The document provides instructions for various user management and survey building functions in 7 sections: 1. User management includes adding, deleting, and editing users, designations, and passwords. 2. Administrative hierarchy allows setting up divisions, districts, upazillas, unions, mouzas, and villages. 3. Survey builder covers creating, editing, and deleting sections, surveys, rounds, and survey sections. It also describes question types. 4. Data transfer explains uploading questions and downloading survey data to and from PDAs. 5. Data can be transferred to SPSS to create tables and populate data. 6. FAQs provide answers to common questions about survey creation and management.

2. Table of Contents
1. User Management 01
1.1. List of Existing User 01
1.2. Adding User 02
1.3. Deleting User 03
1.4. Editing User 04
1.5. Changing Password 05
1.6. Managing Designation 06
1.6.1. Adding Designation 07
1.6.2. Deleting Designation 08
1.6.3. Editing Designation 09
1.6.4. Notes 09
1.7. Notes 09
2. Administrative Hierarchy 10
2.1. Division 10
2.1.1. Adding Division 11
2.1.2. Deleting Division 12
2.1.3. Editing Division 13
2.2. District 14
2.2.1. Adding District 15
2.2.2. Deleting District 16
2.2.3. Editing District 17
2.3. Upazilla 18
2.3.1. Adding Upazilla 19
2.3.2. Deleting Upazilla 20
2.3.3. Editing Upazilla 21
2.4. Union 22
2.4.1. Adding Union 23
2.4.2. Deleting Union 24
2.4.3. Editing Union 25
2.5. Mouza 26
2.5.1. Adding Mouza 27
2.5.2. Deleting Mouza 28
2.5.3. Editing Mouza 29
2.6. Village 30
2.6.1. Adding Village 31
2.6.2. Deleting Village 32
2.6.3. Editing Village 33
2.7. Notes 33
3. Survey Builder 34
3.1. Creating/Editing/Deleting a Section 35-36
3.2. Creating/Editing/Deleting a Survey 37-39

3. 3.3. Creating/Editing/Deleting a Round 40-42
3.3.1. Setting Round Status 43
3.3.2. Viewing Downloaded Survey Data 44-45
3.4. Creating/Editing/Deleting a Survey Section 46-48
3.4.1. Dependent Section 49
3.4.2. Location Specific Section 50
3.4.3. Section Copy-Cut-Paste 51-53
3.5. Question Types 54
3.6. Creating/Editing/Deleting a Question 55-59
3.6.1. Skip Logic 60-61
3.6.2. Question Copy-Cut-Paste 62-64
3.7. Notes 64
4. Data Transfer 65
4.1. Uploading Question 65-66
4.2. Downloading Survey Data 67
4.3. Viewing Downloaded Survey Data 68
4.4. Uploading data to PDA 68
4.5. Downloading data from PDA 68-69
4.6. Notes 69
5. Data Transfer To SPSS 70
5.1. Creating Tables 70
5.2. Populating Data 71-72
5.3. Creating Views 73
5.4. Notes 73
6. FAQ
6.1. How To Create a survey? 74
6.2. How To upload a Question? 74
6.3. How to create a user? 74
6.4. Can we edit question after publishing? 74

4. 1. User Management
1.1 List of Existing User
Go to Utilities menu and click on User Management sub menu.
You will see all users added by this logged in user.
1

5. 1.2 Adding User
Go to Utilities menu and click on User Management sub menu.
Click on New button.
Enter Login ID, User Name, Designation, User Of, Division, Password and Permission
according to your need.
Click Save button to save a user.
2

6. 1.3 Deleting User
Go to Utilities menu and click on User Management sub menu.
Select a user from the list and click on Delete button.
A confirmation box will be appeared to confirm delete operation.
3

7. 1.4 Editing User
Go to Utilities menu and click on User Management sub menu.
Select a user from the list and click on Edit button.
4

8. 1.5. Changing Password
Go to Users menu and click on Change Password sub menu or click on Change Password
button from tool bar.
Enter old password of the user in Old Password field.
Enter new password in New Password field.
Re-enter new password in Confirm Password field.
5

9. 1.6. Managing Designation
Go to Administrative Hierarchy menu and click on Designation sub menu.
You will see all designations in the list.
6

10. 1.6.1. Adding Designation
Go to Administrative Hierarchy menu and click on Designation sub menu.
Click on New button.
Enter Designation Code in Code field.
Enter Designation Name in Name field.
Click Save button to save designation.
7

11. 1.6.2. Deleting Designation
Go to Administrative Hierarchy menu and click on Designation sub menu.
Select a designation to delete.
Click on Delete button.
A confirmation box will be appeared to confirm delete operation.
8

12. 1.6.3. Editing Designation
Go to Administrative Hierarchy menu and click on Designation sub menu.
Select a designation to edit.
Click on Edit button.
You can only change Designation Name.
1.6.4. Notes
1.7. Notes
• Must fill the fields which have red star mark.
9

13. 2. Administrative Hierarchy
2.1. Division
Go to Administrative Hierarchy menu and click on Division sub menu.
You will see all divisions in the list.
10

14. 2.1.1. Adding Division
Go to Administrative Hierarchy menu and click on Division sub menu.
Click on New button.
Enter Division Code in Code Field.
Enter Division Name in Name Field.
Click on Save button to save a division.
11

15. 2.1.2. Deleting Division
Go to Administrative Hierarchy menu and click on Division sub menu.
Select a Division from list.
Click on Delete button.
A confirmation box will be appeared to confirm delete operation.
12

16. 2.1.3. Editing Division
Go to Administrative Hierarchy menu and click on Division sub menu.
Select a Division from list.
Click on Edit button.
You can only edit Division Name.
13

17. 2.2. District
Go to Administrative Hierarchy menu and click on District sub menu.
You will see all districts in the list.
14

18. 2.2.1. Adding District
Go to Administrative Hierarchy menu and click on District sub menu.
Click on New button.
Select a Division from Division field.
Enter District Code in Code Field.
Enter District Name in Name Field.
Click on Save button to save a district.
15

19. 2.2.2. Deleting District
Go to Administrative Hierarchy menu and click on District sub menu.
Select a District from list.
Click on Delete button.
A confirmation box will be appeared to confirm delete operation.
16

20. 2.2.3. Editing District
Go to Administrative Hierarchy menu and click on District sub menu.
Select a District from list.
Click on Edit button.
You can only edit Division and District Name.
17

21. 2.3. Upazilla
Go to Administrative Hierarchy menu and click on Upazilla sub menu.
You will see all upazillas in the list.
18

22. 2.3.1. Adding Upazilla
Go to Administrative Hierarchy menu and click on Upazilla sub menu.
Click on New button.
Select a Division from Division field.
Select a District from District field.
Enter Upazilla Code in Code Field.
Enter Upazilla Name in Name Field.
Click on Save button to save a upazilla.
19

23. 2.3.2. Deleting Upazilla
Go to Administrative Hierarchy menu and click on Upazilla sub menu.
Select a Upazilla from list.
Click on Delete button.
A confirmation box will be appeared to confirm delete operation.
20

24. 2.3.3. Editing Upazilla
Go to Administrative Hierarchy menu and click on Upazilla sub menu.
Select a Upazilla from list.
Click on Edit button.
You can only edit Division, District and Upazilla Name.
21

25. 2.4. Union
Go to Administrative Hierarchy menu and click on Union sub menu.
You will see all unions in the list.
22

26. 2.4.1. Adding Union
Go to Administrative Hierarchy menu and click on Union sub menu.
Click on New button.
Select a Division from Division field.
Select a District from District field.
Select a Upazilla from Upazilla field.
Enter Union Code in Code Field.
Enter Union Name in Name Field.
Click on Save button to save a union.
23

27. 2.4.2. Deleting Union
Go to Administrative Hierarchy menu and click on Union sub menu.
Select a Union from list.
Click on Delete button.
A confirmation box will be appeared to confirm delete operation.
24

28. 2.4.3. Editing Union
Go to Administrative Hierarchy menu and click on Union sub menu.
Select a Union from list.
Click on Edit button.
You can only edit Division, District, Upazilla and Union Name.
25

29. 2.5. Mouza
Go to Administrative Hierarchy menu and click on Mouza sub menu.
You will see all mouzas in the list.
26

30. 2.5.1. Adding Mouza
Go to Administrative Hierarchy menu and click on Mouza sub menu.
Click on New button.
Select a Division from Division field.
Select a District from District field.
Select a Upazilla from Upazilla field.
Select a Union from Union field.
Enter Mouza Code in Code Field.
Enter Mouza Name in Name Field.
Click on Save button to save a mouza.
27

31. 2.5.2. Deleting Mouza
Go to Administrative Hierarchy menu and click on Mouza sub menu.
Select a Mouza from list.
Click on Delete button.
A confirmation box will be appeared to confirm delete operation.
28

32. 2.5.3. Editing Mouza
Go to Administrative Hierarchy menu and click on Mouza sub menu.
Select a Mouza from list.
Click on Edit button.
You can only edit Division, District, Upazilla, Union and Mouza Name.
29

33. 2.6. Village
Go to Administrative Hierarchy menu and click on Village sub menu.
You will see all villages in the list.
30

34. 2.6.1. Adding Village
Go to Administrative Hierarchy menu and click on Village sub menu.
Click on New button.
Select a Division from Division field.
Select a District from District field.
Select a Upazilla from Upazilla field.
Select a Union from Union field.
Select a Mouza from Mouza field.
Enter Village Code in Code Field.
Enter Village Name in Name Field.
Click on Save button to save a village.
31

35. 2.6.2. Deleting Village
Go to Administrative Hierarchy menu and click on Village sub menu.
Select a Village from list.
Click on Delete button.
A confirmation box will be appeared to confirm delete operation.
32

36. 2.6.3. Editing Village
Go to Administrative Hierarchy menu and click on Village sub menu.
Select a Village from list.
Click on Edit button.
You can only edit Division, District, Upazilla, Union, Mouza and Mouza Name.
2.7. Notes
33

37. 3. Survey Builder
Go to Survey Manager menu and click on Survey Browser sub menu or just click on Survey
Browser from toolbar.
34

38. 3.1. Creating/Editing/Deleting a Section
Go to Survey Manager menu and click on Section sub menu.
You will see all Sections in the list.
To add a new Section, click on New button.
Enter Code in Code Field.
Enter Name in Name Field.
Check or uncheck Is Repetitive field.
Click on Save button to save a Section.
35

39. To edit an existing Section, select a Section from list.
Click on Edit button.
You can only edit Section Name and Is Repetitive fields.
To delete an existing Section, select a Section from list.
Click on Delete button.
A confirmation box will be appeared to confirm delete operation.
36

40. 3.2. Creating/Editing/Deleting a Survey
Go to Survey Manager menu and click on Survey Browser sub menu or just click on Survey
Browser from toolbar.
Select Surveys from the left side tree view part. You will see all Surveys in the right side part.
37

41. To add a new Survey, select Surveys from the left side tree view part and click on Add button
which is right side part.
Enter Code in Code Field.
Enter Name in Name Field.
Enter Description of this survey in Description field (optional).
Click on Save button to save a Survey.
To edit an existing Survey, select a Survey from list.
Click on Edit button.
You can only edit Survey Name and Description fields.
38

42. To delete an existing Survey, select a Survey from list.
Click on Delete button.
A confirmation box will be appeared to confirm delete operation.
39

43. 3.3. Creating/Editing/Deleting a Round
Go to Survey Manager menu and click on Survey Browser sub menu or just click on Survey
Browser from toolbar.
Select a Survey from the left side tree view part. You will see all Rounds in the right side part.
40

44. To add a new Round, select Survey from the left side tree view part and click on Add button
which is right side part.
Enter Name in Name Field.
Enter Start Date of this survey in Start Date field.
Enter End Date of this survey in End Date field.
Click on Save button to save a Round.
To edit an existing Round, select a Round from list.
Click on Edit button.
You can only edit Round Name and Start Date and End Date fields.
41

45. To delete an existing Round, select a Round from list.
Click on Delete button.
A confirmation box will be appeared to confirm delete operation.
42

46. 3.3.1. Setting Round Status
Right click on a Round and click on Set Round Status.
You will see two statuses one is Publish Questionnaire and Complete Round.
Publish Questionnaire is use to be set before Transfer Questionnaire to Web.
Complete Round is for the Round which data collection is finished.
43

47. 3.3.2. Viewing Downloaded Survey Data
Right click on a Round and click on Survey Data.
Select a Village from the left side part.
Select a Village from right side and click on Data Collector, QC and Data Collector Vs QC
sub menu (according to your choice).
44

48. Then you will see a window like this where you will find the answers of survey questions.
45

49. 3.4. Creating/Editing/Deleting a Survey Section
Go to Survey Manager menu and click on Survey Browser sub menu or just click on Survey
Browser from toolbar.
Select a Round from the left side tree view part. You will see all Survey Sections in the right
side part.
46

50. To add a new Survey Section, select Round from the left side tree view part and click on Add
button which is right side part.
Select Sections from the list.
Click on Select button to add Sections to a Round.
You can not edit any Survey Section. You can only add and delete a Survey Section.
47

51. To delete an existing Survey Section, select a Survey Section from list.
Click on Delete button.
A confirmation box will be appeared to confirm delete operation.
48

52. 3.4.1. Dependent Section
Go to Survey Manager menu and click on Survey Browser sub menu or just click on Survey
Browser from toolbar.
Right click on a Survey Section and click on Dependent On and choose a Survey Section on
which the selected Survey Section is depends on.
49

53. 3.4.2. Location Specific Section
Right click on a Survey Section and click on Specify Location.
Select a location to specify the selected Survey Section is only for the selected locations.
50

54. 3.4.3. Section Copy-Cut-Paste
To Copy a Survey Section, select a Survey Section and click on Copy button (highlighted) or
you can just right click on a Survey Section and click on Copy menu.
51

55. To Cut a Survey Section, select a Survey Section and click on Cut button (highlighted) or you
can just right click on a Survey Section and click on Cut menu.
52

56. To Paste a Survey Section, select a Survey Section and click on Copy/Cut button or you can
just right click on a Survey Section and click on Copy/Cut menu.
Select a Round form the left side part and click on Paste button or right click on right side and
click on Paste menu.
53

57. 3.5. Question Types
There are seven Question Types for adding different type of question.
They are:
1. Multiple Choice Single Answer (for single answer question)
2. Multiple Choice Multi Answer (for multiple answer question)
3. Matrix One Answer Per Row (for row column type question and single answer per row)
4. Matrix Multi Answer Per Row (for row column type question and multiple answer per
row)
5. Textbox (text answer type question)
6. Numerical Textboxes (number answer type question)
7. Date And Or Time (date time answer type question)
54

58. 3.6. Creating/Editing/Deleting a Question
Go to Survey Manager menu and click on Survey Browser sub menu or just click on Survey
Browser from toolbar.
Select a Survey Section from the left side tree view part. You will see all Questions of the
Survey Section in the right side part.
55

59. To add a new Question, select Survey Section from the left side tree view part and click on Add
button which is right side part.
Select a Question Type for what type of question it is.
Enter value for all mandatory fields.
Data Type is for SPSS data type. Select it according to your entered answers.
56

60. Incase of Matrix type question you need to enter two answers for row and column.
57

61. To edit an existing Question, select Survey Section from the left side tree view part and click on
Edit button which is right side part or double click on the existing question from the list.
58

62. To delete an existing Question, select a Question from list.
Click on Delete button.
A confirmation box will be appeared to confirm delete operation.
59

63. 3.6.1. Skip Logic
To add Skip Logic to a Question, right click on a Question and click on Add Skip Logic.
60

64. To remove Skip Logic from a Question, right click on a Question and click on Add Skip
Logic.
Select Skip Logic from list and click on Remove button.
61

65. 3.6.2. Question Copy-Cut-Paste
To Copy a Question, select a Question and click on Copy button or you can just right click on a
Question and click on Copy menu.
62

66. To Cut a Question, select a Question and click on Cut button or you can just right click on a
Question and click on Cut menu.
63

67. To Paste a Question, select a Question and click on Copy/Cut button or you can just right click
on a Question and click on Copy/Cut menu.
Select a Survey Section form the left side part and click on Paste button or right click on right
side and click on Paste menu.
3.7. Notes
64

68. 4. Data Transfer
4.1. Uploading Question
To upload Questionnaire to web, click on Data Transfer menu then click on Transfer
Questionnaire to Web from Data Transfer sub menu.
65

69. You will see which data to be sent to web in the following list.
Click Upload button to Upload Data to Web
66

70. 4.2. Downloading Survey Data
Go to Survey Manager menu and click on Download Answer from Web sub menu.
Click on Connect button to see which data is available for download.
When list is shown then click on Download button to download data.
67

71. 4.3. Viewing Downloaded Survey Data
Please read contents of the topic 3.3.2 (page 44-45).
4.4. Uploading data to PDA
To upload Survey Data to web, click on Data Transfer menu then click on Laptop to PDA
(Transfer Question) from Data Transfer sub menu.
Select a Division from Division field.
Select a User from User field (this user is survey data collector).
4.5. Downloading data from PDA
To upload Survey Data to web, click on Data Transfer menu then click on Collect Answer
from PDA from Data Transfer sub menu.
Check “Do not delete question from PDA” if you want to keep questionnaire in windows PDA.
Click on Hot Sync. to ensure the docked windows PDA data is uploaded from this application.
68

72. Click Download Data to download windows PDA.
4.6. Notes
69

73. 5. Data Transfer To SPSS
5.1. Creating Tables
Go to Survey Manager menu and click on Data Transfer menu then click on Create SPSS
Table from SPSS sub menu.
Click on Create Table button.
A confirmation box will be appeared after table creation.
70

74. 5.2. Populating Data
Go to Survey Manager menu and click on Data Transfer menu then click on Populate SPSS
Data from SPSS sub menu.
Click on Populate button.
A confirmation box will be appeared after populating data.
To view populated data click on View Data button.
71

75. Click on Populate button to lode data in list.
72

76. 5.3. Creating Views
Go to Survey Manager menu and click on Data Transfer menu then click on Create View
from SPSS sub menu.
Select Sections from list.
Enter View Name in View Name field.
Click on Create View.
To see the created view data click on View Data.
5.4. Notes
73

77. 6. FAQ
6.1. How To Create a survey?
Please read contents of the topic 3.2 (page 44-45).
6.2. How To upload a Question?
Please read contents of the topic 4.1 (page 65).
6.3. How to create a user?
Please read contents of the topic 1.2 (page 2).
6.4. Can we edit question after publishing?
No, you can not edit Question after publishing a Round.
74