How to Test a Guide

Testing a Guide allows you to review the interview experience, validate Guide structure changes, and verify that questions behave as expected before conducting interviews with respondents.

Open a Guide for Testing

To test a Guide, first open the Guide you want to test:

1. In the navigation menu, click Guides.
2. Use the SEARCH bar to locate the Guide you want to test.

3. Alternatively, use the sorting options to sort the Guide list by Guide Name, Date Created, or Date Published.
4. You can also enable the Show Archive toggle to display archived Guides.

3. Open the Guide by either:

• Clicking the Guide name.
• Clicking the VIEW GUIDE button.

Access the Testing Tab

When you open a Guide, the Guide Detail page is displayed.

The Guide Detail page contains several tabs that allow you to review and manage different aspects of the Guide, including:

• Interviews
• Structure
• Informed Consent
• Demographics
• Testing

To begin testing a Guide, click the Testing tab.

Edit the Guide Structure

The Testing tab allows you to modify a Guide's structure and test those changes before applying them to the Guide.

The Structure sub-tab displays the Guide's Sections and their settings.

To modify a Section:

1. Select the Section you want to edit.
2. Update the Section settings as needed, including:

• Prompt
• Reference Image
• Approximate Number of Questions
• Static Questions

3. Repeat this process for any additional Sections you want to modify.

Run a Test Interview

After configuring the Guide structure, you can run a test interview to review the interview experience and validate your changes.

To start a test interview:

1. Click the Start Test icon or the START TEST button.

The Informed Consent section is displayed before the test interview begins.

2. Review the Informed Consent section and click YES, I UNDERSTAND to continue the interview.

The test interview proceeds through each Guide Section in the order it appears in the Structure sub-tab.

3. Answer the interview questions.

The test interview includes:

• Static Questions
• AI-generated interview questions

If Demographics are enabled for the Guide, demographic questions are displayed after the interview questions.

4. Complete the test interview.

When the interview is complete, Qualta AI displays a confirmation message.

Apply Structure Changes

Changes made in the Structure sub-tab are not permanently saved until they are applied.

To save your changes:

1. Make the required changes in the Structure sub-tab.
2. Optionally run a test interview to validate the changes.
3. Click the Apply Changes icon or the APPLY CHANGES button.

The changes are saved to the Guide after they are applied.

Review Test History

The History sub-tab displays previous test interviews.

To review a previous test interview:

1. Click the History sub-tab.
2. Locate the test interview you want to review.
3. Click the expand arrow next to the test interview.

The expanded view displays the interview questions and responses from the selected test interview.

Repeat the Test

To view the Guide structure used for a test interview:

1. Locate the test interview you want to review.
2. Click the Test Repeat icon next to the test interview.

The Structure sub-tab opens and displays the Guide structure that was used when the test interview was conducted.

You may now start a new test interview with the selected Guide structure.

Copy a Test Transcript

To copy a test interview transcript:

1. Locate the test interview you want to review.
2. Click the Copy Transcript icon next to the test interview.

The transcript is copied to your clipboard.