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To view the list of review sessions that were created by supervisors working for the company, run the Reviewer module. This module starts in a separate browser window. Note that when a session is deleted it is removed from this list and this action cannot be undone. In the Reviewer module in the Session List view you can perform the following operations:
- View the complete list of review sessions.
- Search and filter the session list by session names.
- Open a session.
- Sort sessions by a chosen attribute.
- Perform some actions with the chosen session.
Session Status Indicators
A Review session can be in one of three statuses. Status and progress notifications indicate the current status of the session and how many interviews must be reviewed for this session to be completed. Each status has a colored indicator:
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- the session was just created and no questions have been reviewed as yet, or the session status has been reset and all questions are treated as "not reviewed".
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- the review is currently in progress and some interviews have not yet been reviewed. It can also mean that reviewing may have been halted but will be continued later.
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- the review is completed and all interviews included in the session have been reviewed.
Viewing the List of Review Sessions
Click the Go to Reviewer button on the Call Management window toolbar.
The Reviewer module opens in a separate browser and the Session List is displayed.
Figure 1 - Example of the list of sessions displayed in the Reviewer module
The list columns are as follows:
- The Favourite mark. Click the blank star icon to add a session to your Favourites list - the icon will turn orange. You can later sort the list to bring your favorite sessions to the top of the list.
- The Session name - open a session by clicking its name.
- The Survey column shows the name of the survey to which the interview reviewed in this session belongs.
- The Status column shows the current session status. Status is assigned to a session automatically as the result of the review. The following statuses can be assigned to a session:
- New - the session was created but no answers were viewed or edited.
- Started - some answers were viewed/edited.
- Completed - a supervisor has reviewed all answers. Note that some answers may not have been reviewed, and been marked as "Not reviewed".
- The Progress column shows how many answers from those available were reviewed during the session.
- The Options icon opens a menu with the following options:
- Review - open session for review with questions that were selected the last time it was opened.
- Rename session - change the name of the session which is currently displayed in the Session column.
- Overview - browse the session overview.
- Delete - delete the current session.
- Complete - complete the session. This operation asks for confirmation, and provides a choice of possible actions if you are going to complete a session which contains questions that have not yet been reviewed.
You can search the list of sessions by their names by typing any symbol combination in the "Search and Filter" field above the list. The Sessions list refreshes so that it contains only sessions with a name matching the entered filter condition. Clear the "Search and Filter" field and press Enter to reveal the complete session list.
You can sort the session list by the following session attributes:
- Recent - the most recently created sessions come first in the list.
- Date created - the oldest sessions come first in the list.
- Favourite - sessions marked as Favourite come first in the list.
- Name - sorted by session name in the alphabetical order.
- Status - New sessions come first, then come the Started sessions and Completed come last.
- Created by user - sorted by the name of user who created the session.
Renaming a Session
You can rename a session when you open it on the Session Overview page.
Click anywhere in the field that contains the session name, or in the Options menu select Rename, and edit as required.