Differences

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--- en:create:access [03.04.2014 15:26] – [serial number] lvomsp
+++ en:create:access [30.04.2021 09:12] – sophia.schauer
@@ Line 4: / Line 4: @@
   * anyone who knows the link, may fill out the questionnaire (standard setting)
-  * participants from a specific IP range only can access (eg, academic or corporate network).
+  * participants from a specific IP range only can access (eg. academic or corporate network).
-  * you need a password to get access to the questionaire
+  * you need a password to get access to the questionnaire
-  * you can only answer the questionaire with a individual participation link (serial mail).
+  * you can only answer the questionnaire with a individual participation link (serial mail).
   * participants need a unique identifier for participating (serial number).
@@ Line 15: / Line 15: @@
 Choose one option and click //save//.
-You as a project manager can view the questionnaire __at any time__, even if the access is restricted. In order to do so, you click **Compose Questionnaire** or directly in your questionaire on the green ({{:button.run.gif?nolink|start questionaire}}) or yellow arrow ({{:button.debug.gif?nolink|start questionaire in debug mode}}). When choosing this button you automatically will be recognized as project administrator. This will override access restrictions temporarily and grants you access.
+You as a project manager can view the questionnaire __at any time__, even if the access is restricted. In order to do so, you click **Compose Questionnaire** or directly in your questionnaire on the green ({{:button.run.gif?nolink|start questionaire}}) or yellow arrow ({{:button.debug.gif?nolink|start questionaire in debug mode}}). When choosing this button you automatically will be recognized as project administrator. This will override access restrictions temporarily and grants you access.
 ===== public =====
-This option will deactivate any access restrictions. The questionaire will be visible on the internet within the choosen survey period. (choose: **project** -> **project settings**)
+This option will deactivate any access restrictions. The questionnaire will be visible on the internet within the chosen survey period. (choose: **project** -> **project settings**)
-Anyone who knows the Internet address (URL) of your questionaire or finds it (e.g. via search engine) can fill in your questionaire.
+Anyone who knows the Internet address (URL) of your questionnaire or finds it (e.g. via search engine) can fill in your questionnaire.
-===== serial mail =====
+===== Serial Mail =====
-Use access mode //serial mail// if you send your invitations via SoSci Survey by e-mail (s. [[:en:survey:mailing|Sending Serial Mails]]) and thereby use the placeholder ''%link%'' for individualized participation links.
+  * Unordered List ItemUse access mode //serial mail// if you send your invitations via SoSci Survey by e-mail (s. [[:en:survey:mailing|Sending Serial Mails]]) and thereby use the placeholder ''%link%'' for individualized participation links.
+  * Also use the access mode //serial mail// if you create participation URLs with the function **Send invitations** -> **Participation links**.
-The personalized links contain a unique code as a unique access code to the questionnaire. Each participant will receive a new subscription code with each invitation or reminder - so participation can be identified for each participant and for each serial mail.
+The personalized links contain a unique code as a unique access code to the questionnaire. Each participant will receive a new subscription code with each invitation or reminder - so participation can be identified for each participant and invitation (serial mail). When sending a reminder mail, the same code is sent as in the original invitation.
-**Regardless(!)** of the access code SoSci Survey assignes each addressee a subscriber identifier (serial number). This is always being recorded in the data set (variable ''SERIAL'') and allows for multiple serial mails being assinged to responses of various questionnaires.
+**Regardless (!)** of the access code, SoSci Survey assigns a participant identification (serial number) to each addressee, __if__ invitations are sent via SoSci Survey and the [[:en:survey:mailing#data protection mode|data protection mode]] is less strict than "anonymous. This is always being recorded in the data set (variable ''SERIAL'') and allows for multiple serial mails being assinged to responses of various questionnaires.
-**Important:** The participation status of the addressees is  only being recorded (and will be shown under **Send invitations** -> **Address List**) when the access mode of //serial mail// is set.
+**Important:** The participation status of the addressees is  only being recorded (and will be shown under **Send invitations** -> **Address List**) when the access mode of //serial mail// is set and the [[:de:survey:mailing#privacy mode|privacy mode]] is less than "anonymous".
-===== serial number =====
+===== Serial Number =====
-The use of serial numbers is particularly useful when individual participation identifiers are needed - but the mailing of the invitations is not done via SoSci Survey.
+The use of serial numbers is particularly useful when...
+  * individual participation identifiers are needed - but the mailing of the invitations is not done via SoSci Survey.
+  * if a pseudonymization of the data is sufficient or a personal reference is desired (see below) and/or
+  * if the participants have to type in the code manually, e.g. because it is sent by mail
-A serial number is a one-time password . It entitles you to complete the survey only once (in full). Serial numbers thus ensure that each participant fills out the questionnaire only once (in full). Therefore the participants must be known in advance of the survey.
+A serial number is a one-time password . It entitles you to complete the survey only once (in full). Therefore the participants must be known in advance of the survey. More details s. [[:en:survey:mailing#serial numbers|Serial Numbers]].
 For SoSci Survey to know which serial numbers are valid, there are two possibilities:
@@ Line 48: / Line 52: @@
 **Tip**: If a questionnaire is being called with a valid serial number, it can be continued even after interview was aborted previously.
-Note: Under some conditions, it is possible to complete the questionnaire several times with only one serial number:
+**Note:** Under some conditions, it is possible to complete the questionnaire several times with only one serial number ([[:en:survey:mailing#serial numbers|Serial Numbers]]).
-  - If the participation status of the serial number is reset by the project manager.
-  - If the questionnaire was only viewed (less than 50% of the __actually asked__ questions were answered, see MISSING variable in the data set, [[:en:results:variables|Additional Variables in the Data Set]]).
 Serial numbers are different from the participation identifiers in serial mails, among other things because of the fact that they are related only to the addressees -- participation identifiers in serial mails encode both addressee as well as series mail. Therefore, the administration of multi-shaft surveys is a little more complicated: The Project Manager is required to reset the participation status prior to shipment of later invitation waves.
+===== Login with Email Address and Password =====
+Participants can log in with their e-mail address (as it appears in the **address list**) and a password of their choice.
+To set a password, you need a serial mail. Set in this serial mail as //function//: "Set/change password for address entry". Send this serial mail to participants who should receive a password.
+**Important:** Create another serial mail with the //Function// "Reset password for address entry" so that participants are offered a function for resetting forgotten passwords.
+To link from one questionnaire to another questionnaire after login (e.g. selection of different questionnaires), set the access mode "internal/locked" for the other questionnaire and use the functions described under [[:en:create:multilevel]].
 ===== Accessible only for specific IPs =====
@@ Line 75: / Line 89: @@
 BTW: You can also send the password directly within the link to the questionnaire. That way the respondent does not have to type in  the password manually. (see also: [[:en:survey:url#password_password|URL to the questionnaire]]).
-**Important:** When choosing this option you __need__ to specify a passord. Else the questionaire cannot be filled out by your participants.
+**Important:** When choosing this option you __need__ to specify a passord. Else the questionnaire cannot be filled out by your participants.
-===== lock questionnaire =====
+===== Internal/locked =====
+If you lock the questionnaire, only you as administrator can access the questionnaire directly. To do so, you have to start the questionnaire directly in the project management (under **Compose Questionnaire**).
+Access for participants is only possible if they are directed to the questionnaire via ''[[:en:create:functions:gotoquestionnaire]]'' or ''[[:en:create:functions:multileveldown]]''.
-If you lock the questionnaire, then you can only have administrator access to the questionnaire. This means you can only start the questionnaire directly through the project administration (**Compose Questionaire**).