Screening
Screening
Screening is used to determine whether respondents meet the requirements of the target respondents and is closely related to quotas. The system supports identifying questions that require screening through screening settings, and the options of these screening questions are the screening options. The system can set quotas based on screening options. Quotas cannot be set for a questionnaire if there are no screening options in the questionnaire.
Screening settings represent a special node. After inserting a screening node into a survey, it divides the survey into two modes before and after the node:
- Questions before the screening node: These are switched to screening mode and can be recognized by the quota engine for quota settings. The color of these questions changes to gray.
- Questions after the screening node: These are in regular mode, which means they are standard survey questions that cannot be recognized by the quota engine. For respondents, there is no difference between screening mode nodes and regular mode nodes.
Adding Screening into a Questionnaire
While branching through regular questions can also achieve the effect of differentiating between respondents, only screening settings allow quotas to be set on the quota settings page. Therefore, screening settings must be used when setting quota numbers for a survey.
To add screening to a survey, create a new screening setting and connect it to the appropriate location. Then, according to the survey requirements, connect the output of the unqualified options to an end node to complete the screening settings for the survey.
Among them, it can be seen that the option of having a Doctor's degree for Question Q_3 is directly connected to the end node. This means that all respondents with a Doctor's degree did not pass the screening, and therefore, their survey will be directly terminated without recording their answers. Other respondents will continue to answer the survey questions. Connecting the screening mode node directly to the end node indicates that respondents who provided such answers did not pass the screening and do not meet the survey requirements. The data submitted by these respondents will be discarded by the system and will not be collected.
However, since the Doctor's degree option is part of Q_3, all options for Q_3 will appear in the quota table. If a quota number is set for the Doctor's degree option, the quota will actually be screened out and the set quota number will not be collected, but this does not affect other quota settings. Typically, in this situation, we can leave this option blank.