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Intermediate and advanced use cases for Qualtrics in Research and Surveys

Proposed by Orlando Leon

Notes

Useful links:
(UCSF FAQ) https://it.ucsf.edu/services/qualtrics-web-surveys/qualtrics-faq
(Qualtrics REST API) link no longer available
(Javascript in Qualtrics) link no longer available
(Connecting to External Web Services) link no longer available
(Scoring/Grading) link no longer available
(Qualtrics Roundtable - San Francisco - FREE) http://success.qualtrics.com/san-francisco-roundtable.html
(Qualtrics User Conference 2015) https://www.qualtrics.com/summit/
Notes:
Qualtrics in Higher Education
A case study of Innovating Business Processes and Systems
Orlando Leon, Head of Operations, Academic Computing Services, Stanford Libraries
Attendees: 25
 
Overview (UCSF presentation)

Business Case for Enterprise Survey Tool

Why use Qualtrics?

What's the most important?

Product Features

Support

Integration

Cost

Survey design

Use at UCSF

Education

Research

For use in Polls and feedback forms

Existing tools at the time

Costs and support differed

Checkbox

Main survey tool in use at the time

RedCap

Very good use for clinical

Salesforce

SurveyMonkey

Simple surveys

Zoomerang

Analysis

Qualtrics strengths

Able to collect ePHI (at UCSF)

SSO integration with Shibboleth

Mobile versions

Integration with Salesforce objects

ADA compliance

Panels

Offline Survey tool (paid feature not currently available at Stanford)

Triggers

Robust features -- User/Group/Organization/Library

Porgrammatic interface

Training and Support

"Easy enough for an intern, sophisticated enough for a PhD."
 

Innovative Use Cases

Shared asset libraries among departments

Customizable reports with live updates

Accreditation review objectives

Collection of data

Student elections

Event badge scanning / registration

Online form integration (ie Drupal)

Dynamic classroom polling

Service checklist

Shopping list

Service tracking

Decommissioning of FileMaker Pro Web Forms

Interview evaluation
 

Issues

Unable to score assessment (straight from Qualtrics)

Able to add scores throughout the survey (per Orlando Leon)

Quirks in Qualtrics

Unable to organize a large number of surveys

No undo

Integration with ERP system

API for Qualtrics is an available feature that would need to be manually turned on at an account level

Find out more about API:

Search for Qualtrics REST API

link no longer available

Access

Staff have access to the Research Suite -- http://survey.stanford.edu or http://stanforduniversity.qualtrics.com

API add-on is available per request
 

Prohibited vs. Confidential

Information Security Office does not allow prohibited, but allows restricted and confidential (PHI)

More information at http://web.stanford.edu/group/security/securecomputing/dataclass_chart.html

Support

HelpSU

Toll-free number or email -- http://www.qualtrics.com

Community of Practice

Stay tuned!

Programming available?

Javascript, but only able to maniuplate the look of a survey

Have to work with support to do something more advanced

Demo

link no longer available