Help Contents

Overview
Log In Dialog
Logging In
Creating an Account
Forgotten Password
Logging in Limitations
Main Menu Bar
Home Page
Adding a Study
Study Menu Bar
Editing a Study
Auto Creating Respondents
Importing Respondents
Exporting Respondent Login Data
Creating IDs For Respondents Taking Multiple Surveys
Adding and Editing Study Notifications
Viewing the Questionnaire
Creating an Analysis File
Editing the RNR Options
Questionnaires
Creating a Questionnaire
Editing a Questionnaire
Your Account
Editing your Profile
Logging Out
User Agreement

Overview

Welcome to Diet History Questionnaire III


As a researcher you can create and/or manage your studies by clicking on the Home Tab at any time.

As a researcher you also have the ability to create your own custom questionnaire by going to the Questionnaire Tab. Instructions on how to do this will be made available.

Before you start, take a moment to read this helpful guide that will give you an overview on how to use this site.

The first thing you should do is create your study. To create a study, you will click on the Create Study button. But before you do, continue to read the rest of this guide. There will be helpful guidance throughout the site that you can follow.

Once you have created a new study, you will want to create the respondent accounts that will take the questionnaire.

Then you will export the respondent accounts you have created and send them out to the respondents you want to take the questionnaire. You may do this in multiple steps or multiple times.

If you are interested you can set up some notifications for your study.

After some or all the respondents for your study have completed the questionnaire, you may run and view reports for your study.

There is also an option for downloading and exporting the answers provided by your respondents.

These are the basics of what can be done on this site. The order above is the preferred order to do things but you are not restricted to it. There will also be helpful information and guides as you perform tasks on the site.

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Log In Dialog

From the Login dialog you can log into DHQ III, create and account, or reset your password.

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Logging in

1. To log in, enter your e-mail address, which serves as your user name, into the E-mail Address text field.
2. Enter your password into the Password text field.
3. If you use an authentication code, which is optional, enter your code into the Authentication Code text field.
4. Click on the Login button. The Home page will open.

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Creating an Account

  1. From the Login dialog, click on the Create Account link. The dialog will open.
  2. Enter your information into the text fields in the dialog. Those with an asterisk (*) are required.
  3. Select your organization from the Organization dropdown menu.
  4. Choose a password you can remember and enter it into the Password and Confirm Password text fields. Passwords must be at least 15 characters long and contain characters from at least two of the following character classes or they can be between 8 to 15 characters long if they contain characters from at least three of the following character classes:
    • Upper Case Letters (A-Z)
    • Lower case letters (a-z)
    • Numeric characters (0-9)
    • Punctuation and special characters (e.g.~!@#$%^&*()_+-={}|[]\:";'<>?,./ and spaces).
  5. Check the 'I'm not a robot' checkbox in the Captcha field. Note: If you click on this box and wait too long the verification will expire and Captcha will require you to recheck it before creating an account.
  6. Click on the Create button. The Account Pending button will open telling you to check your e-mail and follow the instructions to verify your account. If the e-mail doesn't come in a few minutes click the Resend button to send a new e-mail.
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Forgotten Password

  1. If you have forgotten your password click on the Reset Password link. The reset dialog will open.
  2. Enter your e-mail address in the E-mail text field and click the Send E-mail button.
  3. An e-mail will be sent to you to reset your password. Passwords must be at least 15 characters long and contain characters from at least two of the following character classes or they can be between 8 to 15 characters long if they contain characters from at least three of the following character classes:
    • Upper Case Letter (A-Z)
    • Lowercase letters (a-z)
    • Numeric characters (0-9)
    • Punctuation and special characters (e.g.~!@#$%^&*()_+-={}|[]\:";'<>?,./ and spaces).
  4. If you remember your e-mail address before you reset it, click on the 'Go back to login' link to return to the Login dialog.
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Logging in Limitations

After 10 failed login attempts due to incorrect password or authentication code, your account will be blocked from logging in for an hour. After an hour you will be permitted to try again. If you need immediate access to your account, contact the system administrators by using the contact us link.

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Home Page

From the home page you can open an existing study or add a new study. There is also a dropdown filter that can filter your studies. The Add Study button opens the Study Questionnaires table. Each questionnaire has a Create Study button to create a new study based on the questionnaire in that line of the table. If you click on the Create Study button or open a study from the home page you will see the study menu bar, which is below the main menu bar and includes the following selections:
  • Study Editor - Allows you to edit information pertaining to the study.
  • Respondents - Allows you view a table of respondents who have signed in and their status, to add respondents, import respondents, auto-create respondents, or export respondents' login data.
  • Notifications - Allows you to set notifications on the progress of the study.
  • View Questionnaire - Allows you to view the questionnaire.
  • Analysis Files - Downloads and generates analysis report files, as well as export answer files.
  • RNR Options - Provides access to set and edit report options for what your respondents will see when they run their report.
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Adding a Study

  1. Click on the Add New Study button. The Questionnaires page will open with a table of the existing questionnaires.
  2. Click on the Create Study button next to one of the existing questionnaires if you wish to use it for the basis of your study. The Create Study page will open. (Click on the Create Questionnaire button to create your own questionnaire for the study. Note: See the section on creating a questionnaire if you choose to do that.)
  3. Complete the text fields that are required and optional text fields at your discretion. An asterisk (*) next to field name means it is required.
    • Questionnaire - This is automatically selected when you select the questionnaire on the Add Study page.
    • Moniker - Enter a nickname (optional) for the study in the text field.
    • Title - Enter the study title (required) using the text field.
    • Status - Select a status (required) from the dropdown menu.
    • Introduction - Add introductory information (optional) into the text field. This may be a welcome, information about the study, or instructions if you wishto include them.
    • Description - Add a description of the study (optional) into the text field.
    • Study researchers - Select researchers (required) from the Available Researchers list by clicking on their names. They will appear in the Researchers with access to the study list. To de-select a selected researcher, click on the name and it will move back to the Available Researchers list.
    • Users to invite to study and your network - Any users who are not currently in the system that you want to take part in the study can be invited (optional) by entering their e-mail address. Use a colon or semicolon with no spaces between to separate the invitees. They will receive directions for getting into the system in an e-mail.
    • Pre submit message - Enter a pre submit message (optional) in the text field.
    • Final message - Enter a final message (optional) in the text field.
    • Allow respondents to choose a preferred language at the start of the questionnaire (English or Spanish)- Toggle this check box (optional) on to allow the study participants to see a question to select their preferred language at the beginning of the questionnaire.
    • Allow respondents to view the RNR at the end of the questionnaire. - Toggle this check box (optional) on to allow the study participants to see their personal report.
  4. Click on the Create Study button to create the new study. You will be taken to the Respondents page where you can add respondents to your study
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Study Menu Bar

Once you have a study opened you can see the study menu bar with following the selections for that study, Study Editor, Respondents, Notifications, View Questionnaire, Analysis Files and RNR Options.
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Editing a Study
  1. From the Home page click on a study name to edit the study information. The Study Editor page will open with a menu bar for that study with Study Editor
  2. On the Study Editor page you can change the following fields:
    • Moniker - Enter or edit the nickname for the study in the text field.
    • Title - Edit the study title using the text field.
    • Status - Edit the status from the dropdown menu.
    • Introduction - Add or edit introductory information in the text field
    • Description - Add or edit a description of the study in the text field.
    • Study researchers -Edit researchers from the Available Researchers list by clicking on their names. They will appear in the Researchers with access to the study To de-select a selected researcher, click on the name and it will move back to the Available Researchers list.
    • Users to invite to study and your network - Any users who are not currently in the system that you want to take part in the study can be invited by entering their e-mail address. Use a colon or semicolon with no spaces between to separate the invitees. They will receive directions for getting into the system in an e-mail.
    • Pre submit message - Add or edit a pre submit message in the text field.
    • Final message - Add or edit a final message in the text field.
    • Allow respondents to choose a preferred language at the start of the questionnaire (English or Spanish)- Edit this field by toggling the check box.
    • Allow respondents to view the RNR at the end of the questionnaire. - Edit this field by toggling the check box.
    • In the survey, choose how you would like to collect respondent age information - Edit this field by selecting the option you would like to use, before any respondents take the survey
    • Maximum number of respondents that can be created for the study - Note: This field is only editable by site administrators but you can contact them to increase this limit if necessary.
  3. Click the Save button when you are done. To leave the Study Editor use the back button on your browser or select another menu item from the menu bar or study menu bar.
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Auto Creating Respondents
  1. Click on the Respondents menu item to open the study's Respondents window with a table of the study respondents. From there click on the Auto Create Respondents button to open the window.
  2. On the Auto Create Respondent window enter the Number of respondents into that text field.
  3. Enter a prefix (letters only) for this group of respondents into the Respondent prefix text field.
  4. Use the language dropdown list to select the default language for the questionnaire for the respondents.
  5. Click on the Auto Create Respondents button at the bottom right side of the window and you will return to the Respondents window with the new study respondents added to the table.
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Importing Respondents
  1. Click on the Respondents menu item to open the study's Respondents window with a table of the study respondents. If you have a .csv file of the respondents you want to add click on the Import Respondents button. The Import Respondents window will open.
  2. Select the file contents from the dropdown list.
  3. Use the language dropdown list to select the default language for the questionnaire for the respondents.
  4. Click on the Choose File button to select a file from your computer.
  5. When the file is selected, click on the Import button and you will return to the Respondents window with the new study respondents added to the table.
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Exporting Respondent Login Data
Click on the Respondents menu item to open the study's Respondents window with a table of the study respondents. From there click on the Export Respondent Login Data button to download a .csv file of all respondents in the table with their personalized urls for responding to the questionnaire.
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Creating IDs For Respondents Taking Multiple Surveys
Each respondent ID can be used only once, so if you wish to have respondents take the DHQ3 more than once, you will need a unique ID for each time they take it. Here are some suggestions for how to do that:
  • If you are creating the list yourself: add a suffix like _1, _2 or _A, _B, denoting which time they are taking it. For example ABCDE_1, ABCDE_2, etc.
  • If you are auto-creating the list: add a prefix like 1_, 2_ or A_, B_, denoting which time they are taking it, then auto-create a list for each time they will take it. For example if you have 100 respondents, create a list with prefix 1_ABC with 100 respondents, then create a list with prefix 2_ABC with 100 respondents, etc.
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Adding and Editing Study Notifications
  1. Click on Notifications in the study's menu bar to add or change notifications. The Notifications window will open.
  2. Set the Minimum number of questionnaires completed before you are notified by entering a number in the text field.
  3. Set the Maximum number of questionnaires completed before you are notified by entering a number in the text field.
  4. If you set a date in the Study Start Date text field, you will be notified when the study starts.
  5. If you set a date in the Study End Date text field, you will be notified when the study ends.
  6. Toggle the check box to Notify if the study status changes to get a notification if someone changes the status.
  7. Click on the Save button to save the changes.
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Viewing the Questionnaire
  1. Click on the View Questionnaire menu item to open a copy of the questionnaire as it appears to the respondents.
  2. Navigate the Questionnaire using the navigation menu on the left to access different pages, or use the Next button to navigate pages in the order in which they occur.
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Creating an Analysis File
  1. From the study menu bar select Analysis Files. The study's Analysis File window will open.
  2. Toggle the check boxes for Include incomplete respondent questionnaires in the analysis, and select the analysis report files you wish to generate from the list provided. You can also optionally apply a filter to filter respondents by their questionnaire status date.
  3. Click on the Generate analysis files button. When the files are ready you will get an email letting you know.
  4. Once you have been informed that the analysis is ready, click on the Download generated Analysis files button.
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Editing the RNR Options
You can select to allow respondents to view their personal reports from the RNR Options window.
  1. From the study menu bar select RNR Options. The study's RNR Options window will open.
  2. There are six tabs in the options window, Introduction, Personal Information, Nutrient Intake, Food Group Servings, and Information Sources.
  3. From each tab you can edit the information that will be provided to the respondent in his or her personal report. The check boxes can all be toggled on or off. Some tabs also have information in text fields that can be added or edited. Before you leave a tab, use the Save button to save your changes.
  4. Once you have completed your editing, leave the RNR Options by selecting another menu option from the main menu bar or the study menu bar.
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Questionnaires

From the Questionnaires menu item you open the same page that opens from the Add Study button on the Home page. From here you can create a study based on an existing questionnaire, or create a new questionnaire.
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Creating a Questionnaire

  1. Click on the Create Customized Questionnaire button to open the Create Questionnaire window.
  2. Select a Parent questionnaire (required) from the dropdown list.
  3. Enter the Name of the new questionnaire (required) in the text field.
  4. Add the optional description into the Description text box.
  5. Click the Next button to move to the next step.
  6. Select the categories you want in the questionnaire by clicking on the check boxes next to category type.
  7. Click the Continue button to move to the next step.
  8. Select specific foods, beverages and vitamins or supplements that you want to include by clicking on the check boxes next to the names. When you finish the page you can click on the Continue button to go to the next step or the Back button to make changes in previous selections.
  9. Once you have made all of the necessary selections on the categories you chose click on the Activate button to save your selections and activate the new questionnaire.
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Editing a Questionnaire

From the Questionnaires page, click on the name of an existing questionnaire to open it. It will open the first window of that questionnaire's information. If there is an Adjust Questions button you can click on it to edit the questions previously selected. You edit the questionnaire following the same steps to create a questionnaire. If there is only a Save button the questionnaire itself is not editable, but the information on the initial page, the status and description is editable and any changes can be saved.
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Your Account

Your account appears on the main menu bar with your last name and first name. It opens your Profile so you can make changes or lets you select Log Out.
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Editing your Profile

  1. Click on Profile under your account on the main menu bar. The Profile page will open for editing. You cannot changes your user type or your e-mail address.
  2. Update your last name, first name, or position by entering your changes in the appropriate text fields.
  3. To change your organization select a new one from the dropdown list.
  4. To change your password, click on the Change Password link. Change and confirm your new password and click on the Update Password button.
  5. To enable or disable the two factor authentication click on the Two Factor Authentication link. The Two Factor Authentication window opens.
  6. Toggle the check box for enabling two-factor authentication. Then follow the instructions to scan the qrcode using the Google Authenticator application on your smart phone. The application will generate a new authentication code each time you log in.
  7. When you have completed scanning the qcode, click the Save button.
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Logging Out

To log out of the system, go to your account in the main menu bar and select Log Out.
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Contact Us

If you have difficulty using the site, you may also e-mail dhq3@imsweb.com, contact us using the contact form, or contact us at:
Information Management Services
3901 Calverton Blvd, Suite 200
Calverton, MD 20705
(301) 680-9770
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