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1. 3 Create a unique code number for your question As a beginner it serves no purpose but if you want to export your questions later it ll help you identify your question 24 4 In the Question field type your multiple choice question Question fi 0 El Source B Z U Which colours do you like 5 Choose whether you d like to make this question mandatory for the participant a mandatory question won t let the participant proceed with the survey unless he or she completes the question 6 Choose whether you d like to add other to your list of answer options Option Other yes No 7 Click the Save button You can t test or preview your question until you create subquestions for it To create multiple choice subquestions 1 If you aren t already in your question s main menu navigate there through the drop down menus located at the top right of your Administration Page 2 In your question menu click the Edit Subquestions for this Question icon TE ana aap 3 Enter the remaining sections of the initial question using the Plus icons 25 Code Subquestion Action sqoo1 Red de 5Q002 Green gt 50003 Blue 4 When you are satisfied click the Save Changes button Working with Single Choice Questions single choice question asks the participant a question and allows him or her to select a single answer from a range Single Choice Type 5 5 point choice O
2. LimeService i Working with Single Choice Questions 25 Managing Program Users 5 Working with Text Questions 26 Adding Program Users 5 Appendix sssssssnsnnssnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnn 29 Editing Program Users 6 FOS O A O A OA 29 Getting Started with Surveys 8 Troubleshooting 30 Creating Working Surveys 8 CO A 31 Releasing Working Surveys 10 USK ire das orainra iinan airg ii ai 32 Introduction LimeSurvey is a free open source program used to create online surveys You can host LimeSurvey on your own website or use LimeSurvey s LimeService program Both options are available at www limesurvey com www limeservice com This manual will guide you through common tasks required to successfully create and use a LimeSurvey survey The rest of the introduction will explain who this manual is designed for and the icon conventions used in the document About this Manual This manual is designed for a beginner with basic computer and software experience Its targeted user is an average businessperson or student interested in collecting survey sourced feedback Some of LimeSurvey s advanced features require an intermediate to expert level of software proficiency but that information is beyond the scope of this manual If you unsure of where to start you can read through this manu
3. responses you have for that survey This topic will instruct you on how to deactivate a survey how to make changes to the text in your survey s title and question group s and how to delete a survey 14 To deactivate a survey 1 If you aren t already at your survey s main menu select your survey from the drop down menu entitled Surveys at the top right of your Administration Page 2 From your survey menu click the Deactivate this Survey icon the little red box gt a The following warning will appear Deactivate survey 18447 Warning READ THIS CAREFULLY BEFORE PROCEEDING In an active survey a table is created to store all the data entry records When you deactivate a survey all the data entered in the original table will be moved elsewhere and when you activate the survey again the table will be empty You will not be able to access this data using LimeSurvey any more Deactivated survey data can only be accessed by system administrators using a Database data access tool like phpmyadmin If your survey uses tokens this table will also be renamed and will only be accessible by system administrators Your responses table will be renamed to old_18447_20120807200337 Also you should export your responses before deactivating Deactivate survey 3 Click the Deactivate Survey button Your survey menu now indicates that the survey has been deactivated gde 15 To change a survey s title 1 4 5 If you a
4. structure English I nstructions for LimeSurvey Troubleshooting can t run a survey test can t add a question to my Survey My question doesn t look right don t want to download and install LimeSurvey 30 Solution Make sure your survey has at least one question group and at least one question Make sure your survey has at least one question group Review question types Consider using LimeService 31 Glossary Answer options A feature of an array question set Answer options run along the top row of an array question adjacent to subquestions Array A LimeSurvey question type which features subquestions and answer options Hosting the choice of the LimeSurvey software location a user can self host or host LimeSurvey thought LimeService LimeService A LimeSurvey hosting option which requires no software download or installation of the software LimeSurvey A free open source survey software package Mask A LimeSurvey question type which refers to any question in which the entire participant s input is predefined Multiple choice A LimeSurvey question type which allows participants to select any responses from a list of answers Question group A key element in any functioning survey where survey questions are created and kept Single choice A LimeSurvey question choice which allows participants to select only one response from a list of answers Subquestions A featu
5. If you would like a low tech option and are willing to budget for some possible expenditure this is a good option Once you ve decided which option works best for your situation it s time to get started If you would like to download and install LimeSurvey please consult LimeSurvey s hosting installation and administration requirements available at http docs limesurvey org Installation amp structure English I nstructions for LimeSurvey If you plan to host LimeSurvey yourself you can go ahead and download and install the program Once you are finished skip to Managing Program Users pg 5 If you would like use the LimeService option please proceed to Setting up LimeService Setting up LimeService If you ve decided to use LimeService for your hosting needs you need to create a LimeService account Before beginning make sure you read and agree with LimeSurvey s Terms and Conditions This document is available at http www limeservice com en component content article id 33 To create a LimeService account 1 Go to http www limeservice com 2 Click the Click Here To Sign Up button ATCLICK HERE TO SIGN UP This will bring you to LimeService s Registration Page 3 Fill out all of the required information in the registration form 4 Check the Accept Terms and Conditions box 5 Click the Register button Once you have completed everything correctly you will be brought to a page that di
6. LimeSurvey Beginner s Manual om Author Samantha Carroll Manual version 1 0 For LimeSurvey version 1 92 Copyright 2012 License amp Copyright The overall LimeSurvey software package is Copyright 2003 onwards by Carsten Schmitz with portions contributed copyrighted by many others see COPYRIGHT PHP in the download package and the source code itself and all of it is provided under the terms of the GPL This program is free software you can redistribute it and or modify it under the terms of the GNU General Public License as published by the Free Software Foundation either version 2 of the License or at your option any later version LimeSurvey is distributed in the hope that they will be useful but without any warranty without even the implied warranty of merchantability or fitness for a particular purpose Trademark License for LimeSurvey The name LimeSurvey and the logo is a registered trademark of Fa Carsten Schmitz Germany Table of Contents ntroduction sise 1 Editing SUrVEyS cccceeeccececeeeeeeceeceeeeneeeeeess 13 About this MANU 1 Working with Question TYPe S sms 17 Getting Started with LimeSurvey 2 Working with Array Questions 17 Choosing your Hosting Options 2 Working with Mask Questions 21 Setting up LimeService 3 Working with Multiple Choice Questions 22 Logging into LimeSurvey with
7. al from beginning to end If you have a specific task that you are trying to complete you can locate the relevant material by using the table of contents or index Generally this manual is organized from basic to complicated tasks Throughout this manual you will notice the use of two icons The note icon explains concepts relevant to the topic you are reading about Y The tip icon provides extra helpful information relevant to the topic you are reading about Getting Started with LimeSurvey The first thing you must consider is whether you would like to download the LimeSurvey software and host it on your server or use the LimeService which hosts your surveys for you This section explains how to choose your LimeSurvey hosting option It also explains how to set up and begin using LimeService if that s your hosting choice Choosing your Hosting Options There are pros and cons to each hosting option Self Hosting LimeSurvey You can create and conduct as many surveys as you desire for free but you need to be able to access and alter your web server configurations If you have a network administrator or you feel comfortable making these changes yourself this is a good option Using LimeService You can create and conduct as many surveys as you desire but you only get 25 free survey responses per month After you ve reached your monthly allotment you must start purchasing responses fees start at 10 for an additional 100 responses
8. axis of a table while your participant responds with a series of possible answer options along the Y axis of the table 18 Basic Array How did you find the restaruant s Neither good nor Horrible Bad bad Good Excellent Service Cleanliness Food There are three steps to properly constructing an array question creating the question creating the subquestions and creating the answer options To create a basic array question 1 If you aren t already in your question group s homepage navigate there through the drop down menus located at the top right of your Administration Page 2 Click on the Add New Question to Group icon a This will bring you to the Add a New Question Page 3 Create a unique code number for your question As a beginner it serves no purpose but if you want to export your questions later it ll help you identify your question 19 In the Question field type in the beginning section of your question Question 3 E Source B 7 U How did you find the restaruan s From the Question Type drop down menu select Array Choose whether you d like to make this question mandatory for the participant a mandatory question won t let the participant proceed with the survey unless he or she completes the question Click the Save button 2 You can t test or preview your question until you add its subquestions and answer options To create array subquestions 1 In your que
9. e drop down menus located at the top right of your Administration Page 2 Click on the Add New Question to Group icon PArris will bring you to the Add a New Question Page 3 Create a unique code number for your question As a beginner it serves no purpose but if you want to export your questions later it ll help you identify your question 4 In the Question field type your long text question SeS fa 3 E Source Bakti Be ates What was your favourite thing about your visit today 28 5 Choose whether you d like to make this question mandatory for the participant a mandatory question won t let the participant proceed with the survey unless he or she completes the question 6 Click the Save button 29 Appendix FAQs Can I view all of my active surveys in one location be Yes If you go to your administration home page simply click on the List Surveys icon This will show you all active and inactive of your account s surveys How do I buy more responses if need them The upper right corner of your administration home page shows you how many responses you have left and provides you with a link to where you can buy more if you require them Can I change the look of my surveys Yes It helps if you have some CSS experience but LimeSurvey s online documentation provides a wealth of information about creating and applying templates to your surveys http docs limesurvey org The template editor amp
10. erent surveys having your questions organized into groups can be quite handy This topic will explain how to construct the basic elements required for creating a functioning survey To create a new survey 1 Login to your LimeSurvey Administration Page 2 Click the Create Import or Copy a Survey icon This will bring you to the Create Import or Copy Survey Page 3 Select the Base Language for your survey 9 4 Create a title for your survey You do not have to enter anything into the optional fields at this time 5 At the bottom of the page click the Save button This will bring you to your survey s main menu You can t release your survey to a participant until you add at least one question group and at least one question Once you become comfortable with LimeSurvey s basic survey settings you can play around with Y some of its additional features located under its setting tabs For information on the more advanced features for surveys please consult http docs limesurvey or Creating a new survey amp structure Endlish lInstructions for LimeSurve To add a question group to your survey 1 If you aren t already at your survey s main menu select your survey from the drop down menu entitled Surveys at the top right of your Administration Page Click on the Add New Group to Survey icon PA this will bring you to the Add Question Group Page Create a title for your group You do not have to enter an
11. ght of your Administration Page Click on the Add New Question to Group icon This will bring you to the Add a New Question Page Create a unique code number for your question As a beginner it serves no purpose but if you want to export your questions later it ll help you identify your question Ignoring the other fields go to the Question Type drop down menu and select Date Choose whether you d like to make this question mandatory for the participant a mandatory question won t let the participant proceed with the survey unless he or she completes the question Click the Save button Working with Multiple Choice Questions Most people are familiar with multiple choice questions A multiple choice question asks a participant a question and gives them a list of options to choose from In LimeSurvey the standard multiple choice question allows a participant to select any of the options presented 23 Multiple Choice Which colours do you like Check any that apply Red Green Blue To properly construct a multiple choice question there are two steps creating the question and creating the subquestions To create a multiple choice question 1 If you aren t already in your question group s main menu navigate there through the drop down menus located at the top right of your Administration Page 2 Click on the Add New Question to Group icon a This will bring you to the Add a New Question Page
12. he Set Users Rights Page SuperAdministrator Create survey Configurator Create user Delete user Use all manage templates Manage labels Save no w 5 Tick the boxes next to the rights you would like your new user to have you can always change them later 6 Click the Save Now button You will see an alert indicating that your changes were saved successfully woe Once you have filled and submitted the information for your new user the user will receive an email with his or her username temporary password and link to the administration website Y If you hover your pointer over any of LimeSurvey s icons for a few seconds a small window will pop up and tell you the name of the icon Editing Program Users If you have multiple users with access to your LimeSurvey you may want to edit their information LimeSurvey allows an administrator to edit users login information and rights LimeSurvey also allows an administrator to delete users To edit a user s login information 1 Login to your LimeSurvey Administration Page 2 Click the Create Edit Users icon EA to access the Edit Users Page 3 Next to the user you would like to edit click the Edit This User icon 4 Adjust the user s email full name and or password as you desire 5 Click the Save button To edit a user s rights 1 Login to your LimeSurvey Administration Page 2 Click the Create Edit Users icon Q to access the Edit Users Page 3 Next to the user yo
13. indow to return to your survey s main menu To activate an open access Survey 1 If you aren t already at your survey s main menu select your survey from the drop down menu entitled Surveys at the top right of your Administration Page 2 From your survey menu click the Activate this Survey icon the little green triangle D The following warning will appear Activate survey 18447 Warning READ THIS CAREFULLY BEFORE PROCEEDING You should only activate a survey when you are absolutely certain that your survey setup is finished and will not need changing Once a survey is activated you can no longer Add or delete groups Add or delete questions Add or delete subquestions or change their codes However you can still Edit your questions code title text and advanced options Edit your group names or descriptions Add remove or edit answer options e Change survey name or description Once data has been entered into this survey if you want to add or remove groups or questions you will need to deactivate this survey which will move all data that has already been entered into a separate archived table Activate survey 3 Click the Activate Survey button The following notice will appear Activate survey 18447 Survey has been activated Results table has been successfully created This survey is now active and responses can be recorded Open access mode No invitation code is needed to complete
14. n a scale from 1 5 where 1 is Horrible and 5 is Excellent how would you rate your overall experience today 1 2 D 3 4 No answer To create a single choice question 1 If you aren t already in your question group s main menu navigate there through the drop down menus located at the top right of your Administration Page 26 2 Click on the Add New Question to Group icon Py This will bring you to the Add a New Question Page 3 Create a unique code number for your question As a beginner it serves no purpose but if you want to export your questions later it ll help you identify your question 4 In the Question field type your single choice question Question a E Source B Z Uli i in I Il ili ll P On a scale from 1 5 where 1 is Horrible and 5 is Excellent how would you rate your overall experience today 5 Choose whether you d like to make this question mandatory for the participant a mandatory question won t let the participant proceed with the survey unless he or she completes the question 8 Click the Save button Working with Text Questions A text question asks a question and allows the participant to write his or her response 21 Text Question Long free text What was your favourite thing about your visit today To create a long free text question 1 If you aren t already in your question group s main menu navigate there through th
15. published by the Free Software Foundation either version 2 of the License or at your option any later version LimeSurvey is distributed in the hope that they will be useful but without any warranty without even the implied warranty of merchantability or fitness for a particular purpose Trademark License for LimeSurvey The name LimeSurvey and the logo is a registered trademark of Fa Carsten Schmitz Germany
16. re of an array question set Subquestions run along the right hand column of any array question adjacent to the answer options Index A Activating surveys 14 Adding program users 8 Adding question groups 12 Answer options 23 Array Questions 20 C Changing survey titles 18 Creating a LimeService account 6 Creating surveys 11 D Deactivating surveys 17 Deleting a user 10 Deleting surveys 18 E Editing question groups 18 Editing surveys 16 Editing user login 9 Editing user rights 9 H Hosting 5 6 Logging into LimeService 7 M Managing Program Users 8 Mask questions 24 Date question 25 Multiple choice questions 25 N Notes 4 12 27 S Sharing surveys 16 Single choice questions 28 Subquestions 22 Survey requirements 11 32 T Testing surveys 14 Text questions 29 Tips 5 12 WwW Working with question types 20 33 34 Author Samantha Carroll Manual version 1 0 For LimeSurvey version 1 92 Copyright 2012 License amp Copyright The overall LimeSurvey software package is Copyright 2003 onwards by Carsten Schmitz with portions contributed copyrighted by many others see COPYRIGHT PHP in the download package and the source code itself and all of it is provided under the terms of the GPL This program is free software you can redistribute it and or modify it under the terms of the GNU General Public License as
17. ren t already at your survey s main menu select your survey from the drop down menu entitled Surveys at the top right of your Administration Page Hover your mouse over the Survey Properties icon 7 A drop down menu will appear From the drop down men select Edit Text Elements This will bring you to the Edit Survey Text Elements Page Change your survey s title Click the Save button To edit a group 1 3 4 If you aren t already in your question group s main menu navigate there through the drop down menus located at the top right of your Administration Page From the question group menu click on the Edit Current Question Group icon This will bring you to the Edit Group Page where you can change your group s title description and relevance equation if you re unfamiliar with a relevance equation ignore the field Make your desired changes Click the Update Group button To delete a survey l If you aren t already at your survey s main menu select your survey from the drop down menu entitled Surveys at the top right of your Administration Page 16 2 From your survey menu click the Tools icon R A drop down menu will appear 3 From the drop down menu select Delete Survey The following warning will appear Delete survey Warning You are about to delete this survey 18447 This process will delete this survey and all related groups questions answers and condition
18. s It will also delete any resources files that have been uploaded for this survey We recommend that before you delete this survey you export the entire survey from the main administration screen Delete survey Cancel 4 Click the Delete Survey button 17 Working with Question Types LimeSurvey has 29 different question types Understandably this much choice can be daunting In the Getting Started with Surveys section we inserted a simple gender male female or no answer question into a survey pg 13 Chances are you will want a wider variety of questions in your survey so you need to decide which question type best suits your needs LimeSurvey s question types can be categorized into five identifiable groups Array Mask questions Multiple choice questions Single choice questions and Text questions This section will provide you with an explanation of each group type and give you a how to for the most common question type from each group This section is not a comprehensive walk through of all of LimeSurvey s question types and options if it was this manual would be several hundred pages long However if required a lot of the additional information on LimeSurvey s question types can be found here http docs limesurvey org Question types Working with Array Questions What is an array type question An array allows you to create subquestions as your left hand headings along the X
19. splays Registration Complete You may now log in Logging into LimeSurvey with LimeService Once you have a LimeService account you need to login and access your LimeSurvey administration menu The LimeSurvey Administration Page is where you create and edit your program s users and surveys To access LimeSurvey s administration page 1 From the upper left corner of the page click the Login button Enter your Username and Password N W If you aren t already at www limeservice com type the address into your web browser Click the Login button This will bring you to your Profile Page Click the address next to the heading LimeService Admin URL This will bring you to your LimeSurvey Administration Page Managing Program Users Whether you are hosting LimeSurvey on your own server or are accessing it through LimeService the first user by default is considered your accounts administrator If you would like to have other users create and manage surveys with you you ll need to add and probably edit users This section explains how to add and edit users Adding Program Users LimeSurvey allows you to add program users To add a program user 1 Login to your LimeSurvey Administration Page 2 Click the Create Edit Users icon aN 3 In the Add User fields fill in your new user s username email and full name to access the Edit Users Page 4 Click the Add User button This will bring you to t
20. stion menu click the Edit Subquestions for this Question icon If you aren t already in your question s main menu navigate there through the drop down menus located at the top right of your Administration Page TE LE ie Enter the remaining sections of the initial question using the Plus icons 20 Code Subquestion Action 50001 Service P dp sqooz cleanliness P d 50003 Food P i 4 When you are satisfied click the Save Changes button To create array answer options 1 If you aren t already in your question s main menu navigate there through the drop down menus located at the top right of your Administration Page 2 From your question s menu click the Edit Answer Options for this Question icon 3 Enter your desired answer options for the using the Plus Code A1 Horrible A2 Bad A3 Neither good nor bad A4 Good AS Excellent K 4 Click the Save Changes button Working with Mask Questions Edit answer options Answer option icons 21 What is a mask question A mask question is a catch all phrase for LimeSurvey questions where the entire participant s input is predefined and the question doesn t fit into another category Mask Type D Date i Format dd mm yyyy 22 To create a Mask Type D Date Question 1 If you aren t already in your question group s main menu navigate there through the drop down menus located at the top ri
21. surveys are open access which means that any participant who has your survey link can complete the survey Sometimes you may wish to create a closed survey which requires a special password called a token There are a variety of closed survey options but the process for these is beyond the scope of this manual 11 If you d like more information on using tokens in your surveys please consult http docs limesurvey org Creating a new survey amp structure English I nstructions for LimeSurvey T okens Before you activate your survey it s wise to test it at least once A test allows you to look for any errors or awkward construction before your survey becomes available to participants This topic will instruct you on how to test your survey activate it and share it To test a survey 1 If you aren t already at your survey s main menu select your survey from the drop down menu entitled Surveys at the top right of your Administration Page 2 From your survey menu click the Test this Survey icon He This will bring you to an introduction to your test sequence which tells you how many questions your survey has 3 Click the Next button to begin your survey 4 Complete your survey questions clicking the Next button until you reach the end of your survey You will be brought to a window that tells you your survey hasn t been saved This is okay since you are only testing the survey 5 Close your browser w
22. the survey You can switch to the closed access mode by initialising a token table with the button below Switch to closed access mode No thanks 13 4 Click the No thanks button Your survey menu now indicates that the survey is active D D To share your survey 1 If you aren t already at your survey s main menu select your survey from the drop down menu entitled Surveys at the top right of your Administration Page o 2 Verify that your survey is active by checking the icon in your survey menu D the large green triangle indicates that the survey is active 3 In your survey s homepage locate the Survey URL This is the address that will bring your participants to your survey 4 Copy the Survey URL 5 Paste the URL to wherever your intended participants will be able to access it e mail website etc Editing Surveys Once you have a working survey you may want to go back and make changes to one of more of its sections Most of a survey s basic text elements can be changed while a Survey is active though you cannot add change or move groups and questions within a survey while it s active Ideally your survey will be thoroughly tested and any crucial changes will be made before its initial activation but this might not always be possible If you have an active survey that you need to edit you may need to deactivate it CAUTION Once you deactivate a survey you will lose any
23. u would like to edit click the Set Global Permissions for this User icon This will bring you to the Set Users Rights Page SuperAdministrator Create survey Configurator Create user Delete user Use all manage templates Manage labels 4 Tick the boxes next to the rights you would like your user to have 5 Click the Save Now button To delete a user 1 Login to your LimeSurvey Administration Page 2 Click the Create Edit Users icon ON This will bring you to the Edit Users Page 3 Next to the user you would like to delete click the Delete this User icon A pop up will appear asking you if you are sure that you want to delete this entry 6 Click the Okay button A notice will appear that says Success and informs you which user has taken on the deleted user s surveys Getting Started with Surveys The most important part of LimeSurvey is working with the surveys This section will explain the basics of creating releasing and editing your surveys Creating Working Surveys Every survey requires a minimum of three elements e A survey name e At least one group e At least one question A survey name and question might be obvious but what s a survey group A group is simply a way of organizing questions If you have a short survey and you don t need to categorize your questions you can just use one big group for all of your questions Alternatively if you are re using a category of questions through several diff
24. ything into the optional fields at this time Click the Save Question Group button This will bring you to the question group s main menu The a icon is reused throughout LimeSurvey for different purposes adding a new survey adding a new group and adding new questions This can be confusing If you are unsure what the icon does in any given section hover your pointer over it and a pop up will inform you of the icons specific function 10 To add a basic gender question to your survey 1 If you aren t already in your question group s main menu navigate there through the drop down menus located at the top right of your Administration Page 2 Click on the Add New Question to Group icon This will bring you to the Add a New Question Page 3 Create a unique code number for your question As a beginner it serves no purpose but if you want to export your questions later it ll help you identify your question 4 Ignoring the other fields go to the Question Type drop down menu and select Gender from the options 5 Slick the Save button This will bring you to your new questions main menu You must create at least one question group before you will be able to create or add a question to your Survey Releasing Working Surveys Once you have a survey that has all of the required parts a title at least one group and at least one question you can activate your survey and allow participants to complete it Most

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