used on your hard drive when the files are extracted during installation. The installer works on Windows 2000, XP, and Vista.
Video	Minimum screen resolution of 1024 x 768 Audio support for narration
Workbook	Free Adobe Acrobat Reader to open and print files Worksheets may also be provided in Microsoft Word format
SurveyPro	SurveyPro version 3.0 or 4.0 When covered, NetCollect version 3.1 or 4.0 for ASP scripts and DirectCollect versions 3.1 or 4.0 See http://apian.com/downloads/ for the latest updates