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TransparentChoice Training
Changing the world one
decision at a time
Managing Surveys
What is a survey?
• A survey is simply a list of questions that is
generated by TransaprentChoice
• A survey is used to collect judgements
– Judgements about the relative importance of your
criteria or
– Scores for your different alternatives
• You can send a survey that covers
– Just criteria
– Just alternatives
– Or both criteria and alternatives
Setting up surveys
1. Navigate to “Collect input”
2. Invite people to whom you’d like to send surveys. There are three
ways to invite people to participate in your decision
– Enter e-mail addresses
– Select TransparentChoice users
– Enter ad-hoc names
You can save time when
adding people to your
project if you add
everyone filling in the
same type of survey at
the same time
Setting up surveys (inviting users)
1. To add people using e-
mail addresses, first
select “Emails”
2. Paste / type e-mail
addresses
3. Define what kind of
survey they should
receive
– Just criteria
– Just alternatives
– Or Both
4. Click “Next”
Setting up surveys (inviting users)
1. To add people from your
list of workspace users,
first select “Users”
2. Select the users you want
to include in this project
(click here to learn about
users)
3. Define what kind of survey
they should receive
– Just criteria
– Just alternatives
– Or Both
4. Click “Next”
Setting up surveys (inviting users)
1. To add people who are not
users of the system and for
whom you don’t want to
enter e-mail addresses,
first select “Ad hoc”
2. Enter the “name” of each
evaluator.
3. Define what kind of survey
they should receive
– Just criteria
– Just alternatives
– Or Both
4. Click “Next”
Occasionally, customers ask if
their evaluators can remain
anonymous. You can achieve
this by entering “names” like
“Evaluator 1, Evaluator 2, etc.
Setting up surveys (inviting users)
1. Regardless of how you invite people, you will then be
able to edit the user’s details
2. And validate which survey you want them to receive
3. Click “Add”
Sending out surveys
1. Validate that each evaluator is going to receive the appropriate
survey. Correct as necessary.
2. Start the survey. This will lock your list of alternatives and criteria
and will notify any TransparentChoice users that their input is
required.
Sending out surveys
1. TransparentChoice does not automatically send out e-mail to people receiving surveys. This
allows you to control the timing and content your e-mail invitations.
2. To send invitations, you first click on “Copy evaluation links”
3. Each person taking part in your surveys will receive a unique URL web-link for their survey.
4. Copy the links and e-mail them to your team
5. Click “Close” when you’re done
3
Sending out surveys
1. As someone with the right to edit the project, you also have the ability
to enter data on someone else’s behalf. This is useful, for example, if you
have a senior executive involved in the decision and you want to walk
them through the process the first time
2. To do this, simply click on the name of the person for whom you want to
enter data (or click “Evaluate”) and then complete the survey with their
answers as you would if you were filling in the survey yourself
Monitoring progress
1. To monitor the progress of people filling in surveys,
navigate to the “Collect input screen”
2. You can see the progress of each person as a progress bar
3. You can see exactly how complete each person’s answers
are
Closing a survey
1. When you have all the responses you want, or have
reached the deadline for input, you can close voting
2. To do this, navigate to the “Collect input” page
3. Click on “Stop” – your team will no longer be able to
see their surveys

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Suveys - Tutorial on TransparentChoice AHP Software

  • 1. TransparentChoice Training Changing the world one decision at a time
  • 3. What is a survey? • A survey is simply a list of questions that is generated by TransaprentChoice • A survey is used to collect judgements – Judgements about the relative importance of your criteria or – Scores for your different alternatives • You can send a survey that covers – Just criteria – Just alternatives – Or both criteria and alternatives
  • 4. Setting up surveys 1. Navigate to “Collect input” 2. Invite people to whom you’d like to send surveys. There are three ways to invite people to participate in your decision – Enter e-mail addresses – Select TransparentChoice users – Enter ad-hoc names You can save time when adding people to your project if you add everyone filling in the same type of survey at the same time
  • 5. Setting up surveys (inviting users) 1. To add people using e- mail addresses, first select “Emails” 2. Paste / type e-mail addresses 3. Define what kind of survey they should receive – Just criteria – Just alternatives – Or Both 4. Click “Next”
  • 6. Setting up surveys (inviting users) 1. To add people from your list of workspace users, first select “Users” 2. Select the users you want to include in this project (click here to learn about users) 3. Define what kind of survey they should receive – Just criteria – Just alternatives – Or Both 4. Click “Next”
  • 7. Setting up surveys (inviting users) 1. To add people who are not users of the system and for whom you don’t want to enter e-mail addresses, first select “Ad hoc” 2. Enter the “name” of each evaluator. 3. Define what kind of survey they should receive – Just criteria – Just alternatives – Or Both 4. Click “Next” Occasionally, customers ask if their evaluators can remain anonymous. You can achieve this by entering “names” like “Evaluator 1, Evaluator 2, etc.
  • 8. Setting up surveys (inviting users) 1. Regardless of how you invite people, you will then be able to edit the user’s details 2. And validate which survey you want them to receive 3. Click “Add”
  • 9. Sending out surveys 1. Validate that each evaluator is going to receive the appropriate survey. Correct as necessary. 2. Start the survey. This will lock your list of alternatives and criteria and will notify any TransparentChoice users that their input is required.
  • 10. Sending out surveys 1. TransparentChoice does not automatically send out e-mail to people receiving surveys. This allows you to control the timing and content your e-mail invitations. 2. To send invitations, you first click on “Copy evaluation links” 3. Each person taking part in your surveys will receive a unique URL web-link for their survey. 4. Copy the links and e-mail them to your team 5. Click “Close” when you’re done 3
  • 11. Sending out surveys 1. As someone with the right to edit the project, you also have the ability to enter data on someone else’s behalf. This is useful, for example, if you have a senior executive involved in the decision and you want to walk them through the process the first time 2. To do this, simply click on the name of the person for whom you want to enter data (or click “Evaluate”) and then complete the survey with their answers as you would if you were filling in the survey yourself
  • 12. Monitoring progress 1. To monitor the progress of people filling in surveys, navigate to the “Collect input screen” 2. You can see the progress of each person as a progress bar 3. You can see exactly how complete each person’s answers are
  • 13. Closing a survey 1. When you have all the responses you want, or have reached the deadline for input, you can close voting 2. To do this, navigate to the “Collect input” page 3. Click on “Stop” – your team will no longer be able to see their surveys