Starting the Console and Logging In

1. Start the CATI Interviewer Console application by choosing Forsta CATI Interviewer Console in the Forstagroup in the Windows Programs menu.

The Station ID dialog opens.



Figure 1 - Entering the Station Identifier

2. Enter the unique ID assigned to this particular interviewer.

The ID format used is: <Name><Number><Type>, where:

• 'Name' is information about the interviewer's station. It can contain only characters and is limited to eight characters.
• 'Number' can contain only digits and is limited to six characters. If a dialer is used then it is a 'Dialer number', which is encoded using the following rule: the first digit determines the dialer, the next five digits determine the extension number (for example range 0-99999 means the first dialer, range 100000-199999). If a dialer is not used then this part can be omitted.
• 'Type' defines the dialer type and is limited to one character only. For a local station this should be "L", for a non local station this part should be omitted.

Normally the Station ID is provided by the supervisor and it cannot be changed. When the interviewer logs in to work with the CATI Interviewer Console for the first time, he/she should enter the Station ID and click OK to submit it. The CATI Console will display a warning message if the entered ID format is incorrect. The number is stored by the system, and when this interviewer starts the console and logs in the Station ID dialog will be displayed with the station ID pre-entered and inaccessible for editing.

If a situation arises where the Station ID must be changed, when the Station ID dialog appears at login time press Alt+S on your keyboard. The Station ID field is then opened for editing.

In the event the administrator does not assigned a station ID to an interviewer, the Station ID field may be left blank and you can simply click OK to proceed with the log-in procedure.

After the submitted Station ID is successfully verified, the CATI Interviewer Console displays the login screen.



Figure 2 - The CATI Console login dialog

3. Enter your credentials into the Username and Password fields in this dialog, then specify the name of the company.

Check the Set as default box if you want to set the company name as default so it appears each time the CATI Console starts, thereby saving time.

4. On completion, click Sign In.

The situation may arise where a password has expired when the interviewer tries to log in. The Interviewer console then displays the 'change password' message.



Figure 3 - Interviewer password expiration warning

Click No if you do not wish to change the password at this time. The warning message will close and the regular Login dialog will open.

To update the password click Yes, the password change dialog opens.



Figure 4 - The change password dialog

You must supply your current credentials, and then enter your new password in both the New password and Confirm password fields. Set the company name if required. On completion click Change. The system validates the fields, and assuming everything is correct the password is changed, the dialog closes and the login dialog reopens. The interviewer must enter the newly supplied credentials to log in.

In the event an error is registered, an appropriate message is displayed. You must then close the error message and edit the required field contents to continue.

If you click Cancel, the dialog closes and the Login dialog is displayed.

Note that you can change your password at any time by choosing the Change password option in the Login dialog.

If the CATI Console window is closed while an interview is in progress, for example your PC is switched off for some reason, you will not be logged out until a time-out period has elapsed. If you then restart the console before the session times out, you will be pushed back into the incomplete interview at the first unanswered question, regardless of the assigned Interviewing mode. However the supervisor can terminate the interview using the appropriate control in the Interviewer List window. In this case, when you log in again you will not be taken back to the incomplete interview but will be able to select a different interview in the assigned Interviewing mode.

The login procedure validates the current time on the interviewer PC launching the console. If the time is incorrect or the PC is in an incorrect timezone, login will fail and the following message will be displayed.



Figure 5 - Warning message displayed if the interviewer computer system time does not correspond to the UTC

To correct the situation, contact the supervisor or adjust the system clock on your computer by connecting to any Internet Time Service server and performing the synchronization procedure provided by that server. After the system clock is adjusted you will need to repeat the login procedure.

If you are already logged in on one Interviewer Console and attempt to log in from another console, you will receive the following message.



Figure 6 - Warning message displayed when the interviewer performs multiple login

Note that if the second console has the same Station ID, or if the Station IDs are both blank, then you will not receive any message and will be permitted to log in.

If your company uses a dialer, the Dialer log in dialog now appears, otherwise this step is omitted. Here you can select whether you wish to use the dialing system or whether you wish to dial manually.

The figure below shows the Dialer log in dialog displayed for the interviewer who has already logged in, and who is working on a Local station with the dialer which stands first in the list.



Figure 7 - Logging in with or without dialer support

The field in this dialog contains the station ID that was entered at the start of the login procedure, and this cannot be edited. Three options are available:

• Click OK to initiate connection with the dialer (this dialer is identified using the supplied station ID) and start the CATI Interviewer Console with the dialer support.
• Click Cancel to start the console without the dialer support.
• Click Log out to close the session.

When the CATI Console application identifies the interviewer, the Telephone number dialog opens.



Figure 8 - Entering the telephone number for work with the Dialer

5. Input the telephone number which is to be used by the Dialer. This must be the number of the telephone which you will use to conduct interviews.

Note: All the digits in the telephone number must be entered together as a single line, without spaces or other symbols in between.

The last number that was entered in this field and dialed by the dialer system is stored and will be shown the next time the Telephone number dialog is displayed. You can either submit this number to the dialer again or edit it before submitting.

6. Click OK to start the interviewing session and commence communication with the dialer, or click Cancel to perform all the dialing manually.

The difference between two methods for the interviewer is as follows - when the dialer is being used all the calls designated for this interviewer are connected automatically in the order specified by the survey parameters (dialing mode) and determined by the Interviewing mode which was assigned to the interviewer by the supervisor. In this case the interviewer only hears the next call connected and sees the corresponding interview questions displayed in the CATI Console.

If the interviewer chooses not to use the dialer, he/she dials manually. The order of the numbers to be dialed is determined by the current Interviewing mode, and the dialing results are not processed automatically.

After the successful login the CATI Console will display an interface depending on the Interviewing mode specified for the current interviewer, and on whether the dialer was used.

Read Selecting a Survey/Interview and Logging Out and Closing the Console for information on how the work is organized in every Interviewing mode, provided the dialer was or was not used.

Interviewer’s actions in the CATI Console which is displayed after successful login vary depending on the Interviewing mode this interviewer must work in.

Refer to Selecting a Survey/Interview and Interviewing Procedures for further information how the work in the CATI Console is organized.