Overview


In many mystery shops, the shopper is asked to evaluate different areas of a business for issues and defects.  Clients often want these issues aggregated into a single list for reporting purposes.  This can be implemented as a multiple choice question that allows multiple responses, such as the one displayed below:



This checklist summarizes defects that were found in three areas of the store: hot bar, beverage and exterior.  The disadvantage is that this requires the shopper to edit their response to the question as they go from one department to another.  This increases the likelihood that the shopper will make errors.


To simplify the process for shoppers, Presto Logic has a special rule called a toggle rule that allows you to aggregate the responses of more than one multiple response question into a single "defect checklist" like the one shown above.  Like regular rules, a toggle rule uses the responses to one question to control the responses of a different question, but unlike a regular rule, a toggle rule does not set a response, it changes a response.  This works in scenarios like this, where the shopper could find any number of defects in a given area, or none at all.  



Use case


The easiest way to understand this is by using an example.  Let's consider the checklist shown above.  Rather than presenting this checklist to the shopper, we want to present them with three multicheck questions as follows, one for each area:


We also add the "defect checklist" question, where the shopper's responses will be aggregated.  This question will be hidden from the shopper.


Next, we create a series of toggle rules as follows:


  • IF a response to a multicheck question is selected, TOGGLE the matching response in the defect checklist.  That is:
    • If the matching response is not checked, check it
    • If the matching response is unchecked, uncheck it


You will need a rule for each response.  To add a toggle rule, select the Add Toggle Rule option:



On the left, select the triggering question and answer option.  On the right, select the "defect checklist" question and the response that you want to toggle (change):



Continue until you have created a rule for each error condition.  



Handling "None of the above"


The "None of the above" option on the defect checklist should only be selected if all of the questions displayed to shoppers are answered "none of the above".  To do this, you need a regular rule rather than a toggle rule.  This rule looks like this: