This section will take you through how to create a new project on the Gather system.
Your first step in creating a new project will be to click on the “create” button on the homepage or the “new” tab on the projects page.
Then you will need to name your project. This should be a unique name so its not mixed up with other projects on your system.
Next, select the areas of your structure that you would like your project to be available to. This will lead you to a drop down menu of the areas within your organisational structure for you to choose from.
💡Top Tip: Your project will be available to the department that you choose and all departments that sit under that. If you are not sure of that section of your hierarchal structure and want to have a look at it before you choose your areas, you can do this by going to the “services” menu item on the left hand side and clicking on the blue icon in the top left hand corner of that page (show organisational structure). This is a really useful interactive page which allows you to drill down to see all areas within your organisation.
Next, click on "additional settings" to add more details to your project.
Here you can:
Add a title to your project - this will appear at the top of your project and is the name public facing name.
Add a short introduction - This will appear before the questions, and can give the user more information about your project, you can leave this blank if you like.
Confirm the kind of project that you would like to create - Be it an audit, survey, test, etc. This automatically defaults to audit as this is the most common choice. Other types of project that you might want to choose from include forms, surveys, staff surveys or tests. For more information on the types of project available see Types of Project
Include information on who requested this project - All members of the trust are included in the database, so you can either choose from the dropdown or start typing the name that you require. Again, this can be left blank if preferred.
Once you have included the basic information, you are ready to start adding your questions. Each question can be added individually by clicking the “add question” button, or, if you already have a list of your questions ready, you can upload them all at once using the “copy and paste questions” option. In the below section we will take you through how add questions using both methods:
OPTION ONE: Adding questions individually
To add questions individually click on the
button. Enter your question and the question type from the dropdown menu.
For this example, we will use a multiple choice question (as these are often the most common type of questions you will use)
Type your question into the first text box
Confirm the question type, in this case multiple choice. For more information on the types of questions available, and when to use them see “Types of Questions”
The "Answers" box is where you confirm the answer options to your question. You can include as many answer options as you like. In this example we have created a yes/no/NA answer, but your answer could be strongly agree / agree / disagree / strongly disagree, for example. Make sure that you weight all your answers, with 1 being the best answer, and 5 being the worst.
Tick the " this question requires an answer" button if you want to make the question mandatory.
Choose tags - Here you can choose from a predefined list of tags for your question, you can also leave this section blank if you wish.
💡Top Tip: Tagging allows you to group certain questions into certain reports and is a very useful tool to have when analysinig the data from your audit. For example, a question could be tagged under "observation" if it related to an audit observation or "patient notes" if it was based on checking patient notes. You can include as many tags as you like for each question.
Click on the
button to add your next question and continue in this way until all your questions are added.
OPTION TWO : Adding questions using the copy and paste function
You may have a pre-existing audit that you would like to add to the system all at once, rather than having to add questions individually. If this is the case then the "copy and paste questions" tool is very handy. It works in the very same way as the "add questions", the only difference being that you can paste all of your questions into the questions section at once.
To use the "copy and paste" function correctly you need to ensure that all questions that you are pasting into the "question" section have the same answer options (but its not the end of the world if they dont, as you can always go into the editing tool afterwards to update your questions). In the example above all of these questions are multiple choice and have a Yes/No/NA answer option.
You must also make sure that all questions (and answers) are on seperate lines.
Click "add questions" to upload the questions to the system. Then (after making sure you save) you can go to the "edit" section to make any changes to order/weighting/wording of the questions if you need to. For more information on how to use the editing tool see the how to "Edit" guide .
💡Top Tip:If you are uploading weighted multiple choice questions using copy and paste you can use hashtags directly after your answer (as illustrated in the above screengrab) with #1 being the best ranking and #5 being the worst ranking. This will save you on having to go back to the editing tool to edit each of the weightings individually afterwards.
The Final Steps to Completing your Project
Once you have finished adding all your questions you can add a message at the end. This message will appear to the user at the end of the audit, once they have filled in the anwers to all the questions. It is often a good idea to include this, as it gives the user reassurance that their data has been successfully collected.
Publishing your project
At this point you can choose whether to publish your project (making it available to everyone) or to leave it unpublished (so only you can see it) .
Ensure the “Publish” button is unticked if you are not ready for your audit to go live. If you are ready for it to go live, tick the “publish” button and hit save.
Congratulations, you are now ready to start collecting your data!
