www.onthespotsystems.com
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www.onthespotsystems.com |
Our mobile tool empowers you to capture data efficiently, and then translate that data into the immediate, real world action you need to grow your business. Our vision is to provide businesses of all sizes - and across all industries - an online software system (SaaS) that is reliable and affordable.
And because On The Spot Systems® works on commonly used devices, users are more willing to engage, giving you the most accurate information possible, through a fun and easy collection process.
Our surveys can be accessed via desktop web browsers, and the following mobile service platforms:
For more information on use: www.onthespotsystems.com/what-it-does/
Setting up mobile forms and surveys is a snap. Our intuitive user-interface gives you the ability to publish a customized survey in less than 15 minutes.
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Locations are necessary to differentiate between different units of a particular business, and also assign managers to their individual unit(s). For example, in a hospital, each department is typically setup as a location to enable reporting across departments. By default, when setting up your account, the system sets your sign-up address as the location that links to your survey. If your organization is not location specific, there is no need to do anything else.
To add additional locations, or edit location information, select the Administration tab, and then the sub-tab, Locations, from the left side. Either Add Location, or Edit, to the right of each location. Once you select wither, a form will come up in which you will have to fill in the location details. Once you are done, simply hit Save.
This will take you to the Manage Locations page where you can see all the store locations and related information. The Store Code is an optional, unique identifier for each location/unit.
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Select the Surveys tab, and then the sub-tab, Create a Survey, from the left side. You have the option to create a brand new survey from scratch or choosing from our library of pre-built survey templates. This library includes 30+ templates from over 15 industry-specific categories. All templates can be editted and adjusted to your specific needs.
If you choose to create your own survey, you will be prompted to the Create a Survey form. These fields ask for the basic information about your survey including:
Add and Edit Survey Questions
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Watch a screencast of all the question types
On the Edit Survey Questions page you will be able to add and edit the questions for your survey. The question types are described below:
Multiple Choice, Select Single Answer - Three formats available:
→ Selector (style: radio dial buttons)
→ Wheel (style: drop-down style)
→ Slider (style: drag slider along bar on screen for selection) Available on all iDevices and newer Android operating systems
Text Entry – Enter responses, including verbatim. Both numeric and text entry keyboards available. Several formats available:
→ Single Line – short entry
→ Multi-Line – opportunity for long verbatim entry
→ Pattern – specialized patterns available. These include a specific number of digits, US Currency, US Phone Number (with area code optional), US Postal Code, and other patterns requested by user's. If you need something special, please let us know!
→ Email Address – validates email format entry
→ Phone Number – validates 10-digot entry
Date Entry – (style: numeric keypad) Two formats available:
→ mm/dd/yyyy (month/day/year)
→ mm/dd (month/day) Suggested for birthday
Time Entry – (style: numeric keypad) Enter a time, option to Select "Now" to auto-populate the current time
Multiple Choice, Multiple Answers and Advanced Types - Three formats available:
→ Multiple Select (style: check boxes) – Select one or more items from a list of choices
→ Matrix (style: radio dial buttons) – allows respondents to select one answer choice from each row in a list of questions displayed on a single screen
→ Ranking (style: drag to re-order choices) – allows respondents to rank their responses in order of preference
Display Text Screens – (style: full screen) Displays a screen that has been created including text, images, links, and formatting options.
→ Screen is soley informational and dedicated to providing information within your survey.
→ This is useful for transitions between sections of your survey.
→ It can also be used as a marketing tool to display a current promotion within your survey.
Photo Upload [Pro and Enterprise accounts only] – Enables respondents to take a picture to be included in the survey submission.
→ This feature may display differently on different devices.
When creating/editing questions, you will be presented with several options, including:
Watch a screencast on Branching
As the name suggests, Branching allows you to present questions based on users’ answers to previous questions. For example, if a user replies ‘yes’ to question A then question B comes up next . However, if the user replies ‘no’ instead, question C pops up and skips question B.
Question A
branching gives you the following options as to what action a particular response should bring up:-
1) Another question.
2) End the survey (brings up ending text that you typed in while first creating the survey).
3) Disqualify user from survey (brings up disqualification text that you may or may not have typed in while first creating the survey).
You can edit branching or even disable it anytime from the Edit Survey Questions page.
Please note that you will not be able to move/switch positions of questions if branching is enabled as this could create branching errors. Simply Reset branching, rearrange or add questions, and re-branch.
To activate a survey you simply need to click on the red Inactive link below a survey in My Surveys. This will toggle the survey to Active status which will allow live collection of data. Submissions are available immediately after completion.
Personalized reports are one of the best benefits of On The Spot®. They allow a simple way to undertake performance and/or customer service management.
By default, after logging in to site, you are brought to Analytics tab. This view displays list of reports for your present and past surveys.
View Submissions brings up a list of individually date and time stamped submissions which can be filtered by the options listed below. Individual submission can also be searched for if submission number is known through Alert or Notification.
To view the Report Summary, directly click the name of the survey. You can filter this summary to include survey responses by:
The reports are presented in chart style of whichever reporting style you chose for that particular question while creating the survey. Chart styles can be changed through Edit Questions and identifying the question to change
[Pro and Enterprise Packages Only] You can download an aggregate report in Excel format for a particular location that compares its survey question responses to all responses for all locations.
As an admin user, you have the option to add locations, edit users (the managers for various locations of your business), edit admins (other users who will have administrative abilities over the account) and go to the branding designer.
You can add a user (a location manager) simply by putting in his or her email address once you click on the green Add user button.
Once you fill in the email, simply click on Assign. Now, you can edit the user account by specifying whether or not the user will receive email alerts and to which email. You can also assign levels/locations. After you hit save, that particular user will be able to log into our website to look at reports for his or her assigned locations.
You can assign more admins and if needed un-assign them as well. However, the admin account with which the On The Spot account was set up with will always be an admin account and cannot be changed/removed.
Watch a screencast on Branding
The branding designer is an easy to use interface for customizing the graphics on your survey with your logos and colors. The Branding Preview page introduces the designer and explains its capabilities. Clicking Branding Designer takes you to the Designer page.
There are three tabs on the designer, Mobile Web, Web, and iPhone App. You can save and exit at any point. For the iPhone, you can design a new background and add a logo.
When you design a new background, you will be able to select a background image and then change the colors of various components like the title bar and background logo.
The designer for the web interface functions in a similar ways. You can play around and change colors of various components like the title bar and main background. All the changes can be seen in the preview panel on the right.
Once you are satisfied with the preview, simply click Save and exit on the top right.
Graphic Specifications:
All images should be saved as PNG and should be 72 pixels per inch resolution.
The following are required graphics for On The Spot® (if you don’t want to use the default). Please contact our support department at 888.330.7118 if you have questions or need assistance.
Mobile Web Design specs
Web Design specs
Tutorial 1, Part 1: Adding Locations
Tutorial 1, Part 2: Adding Surveys
Tutorial 1, Part 3: Adding and Editing Survey Questions
PLEASE NOTE: Tutorial 3, Part 1: Rewards is no longer a part of the standard system