Creating a Survey and Defining a Target Group

Use

You create a survey in order to create a framework to which you can assign one or several target groups as well as one or several questionnaires. You can use the possibility to assign both several target groups as well as several questionnaires for the following purposes:

  • You can carry out a test survey with a small group of interviewees to determine if there are problems with understanding or acceptance regarding your questionnaire design. Based on the results of this first questioning, you revise your questionnaire and then send this to the actual target group of your survey. The evaluation group "survey" of the Web Survey forms the general point of reference of all target groups and all versions of questionnaires that are relevant in connection with a specific survey.
  • You carry out one survey that at the same time is directed towards target groups that are clearly differentiated from each other. An employee survey could deal with workers, salaried employees, and executive employees; A customer survey could be used to compare the target group "corporate customer" with the target group "private customer". The difference of the target groups can mean that you must create a specifically prepared questionnaire for each target group to get sensible results. You bring together all of these target groups and questionnaires in the context of one survey in the Web Survey.

In addition to the manual combination of recipients, the Web Survey component offers different methods for the reuse of target groups that are defined once in order to define a target group. You can find more detailed information on this further below in this section.

Prerequisites

You require a valid e-mail address for every member of the target group in order to be able to define the necessary target group for use within the Web Survey.

Procedure

Creating and Editing a Survey

  1. Enter the transaction code SURVEY to start the Survey Cockpit.

    The Overview of Surveys screen appears.

  2. Choose Survey ® Create to create a new survey or open one of the existing surveys by double-clicking on the appropriate list entry.

    The Change Survey: <Name of Survey> screen appears.

  3. Make a decision with regard to the questionnaire that you want to assign to the survey:
    1. If you have already defined a questionnaire that you want to assign to this survey, choose Assign Questionnaire in the right screen area.

      The system displays a list of all existing questionnaires from which you can select the desired questionnaire by simply clicking on it. The system assigns the questionnaire you selected to the survey.

    2. If you are creating a new questionnaire and want to assign it to the survey, choose Create Questionnaire in the right screen area.

The Create Questionnaire: New Questionnaire screen appears. For more information, see Creating a Questionnaire.

To assign other questionnaires to the survey you can repeat the steps that refer to assigning questionnaires.

  1. To evaluate the data collected with the survey in the context of a specific SAP application, choose Extras ® Load Application Library.

    This step is optional and only possible in systems where appropriate libraries are available. You find out whether such an evaluation possibility exists in the documentation of the SAP applications that include the Web Survey component application-specific.

  2. Save the survey.

The system requests that you enter a Name and an ID when saving a new survey. You can change the name later if required.

The system saves the following data in connection with a survey:

    • Survey name
    • Target group hierarchy
    • List of assigned questionnaires
    • Assigned application library

Define Target Group Hierarchy: Insert Recipients Individually

  1. Open the desired survey in change mode.
  2. In the context menu of the New Target Group Hierarchy entry, choose Insert Recipient in the upper left screen area.
  3. Specify the recipient by making a suitable entry in the lower left screen area. You can proceed in one of the following ways:
    1. Enter the identification number of a business partner (from the SAP Business Partner application).
    2. Enter the user name of a system user.
    3. Enter the e-mail address in the case of a recipient who does not belong to either of the groups named above.
  1. Enter the name of the recipient.

Only one of the fields business partner and user can be filled per recipient.

Provided that the appropriate entries are maintained in the master data of the recipient, the system automatically completes the e-mail address and the name of the recipient.

  1. Repeat this step for each recipient that you want to include in the target group.

Define Target Group Hierarchy: Transfer Existing Target Group

You can transfer the target group hierarchy that you have used for another survey into any other survey. Proceed as follows to do this:

  1. Open the desired survey in change mode.
  2. Choose Extras ® Target Group Hierarchy ® Copy.

The system displays a list of all existing surveys from which you can select the desired survey by clicking on it. The system replaces the target group hierarchy of the current survey with the one of the survey you selected.

All already defined recipients are replaced by the target group hierarchy to be transferred when you transfer a complete target group hierarchy. If it is necessary, you should transfer a target group hierarchy first and then add other recipients manually.

Define Target Group Hierarchy: Import Target Group from File

You can export the target group hierarchy of a survey into a file and then import it later into any survey. Proceed as follows to do this:

  1. To export a target group hierarchy of a survey into a file (to import it later), choose Extras ® Target Group Hierarchy ® Export in File.

    The system displays a file selection dialog.

  2. Enter the file name and if necessary select the target directory.

    The system saves the file in XML format. If you have only entered one file name (and no file name extension) the system automatically adds the extension .XML to the file name.

  3. To import the target group hierarchy of a survey from a file, choose Extras ® Target Group Hierarchy ® Import from File.

    The system displays a file selection dialog.

  4. Enter the file name. If necessary, first choose the directory in which the file is stored/saved.

The system imports the recipients from the file and transfers them as the target group hierarchy of the current survey.

All already defined recipients are replaced by the recipients of the target group hierarchy to be imported when you import a complete target group hierarchy. If it is necessary, you should import a target group hierarchy first and then add other recipients manually.

Example

In our example scenario "survey for employee satisfaction" it is suitable for the definition of the target group to transfer the employee data from the organizational structure of the SAP Personnel Administration. An appropriate application library is necessary that extracts the required data (above all the e-mail addresses) from the organizational structure and transfers it to the Web Survey component. Choose Extras ® Target Group Hierarchy ® Import from Application to select one of the available application libraries. The further process complies with the specific conditions in the application library you selected.