Introduction to the Reference window

The Reference window displays the variables within a survey or SurveyPak in a format that allows them to be copied to other surveys. Each variable is tagged with an icon identifying its type.

The Reference window consists of:

  • a toolbar
  • a pathname of the selected SurveyPak or survey
  • a list of available variables (notes and questions), surveys and survey templates
  • SurveyPak variables are displayed in Topics and the display may be limited by filters
  • a preview of the highlighted variable
Reference window showing labels

You can open the Reference window by:

  • clicking the ReferenceIcon.png button on the main program toolbar
  • selecting File|Reference
  • pressing Alt+F12

The icons in the window have the following meanings:

ReferenceIcon.png SurveyPak and collected surveys
SectionIcon.PNG Topic group
RW: empty topic icon Empty topic group
QuestionnaireRefIcon.PNG Questionnaire
RW: section icon Question group
RW: empty section icon Empty question group
Embedded survey icon Embedded survey
Template survey Survey template
OpenEndedIcon.png Open variable (quantity, literal, date, time)
MultiChoiceIcon.png Multiple or single-response variable
DerivedIcon.PNG Derived variable
CodeFrameIcon.png Code frame
NoteIcon.png Note variable

Reference window buttons and menu options

The table below shows all of the menu options relevant to the Reference window.

Button

Menu Option

Description

On main toolbar

ReferenceIcon.png File | Reference Open the Reference window.

On Reference window toolbar

Notes button

 

 Show/hide details of the selected object.
ToggleEditModeIcon.png

 

 Toggle SurveyPak edit mode (not available for read-only surveys)
CopyIcon.png

 

 Copy selected object to the Clipboard.
TailoringIcon.PNG

 

 Tailor display to choose the language for topic names and the size of the preview window
FilterIcon.png

Edit | Filter

 Browse through questions for key word(s) Can use OR, AND, NEAR to combine keywords, or * to substitute for characters.
LanguageCombo.PNG

 

 Select display language for questions from available list.
In Edit mode (available only for SurveyPaks)
NewSurveyIcon.png

 

 Create new topic (must be on SurveyPak or topic folder) or import survey (must be on Surveys folder)
DeleteSurveyIcon.png

 

 Delete selected item
PasteIcon.png

 

Paste previously copied object

MoveToTopicIcon.png

 

Move selected item to topic or repeat selected item in topic

UpArrowIcon.png

 

Move selected item up

DownArrowIcon.png

 

Move selected item down

PadlockIcon.png

 

Apply password to SurveyPak

LanguageCombo.PNG

 

Select existing language or add a new language

Updated
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