Setting Up Survey Alerts

CATI Supervisor automates the monitoring process by providing a configurable visual alert facility. The second column in the Survey List Activity View shows the alert indicator. The indicator criteria are:

• When the monitored parameter value for a survey does not approach or exceed its specified threshold, the alert indicator cell for that survey is blank.
• When the parameter value reaches the specified warning threshold, the yellow indicator icon appears in this column.
• When the parameter value reaches the specified red threshold, the icon changes to the red icon .

The affected parameter cell is highlighted in the appropriate color.

CATI Supervisor automatically sorts the surveys in the grid according to the alert indicator state. Surveys marked with the red indicator are listed first, followed by surveys with the amber indicator. Surveys without alerts come below.

Specifying Alert Parameters

1. Click the Survey Alerts button on the window toolbar.

The Survey Alert dialog opens.



Figure 1 - Setting up survey alerts

2. In the drop-down list choose the survey parameter to be monitored . This list includes parameters displayed in the grid columns.
3. Enter the warning and the red threshold values in the fields below.
4. Click Set to activate the specified threshold.

The form expands to show the configured alert settings in a table. The Survey List view reflects the alert information the next time it is refreshed. If any alerts are triggered, the list will display the appropriate alert icons and highlight the corresponding cells (see below).



Figure 2 - Survey List window displaying the configured survey alerts

5. Repeat the procedure for all required survey alerts.

To edit the alert settings, click the Survey Alerts button, choose the required alert parameter in the drop-down list, edit values in the Warning and Red Threshold fields, then click Set to activate the modified alert.

Deleting an Alert Parameter

Click the Survey Alerts button, then click the red cross icon next to the appropriate alert row in the table. The alert is deleted from the table, and corresponding alerts are unmarked in the Survey List window.

Setting up Extended Status Alerts

Status alerts are specified and monitored in the same way as survey alerts. To specify extended alert parameters:

1. Click the Extended Status Alerts button in the window toolbar.

The Extended Status Alert form opens.



Figure 3 - Setting up extended status alerts

2. Choose the extended status to be monitored from the drop-down list. This list includes only statuses that are not already being monitored.
3. Enter the warning and the red threshold values in the appropriate fields.
4. Click Set to activate the specified threshold.

The form expands and shows the configured alert settings. The Survey List view will reflect the alert information the next time it is refreshed. If any alerts are triggered, the list will display the appropriate alert icons and highlight the corresponding cells.

Figure 4 - Setting up and monitoring extended status alerts

Note that the highlighted cells are shown in an additional grid row, which provides statistics regarding the extended statuses. By default the row containing the extended status statistics is hidden, so the Supervisor must expand it if it is needed. To do this click the Expand button in the left column (this then toggles to Collapse). The extra row shows information regarding the number of existing calls with different extended statuses.

Exporting the Survey Monitoring List

You can export the list of monitored surveys as an MS Excel sheet. To do this:

1. Display the Survey List activity view window (go to Monitoring Surveys and Survey-Related Events for more information).
2. Choose surveys to include in the Survey List activity view (go to Selecting Surveys to Display in the Survey List Activity View for more information).
3. When the Survey List window shows information for the required surveys, click the Export button on the window toolbar. The list of monitored surveys is then exported as a file in the MS Excel format.