{"id":3766,"date":"2021-01-08T09:39:03","date_gmt":"2021-01-08T09:39:03","guid":{"rendered":"https:\/\/www.snapsurveys.com\/support-snapxmp\/?post_type=epkb_post_type_1&#038;p=3766"},"modified":"2023-10-04T11:48:23","modified_gmt":"2023-10-04T10:48:23","slug":"scanning-a-questionnaire-created-outside-snap-xmp","status":"publish","type":"epkb_post_type_1","link":"https:\/\/www.snapsurveys.com\/support-snapxmp\/snapxmp\/scanning-a-questionnaire-created-outside-snap-xmp\/","title":{"rendered":"Scanning a questionnaire created outside Snap XMP"},"content":{"rendered":"\n<p>   Snap XMP Desktop has the facility to scan in a suitable questionnaire created in software other than Snap XMP.  To ensure the questionnaire&#8217;s design is suitable for scanning, the following guidelines include the special requirements that are necessary to ensure the smooth and accurate scanning of the forms. <\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Questionnaire design recommendations<\/h2>\n\n\n\n<figure class=\"wp-block-table\"><table><tbody><tr><td><p>\n  Box shapes\n<\/p><\/td><td><p>\n  Square or rectangular boxes including those for open ended questions\n<\/p><\/td><\/tr><tr><td><p>\n  Box shading\n<\/p><\/td><td><p>\n  Flat boxes without shadows\n<\/p><\/td><\/tr><tr><td><p>\n  Box colouring\n<\/p><\/td><td><p>\n  The area within a surrounding code box must be white or a very pale shade. \n<\/p><\/td><\/tr><tr><td><p>\n  Spacing between and around boxes\n<\/p><\/td><td><p>\n  A minimum of 0.05&#8243; margin between code leaders and code boxes, a minimum of 0.05&#8243; margin between code boxes and code values and a minimum of 0.05&#8243; vertical margin between code boxes and texts or other code boxes\n<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<figure class=\"wp-block-image\"><img fetchpriority=\"high\" decoding=\"async\" width=\"728\" height=\"396\" src=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2021\/01\/scanningdesign-png.png\" alt=\"Scanning design dos and don'ts\" class=\"wp-image-3767\" srcset=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2021\/01\/scanningdesign-png.png 728w, https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2021\/01\/scanningdesign-png-300x163.png 300w\" sizes=\"(max-width: 728px) 100vw, 728px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Creating the survey<\/h2>\n\n\n\n<p>\n  The survey variables need to be set up before the scanning definition process is started.  The layout of a questionnaire does not have to match that of the original questionnaire.  You do not have to set up variables for every question as there may be some questions, which you do not wish to analyse.\n<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>   From the <strong>Survey Overview<\/strong>    <img decoding=\"async\" width=\"26\" height=\"26\" class=\"wp-image-3768\" alt=\"SurveyOverviewIcon.png\" src=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2021\/01\/surveyoverviewicon-png-1.png\">     window, click <strong>Online Surveys<\/strong>    <img decoding=\"async\" width=\"25\" height=\"25\" class=\"wp-image-3769\" alt=\"5.OnlineSurveysIcon.png\" src=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2021\/01\/5-onlinesurveysicon-png-1.png\">    to show the online surveys. <\/li>\n\n\n\n<li>   Click    <img loading=\"lazy\" decoding=\"async\" width=\"25\" height=\"26\" class=\"wp-image-3770\" alt=\"1.NewSurveyIcon.png\" src=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2021\/01\/1-newsurveyicon-png-1.png\">   to create a new online survey. <\/li>\n\n\n\n<li>   Choose the Scanning survey template, which is supplied with Snap, as a starting point for the new scanning survey and click <strong>Next<\/strong>. <\/li>\n\n\n\n<li>   In the <strong>New Online Survey<\/strong> dialog, enter a name for the survey and select the location of the survey. Click <strong>OK. <\/strong>This creates the new survey.  <\/li>\n\n\n\n<li>   You can now enter the questions in the<strong> Questionnaire<\/strong> window.  There is no need to enter a<strong> Title<\/strong> or<strong> Sub Title<\/strong>, just select the appropriate question style for each of the questions from the external questionnaire. <\/li>\n\n\n\n<li>   Set your <strong>Response<\/strong> types and add any <strong>Routing<\/strong> if required. There is no need to customise.  <\/li>\n<\/ol>\n\n\n\n<p>   Further details of creating a scanning survey can be found at <a href=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/snapxmp\/setting-up-the-online-survey-framework-for-scanning\/\" target=\"_blank\" rel=\"noreferrer noopener\">Setting up the online survey framework for scanning<\/a> and <a href=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/snapxmp\/designing-your-scanning-questionnaire\/\" target=\"_blank\" rel=\"noreferrer noopener\">Designing your scanning questionnaire<\/a>. <\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Matching a scanned questionnaire to variables in Snap<\/h2>\n\n\n\n<p>   The <strong>Define external questionnaire<\/strong> process allows you to match questions and codes on a paper questionnaire with appropriate variables in the survey.  All code boxes that are to be scanned must be defined using the <strong>Define external questionnaire<\/strong> process.   Using <strong>Define external questionnaire<\/strong> locks the questionnaire for scanning. <\/p>\n\n\n\n<p>\n  Note. If you have used <strong>Define external questionnaire<\/strong> to specify the location of the boxes you should <strong>NOT<\/strong>, under any circumstances, use <strong>Calibration<\/strong>, as this will overwrite the definition you have created.\n<\/p>\n\n\n\n<p>\n  The next step is to scan a blank copy of the questionnaire from a paper copy of an image file.\n<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>\n  Open the <strong>Questionnaire <\/strong>window\n  <img loading=\"lazy\" decoding=\"async\" width=\"27\" height=\"26\" class=\"wp-image-3771\" alt=\"QuestionnaireIcon.png\" src=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2021\/01\/questionnaireicon-png.png\">\n  .\n<\/li>\n\n\n\n<li>\n  Click on the <strong>Define external questionnaire<\/strong> button \n  <img loading=\"lazy\" decoding=\"async\" width=\"30\" height=\"29\" class=\"wp-image-3772\" src=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2021\/01\/word-image-3.png\">\n   in the <strong>Questionnaire <\/strong>window toolbar. This appears at the end of the toolbar for <strong>Scanning<\/strong> surveys.  \n  <img loading=\"lazy\" decoding=\"async\" width=\"658\" height=\"40\" class=\"wp-image-3773\" alt=\"QuestionnaireTB.PNG\" src=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2021\/01\/questionnairetb-png.png\" srcset=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2021\/01\/questionnairetb-png.png 658w, https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2021\/01\/questionnairetb-png-300x18.png 300w\" sizes=\"(max-width: 658px) 100vw, 658px\" \/>\n<\/li>\n\n\n\n<li>\n  The <strong>Questionnaire <\/strong>window changes to show the <strong>Define external questionnaire<\/strong> window with the first variable selected.\n<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"766\" height=\"381\" src=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2021\/01\/externalscanquestw2-png.png\" alt=\"Define the questions for an external questionnaire\" class=\"wp-image-3774\" srcset=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2021\/01\/externalscanquestw2-png.png 766w, https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2021\/01\/externalscanquestw2-png-300x149.png 300w\" sizes=\"(max-width: 766px) 100vw, 766px\" \/><\/figure>\n\n\n\n<ol class=\"wp-block-list\" start=\"4\">\n<li>\n  Click on the <strong>Scan<\/strong> button\n  <img loading=\"lazy\" decoding=\"async\" width=\"26\" height=\"26\" class=\"wp-image-3775\" alt=\"ScanIcon.png\" src=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2021\/01\/scanicon-png.png\">\n  . The <strong>Acquire<\/strong> window opens. \n<\/li>\n\n\n\n<li>\n  Specify the number of sheets for the questionnaire and in which order the sheets will appear; Single Sided, Front then Back or Duplex.\n<\/li>\n\n\n\n<li>\n  If you are using a scanner directly attached to the computer, place a blank copy of the questionnaire in the scanner.\n<\/li>\n\n\n\n<li>\n  If you are using an image file, select <strong>Read from File <\/strong>then click <strong>File Details<\/strong>. \n<\/li>\n\n\n\n<li>\n  In the <strong>Input File Details<\/strong> dialog enter or browse to the image file. Click<strong> OK<\/strong> to save the file details and return to the <strong>Acquire<\/strong> dialog.\n<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"304\" height=\"294\" src=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2021\/01\/inputfiledetails2-png.png\" alt=\"Input File Details dialog\" class=\"wp-image-3776\" srcset=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2021\/01\/inputfiledetails2-png.png 304w, https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2021\/01\/inputfiledetails2-png-300x290.png 300w\" sizes=\"(max-width: 304px) 100vw, 304px\" \/><\/figure>\n\n\n\n<ol class=\"wp-block-list\" start=\"9\">\n<li>\n  In the <strong>Acquire<\/strong> dialog, click <strong>OK<\/strong>. The questionnaire will be scanned and an image of the questionnaire will appear in the definition screen. You now need to define where the box for each question or code is located, to prevent the accidental re-sizing or re-positioning of code-boxes when in the definition screen.\n<\/li>\n\n\n\n<li><strong>Zoom In<\/strong> on the first section of the questionnaire, either by clicking on \n  <img loading=\"lazy\" decoding=\"async\" width=\"25\" height=\"25\" class=\"wp-image-3777\" src=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2021\/01\/word-image-4.png\">\n  or selecting <strong>Zoom In<\/strong> from the right-click menu. The mouse arrow becomes a magnifying glass\n  <img loading=\"lazy\" decoding=\"async\" width=\"15\" height=\"14\" class=\"wp-image-3778\" alt=\"https:\/\/www.snapsurveys.com\/help\/13482.bmp\" src=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2021\/01\/https-www-snapsurveys-com-help-13482-bmp.png\">\n  .\n<\/li>\n\n\n\n<li>\n  If the first box is detected then a field will be created around it otherwise select the <strong>Create Field<\/strong> button\n  <img loading=\"lazy\" decoding=\"async\" width=\"32\" height=\"29\" class=\"wp-image-3779\" src=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2021\/01\/word-image-5.png\">\n   and adjust the field to be larger than the actual area, by dragging to mark the area. The marked area will then appear.\n<\/li>\n\n\n\n<li>\n  To match the box size exactly, click <strong>Attach<\/strong> \n  <img loading=\"lazy\" decoding=\"async\" width=\"30\" height=\"25\" class=\"wp-image-3780\" src=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2021\/01\/word-image-6.png\">\n  .\n<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"466\" height=\"278\" src=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2021\/01\/createfield-png.png\" alt=\"Create the field for the external scanning questionnaire\" class=\"wp-image-3781\" srcset=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2021\/01\/createfield-png.png 466w, https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2021\/01\/createfield-png-300x179.png 300w\" sizes=\"(max-width: 466px) 100vw, 466px\" \/><\/figure>\n\n\n\n<ol class=\"wp-block-list\" start=\"13\">\n<li>\n  If you have accidentally selected the wrong question or code, you can undo the definition by clicking on <strong>Delete Field<\/strong>\n  <img loading=\"lazy\" decoding=\"async\" width=\"26\" height=\"26\" class=\"wp-image-3782\" alt=\"DeleteSurveyIcon.png\" src=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2021\/01\/deletesurveyicon-png.png\">\n  . \n<\/li>\n\n\n\n<li>\n  To move onto the next question or code, press <strong>Enter<\/strong> on your keyboard or click  \n  <img loading=\"lazy\" decoding=\"async\" width=\"16\" height=\"16\" class=\"wp-image-3783\" alt=\"https:\/\/www.snapsurveys.com\/help\/4468.gif\" src=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2021\/01\/https-www-snapsurveys-com-help-4468-gif.gif\">\n   .\n<\/li>\n\n\n\n<li>\n  Repeat this process for each question. \n<\/li>\n\n\n\n<li>\n  To see which <strong>Code Boxes<\/strong> have been defined select <strong>all<\/strong> from the question drop down.\n<\/li>\n\n\n\n<li>\n  To save the definitions you have created click <strong>Save<\/strong>\n  <img loading=\"lazy\" decoding=\"async\" width=\"26\" height=\"26\" class=\"wp-image-3784\" alt=\"SaveIcon.png\" src=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2021\/01\/saveicon-png-5.png\">\n  . To abandon all the definitions you have created select <strong>Cancel<\/strong>\n  <img loading=\"lazy\" decoding=\"async\" width=\"27\" height=\"26\" class=\"wp-image-3785\" alt=\"CancelIcon.png\" src=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2021\/01\/cancelicon-png.png\">\n  .  It is advisable to save your work at regular intervals.\n<\/li>\n<\/ol>\n\n\n\n<h2 class=\"wp-block-heading\">Scanning<\/h2>\n\n\n\n<ol class=\"wp-block-list\">\n<li>   Open the <strong>Data Entry<\/strong> window    <img loading=\"lazy\" decoding=\"async\" width=\"26\" height=\"26\" class=\"wp-image-3786\" alt=\"DataEntryIcon.png\" src=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2021\/01\/dataentryicon-png-6.png\">    and select <strong>Interview Mode<\/strong>   <img loading=\"lazy\" decoding=\"async\" width=\"26\" height=\"24\" class=\"wp-image-3787\" alt=\"InterviewModeIcon.png\" src=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2021\/01\/interviewmodeicon-png-3.png\"> . <\/li>\n\n\n\n<li>   Click    <img loading=\"lazy\" decoding=\"async\" width=\"25\" height=\"26\" class=\"wp-image-3788\" alt=\"NewSurveyIcon.png\" src=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2021\/01\/newsurveyicon-png-3.png\">    for <strong>New Case<\/strong>.  This will open the Scanning Calibration window, <strong>DO NOT CALIBRATE<\/strong> as this will override the manual calibration you have already done. <\/li>\n\n\n\n<li>   Select <strong>Cancel<\/strong> and the <strong>Acquire<\/strong> dialog opens. <\/li>\n\n\n\n<li>   If you know the number of cases you will be scanning you can specify it here.  Ensure <strong>Scan<\/strong> and <strong>Detect<\/strong> are both ticked. <\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"248\" height=\"66\" src=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2021\/01\/acquirescandetect-png-1.png\" alt=\"Acquire and detect the scanned data\" class=\"wp-image-3789\"\/><\/figure>\n\n\n\n<ol class=\"wp-block-list\" start=\"5\">\n<li>\n  Click <strong>OK<\/strong>.\n<\/li>\n\n\n\n<li>\n  When the scanning and detection process is complete, a message is displayed showing how many sheets have been read and detected.\n<\/li>\n\n\n\n<li>\n  If you are using a scanner which isn\u2019t connected directly to your PC but on your network, select <strong>Image File<\/strong> and then browse to the folder where your PDF\/TIFF files are stored.\n<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"248\" height=\"67\" src=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2021\/01\/acquireallimage-png-1.png\" alt=\"Acquire all the image files\" class=\"wp-image-3790\"\/><\/figure>\n\n\n\n<p>\n  Once cases are scanned, you will need to clean the data to make sure it has been collected accurately.\n<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Snap XMP Desktop has the facility to scan in a suitable questionnaire created in software other than Snap XMP. To ensure the questionnaire&#8217;s design is suitable for scanning, the following guidelines include the special requirements that are necessary to ensure the smooth and accurate scanning of the forms. Questionnaire design recommendations Box shapes Square or [&hellip;]<\/p>\n","protected":false},"author":7,"featured_media":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"inline_featured_image":false,"footnotes":""},"epkb_post_type_1_category":[78],"epkb_post_type_1_tag":[],"class_list":["post-3766","epkb_post_type_1","type-epkb_post_type_1","status-publish","hentry","epkb_post_type_1_category-snap-scanning"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v25.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Scanning a questionnaire created outside Snap XMP | SnapSurveys<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/snapxmp\/scanning-a-questionnaire-created-outside-snap-xmp\/\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Scanning a questionnaire created outside Snap XMP | SnapSurveys\" \/>\n<meta property=\"og:description\" content=\"Snap XMP Desktop has the facility to scan in a suitable questionnaire created in software other than Snap XMP. To ensure the questionnaire&#8217;s design is suitable for scanning, the following guidelines include the special requirements that are necessary to ensure the smooth and accurate scanning of the forms. Questionnaire design recommendations Box shapes Square or [&hellip;]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/snapxmp\/scanning-a-questionnaire-created-outside-snap-xmp\/\" \/>\n<meta property=\"og:site_name\" content=\"SnapSurveys\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/snapsurveys\" \/>\n<meta property=\"article:modified_time\" content=\"2023-10-04T10:48:23+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2021\/01\/scanningdesign-png.png\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:site\" content=\"@snapsurveys\" \/>\n<meta name=\"twitter:label1\" content=\"Estimated reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"9 minutes\" \/>\n<script type=\"application\/ld+json\" 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