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In some scenarios it is necessary to update sample respondent data whilst also executing the scheduling rules of the survey. For example, perhaps some interviews were completed with an external system, and now it is necessary to update the corresponding CATI calls to set them as complete and drop them from the scheduled calls list. It is important to note that execution of the scheduling rules does not happen automatically. To update sample and call the execution of a scheduling rule it is necessary to do the following when updating the sample:
- Modify the survey schedule in the CATI supervisor UI to include a rule that has the ‘Only execute during sample update’ box ticked.
- Insert a sub rule in the new rule and apply suitable actions.
- Now when updating the respondent data in the survey authoring UI you must choose both the ‘update’ and ‘full scheduling’ settings to execute the update process. It will also be necessary to select a suitable key field to match the imported records with the existing records.
Figure 1 - Adding a rule to the schedule
For example, here we will set the extended status to complete and drop the call from the scheduled list using a ‘suspend the interview’ action. Remember to launch the schedule when all changes are completed.
Figure 2 - Inserting a sub-rule