Data Entry Guidelines and Instructions

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

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Data Stewarding

• Incomplete Questions – Pick a Category

• Open Questions by Assignee

• Reports to Excel