Vendor guides

Program check guide for market research surveys

Last updated: September 08, 2026 Effective: September 02, 2026

Introduction

This guide provides instructions for reviewers performing a program check on a translated survey. Your task is to verify that the translations display correctly in the survey platform and that the survey logic and links function as intended. The translations have already been approved by the client and should only be edited if absolutely necessary.

Checklist Before Starting

Before starting the program check, ensure you have access to the following:

  • The survey link (provided by the PM)
  • Translated overlay file (Excel format)
  • Program check report template (Excel format)
  • Pre-programmed survey document with highlighted instructions (Word file)

Program Check Steps

1. Launch the Survey

Open the survey using the provided link. A unique ID will be automatically appended to the URL once you access the survey. Copy and retain this full URL as it will be required when reporting any issues.

2. Navigate Through the Survey

Use the pre-programmed survey file to guide your navigation. Follow the instructions carefully, particularly avoiding any responses labeled as [TERMINATED] to ensure you reach the main questionnaire. Refer to the path logic and termination rules to complete at least two test passes through different paths.

Pre-programmed survey Word file with a legend for coding instructions and termination logic and highlighted test paths

3. Review the Translations

The program check is the final linguistic step before a questionnaire is launched. You only need to check that the translation displays properly. It is important that you are no longer editing the translation as it has been approved by the client at this point. Please only make edits that are strictly necessary. If changes are needed:

  • Edit directly in Column C of the overlay Excel file
  • Highlight the modified cell
Overlay Excel file with translations in Column C, one edited cell highlighted yellow beside its source in Column B

4. Record Uneditable Issues

If there are issues you cannot correct in the overlay file, document them in the program check report file. Include a clear reference to the question and the URL. If helpful, you can add screenshots too; please clearly indicate which question corresponds to each screenshot in the program check report.

Blank program check report template with columns for question number, program text is and should be, test link URL

5. Handling Errors

If you encounter an error screen during testing:

  1. Take a screenshot of the error
  2. Note which question it occurred on
  3. Send the screenshot, revised overlay, and program check report to the PM
  4. Wait for confirmation before continuing the check

Final Notes

Do not interpret reaching an error screen as successful completion. Program check must be completed without triggering any error screens. Maintain communication with the PM and always include your full survey URL in any correspondence.

Your project manager is here to assist you with any specific needs or questions. Please don't hesitate to reach out for further clarification or assistance.