I am doing a controlled ‘snowball’ survey. Respondents can add new names to the Supplementary List. The supplementary list is then downloaded and the new names extracted. These are then correctly formatted/checked to add emails etc in the correct format for the respondent list and added to the master respondent list. So - when adding these new names to the master respondent list do I also include the ID for that name which has been derived from the downloaded supplementary list?
Thank you for this great question! To Polinode it shouldn’t matter, the software is going to match the id first and then the name. If the id is missing, it will just match on name. So it might be easiest to leave the ID field blank on the Respondent list and ensure that the name field matches exactly by copying and pasting it. I hope this helps answer your question.
Just to be clear on name matching. Some of the names (most) added to the supplementary list need reformatting. Do we have to ensure that we keep the original submitted format? Is Polinode matching names across respondent list and supplementary list? This is reason I was asking about IDs.
And one further linked question. Names added to supplementary list have an ‘added by’ data point included. Does Polinode use this data or is it just a pointer to who added this person?
@Outhentics I see now. So, you can actually do both of those things (add the names to the respondent list as well as edit them) at the same time if you use the Id’s from the supplementary list. You would just copy and paste the id’s into the id column and then enter your new edited names in the name column. Polinode will ensure the two are synced if the id’s are matched.
When you add those names to the Respondent List though the “Added by” field will be lost (unless you add it as a column in the respondent list at the same time). I would suggest you save the downloaded supplementary list though just to be sure…that way you will have the Added by field even if you don’t add it to the respondent.
By the way, you may want to do a small “dry run” / test. You can always create a small survey with less than 10 respondents and a small supplementary list and simulate a response or two and then editing the respondent list accordingly. As long as there are 10 or less respondents, no respondent credits will be used.
@apitts thank you. Just to confirm - does Polinode use the ‘added by’ column for any of the analytics or is just a handy reference?
No problem. It’s just a handy reference…it’s not used directly within the application.
So - it’s a while since I have done this and my new project is at last taking off. I need a reminder please. When a name on the supplementary list added by a previous respondent is then reformatted correctly and re-uploaded does the Polinode export show the name at the point of original submission or the corrected name in the updated supplementary list (so is it looking up from the Polinode ID). I should remember and think I do but do not want to get it wrong!
I think I understand your question @Outhentics but please feel free clarify if not.
When you edit a name in a supplementary it will first look at the id in the list that you upload and match on that id. So in that way you can just edit a name and all of the nominations will be unchanged (as the nominations are based on node id’s).
When you export the list it will show the edited name, not the original name.
If you then want to add that name from the supplementary list to a respondent list after you have corrected it then the best way would be to just export the supplementary list and copy that data across to your respondent list as a new row - I would include both the id from the supplementary list and the exact name from that list (which will be the corrected name).
I’ve got that. The question is about the final outload of the survey results. In the source - target file are the targets as originally entered (when entered as an additional name) or are the names the updated versions? For example if the name was manually added by the respondent to Supplementary List as jimsmith (UHN) and this was subsequently updated in the revised uploaded Supplementary list as James Smith (UHN). In results outload will the target be jimsmith (UHN) or James Smith (UHN)?
Ah, I see. The name will be the updated name, i.e. James Smith (UHN). Polinode does not store the original names, just the updated ones.