Updated description of the question's scopes and other properties.

content/questionnaire-designer/components/question-properties/index.md

@@ -1,53 +1,80 @@
 +++
 title = "Question Properties"
 date = 2024-09-25T00:00:00Z
-lastmod = 2024-09-25T00:00:00Z
+lastmod = 2025-01-30T00:00:00Z
 aliases=["/questionnaire-designer/questions/question-scope-"]
 
 +++
 
-Question's properties define the question, how it is presented to the interviewer or respondent, what values it may accept, etc.
-There properties that are common for all question types and some properties only exist for specific question types.
-
+Question's properties define the question, how it is presented to the
+interviewer or respondent, what values it may accept, etc. There are properties
+that are common for all question types while other properties only exist for
+specific question types.
 
 #### Common question properties
 
 
-- **Type** - determines how the response is collected by the application (default is a text type). See [question type](/questionnaire-designer/components/question-type/).
-
-- **Text** - question text that the interviewer will read to the respondent. It may include [text substitution](/questionnaire-designer/techniques/text-substitution/).
+- **Type** - determines how the response is collected by the application
+(default is a text type). See
+[question type](/questionnaire-designer/components/question-type/).
 
-- **Variable name** - a unique identifier to be used in expressions to refer to the content (value of the answer to this question) and for export purposes. This identifier must follow the requirements for [variable names](/questionnaire-designer/components/variable-names/)
+- **Text** - question text that the interviewer will read to the respondent. It
+may include
+[text substitution](/questionnaire-designer/techniques/text-substitution/).
 
-- **Variable label** - (optional) description of the data captured by the question and it will be associated to the variable name when exporting the data to a statistical software package. If the variable label is not entered, the system automatically exports the question text as its label. The variable label is not visible on the tablet except the variable labels for the identifying questions (questions at the cover page). Variable labels are mandatory for all questions at the cover page.
+- **Variable name** - a unique identifier to be used in expressions to refer to
+the content (value of the answer to this question) and for export purposes. This
+identifier must follow the requirements for
+[variable names](/questionnaire-designer/components/variable-names/).
 
-- **Instruction** -  (optional) clarification (to interviewer or respondent) how the question must be asked, etc.
+- **Variable label** - (optional) description of the data captured by the
+question and it will be associated to the variable name when exporting the data
+to a statistical software package. If the variable label is not entered, the
+system automatically exports the question text as its label. The variable label
+is not visible on the tablet except the variable labels for the identifying
+questions (questions at the cover page). Variable labels are mandatory for all
+questions at the cover page.
 
-- **Scope** - defines who will be responsible for answering the question. The scopes defined in Survey Solutions are: 
+- **Instruction** -  (optional) clarification (to interviewer or respondent)
+how the question must be asked, etc.
 
-  - interviewer - (this is the default scope) indicating that the question should be asked and the answer entered during the interview (by the interviewer in case of a CAPI mode, or the respondent in the CAWI mode).
-  - identifying - this scope applies to all questions placed to the cover page and only to questions placed to the cover page. It is not selectable for any other questions. If the answer to an identifying question has been preloaded before the start of the interview, then no other user of the system (in any role) will not be able to change that answer (interviewers will see those questions widht a padlock icon). 
-  - hidden - defines that the question should not be visible, but rather be used as a container for holding values that can be used elsewhere in the questionnaire for conditions (enabling, validation, criticality, variables calculation, filtering) or [text substitution](/questionnaire-designer/techniques/text-substitution/). Hidden questions may only be preloaded, not answered. Not all question types may be declared `hidden`. See [Design limitations by question type](questionnaire-designer/limits/design-limitations-by-question-type/).
-  - supervisor - this scope defines questions that must be hidden from the interviewer or web-respondent, but shown to the supervisor after the interview is completed.
+- **Scope** - defines who will be responsible for answering the question. The
+scopes are described in
+[Question's Scope](/questionnaire-designer/questions/question-scope-/).
 
-- **Condition expression** (**enabling condition**) - (optional) a logical expression that defines when this question must be asked depending on the answers to other questions of this questionnaire. If no expression is specified, the question will be asked.
+- **Condition expression** (**enabling condition**) - (optional) a logical
+expression that defines when this question must be asked depending on the
+answers to other questions of this questionnaire. If no expression is specified,
+the question will be asked.
 
-- **Validation rule** - (optional) a combination of a validation expression and a corresponding message for quality control of the input data by showing errors or warnings during the interview. (Note that audio- and picture-type questions can't be validated).
+- **Validation rule** - (optional) a combination of a validation expression and
+a corresponding message for quality control of the input data by showing errors
+or warnings during the interview. (Note that audio- and picture-type questions
+  can't be validated).
 
-- **Critical** - is an attribute which defines whether the question is declared being a critical question, meaning the answer to the question is critical for interview submission. Whether it may or may not be submitted without such a critical answer depends on the questionnaire treatment mode decided by the user importing the questionnaire. See more details in [Critical rules and questions](/questionnaire-designer/techniques/critical-rules-and-questions).
+- **Critical** - is an attribute which defines whether the question is declared
+being a critical question, meaning the answer to the question is critical for
+interview submission. Whether it may or may not be submitted without such a
+critical answer depends on the questionnaire treatment mode decided by the user
+importing the questionnaire. See more details in
+[Critical rules and questions](/questionnaire-designer/techniques/critical-rules-and-questions).
 
 
 #### Type-specific question properties
 
-Description of properties specific to questions of particular types is provided in the description of the corresponding type. See [question type](/questionnaire-designer/components/question-type/).
-
+Description of properties specific to questions of particular types is provided
+in the description of the corresponding type. See
+[question type](/questionnaire-designer/components/question-type/).
 
 <BR><BR>
 
-
 {{< panel title="Attention!" style="warning" >}}  
 
-Note that not all the combinations of properties are possible. For example, a question type may have consequences as to whether the question may be placed on the cover page, used as a supervisor question, be preloaded, etc. Consult the table in [Design limitations by question type](/questionnaire-designer/limits/design-limitations-by-question-type/) for specific details.
-{{< /panel >}}
-
+Note that not all the combinations of properties are possible. For example,
+specifying a particular question type may have an impact as to whether the
+question may be placed in the cover page section, used as a supervisor question,
+be preloaded, etc. Consult the table in
+[Design limitations by question type](/questionnaire-designer/limits/design-limitations-by-question-type/)
+for specific details.
 
+{{< /panel >}}

content/questionnaire-designer/questions/question-scope-/index.md

@@ -1,117 +1,67 @@
 +++
-title = "Question Scope "
-keywords = ["scope","interviewer","supervisor","prefilled","hidden","question properties"]
+title = "Question's Scope"
+keywords = ["scope","interviewer","supervisor","identifying","hidden","question properties"]
 date = 2016-06-17T18:26:26Z
-lastmod = 2016-06-17T18:26:26Z
-aliases = ["/customer/portal/articles/2468340-question-scope-","/customer/en/portal/articles/2468340-question-scope-","/customer/portal/articles/2468340","/customer/en/portal/articles/2468340","/questionnaire-designer/question-scope-"]
+lastmod = 2025-01-30T18:18:18Z
+aliases = [
+  "/customer/portal/articles/2468340-question-scope-",
+  "/customer/en/portal/articles/2468340-question-scope-",
+  "/customer/portal/articles/2468340",
+  "/customer/en/portal/articles/2468340",
+  "/questionnaire-designer/question-scope-"
+]
 
 +++
 
-The scope of a question defines who will be responsible for answering
-it. The scopes are: [interviewer](#interviewer),
-[identifying](#prefilled), [hidden](#hidden), and
-[supervisor](#supervisor). 
 
-
-
-
-**To change the question scope from the default, **
-
-1.  Click on the *Question scope* dropdown box on the bottom right hand
-    corner of the question edit screen. 
-2.  Select the appropriate question scope. 
-
-
-{{< imgproc "images/774373.png" Fit "800x600" />}}
-
- <span id="interviewer"></span>Interviewer
-------------------------------------------
-
-When the scope *interviewer* is selected, enumerators ask the questions
-from the interviewee and enter their responses on the tablet. The
-default question scope is *interviewer*.
-
- <span id="prefilled"></span>Identifying
-----------------------------------------
-
-The role of the questions defined as identifying includes the definition
-of uniqueness for the interviews and supplies ‘driving directions’ for
-the enumerators. Different types of information can be provided through
-these questions. Some examples are: province, household id, household
-address, national identification number and name of the household
-head.  
-
-Identifying questions can only be *text, numeric, date* and
-*categorical: single-select* questions.
-
-The behavior of questions defined as identifying and who is responsible
-for answering them depends on whether or not headquarters provides the
-information when creating the assignment. If not filled in during
-assignment creation, enumerators answer the identifying questions within
-questionnaires and the answers can be modified before completing the
-interview.  
-
-The picture below shows how an enumerator will answer identifying
-questions on a tablet.   
-
-{{< imgproc "images/643976.png" Fit "800x600" />}}  
-
-
-
-When answers are provided by headquarters during assignment creation,
-the answers cannot be modified once the interview is created.  
-
-
-The picture below shows how a headquarters user will answer identifying
-questions when creating an assignment.  
-
-
-{{< imgproc "images/643978.png" Fit "800x600" />}}
-
-
-On the tablet, the enumerator sees the answers to the identifying
-questions on the d*ashboard* screen within the Interviewer application. 
-
-
-{{< imgproc "images/643985.png" Fit "800x600" />}}  
-
-
-
-
-<span id="hidden"></span>Hidden
--------------------------------
-
-
-When the scope *HIDDEN* is selected, the question is destined to be
-hidden and store the prefilled values to be used in validations and
-enabling conditions. For example, one may create a validation that the
-highest educational attainment of a person now is no lower than it was
-during the last visit. At the same time, because they are hidden, they
-do not reveal their value to the interviewer, thus eliminating the
-possibility for a simple carry-over of the values from the previous wave
-of the survey without asking the respondent for the updated
-information.  
-
-Note that *Picture* and *linked questions* cannot be hidden.
-
- <span id="supervisor"></span>Supervisor
-----------------------------------------
-
-
-Supervisors and/or headquarters answer the questions defined as
-*supervisor* once the enumerator completes the interview and sends it
-back to the supervisor. For this reason, these questions are not
-displayed on the tablet.  
-
-Filled by supervisor questions can only be *text, numeric, categorical:
-Single-select* and *categorical: multi-select* questions*.*  
-
-Supervisors should follow the following steps to answer these questions:
-
-1.  Find the supervisor question by selecting the *supervisor's* filter
-    at the top of the page. 
-2.  Enter the answer within the empty field.
-3.  Save the answer by clicking on the green *Save* button.
-
-
-{{< imgproc "images/644009.png" Fit "800x600" />}}​
+The **scope** of a question establishes who will be responsible for answering
+that question. The scopes defined in Survey Solutions are:
+
+  - `identifying` - this scope applies to all questions placed to the cover
+  page and only to questions placed to the cover page. (Note that it is not
+  selectable for questions placed in any other section). If the answer to
+  an identifying question has been preloaded before the start of the interview,
+  then no other user of the system (in any role) will be able to change that
+  answer (interviewers will see those questions with a padlock icon 🔒).
+
+  - `interviewer` - (this is the default scope) indicating that the question
+  should be asked and the answer entered during the interview (by the
+  interviewer in case of a CAPI mode, or the respondent in the CAWI mode).
+
+  - `hidden` - defines that the question should not be visible, but rather be
+  used as a container for holding values that can be used elsewhere in the
+  questionnaire for conditions (enabling, validation, criticality, variables
+  calculation, filtering) or [text substitution](/questionnaire-designer/techniques/text-substitution/).
+  Hidden questions may only be preloaded, not answered.
+
+  - `supervisor` - this scope defines questions that must be hidden from the
+  interviewer or web-respondent, but shown to the supervisor after the interview
+  is completed. Headquarters users also have access to questions in this scope
+  (may see and modify the answers).
+
+Not all question types and scopes are compatible, for example, a `geography`
+type question may not be in the `identifying` scope, etc. See
+[Design limitations by question type](questionnaire-designer/limits/design-limitations-by-question-type/)
+for the permitted combinations of question types and scopes.
+
+Note that preloading is different from identification. Any question in Survey
+Solutions (barring some excluded types, as described in
+[Design limitations by question type](questionnaire-designer/limits/design-limitations-by-question-type/))
+may be preloaded (whether on the cover page or in a different section), but
+placing a question on the cover page does not necessarily imply that the
+question must be or will be preloaded. Instead, depending on the operation, the
+officer creating the assignments may put available information (for example,
+the address of the household to be interviewed) and leave as blank the
+information that is not available before the interview starts, but will become
+available during the interview (for example, the name of the head of the
+household).
+
+Identifying fields are displayed on the
+[dashboard cards](https://docs.mysurvey.solutions/interviewer/app/dashboard-card/)
+to help the interviewers locate their designated targets.
+
+Interviewers don't see the comments left to supervisor questions and don't see
+any errors associated with validation of questions in supervisor's scope.
+
+Supervisors and headquarters users do see hidden questions when reviewing the
+submitted interviews, but can't change their answers.