Working with Survey Forms, Note Type Forms, and Data Downloads
The Data Collection area of Compyle is where you can view and manage the supporting forms for gathering additional information about Participants and other entities you serve. This includes data collection categories and survey forms. What sets apart Compyle’s data collection capabilities from most other survey systems is the ability to track multiple answers to repeated survey questions over time, attached to unique participant records.
You can access your data collection list from the home page.
You can also access data collection features by opening the sidebar and opening the Data Collection menu.
Data Collections are categories for organizing survey type forms. They appear as separate sections in the Participant Folder. The Data Collection list presents a sortable and searchable table, in which each data collection type is listed along with its number of surveys forms and number of survey instances that are open for receiving data entry. (An open instance is in-progress - it has a start date and has not been ended.)
Selecting a data collection will open a list of its survey forms with the survey timeframe, number of questions, number of compylations, and the total instances in progress, pending, or complete for each form.
Select a survey to open the Survey Form Management Folder where you will find details about the form, share and analyze menus, and tabs for instances, fields, logic rules, settings, and the form change history.
On the Instances tab, you can see each time the survey was sent out, the number of instance participants, how many completed the survey, and the status of the instance itself. Only data from complete instances can be used in analytics.
Clicking the name of a survey instance to open the instance detail page with the participant list, start and end date, and completion status. s its participants and their completion status. Clicking a participant displays their survey responses. Only data from participants with Complete status will be included in analytics. You can start, end, or re-open an instance as needed. You can also view a report of the instance data, create a new copy of the instance, and, if the instance is open, send survey reminder emails to participants.
The survey questions appear on the Fields tab, along with the type of data they collect, such as likert scale, file upload, short answer, or multi-select checkbox.
