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Changing the Survey

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    You can change the survey you are currently working with in the Call Management window. This allows you to work with related interviews without having to close the Call Management window and repeat the survey selection procedure.

    Changing a survey while in the Call Management window

    1. Click the Surveys button in the Call Management window toolbar.

      2. The Select Survey window opens.

      Figure 1 - The Select Survey window

    2. To select a survey, click on its name then click the Select Survey button in the bottom of the window.
    3. To simplify the process of selecting a survey, you can have only "recent" surveys presented in the list. Recent surveys are surveys which contain interviews that had their extended status changed recently. When the Recent box is checked, a maximum of twenty recent interviews are shown.

    Note: Any survey can be used with different call centers, so it's interviews may change their extended status in one call center while they retain the original value in another call center. Note that in this case the change of the extended status is sensed only in the call center where the change took place; in other call centers that use this survey, the change will not be applied and the survey containing the interview will not be treated as "recent".