Viewing and Modifying General Properties

1. Select the Surveys object in the Main menu to display the list of surveys.
2. Right-click the appropriate survey row in the grid and choose View from the shortcut menu, or click the View icon on the toolbar.

The survey properties are displayed in the bottom frame. This view is called Survey information. Survey properties are grouped using tabs. See the illustration below.



The following general survey properties are displayed on the General tab:

• Survey ID: The unique project identifier generated and assigned to the project when it is added to the system in the Authoring module. It cannot be changed.

• Filter Survey List: A link that allows you to find the current survey in the survey list. When chosen, this command uses the current Survey ID as a Quick filter value and filters the survey list using this ID. The survey list in the top frame now shows only the current survey - and you can apply commands to this survey without wasting time on searching.

• Survey Name: This is defined at the time the survey is added to the system. It cannot be redefined using the CATI Supervisor interface. Refer to the appropriate part of the Authoring documentation for the instructions.

• Extended Statuses: A drop-down list indicates the group of the extended statuses currently used with the selected survey. It allows the user to choose from a number of groups previously created using the Resources object group – see Adding and Managing an Extended Status Code Group. Every Extended Status group contains a customized set of Extended Status codes.

• Go to... links These are next to the Extended Statuses and Scheduling fields, and allow you to change directly to the Extended Status Codes group (go to Adding and Managing an Extended Status Code Group for more information) or Scheduling script (go to Viewing and Modifying Scheduling Script Settings for more information) that is currently selected for this survey.

• Target: Is the target total number of completed interviews for the survey. This figure is shown in the Target column in the Survey Activity View (go to Monitoring Surveys and Survey-Related Events for more information). This is an informational figure - supervisor can define a milestone to compare it against the call count, for example, using the icon to expand information related to extended statuses. Or they can configure the Survey List Activity view to show call status count for corresponding extended status (go to Configuring the Survey List Activity View for more information).

• Comment: This field is designed to input comments related to the survey, with a maximum limit of 100 characters.

• Size: A field that displays the current number of sample records.

• State: A field that displays the current survey state.

• Scheduling: A field that indicates which Scheduling script is currently used with the survey. This is where you can assign another script. To do that select one from the drop-down list.

• Dialing Mode: This drop-down allows supervisors to change the dialing mode without the need to re-launch the survey, or rely on the survey author. The options are "Manual", "Preview", "Automatic" or "Predictive". Changing dial mode can be especially important for surveys where the number of active interviewers rises and falls over the optimal threshold for "Predictive" dialing. As a general rule, to see predictive efficiency gains, there should be at least 6 interviewers working on the survey (we recommend to consult with the dialer provider to find the recommended optimal number). When there are fewer than the optimal number, the system may work more efficiently by dialing in "Automatic" mode.

  Note: In order to change the dialing mode from the general tab, the survey must be in a closed state and the supervisor must be working in the "New Style". Any change to the dial mode via the supervisor UI will also be reflected by the same setting seen in Survey Designer.

• Open end Review A field that indicates the accessibility of the survey openend fields for editing. This setting is defined at the time the survey is added to the system. It cannot be redefined using the CATI Supervisor interface. Refer to the appropriate part of the Authoring documentation for the instructions.

• Telephone Blacklist: An option that is enabled and disabled in the Authoring module. The Telephone Blacklist indicates whether this option is enabled or disabled for the current survey. If the Telephone Blacklist option is enabled, all numbers included in the Telephone Blacklist on the Telephone Blacklist tab in the Resources tab will not be dialed. See Telephone Number Blacklist Overview for detailed information regarding the Blacklist option.

• The Screen Recording field indicates whether or not the option of recording actions performed in the Interviewer Console in the course of an interview is enabled. In case the Screen Recording option is enabled, all interviews performed for this survey are recorded as video files\, saved and added to the list of Recorded Interviews automatically. Interview videos added to the Recorded Interviews list become available for deferred monitoring (see Live Call Monitoring, Recordings and Playback).

• Voice Recording: A field that indicates whether or not the option of recording conversations held in the course of an interview is enabled. In case the Voice Recording option is enabled, audio tracks for all interviews performed for this survey are recorded and saved automatically. The audio track for each interview becomes available for reviewing by the supervisor right after the interview is finished (go to Recording and Playing Back Conversations for more information). The recorded audio track also becomes available for deferred monitoring alongside the video file corresponding to the same interview - both video and audio tracks are played back in sync (go to Live Call Monitoring, Recordings and Playback for more information).

Note that Voice and Screen Recording options are set up in the Authoring module. Refer to the relevant Authoring documentation for instructions on setting up these options. These options cannot be enabled or disabled in CATI Supervisor.

• Call delivery mode: An option that allows you to choose the order in which calls are delivered to the interviewer. This setting affects only interviewers working in the Automatic or Survey Selection Interviewing modes (go to Selecting a Survey/Interview for more information). Two call delivery modes are available: Order by ID (lowest first) and Random order. When the Order by ID option (default setting) is enabled, CATI interviews will be delivered to interviewers in the order with which they are found in the scheduled calls list (lowest ID first) unless some calls have been given a higher priority. When the Random order option is enabled, CATI interviews will be delivered to interviewers in the order with which they are found in the scheduled calls list (lowest ID first) unless some calls have been given a higher priority. This setting will take immediate effect. This setting overrides the default call delivery mode setting which is specified as a company-wide setting for all newly launched surveys by a system administrator.

• Internal Call Transfer and External Call Transfer mode: These options allow for specifying in which mode the interviewer shall perform call transfers. These options are only available when the appropriate system setting is enabled by a system administrator. By default the "Warm" option is selected for both types of call transfer. The "Blind" option is available for the Internal and External modes while the Internal Call Transfer mode can also be set to "Off" - in this case interviewers cannot perform Internal call transfers when working with this survey. The "Warm" call transfer mode assumes the initial interviewer contacts the target interviewer (third party person) prior to transferring the call to them. The "Blind" call transfer mode assumes the initial interviewer is disconnected from the call as soon as the Transfer button is pressed (go to Performing Call Transfers for more information).

• Call Groups: This drop-down allows defining as set of calls with certain extended statuses that would be delivered to the interviewers according to a certain algorithm before other calls (go to Viewing and Modifying the Properties and Parameters for more information). By default this option is set to "Disabled" which means that calls are delivered in a regular way. The "Enabled" setting will put into effect the Call Group mode for this survey only when the interviewer who is assigned for working in the Call Group mode logs into the Interviewer Console and starts an interview from this survey. Call Groups are not supported for surveys with the predictive dial mode enabled.

• Quota Balancing: An option that allows specifying settings regarding automatic tracking and trimming of the quota cell filling. Using these settings the supervisor can enable the system to balance the quota cells filling for the selected quota - the system identifies quota cells with the highest and lowest filling, and starts promoting calls to the quota cells with the lowest filling to even out the inequalities (go to Quota Balancing for more information).

• Cluster Quota: An option that allows you to limit the number of active calls being interviewed at any one time in a particular quota cell to the threshold value specified (go to Quota Clustering for more information).

• Inbound Caller ID matching: This setting specifies how the system will behave when receiving an inbound call. There are three possible behavior types:
1. Attempt to match inbound CLI with existing sample records (do not create new records when no matches are found)
2. Attempt to match inbound CLI with existing sample records (create a new record if no match is found)
3. Do not attempt to match inbound CLI with existing sample records (always create a new record)

Note: A 'CLI' is the number of the inbound caller (Caller ID). The system will attempt to match this against values contained in the "TelephoneNumber" field, which is contained in the sample record.

3. On completion, click the Save icon on the toolbar to apply the changes.

If you attempt to leave the page while it holds unsaved changes, a warming is displayed.