Applying a user defined question to another study - Revision history

Mtabadmin at 16:52, 6 August 2013

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Mtabadmin at 20:27, 31 July 2013

2013-07-31T20:27:36Z

Mtabadmin at 23:07, 29 July 2013

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Mtabadmin at 18:52, 25 July 2013

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Mtabadmin at 18:34, 24 July 2013

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Mtabadmin: Created page with "This article includes the necessary steps to apply an existing User Defined Question (UDQ) to another study. Please refer to our Knowledge Base Article for assistance with Cre..."

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Created page with "This article includes the necessary steps to apply an existing User Defined Question (UDQ) to another study. Please refer to our Knowledge Base Article for assistance with Cre..."

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This article includes the necessary steps to apply an existing User Defined Question (UDQ) to another study. Please refer to our Knowledge Base Article for assistance with Creating a User Defined Question.

'''Benefit'''

To save a significant amount of time, a single User Defined Question (UDQ) can be applied to other waves or years of a study. This eliminates the additional work of creating separate UDQs for each year of a particular study. An example of how '''Applying a UDQ to Another Study''' is used would be to create one UDQ for the 2010 Buyer Study and apply the same UDQ to the 2009, 2008, and 2007 versions of the study.

'''Instructions'''

Start by loading a study with an existing UDQ. This is the '''Primary Study'''. Note: At least one UDQ should exist in the study. If not, create one before proceeding. Refer here for instructions on creating UDQs.

Next, select '''Layer''' and select the '''Multiple Studies''' option. Go to the '''Available Studies''' list on the left window pane of mTAB. Find the study or studies that the existing UDQ should be applied to and either double-click or drag them into '''Layer'''.

In the following example, an existing UDQ was created for the study named, “mTAB Demonstration DB – Previous Year.” This is the '''Primary Study'''. The UDQ will be applied to the study named, “mTAB Demonstration DB – Current Year.”

Click on '''Questions''' to display the studies’ questions. Find the '''User Defined Questions''' topic, located at the bottom of the list of questions.

The User Defined Question icon will appear red. A red UDQ means that it is available for one of the loaded studies, but not the other. Proceed with the next steps to apply the UDQ to all studies that have been loaded in '''Layer'''.

Right-click on the UDQ and select '''Edit User Defined Question''' from the menu.

The User Defined Questions window will open. Make a note of the '''New Question Responses''', located at the bottom left. There will either be green check marks or red ‘X’s next to each of the question responses. Green check-marks mean that the original base questions that the New Question Responses were built from have not changed between the studies and the process of Applying the UDQ to other studies can proceed.

If the '''New Question Responses''' have red X’s instead of green check marks, refer to this supplemental article before proceeding. This article explains how to make the red question responses green and suitable for updating.

If there are no red X’s or if the red X’s have been changed to green check marks by following the steps in the preceding link, continue by clicking the '''Apply''' button.

A message window will appear stating that the UDQ will be applied to another study. Click OK to proceed.

The following window may or may not appear as an option, depending on each mTAB user’s options. If an mTAB user has the option to save a '''Group''' resource, such as a Saved Tab, Recode, User Defined Question, etc., the following window will appear. Choose whether to save this as a ‘Private’ or a ‘Group’ UDQ.

The UDQ will be saved and applied to another study. Scroll down to the '''User Defined Questions''' topic. The UDQ should now be green. Include the green UDQ in a tab and run it by hitting the lightning bolt. mTAB will now display data for each study that is currently loaded.

@@ Line 1: / Line 1: @@
-This article includes the necessary steps to apply an existing User Defined Question (UDQ) to another study. Please refer to [[User Defined Questions Overview]] for assistance with Creating a User Defined Question.
+This article includes the necessary steps to apply an existing User Defined Question (UDQ) to another study. Please refer to [[Creating a user defined question]] for assistance with creating a user defined question.
@@ Line 9: / Line 9: @@
 '''Instructions'''
-Start by loading a study with an existing UDQ. This is the '''Primary Study'''. Note that at least one UDQ should exist in the study. If not, create one before proceeding. Refer [[User Defined Questions Overview|here]] for instructions on creating UDQs.
+Start by loading a study with an existing UDQ. This is the '''Primary Study'''. Note that at least one UDQ should exist in the study. If not, create one before proceeding. Refer [[Creating a user defined question|here]] for instructions on creating UDQs.
@@ Line 32: / Line 32: @@
-If the '''New Question Responses''' have red X’s instead of green check marks, refer to this supplemental article before proceeding. This article explains how to make the red question responses green and suitable for updating.
+If the '''New Question Responses''' have red X’s instead of green check marks, refer to [[Update new question responses in a user defined question|this supplemental article]] before proceeding. This article explains how to make the red question responses green and suitable for updating.

@@ Line 20: / Line 20: @@
 Click on '''Questions''' to display the studies’ questions. Find the '''User Defined Questions''' topic, located at the bottom of the list of questions.
-[[File:UDQ applying-a-UDQ-to-another-study multiple-studies.jpg|thumb|center|x450px]]
+[[File:UDQ applying-a-UDQ-to-another-study layer-study.jpg|x450px]]
 The User Defined Question icon will appear red. A red UDQ means that it is available for one of the loaded studies, but not the other. Proceed with the next steps to apply the UDQ to all studies that have been loaded in '''Layer'''.
-[[File:UDQ applying-a-UDQ-to-another-study edit-UDQ.jpg|right|x250px]]
+[[File:UDQ applying-a-UDQ-to-another-study edit-UDQ.jpg|thumb|right|x250px]]
 Right-click on the UDQ and select '''Edit User Defined Question''' from the menu.

@@ Line 41: / Line 41: @@
 [[File:UDQ applying-a-UDQ-to-another-study apply.jpg|thumb|center|x400px]]
-The following window may or may not appear as an option, depending on each mTAB user’s options. If an mTAB user has the option to save a '''Group''' resource, such as a Saved Tab, Recode, User Defined Question, etc., the following window will appear. Choose whether to save this as a ‘Private’ or a ‘Group’ UDQ.
+The following window may or may not appear as an option, depending on each mTAB user’s options. If an mTAB user has the option to save a '''Group''' resource (eg a Saved Tab, Recode, User Defined Question, etc.), the following window will appear. Choose whether to save this as a ‘Private’ or a ‘Group’ UDQ.
 [[File:UDQ applying-a-UDQ-to-another-study save.jpg|thumb|center|x200px]]
 [[File:UDQ applying-a-UDQ-to-another-study ready-UDQ.jpg|thumb|right|x250px]]
 The UDQ will be saved and applied to another study. Scroll down to the '''User Defined Questions''' topic. The UDQ should now be green. Include the green UDQ in a tab and run it by hitting the lightning bolt. mTAB will now display data for each study that is currently loaded.

@@ Line 1: / Line 1: @@
-This article includes the necessary steps to apply an existing User Defined Question (UDQ) to another study. Please refer to [[User Defined Questions Overview]] assistance with Creating a User Defined Question.
+This article includes the necessary steps to apply an existing User Defined Question (UDQ) to another study. Please refer to [[User Defined Questions Overview]] for assistance with Creating a User Defined Question.
@@ Line 9: / Line 9: @@
 '''Instructions'''
-Start by loading a study with an existing UDQ. This is the '''Primary Study'''. Note: At least one UDQ should exist in the study. If not, create one before proceeding. Refer [[User Defined Questions Overview|here]] for instructions on creating UDQs.
+Start by loading a study with an existing UDQ. This is the '''Primary Study'''. Note that at least one UDQ should exist in the study. If not, create one before proceeding. Refer [[User Defined Questions Overview|here]] for instructions on creating UDQs.
-Next, select '''Layer''' and select the '''Multiple Studies''' option. Go to the '''Available Studies''' list on the left window pane of mTAB. Find the study or studies that the existing UDQ should be applied to and either double-click or drag them into '''Layer'''.
+Next, select the '''Multiple Studies''' option in the '''Layer''' section. Go to the '''Available Studies''' list on the left window pane of mTAB. Find the study or studies that the existing UDQ should be applied to and either double-click or drag them into '''Layer'''.
@@ Line 18: / Line 18: @@
-Click on '''Questions''' to display the studies’ questions. Find the '''User Defined Questions''' topic, located at the bottom of the list of questions. [[File:UDQ applying-a-UDQ-to-another-study multiple-studies.jpg|thumb|center|x450px]]
+Click on '''Questions''' to display the studies’ questions. Find the '''User Defined Questions''' topic, located at the bottom of the list of questions.
 The User Defined Question icon will appear red. A red UDQ means that it is available for one of the loaded studies, but not the other. Proceed with the next steps to apply the UDQ to all studies that have been loaded in '''Layer'''.
@@ Line 32: / Line 35: @@
-If there are no red X’s or if the red X’s have been changed to green check marks by following the steps in the preceding link, continue by clicking the '''Apply''' button.
+If there are no red X’s or if the red X’s have been changed to green check marks by following the steps in the preceding link, continue by clicking '''Apply'''.

← Older revision		Revision as of 18:52, 25 July 2013
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	'''Instructions'''		'''Instructions'''

−	Start by loading a study with an existing UDQ. This is the '''Primary Study'''. Note: At least one UDQ should exist in the study. If not, create one before proceeding. Refer here for instructions on creating UDQs.	+	Start by loading a study with an existing UDQ. This is the '''Primary Study'''. Note: At least one UDQ should exist in the study. If not, create one before proceeding. Refer [[User Defined Questions Overview\|here]] for instructions on creating UDQs.

← Older revision		Revision as of 18:51, 25 July 2013
Line 1:		Line 1:
−	This article includes the necessary steps to apply an existing User Defined Question (UDQ) to another study. Please refer to ~~our Knowledge Base Article for~~ assistance with Creating a User Defined Question.	+	This article includes the necessary steps to apply an existing User Defined Question (UDQ) to another study. Please refer to [[User Defined Questions Overview]] assistance with Creating a User Defined Question.