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Loading Discussion Guides

The first step to set up any board is usually to load your discussion guide. There are several ways to do this, including copying from other boards in the system; however, most users choose to set up their sections and questions within the QualBoard project timeline. 

Load Discussion Guide Video


Creating Sections

We recommend first creating sections, and then filling the sections with questions. You can create as many sections as you'd like, but most discussions have at least one morning and afternoon section per day.  We recommend adding NO MORE THAN FIFTEEN (15) QUESTIONS PER SECTION for the best user experience.

Setting an Open Time for Each Section

Each section is assigned a time that it will become available for participants.  This time is based on the project timezone, seen on the main Discussion Guide page.  Each section is in time-order, so a section at 12:01 will appear in the discussion and open before a section at 12:15.  

Checking the Project Timeline

The project timeline shows how the project is constructed.  From the diagram above, you can see that there are two sections.  The blue arrow at the top shows where you currently are on the timeline (the current time).  The green highlighted row is the current section, or the section that participants are currently brought to by default when they enter the discussion, assuming they've completed any mandatory questions up until now.  If required, you can set a certain section to be the "default" section -- a section that participants are always brought to when they enter the discussion.  That option is under "advanced options" inside of any section.  

To begin assigning questions to sections, click on the Section Name.  To edit a time for a section, click the Section Open Time.  

Creating Your Questions

To add a new question, click the "Create New Question" button at the top of the page.  This will allow you to choose what type of question to add.  You can add as many questions as you like, but we recommend adding no more than 15 per section.

Question Formatting

In most cases, you will want to type your questions directly into the question box; however, if you have already written it out in Word or another program, you can keep the formatting integrity by clicking the "Paste From Word" button (1) on the left beneath the Bold option or pressing Ctrl+V to paste the text from your clipboard.

Additionally, if you want to insert an image or a video, you can click the "Insert Image" button (2).

Question Settings

Each question has four options (aside from Notices, which only have one) that can be applied to it.

Full Masking: They will only be able to see their own reply, as well as only probes directed towards them.

Partial Masking:  When this option is selected, the participants will only be able to see the other participant's answers once they have already submitted their own response. When they reply, the webpage will refresh and all responses to the question will be revealed above their own. This ensures that they are not swayed by the responses of other participants while still allowing them to comment on responses from other participants. they will also be able to see probes directed at the other participants.

Mandatory: When a question is marked as Mandatory, the participants will not be able to see anything that follows it in the discussion. It will appear as the bottom of the webpage, with a message beneath it letting them know that the question is Mandatory, and they need to respond to it in order to continue. This ensures that they complete the questions in the intended order and that they are not shown any stimuli before you intend. Typically, the participants are alerted in an intro or in the recruit that all questions must be answered, so don't worry that the participants will run through your discussion and only answer the mandatory questions. It's more of a tool used for controlling the flow of the discussion.

Limit to Group Tags: This option, once selected, will reveal the list of the group tags that you have added to your board. With this, you can make a question visible to only a subset of your participants, and it will be hidden from any participants who do not have the selected group tag.

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