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There are 3 approaches to having several versions of a survey:

  • Core Questions (Waves)

  • Reusable Questions

  • Bespoke Questions

Tip

Waves are recommended Core Questions (Waves) is the recommended method for Longitudinal surveys and Tailoring surveys to specific projects

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Info

A key factor to determine which approach is best for you is: do you want to be able to aggregate results and connect results from across the different versions of the survey, in spite of the differences in questions across each version?

  • If the answer is Yes, use the Core Questions (Waves) method or Reusables the Reusable Questions method.

Comparison

SeveralI.e. to calculateNo1 per qualitative question

FUNCTIONALITY

Core Questions (Waves) method

Same metrics, same custom fields, same survey

Reusables method

Same, new & revived metrics; same, new & removed custom fields; different surveys

Originals method

Similar metrics, similar custom fields, different surveys

Surveys you need to create

1

Several

Reusable Questions method

Bespoke Questions method

How it works

Waves - manage longitudinal surveys

Copy a Survey Template

Tailor the wording of a survey question for specific projects

CONTENT CREATION

Surveys you need to create

1

Several

Several

Metrics you need to create

1 per quantifiable question

1 per quantifiable question

Several per quantifiable question because you need 1 per quantifiable question

Custom Fields you need to create

1 per qualitative question

1 per qualitative question

1 per qualitative question

SURVEY EDITING

Remove certain quantifiable questions from different versions

Yes

Yes

Yes

Change the wording of certain quantifiable questions in different versions

Yes

No

Yes - But you’ll need to create a duplicate metric which means you won’t be able to aggregate results across versions

Use Progress Boards to Connect

Ability to change the wording of certain qualitative questions in different versions (using Custom Fields) e.g. Open Text questions

Yes

Yes

Yes

ANALYSIS: Connecting Results from across different versions (e.g. for Longitudinal Surveys)

Distance Travelled

Distribution over Time

Yes

YesOnly if

No - unless all of your quantifiable questions are worded identically in each version (because they use the same Metric)

Distance Travelled

Yes

Yes

Distribution over Time

Yes

Yes

No - unless all of your quantifiable questions are worded identically in each version (because they use the same Metric)

ANALYSIS: Aggregating Results from across different versions

Use Progress Boards and Progress Panels to Aggregate Results from across different versionsI.e. to calculate Totals

Yes

YesOnly if

No - unless all of your quantifiable questions are worded identically in each version (because they use the same Metric)

Metrics you need to create

1 per quantifiable question

1 per quantifiable question

Several per quantifiable question because you need 1 per quantifiable question

Sequence Series Analysis to connect results from across different versions

Yes

No

No

Outcome Charts /wiki/spaces/DEV/pages/26017793 to connect results from across versions

Yes

No

No

Ability to change the wording of certain qualitative questions in different versions (using Custom Fields) e.g. Open Text questions

Yes

Yes

Yes

Custom Fields you need to create

1 per qualitative question

1 per qualitative question