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The CATI Console window contains a toolbar with the button set at the window top, the work area, occupying the main window space, and a status bar in the bottom.
Depending on the Interviewing mode specified for the current interviewer the CATI Console may start with displaying:
- a Survey/Interview list in the work area;
- a Survey list in the work area;
- an Interview Question in the work area.
The picture below shows the CATI Console displaying a Survey/Interview list in the work area.
Figure 1 - The CATI Console - Survey/Interview selection area
Note that an Interview list displays only a set number of sample records (this is a system setting specified by a system administrator). To select a record which is not displayed (yet exists in the sample) you should enter the Interview ID in the filter field (or use another property to apply a filter to) - this will display the required record. See instructions below on how to reset applied filters quickly.
Six buttons in the right part of the toolbar are available in this case. Some of these buttons are available only in this situation, and they are disabled (except for the Messaging and Take a break buttons) when an interview is started.
| Button | Description | Function |
| TAKE BREAK | Allows temporarily halting the work, but only in selection mode, not while the interview is in progress - see Taking a Break as an Interviewer for details. | |
| CHANGE LOGIN TYPE | The toggle button. When enabled it allows changing the Interviewing mode after the current interview is finished. Available only when the Dialer is not in use. See Choice Mode for details. | |
| MESSAGING | Displays the Messaging dialog box | |
SHOW MY APPOINTMENTS |
Displays the list of appointments in a separate window |
|
REFRESH |
Updates the survey/interview list |
|
LOGOUT |
Allows logging out of the current session. Closes the CATI Console window. |
The Messaging button will change its appearance to when an unread message is available for the interviewer (go to Viewing Messages for more information).
The left pane in the Survey/Interview area shows the survey list. When the interviewer chooses a survey in the left pane (this choice is available with the Manual Interviewing mode only), the list of interviews for the current survey is displayed in the right pane.
The Status bar will display only the Interviewer name.
A survey and an interview list will show only surveys and interviews assigned to the current interviewer.
Another picture shows the CATI Console displaying an interview page in the work area (actual layout of interview pages may vary).
Figure 2 - Interview question displayed in the work area
The available button set on the toolbar in this case contains the following buttons.
Button |
Hot key combinations |
Description |
Function |
Ctrl+Backspace, or PgUp |
PAGE BACK |
Takes you to the previous question page, and submits the current page |
|
Enter, or PgDn |
PAGE FORWARD |
Takes you to the next question page, and submits the current page |
|
Ctrl+A |
APPOINTMENT |
Allows making an appointment. Displays the Appointment dialog. |
|
|
Drop-down list |
none |
Interview language choice |
Allows selecting interview language from those available |
| none | REDO |
Allows choosing already completed interview question and modifying the submitted answer variant. |
|
Ctrl+Enter |
FAST FORWARD |
Takes you to the last interview question. |
|
| F7 | CHECK SPELLING | Invokes the "Spell Check" dialog. Allows to check spelling of all "free text" answers on the current interview page. | |
| REDIAL | When pressed, this button invokes the Redial dialog allowing either to redial the current number or dial the number which can be entered manually. This button becomes available in certain situations only (go to Redial Functionality for more information). | ||
| Ctrl+H | HANG UP THE RESPONDENT LINE | Hangs up the respondent phone line. Available only when the dialer is in use. | |
| INTERNAL CALL TRANSFER | Available only if this functionality is enabled in the CATI Supervisor module. Initiates call transfer to another agent in the same company. Displays the "Internal Call Transfer" dialog showing the list of interviewer groups to which the call transfer can be made (go to Internal Call Transfer for more information). | ||
| EXTERNAL CALL TRANSFER | Initiates call transfer to an external (third party) telephone number. Displays the "External Call Transfer" dialog showing the list oftelephone numbers to which the call transfer can be made (go to External Call Transfer for more information). | ||
Ctrl+Q |
LOG OUT (AFTER THE CURRENT INTERVIEW) |
The toggle button. When enabled it triggers log out command after the current interview is finished. |
|
Ctrl+X |
TERMINATE THE CURRENT INTERVIEW |
Abandons the interview in progress. |
Note: A set of hot key combinations can be used instead of buttons to enable the user to move through interview questions and answer selection. Refer to Keyboard Support for a description of the keyboard functionality, and to Appendix C for a list of the hot key combinations that are available.
The left pane in the Survey/Interview area shows the survey list. When the interviewer chooses a survey in the left pane, the list of interviews for the current survey is displayed in the right pane.
There are buttons below the toolbar that appear only when the interviewer works in the Manual Selection mode (not available in any other work mode): they allow for starting a selected interview, creating a new one and resetting filters applied to the interview list.
| BEGIN AN INTERVIEW FOR THE SELECTED RECORD | Only available when a record is selected in the list of respondents. The button starts an interview for this record. | |
| CREATE A NEW RECORD AND START A NEW INTERVIEW | Only available when a corresponding option is enabled in the Professional Authoring module. Starts an interview when there is no corresponding record in the sample and creates a new record in the sample. | |
| RESET FILTERS | Only available when at least one filter is applied to the record list. When pressed, resets ALL applied filters and reveals the record list. |
The Status bar displays the following information:
- Interviewer name
- Current respondent time
- Current interviewer time
- Current survey name and ID
- Current interview ID
Contents displayed in the work area normally would include the question text and answer variants, but the actual layout and formatting is determined by the template which is used to display interview pages (this template is created beforehand by the survey author using the Professional Authoring module). Two buttons (Back and Forward), usually positioned below the answer variants, allow you to move through interview pages.
Besides the question text and answer variants the work area may display prompts, warnings and other messages which guide the interviewer.
A keyboard entry box and the corresponding button set are displayed in the bottom of the work area (go to Keyboard Support for more information).
The keyboard entry box is used:
- to select an answer by typing its precode;
- to enter the answer text manually (in case the chosen answer uses the "Open text", or similar field which accepts keyboard entry).
Buttons located to the right of the keyboard entry box allow for the following:
- Enter button - submits the text entered into the keyboard entry box;
- Default answer button - chooses the "default" answer variant;
- Refused answer button - chooses the “refused” answer variant.