Panorama's Custom Survey Template Guide
CUSTOM SURVEY CONTENT Guide to Completing the Panorama Survey Content Template This guide helps send this custom survey content to us in a way that we can successfully and accurately upload it to our survey platform. This document describes how to complete the Survey Content Template, an Excel workbook you will send to us so that we can upload your survey content to our platform. This document also introduces you to the key elements of Panorama surveys so you can see how your content will map into our survey framework. We want to put together exactly the survey that you imagine: this guide and the Survey Content Template will help us do that! After Adding Your Survey Content to the Spreadsheet: Please email the completed spreadsheet back to a Panorama Education team member. We will upload your content onto Panorama’s platform. We will then send you demo surveys to approve. Please contact [email protected] with any questions. We look forward to connecting with you about this process!
Here is a screenshot of a Panorama survey. Knowing the vocabulary and structure will help you visualize your own survey as you complete the custom survey content template: Drop-down menu for selecting the language in which to take a survey.
Header
Subheader
Question
Answer Choices
2
Filling Out the Survey Content Template
The Survey Content Template includes an example worksheet, called “Example Survey Content”, that shows you how content needs to be formatted to produce your survey correctly. The Survey Content worksheet has small red triangles in the column headings. You will enter your content and key survey instructions on the “Survey Content Worksheet.”
As you populate this template, you will notice that cells may turn red. The red indicates that the contents of that cell are not yet formatted correctly or that you need to fill out another related cell.
For instance, if you enter any content into Column C, the “Question” column, you need to choose a “Question Type” in Column E. The comment boxes at the top of each column in the spreadsheet provide additional information about how to fix problems with formatting.
Let’s begin!
When you hover over these cells, comment boxes appear that provide information about what content belongs in each column and how to format it.
3
Errors in spelling, punctuation and capitalization will appear on surveys and reports. Please carefully proofread your content to confirm that all the information is correct.
Column A: Header Input the text here for headers in the order in which they appear above each question or set of questions. A header might be “Classroom” or “About Your Teacher.”
Column B: Subheader Input text here for subheaders in the order they appear above each question or set of questions. A subheader will appear underneath a header if you have also included a header. Subheaders are typically instructions for answering a question, and might take the form of “For each of the following, how often do you….”
Headers and subheaders can be entered on the same row. For an example of correct formatting, see the “Example Survey Content” tab to the right.
4
Column C: Question Input the text here for each survey question. Each question should be entered on its own row, and questions cannot be entered on the same row as headers and subheaders. Enter questions in the order in which they should appear on the survey.
Column D: Topics Indicate the topics or categories that each question belongs to for reporting purposes. Each question can belong to more than one topic, but be sure to separate each topic with a comma.
Topics do not appear on surveys; they only appear on reports. The screenshot to the left shows how topics appear on reports.
Column E: Question Type
“Multiple choice” allows respondents to choose a single answer from a pre-determined set of answers. For example:
1
“Free response” allows respondents to enter an openended response (which can still be displayed on reports). Free response questions look like this:
2
Use the drop-down menu in this column to indicate the question response type for each question.
3
“Select all that apply” questions allow respondents to choose more than one response from the answer choice options for the given question. These questions are unscored. Select-allthat-apply questions appear on surveys like this:
4
“Text fields” allow respondents to give a short open-ended response. This answer type is used for questions that require a small number of characters, like clarifying an “Other, please specify” question. A text-field question looks like this:
6
Column G: Displayed on Reports? Please indicate “Yes” for all questions that should appear on reports and “No” for any that should be hidden. For instance, many demographic questions aren’t included in the final display of the report, but do offer useful information for disaggregating data on other questions on reports. See right for an image of a report that shows how results for a particular question are disaggregated by student gender and grade level.
Column F: Used for report breakdowns? Using "Yes" or "No," indicate whether this question will be used to disaggregate or break down results on any other question. For example, a question like "What is your gender?" might be used to provide greater insight into whether male and female students have different experiences in the same teacher's classroom. Note that we can only use answers from multiple-choice questions to disaggregate results on other questions.
Column I: Is Answer 1 Favorable?
Columns K-T: Answers 1-10
Use this column to indicate whether or not the answer choices will run left to right from favorable to unfavorable on the screen or paper (e.g., extremely likely, very likely, somewhat likely, not very likely, extremely unlikely). Choose “Yes” on this drop-down menu if responses run from favorable to unfavorable, moving left to right across the screen or paper. Choose “No” if responses run from unfavorable to favorable. This information will be required to calculate the percentage of favorable responses on reports.
Please list answer choices in the correct order and with the wording exactly as the answers should appear.
Column J: Is the last answer unscored?
Column H: Scored on Reports? Depending on your choice of questions, there may be some that are included for educational or informational purposes, but will not be scored. In these cases, we will display the frequency of each answer option but not treat any answer as “positive” (i.e. “Very Good”) or “negative” (i.e. “Very Bad”). A question that should not be scored might be: “What language do you speak at home with your child?” We will also hide some graphs and other data visualizations that only make sense if certain options are “positive” or “negative.” Please add a “Yes” or a “No” in this field using the drop-down menu to indicate whether a question should be factored into favorable or negative scores on reports.
If you’d like to include an optional answer choice that will not be scored, e.g. an answer choice such as “Not Applicable” or “Does Not Apply,” please include it as the last answer choice and note “Yes” using the drop-down menu. If you do not want to include an unscored answer option, note “No.”
8
Here is a screenshot of a Panorama survey. Knowing the vocabulary and structure will help you visualize your own survey as you complete the custom survey content template: Drop-down menu for selecting the language in which to take a survey.
Header
Subheader
Question
Answer Choices
2
Filling Out the Survey Content Template
The Survey Content Template includes an example worksheet, called “Example Survey Content”, that shows you how content needs to be formatted to produce your survey correctly. The Survey Content worksheet has small red triangles in the column headings. You will enter your content and key survey instructions on the “Survey Content Worksheet.”
As you populate this template, you will notice that cells may turn red. The red indicates that the contents of that cell are not yet formatted correctly or that you need to fill out another related cell.
For instance, if you enter any content into Column C, the “Question” column, you need to choose a “Question Type” in Column E. The comment boxes at the top of each column in the spreadsheet provide additional information about how to fix problems with formatting.
Let’s begin!
When you hover over these cells, comment boxes appear that provide information about what content belongs in each column and how to format it.
3
Errors in spelling, punctuation and capitalization will appear on surveys and reports. Please carefully proofread your content to confirm that all the information is correct.
Column A: Header Input the text here for headers in the order in which they appear above each question or set of questions. A header might be “Classroom” or “About Your Teacher.”
Column B: Subheader Input text here for subheaders in the order they appear above each question or set of questions. A subheader will appear underneath a header if you have also included a header. Subheaders are typically instructions for answering a question, and might take the form of “For each of the following, how often do you….”
Headers and subheaders can be entered on the same row. For an example of correct formatting, see the “Example Survey Content” tab to the right.
4
Column C: Question Input the text here for each survey question. Each question should be entered on its own row, and questions cannot be entered on the same row as headers and subheaders. Enter questions in the order in which they should appear on the survey.
Column D: Topics Indicate the topics or categories that each question belongs to for reporting purposes. Each question can belong to more than one topic, but be sure to separate each topic with a comma.
Topics do not appear on surveys; they only appear on reports. The screenshot to the left shows how topics appear on reports.
Column E: Question Type
“Multiple choice” allows respondents to choose a single answer from a pre-determined set of answers. For example:
1
“Free response” allows respondents to enter an openended response (which can still be displayed on reports). Free response questions look like this:
2
Use the drop-down menu in this column to indicate the question response type for each question.
3
“Select all that apply” questions allow respondents to choose more than one response from the answer choice options for the given question. These questions are unscored. Select-allthat-apply questions appear on surveys like this:
4
“Text fields” allow respondents to give a short open-ended response. This answer type is used for questions that require a small number of characters, like clarifying an “Other, please specify” question. A text-field question looks like this:
6
Column G: Displayed on Reports? Please indicate “Yes” for all questions that should appear on reports and “No” for any that should be hidden. For instance, many demographic questions aren’t included in the final display of the report, but do offer useful information for disaggregating data on other questions on reports. See right for an image of a report that shows how results for a particular question are disaggregated by student gender and grade level.
Column F: Used for report breakdowns? Using "Yes" or "No," indicate whether this question will be used to disaggregate or break down results on any other question. For example, a question like "What is your gender?" might be used to provide greater insight into whether male and female students have different experiences in the same teacher's classroom. Note that we can only use answers from multiple-choice questions to disaggregate results on other questions.
Column I: Is Answer 1 Favorable?
Columns K-T: Answers 1-10
Use this column to indicate whether or not the answer choices will run left to right from favorable to unfavorable on the screen or paper (e.g., extremely likely, very likely, somewhat likely, not very likely, extremely unlikely). Choose “Yes” on this drop-down menu if responses run from favorable to unfavorable, moving left to right across the screen or paper. Choose “No” if responses run from unfavorable to favorable. This information will be required to calculate the percentage of favorable responses on reports.
Please list answer choices in the correct order and with the wording exactly as the answers should appear.
Column J: Is the last answer unscored?
Column H: Scored on Reports? Depending on your choice of questions, there may be some that are included for educational or informational purposes, but will not be scored. In these cases, we will display the frequency of each answer option but not treat any answer as “positive” (i.e. “Very Good”) or “negative” (i.e. “Very Bad”). A question that should not be scored might be: “What language do you speak at home with your child?” We will also hide some graphs and other data visualizations that only make sense if certain options are “positive” or “negative.” Please add a “Yes” or a “No” in this field using the drop-down menu to indicate whether a question should be factored into favorable or negative scores on reports.
If you’d like to include an optional answer choice that will not be scored, e.g. an answer choice such as “Not Applicable” or “Does Not Apply,” please include it as the last answer choice and note “Yes” using the drop-down menu. If you do not want to include an unscored answer option, note “No.”
8
