DACQS Help Topics

The DACQS Workflow

The DACQS platform is founded in an efficient and straightforward workflow that is geared to make sense and guide you through the process of acquiring responses from your Participants.

The basic DACQS workflow is as follows:

The Super User creates Administrators
Administrators create Participants
Administrators organize Participants into Groups
Administrators create Evaluations
Administrators create Reports to process and display the Evaluation responses from Participants
Administrators create Campaigns and Reporting Periods

Campaigns contain related Reporting Periods
Reporting Periods define which Participants receive which Evaluations and when they receive them
Administrators Invite the Participants to respond to the Evaluations

Administrators share Reports of the Participants' responses

Logging In

Secure Sign In

Use your email address and password to sign into the DACQS platform.

When your Administrator account is first created by the Super User, you will receive a welcome email with instructions for setting your password for the first time.

Forgot Password

In the event that you have forgotten your password, click the "I Forgot My Password" link and the system will prompt you for your email address. Enter your email address that is associated with your DACQS account and the system will email you a temporary password. Upon logging in with your temporary password, the system will prompt you for you to reset your password.

You will have one hour to log back in using your email address and the provided temporary password. If you do not log back in within one hour, the temporary password will expire, and you will have to reset your password again, following the above steps.

Reset Password

When you log in with your email address and your provided temporary password, you will be prompted to reset your password to a password of your own personal choice.

When creating your new password, be sure to follow the password requirements:

Must be 8 to 12 characters in length
Include lowercase and uppercase letters
Include numbers
Include at least one of the following special characters !@#$%^&*()?_~

Once you have successfully reset your password, you will be prompted to log back in using your email address and your newly created password.

For security purposes, you will have one hour to finalize the reset of your password or you will have to reset it again.

User Management

Users - Super User, Administrators, and Participants

Within the DACQS platform, the term "User" means someone who either administrates your DACQS platform (the Super User and Administrators), or someone who is invited to participate in non-anonymous Evaluations (a Participants). All Users within the DACQS platform are assigned a unique ID.

All Administrators within your DACQS platform have the same level of permission, and therefore can see all of the same content within your organization's DACQS platform.

There are three types of User roles within DACQS:

Super User - this is the highest level administrator for your DACQS platform. Typically, this is the first individual identified to operate as a DACQS administrator and is set up for you during your initial client setup by the DACQS team.
Administrators - anyone identified by the Super User who will have login access to the admin area of your DACQS platform and the ability to work within the DACQS workflow. All administrators have the same level of access, and can see all of the data within your DACQS platform.
Participants - anyone identified by the Super User who will be invited to participant in non-anonymous Evaluations. Participants do not have access to the admin area of your DACQS platform.

The Add/Edit/Delete Users Screen

The Add/Edit/Delete Users screen is where the Super User and Administrators perform most User-related functions. As the name implies, from this screen, Users (both Administrators and Participants) can be added, edited, and deleted from your DACQS platform.

The Users Grid
The Users Grid, just like all the grids within the DACQS platform, can be searched and sorted to allow you to easily find the user(s) you are looking for. The User grid also features unique functionality that makes working with Users more efficient for you.

The Users Grid features the following columns:

User Id - The user's unique DACQS platform ID.
First Name - The user's first name.
Last Name - The user's last name.
Email - The user's email address.
Organization - The user's organization.
Groups - All Groups (and their IDs) that the user is a part of.
Role - The user's role (Super User, Admin, or Participant).
Active - The user's active status (Yes or No).
Date Created - The date the User was created within the DACQS platform.
Admin Created - The name of the Administrator that created the User.
Reset Password - Button to reset the Super User's or Administrator's password (see below).
Actions - Buttons to edit or delete the User (see below).

Searching the Users Grid
You can use the search field to search for a specific word or phrase found within the FIRST NAME, LAST NAME, EMAIL, ORGANIZATION, and GROUPS columns. To perform a search enter the word or phrase in the search field and then press the enter key or click the magnifying glass icon. The Users Grid will then be filtered based on if the word or phrase was found. To clear the search criteria, delete the word or phrase from the search field and press the enter key or click the magnifying glass icon again.

Paging the Users Grid
You can limit the number of rows the Users Grid displays by choosing a desired number from the Row Count menu. Depending on how many total Users are within your DACQS platform and how many rows you choose to display, the number of pages will adjust accordingly. You can go to different pages by using the page buttons to go to a specific page, go forward or backward one page, or go to the absolute first or last page.

The Row Count menu is set to 25 rows by default.

Choosing ALL from the Row Count menu will display all Users no matter how many there are total. Depending on the total number of Users within your DACQS platform and the speed of your computer and network connection, this could take several minutes and make your browser unresponsive.

Sorting the Users Grid
The USER ID, FIRST NAME, LAST NAME, EMAIL, ORGANIZATION, GROUPS, ROLE, ACTIVE, DATE CREATED, and ADMIN CREATED columns can all be sorted either ascending or descending. Click the arrows next to the column name and the arrows will change according to how the column is currently being sorted. Only one column can be actively sorted at a time.

Adding Users
The procedure for adding an Administrator or a Participant to your DACQS platform is straightforward and intuitive.

To add a User, complete the following steps:

Click the Add User button.
Fill in the required fields.

First Name
Last Name
Email
Organization

Select the appropriate User Role.

Participant - The user can be invited to participant in non-anonymous Evaluations.
Administrator - The user will have login access to the admin area of your DACQS platform and the ability to work within the DACQS workflow.

Select the appropriate Active status.

Yes - The user is active within your DACQS platform and will be able to sign in (Administrators) and take part in Evaluations (Participants).
No - The user is not active within your DACQS platform and will not be able to sign in (Administrators) or take part in Evaluations (Participants).

Choose from Groups Assigned to Participant (optional) - Use the Groups Grid to choose one or more groups you would like this participant to be a part of.
Click the Add button.

The Add User dialog will change depending on if the User you are adding is an Administrator or a Participant. The wording of the dialog header will change to let you know if you are adding an Administrator or a Participant. The Groups Grid will dim if you are adding an Administrator, as only Participants can be added to Groups. The wording of the Add button will also change to signify if you are adding an Administrator or a Participant.

When a new Administrator is added, the Administrator will be sent a welcome email with instructions on how to access the admin area of your DACQS platform as well as instructions on how to set their password for the first time.

Editing Users
Once an Administrator or Participant has been added, their information can be edited at any time.

To edit a User, complete the following steps:

Click the Edit icon (pencil) in the Actions column of the Users Grid for the desired User.
Make any necessary changes to the required fields, Active status, or Groups Assigned to Participant choices.
Click the Save button.

The Edit User dialog will change depending on if the User you are editing is an Administrator or a Participant. The wording of the dialog header will change to let you know if you are editing an Administrator or a Participant. The wording of the Save button will also change to signify if you are editing an Administrator or a Participant.

You cannot change the User Role of a User after the User has been initially added.

Deleting Users
It is not recommended to delete an Administrator or Participant from your DACQS platform, however the functionality does exist. Rather, it is best to deactivate the Administrator or Participate by changing their Active status as described above under Editing Users.

To delete a User, complete the following steps:

Click the Delete icon (trash can) in the Actions column of the Users Grid for the desired User.
Click the OK button to confirm you want to delete the Administrator or Participant.

The Delete User dialog will change depending on if the User you are deleting is an Administrator or a Participant. The wording of the dialog header will change to let you know if you are deleting an Administrator or a Participant.

Deleting an Administrator or a Participant CANNOT be undone. Once a Participant is deleted from your DACQS platform, their Evaluation responses will not be included in any Reports or analytics.

Reseting an Administrator Password
An Administrator can have their password reset by another Administrator if the need should arise. When the Administrator password is reset, the Administrator will receive an email informing them that their password has been reset along with a temporary password and instructions on how to reset their password.

To reset the password for an Administrator, complete the following steps:

Click the Reset button (padlock) in the Reset Password column of the Users Grid for the desired Administrator.
Click the Reset Password button to confirm you want to reset the Administrator password.

For security purposes, the Administrator will have one hour to finalize the reset of their password or they will have to have it reset again.

Adding All Checked Participants to a Group
To make adding multiple Participants to Groups more efficient, you can select multiple Participants from the Users Grid and add them all to the same Group(s) in a single action.

To add multiple Participants to a Group, complete the following steps:

Click the checkbox in the far left column of the Users Grid for each Users you want to add to a Group.
Click the Add All Checked to Group link.
Choose one or more Groups from the Groups Grid.
Click Add to Group button.

Remember, Administrators cannot be added to Groups.

The Import/Export Users Screen

The Import/Export Users screen is where the Super User and Administrators perform batch User-related functions. As the name implies, from this screen, Participants can be imported into and exported from your DACQS platform (via .csv spreadsheet files).

Importing Participants
The Import Participants section of this screen allows you to import an existing .csv spreadsheet file of Participants into your DACQS platform. Importing Participants allows you to make bulk additions of new Participants and make bulk edits to existing Participants. In order to successfully import a .csv spreadsheet file of Participants, it is important that the spreadsheet file is formatted correctly and the columns and rows contain the correct data.

To import a .csv spreadsheet file of Participants, complete the following steps:

Click the Select File To Import button.
Use the File Upload window to navigate your computer and choose the .csv spreadsheet file of Participants you wish to import.
Click the Open button of the File Upload window once you have selected the desired .csv spreadsheet file of Participants.

The name of the .csv spreadsheet file should now appear next to the Select File To Import button.

Click the Import Participant File button.

It is STRONGLY encouraged to either first export your Participants and make edits to that .csv spreadsheet file (in the case of making bulk edits). Or, use the dacqs_participant_accounts_import_template.csv template .csv spreadsheet file as a starting point (in the case of making bulk additions).

Only Participants can be imported into your DACQS platform. Administrators are excluded from this feature.

Rules to Follow When Importing Participants
The following are some easy-to-follow rules that will make importing Participants straightforward and efficient.

When making bulk additions of new Participants:

Leave the Participant ID column empty - this is required.

The Participant ID column must be empty for all new Participants being added to your DACQS platform.

Enter the Participant first name into the First Name column - this is required and cannot be blank.

Example - "Jane"

Enter the Participant last name into the Last Name column - this is required and cannot be blank.

Example - "Doe"

Enter the Participant email address into the Email column - this is required and cannot be blank.

Example - "jane@doe.com"

Enter the Participant organization into the Organization column - this is required and cannot be blank.

Example - "Jane Doe Enterprises"

Enter which Group(s) - if any - the Participant should belong to into the Group(s) column. Be sure the Groups are already created (following the instructions proved below) and enter the Group ID (separated by commas in the case of multiple Groups) - this is optional.

Example - "4"
Example - "1,7"
Example - "" (empty means the Participant does not belong to any Groups)

Set the Active status of the Participant by entering "1" or "yes" (if the Participate is to be active) or "0" or "no" (if the Participant is to be inactive) into the Active column - this is required and cannot be blank.

Example - "1"
Example - "yes"
Example - "0"
Example - "no"

When making bulk edits to existing Participants:

Export a .csv spreadsheet file of existing Participants as a starting point.
Do not change the IDs found within the Participant IDs column - this is required.

The Participant ID is what links the edited .csv spreadsheet file data back to the existing Participant data within your DACQS platform. If the Participant ID is changed or deleted, unknown issue could arise during the import of the new Participant data.

Edit the Participant first name in the First Name column - this is optional but cannot be blank.

Example - "Jane"

Edit the Participant last name in the Last Name column - this is optional but cannot be blank.

Example - "Doe"

Edit the Participant email address in the Email column - this is optional but cannot be blank.

Example - "jane@doe.com"

Edit the Participant organization in the Organization column - this is optional but cannot be blank.

Example - "Jane Doe Enterprises"

Edit which Group(s) - if any - the Participant should belong to in the Group(s) column. Be sure the Groups are already created (following the instructions proved below) and enter the Group ID (separated by commas in the case of multiple Groups) - this is optional.

Example - "4"
Example - "1,7"
Example - "" (empty means the Participant does not belong to any Groups)

Edit the Active status of the Participant by entering "1" or "yes" (if the Participate is to be active) or "0" or "no" (if the Participant is to be inactive) into the Active column - this is optional but cannot be blank.

Example - "1"
Example - "yes"
Example - "0"
Example - "no"

Exporting Participants
The Export Participants section of this screen allows you to export a .csv spreadsheet file of Participants from your DACQS platform. Exporting Participants allows you to use your Participant list in other applications/systems, as well as giving you a starting point to make bulk edits and then import again.

To export a .csv spreadsheet file of Participants, complete the following steps:

Click the Export Participant File button.
Depending on your browser and operating system, use the Save window to choose a location and save your .csv spreadsheet file of Participants.

Only Participants are exported from your DACQS platform. Administrators are excluded from this feature.

Group Management

Groups

Within the DACQS platform, Groups are used to organize Participants into manageable collections. Groups not only allow you to organize your Participants within DACQS, but they connect Participants to your Campaigns and Evaluations. All groups within the DACQS platform are assigned a unique ID.

Participants can be part of one or more Groups.

You must create at least one Group containing one Participant in order to send non-anonymous Evaluations, as Evaluations cannot be sent directly to individual Participants.

The Add/Edit/Delete Groups Screen

The Add/Edit/Delete Groups screen is where the Super User and Administrators perform most Group-related functions. As the name implies, from this screen, Groups can be added, edited, and deleted from your DACQS platform.

The Groups Grid
The Groups Grid, just like all the grids within the DACQS platform, can be searched and sorted to allow you to easily find the groups you are looking for. The Group grid also features unique functionality that makes working with Groups more efficient for you.

The Groups Grid features the following columns:

Group Id - The group unique DACQS platform ID.
Name - The group name.
Description - The group's description.
Participants In Group - Button to list all Participants that have been assigned to the Group.
Active - The group's active status (Yes or No).
Date Created - The date the Group was created within the DACQS platform.
Admin Created - The name of the Administrator that created the Group.
Actions - Buttons to copy, edit, or delete the Group (see below).

Searching the Groups Grid
You can use the search field to search for a specific word or phrase found within the NAME and DESCRIPTION columns. To perform a search enter the word or phrase in the search field and then press the enter key or click the magnifying glass icon. The Groups Grid will then be filtered based on if the word or phrase was found. To clear the search criteria, delete the word or phrase from the search field and press the enter key or click the magnifying glass icon again.

Paging the Groups Grid
You can limit the number of rows the Groups Grid displays by choosing a desired number from the Row Count menu. Depending on how many total Groups are within your DACQS platform and how many rows you choose to display, the number of pages will adjust accordingly. You can go to different pages by using the page buttons to go to a specific page, go forward or backward one page, or go to the absolute first or last page.

The Row Count menu is set to 25 rows by default.

Choosing ALL from the Row Count menu will display all Groups no matter how many there are total. Depending on the total number of Groups within your DACQS platform and the speed of your computer and network connection, this could take several minutes and make your browser unresponsive.

Sorting the Groups Grid
The GROUP ID, NAME, DESCRIPTION, ACTIVE, DATE CREATED, and ADMIN CREATED columns can all be sorted either ascending or descending. Click the arrows next to the column name and the arrows will change according to how the column is currently being sorted. Only one column can be actively sorted at a time.

Adding Groups
The procedure for adding a Group to your DACQS platform is straightforward and intuitive.

To add a Group, complete the following steps:

Click the Add Group button.
Fill in the required fields.

Name
Description

Select the appropriate Active status.

Yes - The Group is active within your DACQS platform and will be able to be assigned to Reporting Periods.
No - The Group is not active within your DACQS platform and will not be able to be assigned to Reporting Periods.

Choose from Participants Assigned to Group (optional) - Use the Users Grid to choose one or more Participants you would like to include within this Group.
Click the Add Group button.

Copying Groups
Once a Group has been added, it can be copied at any time. When a Group is copied, its name, description, active status, and any included Participants are duplicated to a new Group. The new Group's name will be proceeded by, "Copy of".

To copy a Group, complete the following steps:

Click the Copy icon (two squares) in the Actions column of the Groups Grid for the desired Group.
Click the Copy Group button.

Editing Groups
Once a Group has been added, its information can be edited at any time.

To edit a Group, complete the following steps:

Click the Edit icon (pencil) in the Actions column of the Groups Grid for the desired Group.
Make any necessary changes to the required fields, Active status, or Participants Assigned to Group choices.
Click the Save Group button.

Deleting Groups
It is not recommended to delete a Group from your DACQS platform, however the functionality does exist. Rather, it is best to deactivate the Group by changing its Active status as described above under Editing Groups.

To delete a Group, complete the following steps:

Click the Delete icon (trash can) in the Actions column of the Groups Grid for the desired Group.
Click the OK button to confirm you want to delete the Group.

Deleting a Group CANNOT be undone. Once a Group is deleted from your DACQS platform, the Evaluation responses for any Participants within the Group will not be included in any Reports or analytics.

The Export Groups Screen

The Export Groups screen is where the Super User and Administrators perform batch Group-related functions. As the name implies, from this screen, Groups can be exported from your DACQS platform (via .csv spreadsheet files).

Exporting Groups
The Export Groups section of this screen allows you to export a .csv spreadsheet file of Groups (and a list of the included Participants within each Group) from your DACQS platform. Exporting Groups allows you to use your Groups list in other applications/systems.

To export a .csv spreadsheet file of Groups, complete the following steps:

Click the Export Groups File button.
Depending on your browser and operating system, use the Save window to choose a location and save your .csv spreadsheet file of Groups.

Only Participants are exported from your DACQS platform. Administrators are excluded from this feature.

Evaluation Management

Evaluations

Within the DACQS platform, Evaluations are used to acquire data from your Participants in the form of surveys, forms, etc by inviting your Participants to complete and submit their responses to your questions. All Evaluations within the DACQS platform are assigned a unique ID.

The Add/Edit/Delete Evaluations Screen

The Add/Edit/Delete Evaluations screen is where the Super User and Administrators perform most Evaluations-related functions. As the name implies, from this screen, Evaluations can be added, edited, and deleted from your DACQS platform.

The Evaluations Grid
The Evaluations Grid, just like all the grids within the DACQS platform, can be searched and sorted to allow you to easily find the Evaluation you are looking for. The Evaluation grid also features unique functionality that makes working with Evaluations more efficient for you.

The Evaluations Grid features the following columns:

Evaluation Id - The evaluation's unique DACQS platform ID.
Name - The evaluation's name.
Description - The evaluation's description.
Used With Reports - All Reports (and their IDs) that are associated with the evaluation.
Used With Campaigns - All Campaigns (and their IDs) that are associated with the evaluation.
Active - The evaluation's active status (Yes or No).
Date Created - The date the Evaluation was created within the DACQS platform.
Admin Created - The name of the Administrator that created the Evaluation.
Edit Elements - Button to edit the various elements (headers, test areas, questions, etc) within the Evaluation (see below).
Actions - Buttons to copy, edit, or delete the Evaluation (see below).

Searching the Evaluations Grid
You can use the search field to search for a specific word or phrase found within the NAME, DESCRIPTION, USED WITH REPORTS, and USED WITH CAMPAIGNS columns. To perform a search enter the word or phrase in the search field and then press the enter key or click the magnifying glass icon. The Evaluations Grid will then be filtered based on if the word or phrase was found. To clear the search criteria, delete the word or phrase from the search field and press the enter key or click the magnifying glass icon again.

Paging the Evaluations Grid
You can limit the number of rows the Evaluations Grid displays by choosing a desired number from the Row Count menu. Depending on how many total Evaluations are within your DACQS platform and how many rows you choose to display, the number of pages will adjust accordingly. You can go to different pages by using the page buttons to go to a specific page, go forward or backward one page, or go to the absolute first or last page.

The Row Count menu is set to 25 rows by default.

Choosing ALL from the Row Count menu will display all Evaluations no matter how many there are total. Depending on the total number of Evaluations within your DACQS platform and the speed of your computer and network connection, this could take several minutes and make your browser unresponsive.

Sorting the Evaluations Grid
The EVALUATION ID, NAME, DESCRIPTION, USED WITH REPORTS, USED WITH CAMPAIGNS, ACTIVE, DATE CREATED, and ADMIN CREATED columns can all be sorted either ascending or descending. Click the arrows next to the column name and the arrows will change according to how the column is currently being sorted. Only one column can be actively sorted at a time.

Adding Evaluations
The procedure for adding an Evaluations to your DACQS platform is straightforward and intuitive.

To add an Evaluation, complete the following steps:

Click the Add Evaluation button.
Fill in the required fields.

Name
Description

Select the appropriate Active status.

Yes - The Evaluation is active within your DACQS platform and will be able to be assigned to Reporting Periods.
No - The Evaluation is not active within your DACQS platform and will not be able to be assigned to Reporting Periods.

Click the Add Evaluation button.

The Participants who are invited to complete the Evaluation may see the name of the Evaluation. Keep this in mind and be sure to name the Evaluation appropriately.

Copying Evaluations
Once an Evaluation has been added, it can be copied at any time. When an Evaluation is copied, its name, description, active status, and all of its elements (headers, text areas, questions, etc) are duplicated to a new Evaluation. The new Evaluation's name will be proceeded by, "Copy of".

To copy an Evaluation, complete the following steps:

Click the Copy icon (two squares) in the Actions column of the Evaluations Grid for the desired Evaluation.
Click the Copy Evaluation button.

Editing Evaluations
Once an Evaluation has been added, its information can be edited at any time.

To edit an Evaluation, complete the following steps:

Click the Edit icon (pencil) in the Actions column of the Evaluations Grid for the desired Evaluation.
Make any necessary changes to the required fields and Active status.
Click the Save Evaluation button.

Deleting Evaluations
It is not recommended to delete an Evaluation from your DACQS platform, however the functionality does exist. Rather, it is best to deactivate the Evaluation by changing its Active status as described above under Editing Evaluations.

To delete an Evaluation, complete the following steps:

Click the Delete icon (trash can) in the Actions column of the Evaluations Grid for the desired Evaluation.
Click the OK button to confirm you want to delete the Evaluation.

Deleting an Evaluation CANNOT be undone. Once an Evaluation is deleted from your DACQS platform, the Evaluation responses associated with the Evaluation will not be included in any Reports or analytics.

Evaluation Builder

Editing Evaluation Elements

Once you have created an Evaluation, you can now add elements (headers, text areas, questions, etc) to the Evaluation so that your Participants can respond to the questions and you can acquire their data.

To edit the elements of an Evaluation, complete the following steps:

Click the Edit Elements button in the Edit Evaluation column of the Evaluations Grid for the desired Evaluation.

This will open the Evaluation Builder screen, where you can create and edit the elements of your Evaluation.

Making edits and changes to active or past Evaluations is NOT recommended. Correcting typos or grammatical errors can be performed without consequence. However, editing or deleting questions can have severe negative effects on Reports and possibly cause data associated with the Evaluation to be lost.

The Evaluation Builder Screen

The Evaluation Builder screen is where the Super User and Administrators create the elements that define an Evaluation. As the name implies, from this screen, Evaluation are built by adding, editing, and deleting elements from the Evaluations within your DACQS platform.

Evaluation Name and Description
The name and description of the current Evaluation are always displayed so that you can easily identify which Evaluation you are working with.

Evaluation List Button
The Return to Evaluation List button will close the Evaluation Builder screen and take you back to the Add/Edit/Delete Evaluations screen.

Evaluation Elements Buttons
The New Header, New Text Block, New Divider, New Group, and New Question buttons allow you to create the appropriate Evaluation element. Once created, the new Evaluation element will display in the main preview area.

Save and Preview Evaluation Buttons
The Save Evaluation Button will save all current Evaluation elements and settings.

Although the Evaluation Builder automatically saves your progress as you build your Evaluation, it is often reassuring to be able to manually save your progress for peace of mind.

The Preview Evaluation Button will open the current Evaluation in a new browser window and display it to you just as your Participants will see it. In the Evaluation preview, all Evaluation elements are fulling interactive and any applied logic is active.

The Save and/or Submit buttons are not present in the Evaluation preview and no data that is entered in the Evaluation preview is saved.

You can share the Evaluation preview with other members of your team by copying/pasting the URL of the Evaluation preview. The Evaluation preview will remain active as long as the Evaluation is not disabled or deleted.

Evaluation Headers

Header elements represent bold text call-outs within your Evaluations. Header elements typically consist of a single word or short phrase. Header elements allow you to introduce sections with similar questions/elements or to call out specific points within your Evaluations.

Adding Header Elements
The procedure for adding a Header element to your Evaluation is straightforward and intuitive.

To add a Header element to your Evaluation, complete the following steps:

Click the New Header button.
Enter the text into the field.
Click the Create Header button.

You may stylize your Header elements with italic and underlined text. As well as insert links within your Header elements.

Your new Header elements will appear at the bottom of the Evaluation Builder screen. It can be dragged to a new position or inside of an existing Group element, if desired.

Editing Header Elements
Once a Header element has been added, it can be edited at any time.

To edit a Header element, complete the following steps:

Click the Edit icon (pencil) of the desired Header element.
Make any necessary changes to the text.
Click the Save Changes to Header button.

Deleting Header Elements

To delete a Header element, complete the following steps:

Click the Delete icon (trash can) of the desired Header element.
Click the OK button to confirm you want to delete the Header element.

Deleting a Header element CANNOT be undone.

Evaluation Text Blocks

Text Block elements represent a block of descriptive text within your Evaluations, and typically consist of one or more sentences. Text Block elements can be used to give instructions or to describe a group or section of questions within your Evaluations.

Adding Text Block Elements
The procedure for adding a Text Block element to your Evaluation is straightforward and intuitive.

To add a Text Block element to your Evaluation, complete the following steps:

Click the New Text Block button.
Enter the text into the field.
If desired, add an image from the Image Library.

Select an image from the Image Library by clicking the Select Image from Library button.
Set the scale of the image by entering a number between 1 and 100 into the Image Scale field.

Click the Create Text Block button.

You may stylize your Text Block elements with bold, italic, and underlined text. You may justify the text to be left, center, or right justified. You may create ordered and unordered lists within your Text Block elements. As well as insert links within your Text Block elements.

Your new Text Block elements will appear at the bottom of the Evaluation Builder screen. It can be dragged to a new position or inside of an existing Group element, if desired.

Editing Text Block Elements
Once a Text Block element has been added, it can be edited at any time.

To edit a Text Block element, complete the following steps:

Click the Edit icon (pencil) of the desired Text Block element.
Make any necessary changes to the text.
Make any necessary changes to the associated image.
Click the Save Changes to Text Block button.

Deleting Text Block Elements

To delete a Text Block element, complete the following steps:

Click the Delete icon (trash can) of the desired Text Block element.
Click the OK button to confirm you want to delete the Text Block element.

Deleting a Text Block element CANNOT be undone.

Evaluation Dividers

Divider elements display a simple horizontal rule that you can use to visually separate sections of your Evaluation.

Adding Divider Elements
The procedure for adding a Divider element to your Evaluation is straightforward and intuitive.

To add a Divider element to your Evaluation, complete the following steps:

Click the New Divider button.
Click the Create Divider button.

Your new Divider elements will appear at the bottom of the Evaluation Builder screen. It can be dragged to a new position or inside of an existing Group element, if desired.

Editing Divider Elements

Divider elements have no options and therefore cannot be edited.

Deleting Divider Elements

To delete a Divider element, complete the following steps:

Click the Delete icon (trash can) of the desired Divider element.
Click the OK button to confirm you want to delete the Divider element.

Deleting a Divider element CANNOT be undone.

Evaluation Groups

Evaluation Group elements are designed to organize similar questions together within your Evaluations. Group elements also have the ability to support:

Random Questions - The questions within the Group can be presented to the Participant in a randomized order.
Repeatable Questions - Participants can duplicate the questions within the Group while responding to your Evaluation. For example, please answer the following questions for EACH car that you own.

Adding Group Elements
The procedure for adding a Group element to your Evaluation is straightforward and intuitive.

To add a Group element to your Evaluation, complete the following steps:

Click the New Group button.
Determine if you would like the questions within the Group element to be randomized in the Evaluation.
Determine if you would like the questions within the Group element to be repeatable in the Evaluation.
Click the Create Group button.

Your new Group elements will appear at the bottom of the Evaluation Builder screen. It can be dragged to a new position, if desired.

Group elements cannot be dragged inside of other Group elements.

Editing Group Elements

Once a Group element has been added, it can be edited at any time.

Click the Edit icon (pencil) of the desired Group element.
Make any necessary changes to the randomization option.
Make any necessary changes to the repeatable option.
Click the Save Changes to Group button.

Deleting Group Elements

To delete a Group element, complete the following steps:

Click the Delete icon (trash can) of the desired Group element.
Click the OK button to confirm you want to delete the Group element.

Deleting a Group element CANNOT be undone. All elements within the Group element - Header elements, Text Block elements, Divider elements, and Question elements - will also be deleted.

Evaluation Questions

Question elements make up the majority of your Evaluations. As you create your Question elements, you will determine how the question will appear and function within your Evaluation using the various tabs and options presented to you within the Question element window (explained in detail below).

Adding Question Elements
The procedure for adding a Question element to your Evaluation is straightforward and intuitive.

To add a Question element to your Evaluation, complete the following steps:

Click the New Question button.
Step through the various tabs and options presented to you (explained in detail below).
Click the Create Question button.

Your new Question elements will appear at the bottom of the Evaluation Builder screen. It can be dragged to a new position or inside of an existing Group element, if desired.

Editing Question Elements

Once a Question element has been added, it can be edited at any time.

Click the Edit icon (pencil) of the desired Question element.
Make any necessary changes to the various tabs and options presented to you (explained in detail below.
Click the Save Changes to Question button.

Copying Question Elements
Once a Question element has been added, it can be copied at any time. When a Question element is copied, all of its options are duplicated to a new Question element.

To copy a Question element, complete the following steps:

Click the Copy icon (two squares) of the desired Question element.
Click the Copy Question button.

Your new duplicate Question element will appear at the bottom of the Evaluation Builder screen. It can be dragged to a new position or inside of an existing Group element, if desired.

Deleting Question Elements

To delete a Question element, complete the following steps:

Click the Delete icon (trash can) of the desired Question element.
Click the OK button to confirm you want to delete the Question element.

Deleting a Question element CANNOT be undone.

Evaluation Questions Types

One of the most important configurations for a Question element is to choose its Question Type. There are currently seven (7) types of questions within the DACQS platform. And, from those seven types of questions, hundreds of different question layouts can be created through the use of various options provided to you.

The question types available are:

Radio Buttons
Checkboxes
Dropdown Menu
Ordering
Likert Scale
Text Field
Text Area

Below you will find a list of tabs and options that are available to you within the Question element window for each question type.

Radio Button Question Type

Radio Button questions are a type of multiple choice question where only one choice can be selected by the Participant.

1) Question Type

Click the Question Type tab.
Click the Radio Buttons type icon.

2) Question Text

Click the Question Text tab.
Enter the text for your question in the field.

You may stylize your Question Text with bold, italic, and underlined text. You may justify the text to be left, center, or right justified. You may create ordered and unordered lists within your Question Text. As well as insert links within your Question Text.

3) Question Choices

Click the Question Choices tab.
Enter up to 25 choices for your question using either the Individual Entry or Bulk Entry options.

Individual Entry
The Individual Entry option allows you to create choice one by one using the plus and minus buttons. Each individual choice can be an image, text, or both an image and text.

Type the text for the choice into the corresponding field.
Select an image for the choice from the Image Library by clicking the Select Image from Library button.
Set the scale of the choice image by entering a number between 1 and 100 into the Image Scale field.
Click the plus sign button to add a new choice at the desired position.
Click the minus sign button to delete the desired choice.

Bulk Entry
The Bulk Entry option allows you to quickly create multiple choices by copying and pasting a list of choices into the field. Each individual choice is placed on its own line within the field.

Type the text for the choices into the field, placing each choice in its own line.
Or, copy and paste choices into the field, placing each choice in its own line.

You cannot use images when entering choices using the Bulk Entry option.

You can switch back and forth between Individual Entry and Bulk Entry as you see fit. You can add images to Bulk Entry choices by switching back to Individual Entry and adding the image there.

4) Setup Options

Click the Setup Options tab.
Choose whether the choices should be displayed horizontally or vertically.
Choose and configure whether the choices should have matching input fields (only in vertical display mode).
Choose and configure whether there should be an "other" field (only in vertical display mode).

Horizontal/Vertical Display
The Horizontal/Vertical Display option allows you to display the question choices vertically one on top the other or horizontally from left to right.

Choose either Horizontal or Vertical (Vertical is default).

Input Fields
The Input Fields option allows you to display additional numeric input fields (number or percentage) to the right of each question choice. This option allows you to collect additional data for each question choice. This option is only available when the question choices are displayed vertically.

Choose either Yes or No to turn this option on or off (No is default).
Enter optional header text for the left (above the question options) and the right (above the numeric input fields).
Choose either Number or Percentage for the type of input field (Number is default).

Other Field
The Other Field option allows you to add an "other" choice and input field to the end of your question choices. You can use the default text "Other" or enter custom text to be user. As well as optionally displaying instructions to go along with the "other" field. This option is only available when the question choices are displayed vertically.

Choose either Yes or No to turn the option on or off (No is default).
Enter optional alternate other text (if no text is entered, the default "Other" is used for the question choice).
Enter optional instructions to be displayed above the "other" field.

5) Question Logic

Click the Question Logic tab.
Choose whether the question is required or not.
Choose whether choices in this question should logically turn on or off other questions within your Evaluation.

Required Question
The Required Question option allows you make the question mandatory for the Participant to answer before they can submit their Evaluation. If the Participant tries to submit the Evaluation without answering a required question, they will receive a warning telling them so.

Choose either Yes or No to turn this option on or off (No is default).

Question Logic
The Question Logic option allows you to direct the Participant to follow-up questions based on which choice they choose to answer the question.

Choose which question(s) should only be available when choice one is selected by the Participant.
Choose which question(s) should only be available when choice two is selected by the Participant.

Question logic can only be applied to Radio Button questions that have two or less choices.

Question logic can only be applied to a question that has additional questions appearing after it in the Evaluation; as question logic is applied top to bottom.

6) Question Image

Click the Question Image tab.
Select an image from the Image Library by clicking the Select Image from Library button.
Set the scale of the image by entering a number between 1 and 100 into the Image Scale field.

7) Save

Click the Save Question button.

If this is a new Radio Button question, it will appear at the bottom of the Evaluation Builder screen. It can be dragged to a new position or inside of an existing Group element, if desired.

Checkbox Question Type

Checkbox questions are a type of multiple choice question where multiple choices can be selected by the Participant.

1) Question Type

Click the Question Type tab.
Click the Checkbox type icon.

2) Question Text

Click the Question Text tab.
Enter the text for your question in the field.

3) Question Choices

Click the Question Choices tab.
Enter up to 25 choices for your question using either the Individual Entry or Bulk Entry options.

Individual Entry
The Individual Entry option allows you to create choice one by one using the plus and minus buttons. Each individual choice can be an image, text, or both an image and text.

Type the text for the choice into the corresponding field.
Select an image for the choice from the Image Library by clicking the Select Image from Library button.
Set the scale of the choice image by entering a number between 1 and 100 into the Image Scale field.
Click the plus sign button to add a new choice at the desired position.
Click the minus sign button to delete the desired choice.

Type the text for the choices into the field, placing each choice in its own line.
Or, copy and paste choices into the field, placing each choice in its own line.

You cannot use images when entering choices using the Bulk Entry option.

You can switch back and forth between Individual Entry and Bulk Entry as you see fit. You can add images to Bulk Entry choices by switching back to Individual Entry and adding the image there.

4) Setup Options

Click the Setup Options tab.
Choose whether the choices should be displayed horizontally or vertically.
Choose and configure whether the choices should have matching input fields (only in vertical display mode).
Choose and configure whether there should be an "other" field (only in vertical display mode).

Horizontal/Vertical Display
The Horizontal/Vertical Display option allows you to display the question choices vertically one on top the other or horizontally from left to right.

Choose either Horizontal or Vertical (Vertical is default).

Choose either Yes or No to turn this option on or off (No is default).
Enter optional header text for the left (above the question options) and the right (above the numeric input fields).
Choose either Number or Percentage for the type of input field (Number is default).

Choose either Yes or No to turn the option on or off (No is default).
Enter optional alternate other text (if no text is entered, the default "Other" is used for the question choice).
Enter optional instructions to be displayed above the "other" field.

5) Question Logic

Click the Question Logic tab.
Choose whether the question is required or not.
Choose whether choices in this question should logically turn on or off other questions within your Evaluation.

Choose either Yes or No to turn this option on or off (No is default).

Question Logic
The Question Logic option allows you to direct the Participant to follow-up questions based on which choice they choose to answer the question.

Choose which question(s) should only be available when choice one is selected by the Participant.
Choose which question(s) should only be available when choice two is selected by the Participant.

Question logic can only be applied to Checkbox questions that have two or less choices.

Question logic can only be applied to a question that has additional questions appearing after it in the Evaluation; as question logic is applied top to bottom.

6) Question Image

Click the Question Image tab.
Select an image from the Image Library by clicking the Select Image from Library button.
Set the scale of the image by entering a number between 1 and 100 into the Image Scale field.

7) Save

Click the Save Question button.

If this is a new Checkbox question, it will appear at the bottom of the Evaluation Builder screen. It can be dragged to a new position or inside of an existing Group element, if desired.

Dropdown Menu Question Type

Dropdown Menu questions are a type of multiple choice question that offers a concealed list of options that opens when clicked on. Like Radio Button questions, only one choice can be selected by the Participant.

1) Question Type

Click the Question Type tab.
Click the Dropdown Menu type icon.

2) Question Text

Click the Question Text tab.
Enter the text for your question in the field.

3) Question Choices

Click the Question Choices tab.
Enter up to 25 choices for your question using either the Individual Entry or Bulk Entry options.

Individual Entry
The Individual Entry option allows you to create choice one by one using the plus and minus buttons.

Type the text for the choice into the corresponding field.
Click the plus sign button to add a new choice at the desired position.
Click the minus sign button to delete the desired choice.

Due to the nature of the Dropdown Menu question type, images cannot be included with Dropdown Menu question choices.

Type the text for the choices into the field, placing each choice in its own line.
Or, copy and paste choices into the field, placing each choice in its own line.

You can switch back and forth between Individual Entry and Bulk Entry as you see fit.

4) Setup Options

There are no Setup Option for the Dropdown Menu question type.

5) Question Logic

Click the Question Logic tab.
Choose whether the question is required or not.
Choose whether choices in this question should logically turn on or off other questions within your Evaluation.

Choose either Yes or No to turn this option on or off (No is default).

Question Logic
The Question Logic option allows you to direct the Participant to follow-up questions based on which choice they choose to answer the question.

Choose which question(s) should only be available when choice one is selected by the Participant.
Choose which question(s) should only be available when choice two is selected by the Participant.

Question logic can only be applied to Dropdown Menu questions that have two or less choices.

Question logic can only be applied to a question that has additional questions appearing after it in the Evaluation; as question logic is applied top to bottom.

6) Question Image

Click the Question Image tab.
Select an image from the Image Library by clicking the Select Image from Library button.
Set the scale of the image by entering a number between 1 and 100 into the Image Scale field.

7) Save

Click the Save Question button.

If this is a new Dropdown Menu question, it will appear at the bottom of the Evaluation Builder screen. It can be dragged to a new position or inside of an existing Group element, if desired.

Ordering Question Type

Ordering questions provide a list of choices that the Participant can drag and drop into the order they prefer.

1) Question Type

Click the Question Type tab.
Click the Ordering type icon.

2) Question Text

Click the Question Text tab.
Enter the text for your question in the field.

3) Question Choices

Click the Question Choices tab.
Enter up to 25 choices for your question using either the Individual Entry or Bulk Entry options.

Individual Entry
The Individual Entry option allows you to create choice one by one using the plus and minus buttons.

Type the text for the choice into the corresponding field.
Click the plus sign button to add a new choice at the desired position.
Click the minus sign button to delete the desired choice.

Due to the nature of the Ordering question type, images cannot be included with Dropdown Menu question choices.

Type the text for the choices into the field, placing each choice in its own line.
Or, copy and paste choices into the field, placing each choice in its own line.

You can switch back and forth between Individual Entry and Bulk Entry as you see fit.

4) Setup Options

There are no Setup Option for the Ordering question type.

5) Question Logic

Click the Question Logic tab.
Choose whether the question is required or not.

Choose either Yes or No to turn this option on or off (No is default).

Question Logic
There is no Question Logic for the Ordering question type.

6) Question Image

Click the Question Image tab.
Select an image from the Image Library by clicking the Select Image from Library button.
Set the scale of the image by entering a number between 1 and 100 into the Image Scale field.

7) Save

Click the Save Question button.

If this is a new Ordering question, it will appear at the bottom of the Evaluation Builder screen. It can be dragged to a new position or inside of an existing Group element, if desired.

Likert Scale Question Type

Likert Scale questions offer a scale of 3 to 10 options from which one item can be selected. This type of question is typically used for rating on a scale (for example, on a scale of 1 to 5 or on a scale of 1 to 10).

1) Question Type

Click the Question Type tab.
Click the Likert Scale type icon.

2) Question Text

Click the Question Text tab.
Enter the text for your question in the field.

3) Question Choices

There are no Question Choices for the Likert Scale question type.

4) Setup Options

Click the Setup Options tab.
Choose how many options are in the scale.
Choose if the scale should include an "n/a" (not applicable) option.
Enter alternative text to be displayed for the scale options rather than the default numbers.

Scale Size
The Scale Size option allows you to choose how many options the Participant has to choose from.

Choose a scale size between a minimum of three and a maximum of ten (five is default).

N/A (Not Applicable)
The Not Applicable option allows you to display an "n/a" (not applicable) option at the beginning of the question scale.

Choose either Yes or No to turn this option on or off (No is default).

Alternate Option Text
The Alternate Option Text option allows you to display alternate text in place of the standard question scale numbers. If no alternate text is entered, the standard number will be displayed for the question option.

Enter optional alternate text for each question scale option.

5) Question Logic

Click the Question Logic tab.
Choose whether the question is required or not.
Choose whether scale options in this question should logically turn on or off other questions within your Evaluation.

Choose either Yes or No to turn this option on or off (No is default).

Question Logic
The Question Logic option allows you to direct the Participant to follow-up questions based on which set of scale options they choose to answer the question. With Likert Scale questions, the scale is divided in half and the lower half of the scale and the upper half of the scale can each have logic applied to them.

Choose which question(s) should only be available when an option from the lower half of the scale is selected by the Participant.
Choose which question(s) should only be available when an option from the upper half of the scale is selected by the Participant.

If the Likert Scale question has an odd number of scale options, the absolute middle scale option is ignored within the question logic.

Question logic can only be applied to a question that has additional questions appearing after it in the Evaluation; as question logic is applied top to bottom.

6) Question Image

Click the Question Image tab.
Select an image from the Image Library by clicking the Select Image from Library button.
Set the scale of the image by entering a number between 1 and 100 into the Image Scale field.

7) Save

Click the Save Question button.

If this is a new Likert Scale question, it will appear at the bottom of the Evaluation Builder screen. It can be dragged to a new position or inside of an existing Group element, if desired.

Text Field Question Type

Text Field questions includes a one-line input field where the Participant can enter their answer. Text Field questions are free form text entry and can accept a combination of letters and numbers.

1) Question Type

Click the Question Type tab.
Click the Text Field type icon.

2) Question Text

Click the Question Text tab.
Enter the text for your question in the field.

3) Question Choices

There are no Question Choices for the Text Field question type.

4) Setup Options

Click the Setup Options tab.
Choose which input constraints should be applied to the question.

Any combination of letters and numbers.
Letters only.
Numbers only.
Percents only.

Input Constraints
The Input Constraints option allows you to choose which form of input you want to allow to be entered for the question.

Any combination of letters and numbers - this is basically free form text input where the Participant can enter any combination of letters and numbers.
Letters only - this allows the Participant to enter upper and lower case letters.
Numbers only - this allows the Participant to enter any ten-digit number.
Percents only - this allows the Participant to enter any number up to 100.

The Numbers only option should be used exclusively for numbers that you intended to calculate in some way. For example, avoid using Numbers only fields for things like phone numbers or zip codes, as those are not used for calculations.

5) Question Logic

Click the Question Logic tab.
Choose whether the question is required or not.
Choose whether scale options in this question should logically turn on or off other questions within your Evaluation.

Choose either Yes or No to turn this option on or off (No is default).

Question Logic
The Question Logic option allows you to direct the Participant to follow-up questions based on which set of scale options they choose to answer the question. With Text Field questions, only questions with Numbers only and Percents only Setup Options can have Question Logic applied to them.

Choose which question(s) should only be available when the Participant enters a value greater than zero.

Question logic can only be applied to a question that has additional questions appearing after it in the Evaluation; as question logic is applied top to bottom.

6) Question Image

Click the Question Image tab.
Select an image from the Image Library by clicking the Select Image from Library button.
Set the scale of the image by entering a number between 1 and 100 into the Image Scale field.

7) Save

Click the Save Question button.

If this is a new Text Field question, it will appear at the bottom of the Evaluation Builder screen. It can be dragged to a new position or inside of an existing Group element, if desired.

Text Area Question Type

Text Area questions includes a multi-line input field where Participants can enter a more lengthy answer.

1) Question Type

Click the Question Type tab.
Click the Text Area type icon.

2) Question Text

Click the Question Text tab.
Enter the text for your question in the field.

3) Question Choices

There are no Question Choices for the Text Area question type.

4) Setup Options

There are no Setup Options for the Text Area question type.

5) Question Logic

Click the Question Logic tab.
Choose whether the question is required or not.

Choose either Yes or No to turn this option on or off (No is default).

Question Logic
There is no Question Logic for the Text Area question type.

6) Question Image

Click the Question Image tab.
Select an image from the Image Library by clicking the Select Image from Library button.
Set the scale of the image by entering a number between 1 and 100 into the Image Scale field.

7) Save

Click the Save Question button.

If this is a new Text Area question, it will appear at the bottom of the Evaluation Builder screen. It can be dragged to a new position or inside of an existing Group element, if desired.

Report Management

Reports

Within the DACQS platform, reports are used to graphically communicate and display data acquired from your Participants' responses to your Evaluations. All Reports within the DACQS platform are assigned a unique ID.

Reports can be customized and designed to meet your organization's needs by tracking responses to your Evaluations and Campaigns through a number of different charts. This allows you to best share the data you have acquired.

Reports within the DACQS platform are LIVE; as soon as Participants start responding to questions, the data will automatically begin to be acquired and the Reports will automatically populate. This easily gives you the ability to save Reports at specific time intervals to do very straightforward data comparisons.

The Add/Edit/Delete Reports Screen

The Add/Edit/Delete Reports screen is where the Super User and Administrators perform most Reports-related functions. As the name implies, from this screen, Reports can be added, edited, and deleted from your DACQS platform.

The Reports Grid
The Reports Grid, just like all the grids within the DACQS platform, can be searched and sorted to allow you to easily find the Report you are looking for. The Reports Grid also features unique functionality that makes working with Reports more efficient for you.

The Reports Grid features the following columns:

Report Id - The report's unique DACQS platform ID.
Name - The report's name.
Description - The report's description.
Used With Evaluation - The Evaluation (and its ID) that is associated with the report.
Used With Campaigns - All Campaigns (and their IDs) that are associated with the report.
Active - The report's active status (Yes or No).
Date Created - The date the Report was created within the DACQS platform.
Admin Created - The name of the Administrator that created the Report.
Edit Report - Button to edit the various charts (bar, crosstab, etc) within the Report (see below).
Actions - Buttons to edit or delete the Report (see below).

Searching the Reports Grid
You can use the search field to search for a specific word or phrase found within the NAME, DESCRIPTION, USED WITH EVALUATIONS, and USED WITH CAMPAIGNS columns. To perform a search enter the word or phrase in the search field and then press the enter key or click the magnifying glass icon. The Reports Grid will then be filtered based on if the word or phrase was found. To clear the search criteria, delete the word or phrase from the search field and press the enter key or click the magnifying glass icon again.

Paging the Reports Grid
You can limit the number of rows the Reports Grid displays by choosing a desired number from the Row Count menu. Depending on how many total Reports are within your DACQS platform and how many rows you choose to display, the number of pages will adjust accordingly. You can go to different pages by using the page buttons to go to a specific page, go forward or backward one page, or go to the absolute first or last page.

The Row Count menu is set to 25 rows by default.

Choosing ALL from the Row Count menu will display all Reports no matter how many there are total. Depending on the total number of Reports within your DACQS platform and the speed of your computer and network connection, this could take several minutes and make your browser unresponsive.

Sorting the Reports Grid
The REPORT ID, NAME, DESCRIPTION, USED WITH EVALUATIONS, USED WITH CAMPAIGNS, ACTIVE, DATE CREATED, and ADMIN CREATED columns can all be sorted either ascending or descending. Click the arrows next to the column name and the arrows will change according to how the column is currently being sorted. Only one column can be actively sorted at a time.

Adding Reports
The procedure for adding a Report to your DACQS platform is straightforward and intuitive.

To add a Report, complete the following steps:

Click the Add Report button.
Fill in the required fields.

Name
Description

Select the appropriate Active status.

Yes - The Group is active within your DACQS platform and will be able to be assigned to Reporting Periods.
No - The Group is not active within your DACQS platform and will not be able to be assigned to Reporting Periods.

Choose from Use With Evaluation (optional) - Use the Evaluations Grid to choose one Evaluation to associate the Report with.
Click the desired Add button.

Add Blank Report - This will add a new Report with no charts in it by default. You will use the Edit Charts button to add your own charts as you see fit (explained in detail below).
Add Pre-Populated Report - This will add a new Report with one chart for every question within the associated Evaluation You can still use the Edit Charts button to edit the charts as you see fit (explained in detail below).

When choosing the Pre-Populated Report, the DACQS platform will automatically choose the best Chart type for the associated Question type.

You can always create additional Reports for the same Evaluation. Creating different Reports with different Charts for different questions, you can tailor certain reports to certain departments or audiences with your organization.

Editing Reports
Once a Report has been added, its information can be edited at any time.

To edit a Report, complete the following steps:

Click the Edit icon (pencil) in the Actions column of the Reports Grid for the desired Report.
Make any necessary changes to the required fields and Active status.
Click the Save Evaluation button.

Once a Report has been added, its associated Evaluation cannot be changed.

Deleting Reports
It is not recommended to delete a Report from your DACQS platform, however the functionality does exist. Rather, it is best to deactivate the Report by changing its Active status as described above under Editing Reports.

To delete a Report, complete the following steps:

Click the Delete icon (trash can) in the Actions column of the Reports Grid for the desired Report.
Click the OK button to confirm you want to delete the Report.

Deleting a Report CANNOT be undone.

Report Builder

Editing Report Charts

Once you have created a Report, you can now add charts (bar, crosstab, etc) to the Report so that you and your organization can graphically view the data you have acquired from the Participants of your Evaluations.

To edit the charts of a Report, complete the following steps:

Click the Edit Charts button in the Edit Report column of the Reports Grid for the desired Report.

This will open the Report Builder screen, where you can create and edit the charts of your Report.

Making edits and changes to active or past Reports is NOT recommended.

The Report Builder Screen

The Report Builder screen is where the Super User and Administrators create the charts that define a Report. As the name implies, from this screen, Reports are built by adding, editing, and deleting charts from the Reports within your DACQS platform.

Report Name and Description
The name and description of the current Report are always displayed so that you can easily identify which Report you are working with. The associated Evaluation is also displayed so that you can easily know which Evaluation the report is for.

Report List Button
The Return to Report List button will close the Report Builder screen and take you back to the Add/Edit/Delete Report screen.

New Chart Button
The New Chart button allows you to create charts that are associated with Evaluation questions. Once created, the new Report chart will display in the main preview area.

Save Report Button
The Save Report button will save all current Report charts and settings.

Although the Report Builder automatically saves your progress as you build your Report, it is often reassuring to be able to manually save your progress for peace of mind.

Report Charts

Report charts allow you to graphically display and communicate the data you have acquired from your Participant's answers to your Evaluation questions. As you create your Report charts, you will determine how the question data will appear within your Report using the various tabs and options presented to you within the Report chart window (explained in detail below).

Adding Report Charts
The procedure for adding a Report chart to your Report is straightforward and intuitive.

To add a Report chart to your Report, complete the following steps:

Click the New Chart button.
Step through the various tabs and options presented to you (explained in detail below).
Click the Create Chart button.

Your new Report chart will appear at the bottom of the Report Builder screen and will alternate between the left and right columns of the Report Builder screen. It can be dragged to a new position, if desired.

You can always create additional Charts for the same question. Creating different Charts for the same question allows you to visualize your data in multiples ways all within the same Report.

Editing Report Charts

Once a Report chart has been added, it can be edited at any time.

Click the Edit icon (pencil) of the desired Report chart.
Make any necessary changes to the various tabs and options presented to you (explained in detail below.
Click the Save Changes to Chart button.

Selecting Chart Reporting Period
This unique feature of the DACQS platform allows ultimate flexibility when you want to compare the data from multiple Reporting Periods within the same Report. You can create duplicate charts for the same Evaluation question and assign a different Reporting Period for each chart; providing you the ultimate data analysis for multiple Reporting Periods.

Once a Report chart has been added, the Reporting Period that it represents can be assigned at any time.

Select which Reporting Period the chart should represent from the Reporting Period dropdown list.

Ind/All - The chart will display the totals for the current Reporting Period (when there is only one Reporting Period) and the totals for all Reporting Periods (when there are multiple Reporting Periods).
1st-12th - The chart will display only that data associated with the chosen Reporting Period. If the Reporting Period does not exist the chart will automatically be hidden from the Report until the Reporting Period's open and close dates have occurred.

Deleting Report Charts

To delete a Report chart, complete the following steps:

Click the Delete icon (trash can) of the desired Report chart.
Click the OK button to confirm you want to delete the Report chart.

Deleting a Report chart CANNOT be undone.

Report Chart Types

As you create your Report charts, you will determine how the chart will appear within your Report using the various tabs and options presented to you within the Chart window.

One of the most important configurations for a Report chart is to choose its Chart Type. There are currently six (6) types of charts within the DACQS platform. And, from those six types of charts, dozens of different chart layouts can be created through the use of various options provided to you.

The chart types available are:

Bar
Bullet
Number
Reporting Period
Crosstab
Text List

Below you will find a list of tabs and options that are available to you within the Chart window for each chart type.

The DACQS platform will only present you the chart types that are compatible with the type of question you have chosen for the chart. For example, it will not allow you to choose a Number chart to represent the data from a Text Area question.

You can create multiple charts for the same one question within your Evaluations. For example, you could visualize the data of a specific question as both a Bar chart and as Crosstab chart to gain deeper understanding of the acquired data.

Bar Chart Type

Bar charts are among the most popular chart type within the DACQS platform as they offer a great way to visualize the number of Participants who selected each of the question choices provided. Bar charts represents each question choice on a scale of 0 to 100 percent, based on how many Participants choose that question choice. Each question choice is represented by a horizontal bar and displays how many Participants chose that question choice, its percentage in relation to the other question choices, and its total value (if the Input Field option was chosen for the question). If the Other option was chosen, a list of all Other entries will be displayed as well.

1) Evaluation Question

Click the Evaluation Question tab.
Choose the question from the dropdown list that you would like this chart to represent (the question type and any constraint options are also lists for your reference).
The following Question types and Constraint options are compatible with Bar charts:

Radio Button with Input Fields
Radio Button without Input Fields
Checkbox with Input Fields
Checkbox Button without Input Fields
Dropdown Menu
Ordering
Likert Scale

2) Chart Type

Click the Chart Type tab.
Click the Bar Chart type icon.

3) Chart Options

There are no Chart Options for the Bar chart type.

4) Save

Click the Create Chart button.

If this is a new Bar chart, it will appear at the bottom of the Report Builder screen and will alternate between the left and right columns of the Report Builder screen. It can be dragged to a new position, if desired.

Bullet Chart Type

Bullet charts are a great way to see each Participant's individual response to your Evaluation questions. Bullet charts lists out each unique question choice that was chosen by Participants. Each unique question choice is represented in a bullet list for easy viewing and comprehension.

1) Evaluation Question

Click the Evaluation Question tab.
Choose the question from the dropdown list that you would like this chart to represent (the question type and any constraint options are also lists for your reference).
The following Question types and Constraint options are compatible with Bullet charts:

Radio Button with Input Fields
Radio Button without Input Fields
Checkbox with Input Fields
Checkbox Button without Input Fields
Dropdown Menu

2) Chart Type

Click the Chart Type tab.
Click the Bullet Chart type icon.

3) Chart Options

There are no Chart Options for the Bullet chart type.

4) Save

Click the Create Chart button.

If this is a new Bullet chart, it will appear at the bottom of the Report Builder screen and will alternate between the left and right columns of the Report Builder screen. It can be dragged to a new position, if desired.

Number Chart Type

Number charts are a type of chart that represents minimum, maximum, and average/total Participants response for that question. As well as the total number of Participants who responded to the question.

1) Evaluation Question

Click the Evaluation Question tab.
Choose the question from the dropdown list that you would like this chart to represent (the question type and any constraint options are also lists for your reference).
The following Question types and Constraint options are compatible with Number charts:

Likert
Text Field with Number Constraint
Text Field with Percentage Constraint

2) Chart Type

Click the Chart Type tab.
Click the Number Chart type icon.

3) Chart Options

There are no Chart Options for the Number chart type.

4) Save

Click the Create Chart button.

If this is a new Number chart, it will appear at the bottom of the Report Builder screen and will alternate between the left and right columns of the Report Builder screen. It can be dragged to a new position, if desired.

Reporting Period Chart Type

Reporting Period charts are a type of chart that represents average/total Participants response for that question. As well as the total number of Participants who responded to the question. What makes this chart type unique, is that it will display the data for each Reporting Period that the Evaluation has been used in, making it extremely efficient to compare the data from all Reporting Periods.

1) Evaluation Question

Click the Evaluation Question tab.
Choose the question from the dropdown list that you would like this chart to represent (the question type and any constraint options are also lists for your reference).
The following Question types and Constraint options are compatible with Reporting Period charts:

Radio Button with Input Fields
Checkbox with Input Fields
Likert Scale
Text Field with Number Constraint
Text Field with Percentage Constraint

2) Chart Type

Click the Chart Type tab.
Click the Reporting Period Chart type icon.

3) Chart Options

There are no Chart Options for the Reporting Period chart type.

4) Save

Click the Create Chart button.

If this is a new Reporting Period chart, it will appear at the bottom of the Report Builder screen and will alternate between the left and right columns of the Report Builder screen. It can be dragged to a new position, if desired.

Crosstab Chart Type

Crosstab charts are a type of chart that represents how the responses from two different questions "intersect" with each other, show how the responses to the two questions relate. Only certain question types can be used to display the "intersection" of the responses.

1) Evaluation Question

Click the Evaluation Question tab.
Choose the question from the dropdown list that you would like this chart to represent (the question type and any constraint options are also lists for your reference). This will be the first of the two questions that the Crosstab chart uses.
The following Question types and Constraint options are compatible with Crosstab charts:

Radio Button with Input Fields
Radio Button without Input Fields
Checkbox with Input Fields
Checkbox Button without Input Fields
Dropdown Menu
Likert Scale
Text Field with Number Constraint
Text Field with Percentage Constraint

2) Chart Type

Click the Chart Type tab.
Click the Crosstab Chart type icon.

3) Chart Options

Choose the question from the dropdown list that you would like to use as the second of the two questions that the Crosstab chart uses (the question type and any constraint options are also lists for your reference). the dropdown list will only display questions that are compatible to "intersect" with the first question you selected from the Evaluation Question tab in step one.

4) Save

Click the Create Chart button.

If this is a new Crosstab chart, it will appear at the bottom of the Report Builder screen and will alternate between the left and right columns of the Report Builder screen. It can be dragged to a new position, if desired.

Text List Chart Type

Text List charts are a type of chart that lists out each unique response that the Participants gave for the question. Each unique question response is represented in a bullet list for easy viewing and comprehension.

1) Evaluation Question

Click the Evaluation Question tab.
Choose the question from the dropdown list that you would like this chart to represent (the question type and any constraint options are also lists for your reference).
The following Question types and Constraint options are compatible with Text List charts:

Text Field with Any (letters and numbers) Constraint
Text Area

2) Chart Type

Click the Chart Type tab.
Click the Text List Chart type icon.

3) Chart Options

There are no Chart Options for the Text List chart type.

4) Save

Click the Create Chart button.

If this is a new Text List chart, it will appear at the bottom of the Report Builder screen and will alternate between the left and right columns of the Report Builder screen. It can be dragged to a new position, if desired.

Campaign Management

Campaigns

Within the DACQS platform, Campaigns are the overarching container for each collection of Users/Groups, Evaluations, and Reports. Campaigns organize the DACQS process into one easy-to-use workflow. All Campaigns within the DACQS platform are assigned a unique ID.

The Add/Edit/Delete Campaigns Screen

The Campaigns Grid
The Campaigns Grid, just like all the grids within the DACQS platform, can be searched and sorted to allow you to easily find the Report you are looking for. The Campaigns Grid also features unique functionality that makes working with Reporting Periods more efficient for you.

The Campaigns Grid features the following columns:

Expand Reporting Period - Displays all Reporting Periods for the Campaign.
Campaign Id - The campaign's unique DACQS platform ID.
Name - The campaign's name.
Description - The campaign's description.
Within Reporting Period - Whether or not a Reporting Periods for the Campaign is currently active (Yes or No).
Active - The campaign's active status (Yes or No).
Date Created - The date the Campaign was created within the DACQS platform.
Admin Created - The name of the Administrator that created the Campaign.
Add Reporting Period - Button to add a Reporting Period to the Campaign (see below).
Actions - Buttons to edit or delete the Campaign (see below).

Searching the Campaigns Grid
You can use the search field to search for a specific word or phrase found within the NAME, DESCRIPTION, USED WITH EVALUATIONS, and USED WITH CAMPAIGNS columns. To perform a search enter the word or phrase in the search field and then press the enter key or click the magnifying glass icon. The Campaigns Grid will then be filtered based on if the word or phrase was found. To clear the search criteria, delete the word or phrase from the search field and press the enter key or click the magnifying glass icon again.

Paging the Campaigns Grid
You can limit the number of rows the Campaigns Grid displays by choosing a desired number from the Row Count menu. Depending on how many total Campaigns are within your DACQS platform and how many rows you choose to display, the number of pages will adjust accordingly. You can go to different pages by using the page buttons to go to a specific page, go forward or backward one page, or go to the absolute first or last page.

The Row Count menu is set to 25 rows by default.

Choosing ALL from the Row Count menu will display all Campaigns no matter how many there are total. Depending on the total number of Campaigns within your DACQS platform and the speed of your computer and network connection, this could take several minutes and make your browser unresponsive.

Sorting the Campaigns Grid
The REPORT ID, NAME, DESCRIPTION, WITHIN REPORING PERIOD, ACTIVE, DATE CREATED, and ADMIN CREATED columns can all be sorted either ascending or descending. Click the arrows next to the column name and the arrows will change according to how the column is currently being sorted. Only one column can be actively sorted at a time.

Adding Campaigns
The procedure for adding a Campaign to your DACQS platform is straightforward and intuitive.

To add a Campaign, complete the following steps:

Click the Add Campaign button.
Fill in the required fields.

Name
Description

Select the appropriate Active status.

Yes - The Campaign is active within your DACQS platform.
No - The Campaign is not active within your DACQS platform.

Click the Add Campaign button.

Editing Campaigns
Once a Campaign has been added, its information can be edited at any time.

To edit a Campaign, complete the following steps:

Click the Edit icon (pencil) in the Actions column of the Campaigns Grid for the desired Campaign.
Make any necessary changes to the required fields and Active status.
Click the Save Campaigns button.

Deleting Campaigns
It is not recommended to delete a Campaign from your DACQS platform, however the functionality does exist. Rather, it is best to deactivate the Campaign by changing its Active status as described above under Editing Campaigns.

To delete a Campaign, complete the following steps:

Click the Delete icon (trash can) in the Actions column of the Campaigns Grid for the desired Campaign.
Click the OK button to confirm you want to delete the Campaign.

Deleting a Campaign CANNOT be undone. Once a Campaign is deleted from your DACQS platform, the data associated with the Campaign and any of its Reporting Periods will not be included in any Reports or analytics. You run the risk of all associated data being orphaned.

Reporting Periods

As a component of Campaigns, Reporting Periods are designed to manage a collection of Evaluations - and the Participants who respond to them - by date. Reporting Periods are the date ranges that the Evaluation is available for Participants to respond to.

Clever usage of Reporting Period date ranges allows you tremendous flexibility in both acquiring Evaluation data and reporting Evaluation data.

Reporting Periods allow you to easily manage the following preferences within your Campaigns:

Open Date - The first day Participants can begin submitting responses to your Evaluations.
Close Date - The last day Participants can submit responses to your Evaluations.
Evaluations - Which Evaluations do you want to invite your Participants to respond to.
Groups - Which Participants you want to invite to respond to your Evaluations.
Campaign Variables - Custom variables and values that can be displayed throughout an Evaluation.
Invite Email - The email that is sent to Participates to invite them to respond to your Evaluations.
Reminder Email - The email that is sent to Participates to remind them if they have not yet responded to your Evaluations.
Introduction Screen - Optionally display a screen before the Participant sees the Evaluation (often used for consent purposes).
Welcome Message - Optionally display a welcome message with the Evaluation (often used to provide an overview or instructions).
Header Image - Optionally display a custom image or logo in the header of the Evaluation (often used for branding purposes).

If your Campaign has multiple Reporting Periods, the above preferences can be individually customized for each Reporting Period.

Adding/Editing/Deleting Reporting Periods

Adding Reporting Periods
Once you have created a Campaign, you can add Reporting Periods to the Campaign which ultimately allows you to manage and begin your data acquisition workflow.

To add a Reporting Period to a Campaign, complete the following steps:

Click the Add button in the Add Reporting Period column of the Campaigns Grid for the desired Campaign.
Select an opening date from the Open Date calendar (open dates cannot be in the past).
Select a closing date from the Close Date calendar (close dates must come after the open date and are optional).
Choose whether the Reporting Period should be sent to anonymous or non-anonymous Participants.
If applicable, choose whether the Reporting Period preferences should be copied from the previous Reporting Period (this is optional and provides a good starting point to prevent you from having to re-enter similar data).
Click the Add Reporting Period button.

Once Reporting Period is added, a new Reporting Period table is inserted into the Campaigns grid and is grouped with the Campaign the Reporting Period is associated with. If the Campaign has multiple Reporting Periods, the Reporting Periods are listed in descending Open Date order.

The Reporting Periods table within the Campaigns Grid features the following columns:

Reporting Period Id - The reporting period's unique DACQS platform ID.
Reporting Period Open Date - The first date that Participants can submit responses.
Reporting Period Close Date - The last date that Participants can submit responses.
Anonymous - Whether or not the Reporting Periods is set up for anonymous Participants (Yes or No).
Invites Sent - Whether or not the Participants have been invited to respond to the Evaluation(s) (Yes or No).
Manage Reporting Period - Button to open the Manage Reporting Period window in order to manage its various preferences (see below).
Invite Email - Button to send Invite Email to associated Participants (see below).
Reminder Email - Button to send Reminder Email to associated Participants (see below).
Actions - Buttons to edit or delete the Reporting Period (see below).

Editing Reporting Periods
Once a Reporting Period has been added, its information can be edited at any time.

To edit a Reporting Period, complete the following steps:

Click the Expand icon (triangle) in the Expand Reporting Periods column of the Campaigns Grid for the desired Campaign.
Click the Edit icon (pencil) in the Actions column of the Reports Grid for the desired Report.
Make any necessary changes to the open and close dates.
Click the Save Reporting Period button.

This is a great way to extended your Reporting Period by changing the Close Date to a date further out into the future. Or, eliminating the Close Date all together and making it an open-ended Reporting Period with no Close date.

Deleting Reporting Periods
It is not recommended to delete a Reporting Periods from your DACQS platform, however the functionality does exist.

To delete a Reporting Periods, complete the following steps:

Click the Expand icon (triangle) in the Expand Reporting Periods column of the Campaigns Grid for the desired Campaign.
Click the Delete icon (trash can) in the Actions column of the Reporting Periods table for the desired Reporting Period.
Click the OK button to confirm you want to delete the Reporting Period.

Deleting a Report CANNOT be undone. Once a Reporting Period is deleted from your DACQS platform, the data associated with the Reporting Period will not be included in any Reports or analytics. You run the risk of all associated data being orphaned.

Managing Reporting Periods

Once you have successfully added your Reporting Period, you will set up all of its preferences which will ultimately allow you to send out all of your Evaluations to your Participants.

In the Manage Reporting Period column, click Manage to open the Manage Reporting Period window:

To manage a Reporting Periods, complete the following steps:

Click the Expand icon (triangle) in the Expand Reporting Periods column of the Campaigns Grid for the desired Campaign.
Click the Manage button in the Manage Reporting Period column of the Reporting Periods table for the desired Reporting Period.
Set up the various Reporting Period preferences within the Manage Reporting Period window.
Click the Save Reporting Period Preferences button.

Below you will find a list of tabs and preferences that are available to you within the Manage Reporting Period window for your Reporting Periods.

1) Choose Evaluations
The Choose Evaluations tab allows you to choose one or more Evaluations that your Participants will respond to. If you choose more than one Evaluation, each Evaluation will be displayed as a "page" within the Evaluation interface the Participants interact with.

Click on the Choose Evaluations tab.
Use the Evaluations Grid to select one or more Evaluations to be part of the Reporting Period.

2) Assign Groups
The Assign Groups tab allows you to assign one or more Groups of Participants to the Evaluations you want them to respond to. You can choose different Groups of Participants for each chosen Evaluation.

Click on the Assign Groups tab.
Select an Evaluation from the left-side Evaluations list.
Use the Groups Grid to select which Groups of Participants will be invited to respond to the selected Evaluation from the left-side list.
Repeat steps 2 and 3 for each Evaluation in the list.

The Assign Groups tab is unavailable for anonymous Reporting Periods, as there are no Groups of Participants in an anonymous Reporting Period.

3) Campaign Variables
The Campaign Variables tab allows you to assign one or more custom variables and values that you can use within various aspects of your Reporting Period.

Click on the Campaign Variables tab.
Enter a variable name in the left column.
Enter a variable value in the corresponding right column.
Click the plus sign button to add a new variable.
Click the minus sign button to delete the desired variable.

There are six pre-defined Campaign Variables available within the DACQS platform:

{{firstname}} – displays the Participant's first name (not available in anonymous Reporting Periods).
{{lastname}} – displays the Participant's last name (not available in anonymous Reporting Periods).
{{organization}} – displays the Participant's organization (not available in anonymous Reporting Periods).
{{evallink}} – displays the hashed link to the Evaluation you want the Participant to complete.
{{opendate}} – displays the first date the Evaluation is available.
{{closedate}} – displays the last date the Evaluation is available.

The pre-defined Campaign Variables and the custom Campaign Variables can be used within the following areas:

Body of the Invite Email
Body of the Reminder Email
Introduction Screen
Welcome Message
Evaluation Header Elements
Evaluation Text Block Elements
Evaluation Question Elements - Question Text
Evaluation Question Elements - Question Choices

Campaign Variables can have many uses, as a simple example:

Instead of saying "Dear Participant," in the Invite Email you can personalize the message with the Participant's name (e.g. Sally Smith), by using the {{firstname}} and {{lastname}} Campaign Variables. By entering "Dear {{firstname}} {{lastname}}," the message will read "Dear Sally Smith,".

If you create a custom Campaign Variables called {{quarter}} and give it a value of "Q1", within your Evaluation you could have a Header that says, "{{quarter}} Survey of Employee Feedback", and it will appear to the Participant as "Q1 Survey of Employee Feedback". When the second quarter rolls around and you create a new Reporting Period, you can simply change the Campaign Variable value to "Q2" and the Evaluation will automatically update itself.

There is also a pre-defined custom Campaign Variable called {{evallinktext}}. If you create a custom Campaign Variables called "evallinktext" and give it a value of, for example, "Click Here to Fill Out Your Quarterly Response Form." You could then enter {{evallinktext}} into the Invite Email or Reminder Email and the Participant will see the text "Click Here to Fill Out Your Quarterly Response Form." that is a clickable link to their personalized Evaluation in their email (instead of seeing the basic clickable hashed link).

Remember that you MUST wrap pre-defined and custom Campaign Variables in double curly brackets, {{ and }} for them to work correctly. For example, {{firstname}}.

4) Invite Email
The Invite Email tab allows you to create the subject line and body text of the email that will be sent out to invite your Participants to the Evaluations.

Click on the Invite Email tab.
Enter the subject line text into the Invite Email Subject field.
Enter the body text into the Invite Email Body field.
Click the Send Test Invite Email button to receive a test copy of the Invite Email (all pre-defined and custom Campaign Variables will be substituted for their values, except for the {{evallink}} variable).

You may stylize your Invite Email with bold, italic, and underlined text. You may justify the text to be left, center, or right justified. You may create ordered and unordered lists within your Text Block elements. As well as insert links within your Text Block elements.

4) Reminder Email
The Reminder Email tab allows you to create the subject line and body text of the email that will be sent out to remind your Participants to submit their responses to the Evaluations.

Click on the Reminder Email tab.
Enter the subject line text into the Reminder Email Subject field.
Enter the body text into the Reminder Email Body field.
Click the Send Test Reminder Email button to receive a test copy of the Reminder Email (all pre-defined and custom Campaign Variables will be substituted for their values, except for the {{evallink}} variable).

You may stylize your Reminder Email with bold, italic, and underlined text. You may justify the text to be left, center, or right justified. You may create ordered and unordered lists within your Text Block elements. As well as insert links within your Text Block elements.

The Reminder Email tab is unavailable for anonymous Reporting Periods. Since the DACQS platform supports truly anonymous Evaluations, there is no way to track the status of anonymous Participants.

5) Introduction Screen
The Introduction Screen appears before the Participant is presented with their Evaluation(s). It can display any type of introductory content you choose, such as terms of agreement for participating, other general background information, or consent to participate. The Participant must agree/click to proceed to and be shown the Evaluation(s).

Click on the Introduction Screen tab.
Choose whether the Introduction Screen should be displayed or not.
Enter the text into the Introduction Screen field.

You may stylize the Introduction Screen with bold, italic, and underlined text. You may justify the text to be left, center, or right justified. You may create ordered and unordered lists within your Text Block elements. As well as insert links within your Text Block elements.

6) Welcome Message
The Welcome Message appears appear with the Evaluation(s) and is typically used to encourage the Participant and give them information about the Evaluation(s) they will be responding to.

Click on the Welcome Message tab.
Choose whether the Welcome Message should be displayed or not.
Enter the text into the Welcome Message field.

You may stylize the Welcome Message with bold, italic, and underlined text. You may justify the text to be left, center, or right justified. You may create ordered and unordered lists within your Text Block elements. As well as insert links within your Text Block elements.

7) Evaluation Header
Optionally display a custom image or logo in the header of the Evaluation. This is often used for branding purposes.

Click on the Evaluation Header tab.
Click the Select Image from Library button to choose an image to display in the header of your Evaluation(s).

8) Save

Click the Save Reporting Period Preferences button.

Sending Invite Emails

Non-Anonymous Participants
Once you have successfully set all the Reporting Period preferences, you can now send the Invite Email to your non-anonymous Participants, at your convenience.

To send Invite Emails to non-anonymous Participants, complete the following steps:

Click the Expand icon (triangle) in the Expand Reporting Periods column of the Campaigns Grid for the desired Campaign.
Click the Send Invites button in the Invite Email column of the Reporting Periods table for the desired Reporting Period.
Review the list of Participants that will be sent the Invite Email.
Click the Send Invite Email button.

You may only send out Invite Emails once. However, if you assign additional Participants or Groups to the Evaluations from the Assign Groups tab of the Manage Reporting Period window, the DACQS platform will recognize this and only send Invite Emails to the new Participants.

Anonymous Participants
Once you have successfully set all the Reporting Period preferences, you can now generate the Invite Email to your anonymous Participants. Since the DACQS platform offers truly anonymous Evaluations, it does not send emails to or track anonymous Participants. Instead, the Invite Email will be generated and displayed to you where you can then copy/paste it and manually email it out via a third-party email application.

To generate the Invite Email for anonymous Participants, complete the following steps:

Click the Expand icon (triangle) in the Expand Reporting Periods column of the Campaigns Grid for the desired Campaign.
Click the Generate Invite button in the Invite Email column of the Reporting Periods table for the desired Reporting Period.
Copy and paste the Invite Email into your choice of a third-party email application.
Send the third-party email list as desired.

Sending Reminder Emails

Non-Anonymous Participants
Once you have successfully set Invite Emails out to your non-anonymous Participants, you can now send Reminder emails, when it is appropriate.

To send Reminder Emails to non-anonymous Participants, complete the following steps:

Click the Expand icon (triangle) in the Expand Reporting Periods column of the Campaigns Grid for the desired Campaign.
Click the Send Reminders button in the Reminder Email column of the Reporting Periods table for the desired Reporting Period.
Decide if you want to send Reminder Emails to ALL non-anonymous Participants or if you only want to send Reminder Emails to those Participants who have not yet submitted their responses.
Click the appropriate Send button.

Anonymous Participants
Since the DACQS platform offers truly anonymous Evaluations, it does not track whether anonymous Participants have submitted their responses or not. Therefore, the ability to send Reminder Emails to anonymous Participants is not available.

Campaign Reports

Once your Participants start submitting their responses to your Evaluations, you can view the data using the Reports you created.

View Campaign Reports Screen

From the View Campaign Reports screen, you can generate custom Reports by filtering down from the Campaign level all the way down to the individual Participant level.

The Campaign Reports filters are dynamic and will only present you with choices that can generate a valid Report.

To generate a Campaign Report, complete the following steps:

From the Campaign dropdown list, choose the Campaign you would like to start with.
From the Reporting Periods dropdown list, choose the Reporting Period you would like to target.

All - Choose this to total all data from all Reporting Periods into one report.
Individual - Choose the specific date range of the Reporting Period you would like.

From the Evaluations dropdown list, choose the Evaluation and its associated Report you would like to generate.
From the Participants dropdown list, choose the Participants you would like to limit the data of the Report to.

All Participants - Choose this to total all data from all the Participants who responded.
All Anonymous Participants - Choose this to total all data from all the anonymous Participants who responded.
All Non-Anonymous Participants - Choose this to total all data from all the non-anonymous Participants who responded.
Groups - Choose this to total all data from all the Participants from within a specific Group who responded.
Individual Users - Choose this to get the data from one individual Participants who responded.

Click the View Report button to open the graphical Report in a new browser window (the Report Viewer Screen).
Click the Download Raw CSV Report button to download the raw report data in CSV spreadsheet format.

Report Viewer Screen

The Report Viewer Screen presents you with the graphical Report that matches the filters you selected in the steps above.

Remember, Reports within the DACQS platform are LIVE; as soon as Participants start responding to questions, the data will automatically begin to be acquired and the Reports will automatically populate.

You can share the Reports with other members of your team by copying/pasting the URL of the Report Viewer Screen. The Report Viewer Screen will remain active as long as the related Campaign is not disabled or deleted.

Report Filters
The name and description of the current Report, as well as the filtered Campaign, Reporting Period(s), Survey, Report template, and Participant(s) that were chosen, are always displayed so that you can easily identify the Report and filters you are working with.

Print Report Button
Click this button to print the Report from the browser.

Please be aware that your print out of the Report will be formatted based on individual browser settings.

Save Report as PDF Button
Click this button to save the Report as a PDF document.

Close Report Viewer Button
Click this button to save the Report as a PDF document.

Raw CSV Download

The raw CSV download allows you to save the raw data in CSV spreadsheet format that matches the filters you selected in the steps above.

The CSV spreadsheet document contains the following columns:

Campaign ID
Campaign Name
Reporting Period ID
Reporting Period Open Date
Reporting Period Close Date
Participant ID
Participant Last Name
Participant First Name
Participant Email Address
Participant Email Organization
Question (question number in the Evaluation, question ID from the Evaluation Builder, and the question text)
Question Choices (each individual question choice has its own column)

Each row of the CSV spreadsheet document represents the acquired data that an individual Participant submitted for the Evaluation. If the generated Report consists of all Reporting Periods, Participants will have multiple rows of data (one row for each Reporting Period), if the submitted for each Reporting Periods.

Miscellaneous Campaign Tools

The Miscellaneous Campaign Tools currently allow you to send ad-hoc Invite Emails and Reminder Emails to Participants. This feature is useful if a Participant accidentally deletes an Invite Email, or if you want to send Reminder Emails to only specific Participants.

These tools should only be used after the official Invite Emails and Reminder Emails have been sent for the selected Reporting Period.

To send ad-hoc Invite Emails and Reminder Emails to Participants, complete the following steps:

From the Campaign dropdown list, choose the Campaign you would like to start with.
From the Reporting Periods dropdown list, choose the Reporting Period you would like to target.
From the Participants dropdown list, choose the Participants you would like to send emails to.

All Participants - Choose this to send emails to all the Participants.
Groups - Choose this to send emails to all the Participants from within a specific Group.
Individual Users - Choose this to send an email to one individual Participants.

Click the Send Invite Email to Participants button to send an Invite Email.
Click the Send Reminder Email to Participants button to send a Reminder Email.

As a safety precaution, emails will only be sent to individuals who have already received official Invite Emails and Reminder Emails.

The DACQS Dashboard

The DACQS Dashboard screen is the first screen you see upon logging into the DACQS platform. You can also access the DACQS Dashboard screen by clicking on the DACQS logo in the upper left corner. Or, accessing the DACQS Dashboard screen from the system menu on the right side of the header.

There are currently three panels within the DACQS Dashboards to assist you and provide you information on your Evaluations, Campaigns, and Reporting Periods:

System Stats
Evaluations In Use
Campaigns and Reporting Periods

System Stats

The System Stats panel provides your Super User and Administrators a current snapshot of the DACQS platform:

Users

Total
Inactive

Groups

Total
Inactive

Evaluations

Total
Inactive
In Use

Reports

Total
Inactive

Campaigns

Total
Inactive
In Use

The Evaluations and Campaigns stats also provide the number of Evaluations that are current in use and the number of Campaigns that are currently in use; based on if they are currently part of an active Reporting Period (current date is in between the Reporting Period's Open Date and Close Date).

Evaluations In Use

The Evaluations In Use panel lists all Evaluations that are part of an active Reporting Period (current date is in between the Reporting Period's Open Date and Close Date).

For each Evaluation that is in use, the panel provides:

The name and system ID of the Evaluation.
The name and system ID of the active Campaign it is part of.
The Open Date and Close Date of the active Reporting Period it is part of.

For each Evaluation the panel breaks down the following Participant information in a graphical chart. The graphical chart gives you a quick overview of Participant responses versus total invites. Total Invites Sent represents 100% of the graphical chart and the rest of the statistics are graphically shown as a percentage of the Total Invites Sent.

Total Invites Sent
Total Participant Visits - The number of Participants that have clicked on the Evaluation link from the Invite Email.
Total Saved Evaluations - The number of Participants that have saved their Evaluation responses.
Total Submitted Evaluations - The number of Participants that have submitted their Evaluation responses.

Since the DACQS platform supports truly anonymous Evaluations, there is no way to track the status of anonymous Participants. Therefore, only total evaluation submissions are tracked, by design.

Campaigns and Reporting Periods

The Campaigns and Reporting Periods panel lists all of the Campaigns within the DACQS platform. Clicking the arrow to the left, will expand the Campaign and display all Reporting Periods within that Campaign.

For each Campaigns, the panel provides:

The name and system ID of the Campaign.
Whether the Campaign is part of an active Reporting Period or not.

When expanded, for each Reporting Period, the dashboard provides:

The Open Date of the Reporting Period.
The Close Date of the Reporting Period.
Whether the Reporting Period is in use or not (current date is in between the Reporting Period's Open Date and Close Date).
Whether the Reporting Period is anonymous or not.
The date the Invite Emails were sent - If sent, the date is a clickable link that will open a window listing all the Participants that were sent an Invite Email and the date the Invite Emails and Reminder Emails were sent.
Total number of Invite Emails sent.
Total number of Participants that have visited the Evaluation.
Total number of Participants that have saved their Evaluation responses - If saved, the number of saves is a clickable link that will open a window listing all the Participants and a break down of their visits, saves, and submissions.
Total number of Participants that have submitted their Evaluation responses - If submitted, the number of submissions is a clickable link that will open a window listing all the Participants and a break down of their visits, saves, and submissions.

Image Library

The Image Library allows you to efficiently manage your images within the DACQS platform. You can access the Image Library from the system menu on the right side of the header. Or, by clicking the Select Image From Library button found throughout the DACQS platform where images can be used (Evaluation Text Block elements, Evaluation Question elements, Evaluation Question element choices, Reporting Period headers, etc).

Image File Specifications

All image files must conform to the following specifications:

File Format - .gif, .jpeg/jpg, or .png
File Size - 250k or smaller
Resolution - 72 DPI recommended (96 DPI maximum)

Creating Folders

To create a folder within the Image Library, complete the following steps:

Enter the desired name of the folder in the Add Folder to Current Folder field.
Click the Add Folder button.

Once created, you will now see your new folder in the list of folders and images, in alphabetical order (folder first and images last).

Navigating Folders

Navigating between folders within the Image Library is a straightforward process:

Your current location within the Image Library is always shown under Current Folder.
Click a folder icon to open and go into that folder.
Click the Back to Previous Folder icon (which is always at the top) to go back to the previous folder.

Uploading Images

To upload an image to the Image Library, complete the following steps:

Navigate to the folder you would like the image to be placed inside of.
Click the Select Images button.
Depending on your browser and operating system, use the window to navigate to and select the image on your computer.
Click Open - The image file name now appears next to the Select Images button in the Image Library.
Click the Upload Image button.

Once uploaded, you will now see your new image(s) in the list of folders and images, in alphabetical order (folder first and images last).

You may upload multiple images at one time. Follow the steps above and on Step 3, hold down the CTRL key to select multiple images (hold down the CMD key on Macintosh). Multiple image files names will appear next to the Select Images button in the Image Library.

Organizing Folders and Images

Organizing folders and images within the Image Library is a straightforward process:

You can drag and drop folders and images into other folder for better organization.
When dragging, you will see the words "Drop to Move" appear when the folder or image can be dropped.
Once dropped, the list of folders and images will update accordingly, in alphabetical order (folder first and images last).

Deleting Folders and Images

To delete a folder or an image from the Image Library, complete the following steps:

Click the X in the upper right corner of the folder or image you would like to delete.
Click the OK button to delete the folder or image.

Once deleted, the list of folders and images will update accordingly, in alphabetical order (folder first and images last).

Deleting a folder is recursive. Meaning, deleting a folder will delete ALL folders and ALL images within that folder.

Deleting a folder or image is permanent. Once deleted, if the image was used in your Evaluations or Campaigns, the image will no longer appear.