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Data Entry Guidelines and Instructions

Use these links to access the Powerpoint Guidelines. Or for training  videos, recordings and pptx files to learn how to enter data on-line.

Customer Service Guidelines

  • A document that explains, at a high level, what we want for each category of questions in the Customer Service questionnaire.

Transmission & Distribution Guidelines

  • A document that explains, at a high level, what we want for each category of questions in the Customer Service questionnaire.

Webex Webinar

  • A fast and furious walk through of how to use the software.

Training Presentation

  • A work at your own pace presentation on how to use the software.

Logging In and Navigation Overview

  • Web address:  https://1qconsulting.intellimas.net/1qconsulting/login#/   

  • User name/password:  Provided via email

  • Top of Screen: Ignore except for “Home”, “Print”

  • Left column: Ignore

  • Center Screen Boxes:

    • [Company Name] T&D Questionnaire and/or

    • [Company Name] CS Questionnaire

    • Glossary

    • Data Entry Instruction Videos

    • Incomplete Questions – Pick a Company

    • Open Questions by Assignee

    • Upload Current Responses by Category

Getting Started

  • Viewing this year’s questionnaire and Glossary

    • [Company Name] T&D Questionnaire and/or

    • [Company Name] CS Questionnaire

    • Glossary

  • Searching

  • Filtering

  • What to do first: see Assigning Data Collectors

Views

  • Grid View

  • Question Form

  • Saving your own view

Assigning Data Collectors

  • Previous data collector information

  • Updating/entering data collector information

  • Once assignments are made you can distribute the questionnaire via Excel or Data Collectors can log in and search for their questions

Distributing Questionnaires

Used for:

  • Distributing a blank questionnaire

  • Downloading a completed questionnaire

Distributing the Glossary

  • Accessing the glossary

  • Distributing a glossary via PDF

Entering New Data

  • Accessing and finding questions for on-line data entry

  • Entering new data

  • Editing previous years or existing data

    • ​Note here – if they are not the assigned data collector, they should verify their edit as we cannot retrieve lost data

  • Note: please report data entry issues (ASAP)

Formatting Questionnaires

  • Questionnaires are exported out of Intellimas where all the cells are formatted as 'Text'.  This makes it impossible to perform calculations.

  • You can quickly change the format to 'General' to allow calculations to sum up rows.

  • Watch this video to find out how.

Uploading Data from Excel

  • Uploading Current Responses by Category

Here's a link to a webinar recording of how to do this...

https://1qconsulting.webex.com/1qconsulting/ldr.php?RCID=15af3d77a77d2ba8f3036613b7e117e0

Data Stewarding

  • Incomplete Questions – Pick a Category

  • Open Questions by Assignee

  • Reports to Excel

Assign Data Collectors
Print Questionnaire
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