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Surveys List

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    1: Viewing the Surveys List

    Select the Surveys tab in the Main menu in the left frame. This opens the surveys list.

    Viewing the survey list

    From the surveys list, the supervisor can perform the following operations:

    • Open, close and shutdown a survey.
    • View and modify the survey properties.
    • View and modify the survey assignment settings.
    • Manage interviews and calls for the selected survey.
    • Export the list of call activity for the selected survey during the selected period.
    • Generate a variety of reports for a selected survey.

    • Hide/Show columns.

    All the operations are performed by either choosing commands from the shortcut menu opened by right-clicking the grid row containing the appropriate survey, or by clicking icons on the toolbar above the grid.

    When the grid displays the list of surveys the toolbar contains the following icons:

    Icon

    Function

    REFRESH

    Updates the survey list

    RESET

    Deselects all currently selected surveys at once
    GO TO REVIEWER Displays the Reviewer module window

    VIEW

    Displays the survey properties in the bottom right frame and allows them to be modified

    CALL MANAGEMENT

    Displays a list of interviews/calls for the selected survey in a dedicated dialog
    CALL HISTORY EXPORT Exports the list of call activity for the selected survey during the selected period
    DISPLAY COLUMNS Allows you to hide/show columns

    When you select an object in the Navigation menu which contains a list of records, this list appears in the workspace below the Navigation menu - see below. The name of the currently selected Navigation menu section is displayed in the header frame. The list of records is organized as a grid accompanied by an object-specific toolbar. Toolbar buttons provide for operations with listed records.

    The Top Frame will normally occupy the entire workspace. Some objects have editable properties. When you double-click a record in the grid, or choose the appropriate button on the toolbar, the properties of the selected object are displayed in a separate frame which appears below the grid - this is the Bottom Frame. Then the grid containing a list of records is displayed in the top frame and the properties of the selected record are displayed in the bottom frame as shown below.

    You can change the height of both frames by dragging the divider handle located between the frames. The bottom frame can be maximized to occupy the workspace completely; click the Maximize icon. In the maximized position this button turns into the Minimize icon; click this to return the bottom frame to its previous state.

    The record list in the grid is refreshed automatically each time a new object is added to or deleted from the list. You can also click the Refresh icon on the toolbar to refresh the list manually when required.

    You can perform operations on a number of records in the grid simultaneously. Select objects by checking the appropriate boxes in the left column, clear all the selections by clicking the Clear Selection icon on the toolbar.

    The bottom frame always contains a toolbar which allows you to edit the currently displayed properties. If the bottom tab contains sub-tabs, each tab may have its own toolbar.

    2: Right-Click Menu

    Right-clicking in the Survey list will open the right-click menu:

    Open - Opens the survey.

    Close - Closes the survey.

    Shutdown - Shuts the survey down.

    View - Displays the survey properties and allows them to be modified.

    Add Assignment(s) - Add an assignment - see here for more information.

    Replace Assignment(s) - Replace an assignment - see here for more information.

    Call Management - Displays a list of interviews/calls for the selected survey in a dedicated dialog - see here for more information.

    Call History Export - Exports the list of call activity for the selected survey during the selected period - see here for more information.

    Quota Status Report Export - Create a report containing a complete list of details for all quotas that are currently set up for the survey - see here for more information.

    Distribution of Dialer Calls - View how many calls were requested and delivered to interviewers during specified periods of time - see here for more information.

    Quota Promotion History - Select a time period and view all quota promotions made for the chosen survey over the selected time period - see here for more information.

    Send Message - Send a Message to the Interviewer(s) - see here for more information.

    Reports - Choose a report - see here for more information.

    Synchronize Respondents - Synchronize missing sample records to the CATI Database. The extended status of 'Synchronized Sample' will be applied for all newly added records. Newly created calls will not be scheduled automatically and so the desired call properties should be added using the Call Management interface.

    3: Browsing the Grid

    The left part of the status bar in the top and bottom frames displays the total number of records and the number of currently selected records. The status bar also contains the grid browsing controls, and displays the page number of the currently viewed grid page and the total number of grid pages in the record list.

    Each grid can display no more than a predefined number of items at a time. In the majority of cases the list of records will exceed this number, so if a record you need is not visible in the current view (page) then you must browse the grid pages or use a search facility to locate it.

    Browse the grid pages by switching to the next or previous page, jumping to the first or last page, or you can jump to a particular page; type its number in the Page Number field and press Enter on the keyboard.

    4: Sorting Records

    You can sort the contents of any object list displayed in the grid. To sort the list by a column, click the column header. Each click toggles the column sorting between ascending and descending. The sorting order is indicated by an arrow icon displayed in the column header.

    4.1: Displaying Columns

    Click the display columns icon to select or deselect columns for display in the surveys list. This allows you to customize which columns are visible in the surveys list according to your preferences.

    The menu lists various column names that can be toggled for display. Each column name has a checkbox next to it. A checkmark indicates that the column is currently selected to be displayed, while an empty checkbox indicates that the column is not selected.

    4.1.1: Default Columns

    Default columns listed in the dropdown include:

    • Scheduling

    • Total

    • Fresh

    • Scheduled

    • Completed

    • Active

    • Dial Mode

    • Status

    4.1.2: Hidden Columns

    There are two columns (hidden by default) that can also now be enabled using this feature:

    Comment: This allows for comments attached to any survey to be seen (comments can be added under the ‘General’ view tab for the applicable survey).

    Target: This can be used to display the Target value assigned to the survey (targets can be added under the ‘General’ view tab for the applicable survey).

    5: Searching for Records with Quick Filters

    You can search the record list for particular records using quick filters. This search functionality is available in any grid in the CATI Supervisor user interface.

    To create a quick filter, follow these steps:

    1. In the surveys list, click the filter icon next to the column to want to apply a quick filter to.

    2. Using the drop-down and value fields, create the quick filter.

    3. Click the Done button. This creates the Quick filter; only object(s) that match the filter criteria are listed.

      4. Creating a quick filter

    6: Removing or Disabling a Quick Filter

    You can either use the 'X' icon to remove the filter, or use the 'eye' icon to temporarily disable the selected filter. The eye icon only appears when you hover over the filter chip.

    7: Selecting Objects

    You create a selection of objects when you need to perform an operation on these objects. A selection can include a single object, a number of random objects on the current grid page, all objects on the current grid page, or the entire object list.

    • Select a single object by highlighting the corresponding row in the grid (in the object list). There is no need to additionally check the box in the selected grid row.
    • To select a number of random objects, check the boxes in the grid rows corresponding to these objects.
    • To select all the objects currently displayed on the grid page, check the selection box in the header row. This will automatically check all the selection boxes inside the grid.

    Note that checking a box in the header row selects only the objects displayed on the current page of the grid. So if the object list comprises more than one page, objects on other pages will not be selected.

    Note that any selections you make on a grid page are only valid while you stay on this page; if you move to another grid page, all selections made on the previous page are automatically cleared. In the event you need to perform operations on objects that are listed on different grid pages, you must make a selection on one page, perform the required operation for the selected objects, then move to another page and perform the required operation again.

    To check if the object list occupies more than one grid page, look for the browsing controls located towards the bottom of the frame.

    The total number of objects included in the grid, and the number of objects currently selected, is shown in the lower-left corner of the frame (below the grid).

    To deselect the selected object, clear the respective box.

    When the box in the header row is checked and all objects on the current grid page are selected, deselect them all by un-checking this box in the header row.

    Select an object on a grid page

    After you create a selection, you can apply an operation to the selected items. To do this you can either click an icon on the title bar above the grid, or right-click any currently selected item and choose a command from the context menu.

    Some context menu operations in the CATI Supervisor can be applied either to items which are currently selected in the grid, or to all objects currently included in the list. Ensure you choose the required option - see the instruction below for details.

    To perform a context menu operation for the selected objects only, or for the entire list

    1. Some context menu commands in CATI Supervisor are not performed immediately; they may reveal a sub-menu with the following choices:
      • Selected objects.
      • Entire list.
    2. The "Selected objects" option can be used when you have created a selection on a grid page and need to perform an operation for this selection, or in the event you need to apply an operation to a single object which you have just right-clicked on to display the context menu.
    3. In the event you need to apply a context menu command (perform an operation) to all objects that are currently included in the object list displayed in the grid, choose the "Entire List" option. This option allows an operation to be executed at once for all objects currently included in the list (for all objects listed on all grid pages).

    To execute a context menu command for the entire list you do not have to create any selection - only right-click any item in the list and choose the command from the context menu and then select the Entire List option from the sub-menu that appears. The command will be executed for the entire list even if any selection was already created (it will be ignored in this case).

    Remember that the object list may not show all the available objects, such as when the list is filtered using the "searchable header" facility.

    8: Object Properties

    The lower-right frame is used to display the properties and various configuration settings of an object selected in the grid in the upper-right frame. The appearance of the displayed parameter set is different for each selected object. The lower-right frame can use the tabbed interface, where some tabs are merely informational and some can contain editable settings.

    The title bar displays the current setting type and the name of the object and can also display a toolbar containing icons appropriate to the currently displayed settings.

    Contents of the bottom right frame - an example

    In general the appearance and control elements used in the bottom right frame are similar to those used in the top right frame.

    If the bottom frame toolbar contains the Save button and you modify any setting on any tab in the lower frame, click Save to apply the changes. If you switch to view another object settings without saving the settings that you have modified, any changes will be discarded.