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Survey management in the CATI module is a complex routine involving monitoring and management of all surveys which are conducted in CATI mode. This includes the definition of survey properties, interview and call management and survey assignment.
For a survey to be started in the CATI mode it must first be appropriately marked in the Forsta Authoring module (refer to the appropriate Authoring documentation for details). Then the survey becomes available for managing in the CATI Supervisor module.
Note that availability of a survey to a particular supervisor in CATI Supervisor module is determined by a special permission which is set up in the Authoring module for a selected supervisor. This permission is called "Supervise CATI Project", and it can be found on the Permissions tab (Survey Management section). Refer to the Authoring documentation for instructions on enabling and disabling this permission. When the "Supervise CATI Project" is enabled for a specified supervisor, surveys assigned to this supervisor become accessible for them in the CATI Supervisor module. When this permission is disabled, no surveys are available for this supervisor.
By default, all supervisors belonging to the same call center (go to About Call Centers for more information) that the survey owner belongs to are automatically granted this permission. It can later be removed from selected supervisors.
To start managing surveys and interviews/calls, select the Surveys tab in the Main menu (accessible from the CATI Supervisor main menu).