Question Types

Using Participant Properties as questions

Participant properties not really a question. They are pre-filled fields for each audience member (eg: year or house of a student). They can be added to your list so that relevant information can be included in your list output results table to make it easier to use the data that is captured by your list.

Participant properties are usually not shown to the audience and are added to your list only to ensure the important info you need in your output data is visible to you.

Creating Questions

Questions can be created from either the Question Management section or in the List Designer section of the Lists module. Questions that you will only use in one list are single use questions and you can create these questions directly in the List Designer section.

If you want to create a question that can be used in multiple lists then you must create a Question Template in the Question Management table so that your question is saved to the question bank as a Question Template.

1. 
   
   Clicking on the New Question button in the Question Management table will open the Question Details screen.
   
2. Clicking on the Add button in the Question Actions section of the List Designer will give you the option of selecting an existing question or to create a new question for use in that list only.
   

Question Details screen

Depending on which screen you are accessing from, the New Question or Add > New Question buttons will open the Question Details screen where you can design your question type, rules and available answers (for drop down select questions).

There are five (5) settings that you need to specify for each question.

Setting Available Answers for Drop Down Select questions

When using drop down select questions you need to present a range of options for the audience to select from. There are set as Available Answers in your question.

1. You can set as many available answers as you wish for a drop down select question
   
2. Reach will display these alphabetically in the drop down selector unless you set an ordinal (sequence) that you want them to display.
   
3. Set the Representative value to zero. This field is not yet in operation but will, in the future, allow you to build scores based on audience responses.
   

Configure your List rules

1. Date Range This will set a defined start date and end date for your list or form.  This is the date range that the list or form will be visible to your participants.
   
2. Days of the Week Allows you to decide which days of the week your list of form will be displayed.  This is ideal for daily lists that are required to appear on the same day(s) each week. Your list or form will clear any collected data at the end of each day and begin the next day with blank data.  You can select which day(s) the list will appear for your participants.
   
3. Days of the Week with Buffer Allows you to set a more flexible visibility range on a daily or multi-day basis for your list or form.  This is ideal for lists that you want to make available to participants for more than one day at a time on a weekly cycle (eg: list opens Mon and closes Wed each week).
   

1. All Participants Completion Intended staff contacts will be notified only when all of the participants have submitted their data.
   
2. Notify at Scheduled Date/Time Intended staff contacts will be notified at a scheduled Date and Time.
   
3. Notify at Closure Date/Time Intended staff contacts will be notified when the list or form closes (ie: no longer visible to any participants).
   

Determine the List Participants

There are two types of participants in your lists;

1. Your audience - Students (or parents) who are invited to complete the list.
   
2. Staff to be informed about the list
   

Setting your participants is simply a matter of using the filters and the people selector in order to identify who in your community you want to participate as your audience and staff supervisors for the list.

Students who are set to be participants for the list will have the list available to them when they log into Reach on the web portal or mobile app. Parents of students can also be added to the audience by selecting the Include Parents option.

Staff selected as the supervisors for the list will be notified about the list if there are any notifications set in the configuration of your list rules. You do not need to set any staff to be notified for the list to be operational.

Define the questions for your List

Questions are the content of your list, what your audience will see. You set the questions for your list in thew Questions Actions section of your List Designer.

You can add questions from question templates that you may have already saved to your question bank or you can add new questions within Question Actions section by selecting the Add button.

Note that any questions added to your list as new questions (ie: not selected from the question bank) will be added to the question bank when you save the list.

Add Existing Question

Clicking on the Add Existing Question button will open the Select Existing Question modal where you are required to configure three (3) settings;

1. Select which Question to add to your List Select your Question from the table of Questions that you have created in Question Management. Questions may only be used once in your List or Form.
   
2. Set the Order for the Question You can arrange Questions on your list or form in whatever sequence you wish by using the Ordinal setting. Questions will display in alphabetical order if no ordinal setting is set.
   
3. Set whether your participants can see the Question Set whether your participants can see the Question. Sometimes you may want to add Silent Questions to your list of form that provides supporting data for your output or provides fields that only your staff can see and complete when managing the list in List Management before downloading your output.
   

Adding New Questions

Adding new questions from the Question Actions section of your List Details screen will open the New Question form. The procedure and settings for this are identical to the Questions Details section of this article.

Hidden Questions

Not all questions need to be seen by your audience.  Sometimes when you are producing a list you may want to include information in your output data that Reach already knows the answer to (eg: a student's year group) or perhaps some data fields that may require a staff member to up\[date once the information from your audience has been collected (eg: a Bus departure time may depend on the submitted times for your daily activities). In these instance you can set your questions to *not* be visible to the participants in your list (ie: they are visible only to staff members in the List Management view and in the export data). We call these Hidden Questions.

Published List

Once you have set your Questions and saved your List Details then Reach will publish the List to your participants according to the schedule that you set in the Validity Type settings of your List configuration. When a participant has added data and submitted their details then the results are published to your List Management Screen. Your List Management screen will collate all data from all participants for your staff to complete or download. 

List Management

List Management is where you list results are displayed. Data can be viewed, edited and exported from the List Management screen.  The display will present your lists in a table with your designated audience as the row titles and your list questions as your column titles.