Using a .SAV file

Let’s walk through how to set up a new Data Processing (DP) project from scratch using Metaforms. You can start a project either by uploading a .SAV file or by linking it to an existing Decipher survey.

Here’s how to create a new ad-hoc DP project using a .SAV file:

Step 1: Project Setup

Click on New Project from the top-right of your screen.

You’ll be prompted to fill in the initial setup fields:

• Project Name - Enter a name for your Project.

• Validation Template - Select from existing templates to pre-load a set of AI Rules (You can also create or edit templates later)

Tip: Templates are reusable configurations that help standardize checks and formatting across projects.

Once filled, click Continue to proceed.

Step 2: Upload Data File (.SAV)

In this step, you’ll upload your raw data file in .sav format - typically exported from survey platforms like Decipher.

• Upload SAV File - Choose this to upload a new dataset for validation.

Drag and drop your .sav file or browse to select it. Once uploaded successfully, click Continue.

Step 3: Upload Questionnaire

For the validation logic, you’ll need to upload your questionnaire file corresponding to the .SAV file.

Note : The Questionnaire should be the same from which the .SAV file is derived.

Supported file formats:

• .pdf, .doc, .docx, .xls, .xlsx

You can also upload additional reference files like quota sheets, mappings, or spec docs here.

Once the required files are uploaded, click Create Project to complete setup.

Once the project is created, you’ll land on the Build Page where you can:

• Review & map datamap variables

• Run and customize validation checks

• Generate query sheets

• Export outputs in required formats