Maptionnaire structure & glossary

This article takes you on a short tour of the main sections in Maptionnaire. It's intended to help you orient when you first start using the service.

Commonly used terms

  • Team = a closed workspace for your organization. The place where you create surveys and other community engagement projects in collaboration with your colleagues.
  • Subgroup = a separate closed workspace under a main team. 
  • Role = each user who works in a Maptionnaire team/subgroup must have a role that determines what they can access and do
  • Element = surveys and pages consist of different elements, i.e. questions and other content types

Accessing Maptionnaire, user accounts and teams

Let's begin with the Maptionnaire front page (app.maptionnaire.com). This is where you need to go when you want to access Maptionnaire. Here you can create a Maptionnaire user account or log in.

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When you're logged in, you can see your user name on the upper right corner of the screen. When you click it, a drop-down menu opens.

  • Admin view takes you to the view shown in the image below
  • Public site refers to the front page of the platform (app.maptionnaire.com)
  • Manage teams shows you the teams and subgroups you're in. A team/subgroup is a closed workspace where you and your colleagues create surveys and pages. If you have not been invited to a team/subgroup, Manage teams will not be  (read about invitations by clicking this text).
  • Profile,Account settings and My responses are the sections related to your user account 

The question mark symbol is a shortcut to this support guide, so you can always find help easily. The globe symbol next to it allows you to choose whether you want to view the admin side of Maptionnaire in English, Finnish, Dutch, Swedish or German.

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Now, let's go to Manage teams. You can view all the teams and subgroups you are in, and view and change their settings by going to Team settings. Whenever our manual refers to team settings, this is the section that we are referring to.

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When you click Team settings, a smaller settings window opens up. Settings are divided under different tabs. 

  • Admin: you can change the name and description of your team. Only members of your team can see these.
  • Front page: If you are using Webpage builder, this allows you to set a specific page as your front page.
  • Members: Here you can view who is a member of your team, and invite new members. You can also change the role a member has or remove their membership altogether.
  • Roles: Each team member has to have a role, which determines the access they have in the team and what actions they can do. Here you can browse the different access options for different roles and edit them. With the Teams add-on, you can also create custom roles. 
  • Subgroups: If you have the Teams add-on, you can create subgroups under your Team. 
  • Reports: This is where you can download CSV reports on your team (and possible subgroups). You can audit the actions that team members have undertaken, and download a report of your surveys and their visitors and respondents.
  • Subscription: View your subscription details.

teamsettings_two.png

Questionnaires

After you've created a user account and become a member of a team, you can start creating surveys.

First, you need to make sure that you have selected a team. You can do this by going to Manage teams and clicking Go next to a team. When you're in a team, its name appears in the upper left corner and the sections next to it, e.g. Questionnaires, becomes active.

teamsettings_one.png

Click Questionnaires to get to the questionnaires main view or dashboard.  Start a new survey by clicking the New questionnaire button.

Surveys are organized in this section according to their publication status (drafts, published or archived) and listed by their creation date. You can search for a specific survey/page by its internal (non-public) name and description, and use color codes (e.g. pink in the image below) to create a more organized list.

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It is possible to copy, transfer, archive and delete surveys. Select a survey by clicking the checkbox next to its Internal name. Then choose the action you want to do from Actions.

Questionnaire editor

When you begin a new survey (click New questionnaire), the questionnaire/survey editor opens:

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On the left is a list of all pages in the survey. Click Add page to add more.

The content of the page is shown in the middle section. Add content by clicking Add element. This opens the Element library where you can pick and choose questions and other content.

Remember, you can always access this guide from the question mark symbol if you need more help! The editor also includes tooltips for each setting:

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Materials

Next to Questionnaires is a section called Materials. Its purpose is to be a repository for all the materials that you want to use in your surveys, e.g. images, logos and maps. 

You can add a new file to the section by clicking one of the dark purple buttons. Draw map allows you to create a simple map layer directly in Maptionnaire. 

materials.pngYou can search for materials in this section by type or by using search terms. To archive, copy, transfer or delete a file, tick the checkbox next to the name of the file. Then click Actions and choose accordingly.

Results

When you have collected data with your survey, you can analyze them directly in Maptionnaire or export them. 

To use the built-in analysis tool, go to Analyze in either the survey editor or in the questionnaires main viewThe tool has two sections: response graphs and map responses. You can read more about how the tool works by clicking this text.

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To export your results and hide some respondents (e.g. test data) from view, go to Results. You can export either the full data for all publication versions of the survey, or choose only the responses to one version (e.g. the latest). To hide some respondents, go to Manage respondents.

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And that's it, now you know all the main sections of Maptionnaire! Next, why not take a look at the other articles in Get started ?

 

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