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Overview of Batoi Insight Glossary of Terms Used in Batoi Insight Using Batoi Insight SaaS Spaces Create and Manage Your Questionnaires Manage Your Programs Define and Apply Analytical Models Analyze Your Collected Data Generate and Customize Reports Manage Your Respondents Configure Your Insight Settings Guide to Analytical Model Calculations in the Batoi Insight Calculating Central Tendency with Mode and Median in Batoi Insight Handling Multiple Score Parameters in Batoi Insight Calculating Final Score (PS) in Bimodal Scenarios

Configure Your Insight Settings

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Once you create an Insight, the first thing you need to do is to add the Settings. Click the Settings menu, as shown in Figure 1 below.

Figure 1: Individual Insight Dashboard Screen — ***Figure 1***: *Individual Insight Dashboard Screen*

The settings page will open, as shown in Figure 2 below.

Figure 2: Individual Insight Settings Screen — ***Figure 2***: *Individual Insight Settings Screen*

On the settings page, you will find four types of settings, as shown in Figure 2 above.

General
Categorical Parameters
Score Parameters
Respondent Settings

General

Figure 3: Individual Insight Settings Screen — ***Figure 3***: *Individual Insight Settings Screen*

Click the General card, as shown in Figure 3 above and the general settings page will open, as shown in Figure 4 below. We can edit the below details and click the Submit button to save the general settings for an Insight, as shown in Figure 4 below.

Figure 4: Individual Insight General Settings Screen — ***Figure 4***: *Individual Insight General Settings Screen*

The details which can be edited are:

Title (textbox - Mandatory): Title of the Insight
Description (text area - Optional): Description of the Insight
Insight Survey Type (Select One - Mandatory): There are three types of survey

No Step: All questions of the Survey will be displayed to the audience in one go.
Multi-Step: The Survey will be displayed to the audience in multiple steps with one or more questions appearing in each step.
Multi-step with Group: The Survey will be displayed to the audience in multiple steps with questions from one category appearing in each step.

Insight Status (Optional): One option to be selected from the radio button.
Analysis Setting (Optional): One option to be selected from the radio button.
Scope for Distribution (Optional): One option to be selected from the radio button.
Allow Save as Draft (Optional): Yes or No
Allow sending to select respondent (Optional): Yes or No
Response limited to select a subject (Optional): Yes or No

You can also archive an Insight by clicking the Archive button available on the page, as shown in Figure 4 above.

Categorical Parameters

Figure 5: Individual Insight General Settings Screen — ***Figure 5***: *Individual Insight General Settings Screen*

Click the Categorical Parameters card, as shown in Figure 5 above and the categorical parameter settings page will open, as shown in Figure 6 below.

Figure 6: Individual Insight Categorical Parameter Settings Screen — ***Figure 6***: *Individual Insight Categorical Parameter Settings Screen*

Click on the Add Categorical Parameter button to create a new categorical parameter, as shown in Figure 6 above.

On the Add Categorical Parameter screen, enter the Title and click the Submit button to create a new categorical parameter, as shown in Figure 7 below.

Figure 7: Individual Insight Add Categorical Parameter Settings Screen — ***Figure 7***: *Individual Insight Add Categorical Parameter Settings Screen*

You can find all the Categorical Parameters created on the list page, as shown in Figure 8 below.

Figure 8: Individual Insight Categorical Parameter List Page Settings Screen — ***Figure 8***: *Individual Insight Categorical Parameter List Page Settings Screen*

Each Categorical Parameter will be displayed as cards on the list page as shown in Figure 8 above and is associated with the View, Edit, and Archive functions, as shown in Figure 8 above.

View Categorical Parameter

Click the View icon for the Categorical Parameter you want to see as shown in Figure 8 above and the page will open, as shown in Figure 9 below.

Figure 9: Individual Insight Categorical Parameter View Page Settings Screen — ***Figure 9***: *Individual Insight Categorical Parameter View Page Settings Screen*

You can add different parameters on the individual categorical parameter page by clicking the Add Business Unit button, as shown in Figure 9 above. All the attribute parameters inside a categorical parameter will appear in a list format, as shown in Figure 9 above.

Each attribute parameter is associated with the Add, Edit, and Archive functions.

To add a child attribute parameter, click the Add icon associated with the individual attribute row, as shown in Figure 9 above.

You can sort the parameters by clicking the sort icon on the table header, as shown in Figure 9 above.

Score Parameters

Figure 10: Individual Insight Settings Screen — ***Figure 10***: *Individual Insight Settings Screen*

Click on the Score Parameters card as shown in Figure 10 above and the score parameter settings page will open, as shown in Figure 11 below.

Figure 11: Individual Insight Score Parameter View Page Settings Screen — ***Figure 11***: *Individual Insight Score Parameter View Page Settings Screen*

You can add different score parameters by clicking the Add Score Parameters button, as shown in Figure 11 above.

All the score parameters added will appear in a list format, as shown in Figure 11 above.

Each score parameter is associated with the View, Edit, and Archive functions.

Add Score Parameters

Click the Add Score Parameters button and the Add Score parameter page will open, as shown in Figure 12 below.

Figure 1: Safari Browser Dashboard Screen — ***Figure 12***: *Individual Insight Score Parameter View Page Settings Screen*

You can enter the below details and click the Submit button to save the score parameter as shown in Figure 12 above. The details that need to be filled in are:

Title (textbox - Mandatory): Title of the score parameter
Type (dropdown menu - Mandatory): Type of the score parameter

Progressive
Regressive
Neutral

Min Value (0 - 99) (select box - Mandatory): Minimum value of the score parameter
Max Value (1 - 100) (select box - Mandatory): Maximum value of the score parameter
Increment (1 - 5) (select box - Mandatory): Increment order of the score parameter
Weight (0 <= 1) (select box - Mandatory): Weight value of the score parameter
Is default? (switcher - Optional): Yes or No
Description (text area - Optional): Description of the score parameter

Edit Score Parameters

Click the Edit icon associated with the score parameter as shown in Figure 11 above and the edit page will open, as shown in Figure 13 below. In the edit score parameter screen, you can only edit the below details.

Title (textbox - Mandatory): Title of the score parameter
Weight (0 <= 1) (select box - Mandatory): Weight value of the score parameter
Is default? (switcher - Optional): Yes or No
Description (text area - Optional): Description of the score parameter

Figure 13: Individual Insight Edit Score Parameter Page Settings Screen — ***Figure 13***: *Individual Insight Edit Score Parameter Page Settings Screen*

View Score Parameters

Click the View icon associated with the score parameter as shown in Figure 11 above and the view page will open, as shown in Figure 14 below.

Figure 1 Individual Insight View Score Parameter Page Settings Screen — ***Figure 14***: *Individual Insight View Score Parameter Page Settings Screen*

In the view score parameter page, you can edit the below details:

Labels of each score parameter
Value of each score parameter
Description of each score parameter
Set the Color of each score parameter

Click on the Submit button once you finish, to save the edits, as shown in Figure 14 above.

Respondent Settings

Figure 15: Individual Insight Settings Screen — ***Figure 15***: *Individual Insight Settings Screen*

Click on the Respondent Settings card as shown in Figure 15 above and the respondent settings page will open, as shown in Figure 16 below.

Figure 16: Individual Insight Respondent Setting Page Settings Screen — ***Figure 16***: *Individual Insight Respondent Setting Page Settings Screen*

You can enter the below details and click the Submit button to save the Respondent Settings, as shown in Figure 16 above. The details that need to be filled in are:

Respondent Target (Mandatory): Select one option
Category Parameters (checkbox - Option): Check the parameter you want
Restrict respondent from response in the category (Optional): Yes or No
Restrict respondent from response in the category (Optional): Yes or No
Respondent Type (checkbox - Option): Select multiple options. By default In App will be checked. You can check more options as per your requirements.

Score Matrix Settings

Figure 17: Individual Insight Setting Screen — ***Figure 16***: *Individual Insight Setting Screen*

Click on the Score Matrix Settings card as shown in Figure 16 above and the Score Matrix settings page will open, as shown in Figure 17 below.

You can select the ‘Default Parameter for X axis’ and ‘Default Parameter for Y axis’ from the dropdown menu, select the score colour available for an individual score from the colour picker and click the Submit button to save the Score Matrix Settings, as shown in Figure 17 below.

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