Data pool

In the data pool, test objects, questions and instructions are stored per area and can be used in different tests.

Test objects

Test objects are the central building block around which everything in IVA revolves. The term can be adapted to your language use and you can, for example, speak of "vehicles", "topics" or "products".

Test objects

What is a test object?

Test-objects.png

Test objects are the central building block around which everything in IVA revolves.

The term can be adapted to your linguistic usage and you can speak of 'vehicles', 'topics' or 'products', for example.

Test objects can be created and edited not only in the data pool, but also when creating or editing an evaluation or test. All created test objects are stored and displayed in the data pool.

The tests in your evaluations refer to selected test objects. A test object can be assigned to several different evaluations and tests at the same time. It is important to note that multiple uses always refer to the same test object. The data and attributes for a test object that have been edited within a test therefore also change in the data pool and all other tests to which the test object is assigned.

Test objects

How do I create a new test object?

Planer-Ui-create-test object-adhoc-tests.png

Navigate to the menu item Data Pool > Test objects and then click on the "Create Test object" button at the top right of the page. A pop-up dialog for creating a new test object for the active division will appear. You can add the following entries to the test object:

Name (mandatory field): enter an easily recognizable designation for the test object here. This entry will be locked as soon as the test object is in use. Examples: A4 Avant, MacBook Pro 13 inch, etc.

Key value (mandatory field): Enter a specific key number here that uniquely identifies the test object for this area. This can be a serial number, chassis number or similar. This entry will be locked as soon as the test object is in use.

Add image (optional): You can add a photo for the new test object. To do so, simply drag and drop the image file onto the designated area or click the area to select a file from your device. Supported file formats: JFIF, JPEG, JPG, PJPEG, PJP, PNG, GIF, SVG.

Attach PDF (optional): If needed, you can upload a PDF document with more detailed specifications about the current test object. To do so, simply drag and drop the PDF file onto the marked field or click the area to select a file on your device.

Add Attributes (optional): When you click on the "Assign attributes/sets..." button, another pop-up dialog opens, which is divided into two columns. In the left column you can search through the attributes and attribute sets that have already been created for the current division. To add an instruction or a set to the test object, drag&drop it to the right side or double-click it. The selected statements are now listed on the right side under "Selected Attributes". If you would like to remove a selected attribute, click on the red cross to the right of the corresponding attribute. As soon as you are satisfied with your selection, you can save your entry by clicking on the "Apply" button.
You can also create a new attribute. To do this, click the "+ Create new attribute" button. Another pop-up dialog opens. Enter a unique name, a description and the type for the new attribute. The following types are available: text, number, drop-down list, value list, active/inactive, calendar-week and date. Decide whether or not you want to hide the new attribute in the web tester and app. Then click on the "Save" button to create the attribute in the master data and add it to your test object.

Then the selected attributes will appear listed one below the other and you can enter a value for the current test object depending on the type of attribute.

Exclude from AdHoc tests (optional): Check this box if you want to exclude the new test object from being used for AdHoc-tests. Test objects blocked in this way are still visible to testers in lists but cannot be selected for AdHoc-tests. Blocked test objects are marked with a block-symbol in the iOS-App.

Don't forget to click "Save" afterwards.

Test objects

How do I edit an existing test object?

Planer-Ui-edit-testobject-adhoc-tests.png

Navigate to the menu item Data pool > Test objects. You will now see an overview of all test objects in the selected area. Then double-click on the test object you want to edit or click on the pencil. A pop-up dialog appears with the details of the selected test object. You can now change the following entries:

Name (mandatory field): This is an easily recognizable name for the test object. This field can be changed freely without hesitation as long as the test object is not yet used in any evaluations or tests. As soon as the test object is used in one or more evaluations and tests, this field is locked. However, this field can be unlocked and edited again if required by clicking on the lock symbol.

Key value (mandatory field): This is a specific key number that uniquely identifies the test object for this division. This field can be freely changed without hesitation as long as the test object is not yet used in any evaluations or tests. As soon as the test object is used in one or more evaluations and tests, this field is locked. However, this field can be unlocked and edited again if required by clicking on the lock symbol.

Add image (optional): You can add a photo for the test object. To do so, simply drag and drop the image file onto the designated area or click the area to select a file from your device. To remove the current image, hover over the image and click the Red Cross in the upper right corner. Supported file formats: JFIF, JPEG, JPG, PJPEG, PJP, PNG, GIF, SVG

Attach PDF (optional): If required, you can upload a PDF document with more detailed specifications of the current test object. To do so, simply drag and drop the PDF file onto the marked field or click the area to select a file on your device. To remove the current PDF file, hover over the PDF file and click the red cross in the upper right corner.

Add Attributes (optional): When you click on the "Assign attributes/sets..." button, another pop-up dialog opens, which is divided into two columns. In the left column you can search through the attributes and attribute sets that have already been created for the current division. To add an instruction or a set to the test object, drag&drop it to the right side or double-click it. The selected statements are now listed on the right side under "Selected Attributes". If you would like to remove a selected attribute, click on the red cross to the right of the corresponding attribute. As soon as you are satisfied with your selection, you can save your entry by clicking on the "Apply" button.
You can also create a new attribute. To do this, click the "+ Create new attribute" button. Another pop-up dialog opens. Enter a unique name, a description and the type for the new attribute. The following types are available: text, number, drop-down list, value list, active/inactive, calendar-week and date. Decide whether or not you want to hide the new attribute in the web tester and app. Then click on the "Save" button to create the attribute in the master data and add it to your test object.

Then the selected attributes will appear listed one below the other and you can enter and change a value for the current test object depending on the type of attribute. Here, too, you can remove individual attributes by clicking on the cross on the right.

Exclude from AdHoc tests (optional): Check this box if you want to exclude the new test object from being used for AdHoc-tests. Test objects blocked in this way are still visible to testers in lists but cannot be selected for AdHoc-tests. Blocked test objects are marked with a block-symbol in the iOS-App.

Test objects

How do I delete an existing test object?

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In IVA, test objects can only be deleted as long as they are not used in any tests, otherwise test objects can only be archived.

First, navigate to the menu item Data pool > Test objects. You will now see an overview of all test objects in the selected division. Double-click on the test object you want to delete or click on the pencil. A pop-up dialog appears with the details of the selected test object.

To delete or archive the test object, click on the "Delete" or "Archive" button at the bottom left of the dialog window. If you have deleted the test object, the button text now changes to "Confirm deletion!" - Click the button again to finally delete the test object. If you have archived the test object, the button text now changes to "Restore".

Questions

Questions

How do I create a new question?

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Navigate to the Data Pool > Questions menu item and then click the Create Question button at the top right of the page. A pop-up dialog for creating a new question for the active division will appear. You can now add the following entries:

Introduction (optional)

Question text (mandatory field): enter your question here. Example: How do you like the new company structure?

Description (optional): If required, you can add a description text for your question here.

Estimated duration (optional): You can enter an estimated duration for answering the question. Thus, an approximate duration for processing a created questionnaire can be calculated.

Mandatory question (optional): Defines this question as a mandatory question. If one or more mandatory questions are assigned to a question catalog, it can only be sent if these have been answered.

Add comment field (optional): An additional comment field is added to the question. This allows the user to add a comment in addition to the actual answer to the question.

Not rate able: Select this option if you want the tester to be able to mark the question as not rateable.


The 3 tabs

Define question

Here you can define your question in more detail by selecting a question type in the column on the left. A question can only have exactly one question type.

Templates

The current question type including the corresponding answers can be saved as a template for reuse. To do this, click on the "Templates" button on the right-hand side and then select "Save as template". You can also use an existing template for the current question - just click the "Templates" button and then select the template you want to use.


Assign category

You can assign a category to your question (mandatory field). To do this, you will see an overview of all categories in this section on the left side. If you want to select a main category, just click on the name. However, if you want to select a subcategory, first click on the arrow to the left of the main category and select the desired subcategory analogously.


Images

If necessary, you can add images to your question to better clarify more complex issues. You can add up to two images via drag&drop or a click on the marked areas.

Questions

How do I edit an existing question?

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Navigate to the menu item Data pool > Questions. You will now see an overview of all questions in the selected area. Then double-click on the question you want to edit or click on the pencil. A pop-up dialog will appear with the details of the selected question. You can now change the following entries:

Question text (mandatory field): enter your question here. This field can be changed freely as long as the question is not yet used in any evaluations or tests. As soon as the question is used in one or more evaluations or tests, this field is locked. However, by clicking on the lock, this field can be unlocked and edited again if needed.

Description (optional): If needed, you can add a description text for your question here. This field can be freely changed as long as the question is not yet used in any evaluations or tests. As soon as the question is used in one or more evaluations or tests, this field is locked. However, by clicking on the lock, this field can be unlocked and edited again if needed.

Estimated duration (optional): You can store an estimated duration for answering the question. Thus, an approximate duration for the processing of a created question catalog can be calculated. You can change this information at any time.

Mandatory question (optional): Defines this question as a mandatory question. If one or more mandatory questions are assigned to a question catalog, it can only be sent if these have been answered. You can change this selection at any time.

Add comment field (optional): An additional comment field is added to the question. This allows the user to add a comment in addition to the actual answer to the question. You can change this selection at any time.


The 3 tabs

Define question

Once a question has been created in the data pool, neither the question type nor the other options for defining questions can be changed. In addition, a question that has already been saved can no longer be saved as a template.

Assign category

If required, you can assign your question to a category. For this purpose, you will see an overview of all categories in this area on the left side. If you want to select a main category, just click on the name. However, if you want to select a subcategory, first click on the arrow to the left of the main category and select the desired subcategory analogously. This field always remains freely changeable.

Images

If necessary, you can add images to your question to better clarify more complex issues. You can add up to two images via drag&drop or a click on the marked areas. To remove an attached image, hover over the image and click on the red cross in the upper right corner. You can also add and remove images afterwards.

Questions

How do I delete an existing question?

delete question.png

In IVA, questions can only be deleted as long as they are not used in any tests. Otherwise, questions can only be archived.

Navigate to the menu item Data pool > Questions. You will now see an overview of all questions in the selected range. Double-click on the question you want to delete or click on the pencil. A pop-up dialog will appear with the details of the selected question.

To delete the question, click on the "Delete" button at the bottom left of the dialog window. The button text will now change to "Confirm deletion!" - Click the button again to finally delete the question.

Instructions

Instructions

How do I create a new instruction?

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Navigate to the Data Pool > Instructions menu item and then click the Create Instruction button at the top right of the page. A pop-up dialog for creating a new instruction for the active division will appear. You can now add the following entries:

Instruction (mandatory field): enter a short and fitting name for your instruction here.

Description (optional): If required, you can add a descriptive text here to formulate your instruction in more detail or to explain individual steps in more detail.

Processing time in minutes (optional): You can enter an estimated time for processing your instruction. This way, an approximate duration for processing a created instruction catalog can be calculated.

Instructions

How do I edit an existing instruction?

edit instruction.png

Navigate to the menu item Data pool > Instructions. You will now see an overview of all instructions in the selected area. Then double-click on the instruction you want to edit or click on the pencil. A pop-up dialog appears with the details of the selected instruction. You can now change the following entries:

Instruction (mandatory field): enter a short and appropriate name for your instruction here.

Description (optional): If required, you can add a descriptive text here to formulate your instruction in more detail or to explain individual steps in more detail.

Processing time in minutes (optional): You can enter an estimated time for processing your instruction. This allows you to calculate an approximate duration for processing a created instruction catalog.


Instructions can be changed as long as they are not used in any evaluation or test. As soon as your instruction is used in one or more evaluations or tests, all fields are locked for editing. However, by clicking on one of the locks, the corresponding field can be unlocked and edited again if necessary.

Instructions

How do I delete an existing instruction?

delete instructin.png

In IVA, instructions can only be deleted as long as they are not used in any tests. Otherwise, instructions can only be archived.

Navigate to the menu item Data pool > Instructions. You will now see an overview of all instructions in the selected range. Double-click on the instruction you want to delete or click on the pencil. A pop-up dialog will appear with the details of the selected instruction.

To delete the instruction, click on the "Delete" button at the bottom left of the dialog window. The button text will now change to "Confirm deletion!" - Click the button again to finally delete the instruction.