Setup/Enabeling the Module

• Place a Jira ticket requesting Survey module addition to Dossier

  • Please provide the user groups (PowerSchool group) that you wish to have access to:

    • Survey module reporting

    • Survey settings (mapping the file results to the reporting and filtering

    • Survey Upload - who can upload a new set of results

Survey Results Requirements

The Division Feedback Surveys module expects:

• 3 respondent types: Student, Parent/Guardian, Staff

  • These can be separate files OR worksheets in a single excel workbook

• Excel spreadsheet:

  • First row to be a header row identifying the columns

  • All other rows are expected to be data rows

  • Columns are expected to be:

    • Survey data (times, ip addresses, etc.) - not used in the module

    • Filtering data (school location, FNMI declaration, etc.)

      • NOTE: School (by number or name) is required for filtering by location and data access

        • MAKE SURE if number then it is PowerSchool school_number, if school name must match PowerSchool school name exactly

    • Questions

      • It is expected that the column header value is the full text of the survey question

      • It is expected that the data rows contain the text of the answer (“Agree” not “1”)

If these requirements are met the process can continue.

Survey creation and upload

If you are creating a new survey:

• Click on the Upload in the top navigation

• Click the green + icon on the right side of the survey list

• Name the Survey

• Identify which school year the survey results are for

• IF multiple worksheets in one excel file

  • Enter the worksheet names for student, parent and staff results

  • Upload the file

  • Save

  • This pulls all the raw data into the system

• IF there are multiple excel files

  • Choose which file you are going to start with

  • Enter that worksheet name leaving the others blank

  • Upload the file

  • Save

  • This sets up the Survey and the initial imported data

  • Then for the other files:

    • Click the upload data icon on the right side of the Survey the data is for

    • Skip the data already uploaded

    • Enter the name for the worksheet to be imported in the identified data category (Student, Staff, Parent) - the data to be added will show new

    • Upload the file

    • Save

    • Repeat for other files

If you are replacing or adding data:

• Click upload icon

• For each respondent type select Additional Data (adding to existing), Replace (remove original data and upload as new), or skip. Skip would typically be for the data already imported when 3 separate files are uploaded

Setting up the Survey Settings

Now that the data is all imported we can set up the Survey details. These include:

• Identification of the School Identifier column

  • Settings - Survey Settings - For each of Student, Staff and Family

    • in the Survey Columns table click the grad-cap icon on the right hand side

    • select the column that represents the school number or school name

    • Save

  • This allows users to only access the school(s) they have access to

• Identifying report filters

  • Settings - Survey Settings - For each of Student, Staff, and Family

    • in the Survey Columns table review the columns and check the column “Is Filter?” for any column that you would like to use as a data filters (grade, FNMI self designation, etc.). Columns may be both filter and reported data

The next step is to define the Color Schemas that will be used. Color Schemas apply a set of colors to a set of responses. For example:

• Yes (green), No (red)

• Strongly Approve (green), Approve (blue), Disapprove (orange), Strongly Disapprove (red)

• etc.

These settings are what drive the reporting on the survey

The final step is to create the “Reports”: which data is to have the responses tabulated, color coded and displayed for the user. For each respondent type and for each column to be reported on:

• Click the + icon on the right side of the Reports table (below the Survey Columns section - it may be collapsed

  • Select the column (will be shown by the content of the column which should be the question text)

    • You may select multiple columns that you want to group - they will have the same report type and must all have the same response sets

  • Change (if desired) the Name of the column (remove #, reword for reporting, etc)

  • Select the Report Type (Bar, Donut, Qualitative)

    • Note: Qualitative data is not currently reported on

  • Select the Color Schema matching the responses to the question

  • Enter the order in which you would like to see this on the page

  • Save

At this point the Reports area will display the defined reports for the selected Survey