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Build and edit survey protocol into Question Pro

Responsible Party

  • Research Associate, Data Analyst, and Project Strategist (executes build)
  • Lead Project Strategist (LPS) (reviews final survey for content and logic accuracy)
  • Ops Team member (reviews for typos, flow, duplication, lense of interviewer, etc)

Interdependencies

  • Project protocol is finalized and approved.

  • Project folder includes finalized Interview + Survey Protocols doc (Google Doc).

  • “Survey Template 2025” is published and accessible under the DORIS QuestionPro account.

Directions
  1. Create a New Survey
    1. Log in to QuestionPro
    2. Click “New Survey.”
    3. Name the survey using Year + Project Name format (e.g., 2025 APS Workplace Study).
    4. Click “Create Survey.”
  2. Add Standard DORIS Opening Text
    1. Click “Add Question.”
    2. Open the Question Library.
    3. Navigate to My Surveys → Survey Template 2025.
    4. Select the instructions and opening questions you want to import.
    5. Click “Add Selected Questions” — they will populate into your current project.
  3. Add Questions from the Interview/Survey Protocol
    1. Open the project protocol document (Google Doc tab).
    2. Copy each question text.
    3. In QuestionPro, click “Add Question.”
    4. Choose the correct question type:
    5. Open-ended: “Comment Box”
    6. Select One / Multiple Choice: “Select One”
    7. Matrix / Grid: “Spreadsheet”
    8. Instructional / Divider: “Presentation Text”
    9. Paste question text into QuestionPro.
  4. Code Each Question
    1. In the Code field, create a short marker (1–2 words) summarizing the question’s topic (e.g., about-you, office-collab, one-change).
    2. This helps with tracking and logic setup later.
  5. Add Response Options (for Select One Questions)
    1. Enter each option (e.g., Home-Based, Hybrid, On-Site).
    2. Add an “Other” field with a Dynamic Comment Box for custom responses.
  6. Add Logic (Skip Logic / Display Logic)
    1. Click the Logic tab.
    2. Select “Skip Logic” → “Show/Hide Question.”
    3. Identify which question(s) to show/hide based on previous responses (e.g., job classification or work mode).
  7. Add DORIS “Modes of Engagement” Section
    1. Insert a Presentation Text block for introduction text (from the protocol).
    2. Copy/paste the paragraph beginning “DORIS understands work through four modes of engagement...”
    3. Add a Spreadsheet question to capture the time allocation table:
    4. Rows: Personal, Transactional, Recovery, Relational
    5. Column: “Percentage of time”
    6. Set column total = 100 under “Settings.”
  8. Add Closing Text
    1. Add Presentation Text: “Please answer the following questions” or “Thank you for your valuable input!”
    2. Include DORIS logo if applicable.
  9. Preview and Test
    1. Click “Preview” (eye icon) to view full flow.
    2. Click “Start” → “Next” → “Done” to test navigation, logic, and required fields.
    3. Confirm that all imported text appears as expected and logic performs correctly.
  10. Review and Finalize
    1. Share preview link with Lead Project Strategist for review and content validation.
    2. Make any requested adjustments.
    3. Save and publish survey for testing or distribution.
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