Adding Searchable Questions to the Interview

1: About Searchable Questions

You can add questions contained in the survey to the set of interview parameters displayed in the CATI Interviewer Console. They are appended as columns which are displayed in the interview list in the Interviewer Console. Questions selected by the supervisor become available for the interviewer when he/she works in the Manual interview selection mode (go to Manual Selection Mode for more information).

These added columns/questions are searchable and they provide the interviewer with more versatile searching possibilities. They can search not only by default parameters but also by any question the supervisor has selected using this procedure.

Note that this is possible only for questions which are marked as "Available as CATI filter". Questions can be marked as "Available as CATI filter" in the Forsta Authoring application, refer to the appropriate section in the Authoring documentation for instructions.

By default the so called "system" fields are available for inclusion as searchable questions. These fields are displayed at the top of the list of searchable questions displayed in the Interviewer Search tab (see the picture below - these questions are of the "System" type). The "ID" and "Status" questions are checked (included) into this list by default. You can clear the relevant boxes to exclude them from the list of the searchable questions. These system fields are also appended as searchable columns to the interview list when they are selected. Also please note that Time to call column shows time in the interviewer timezone, it is not searchable, but its contents can be sorted. For interviews with the Fresh Sample status it will show "Now". When you hover mouse pointer over this column the Interviewer Console will display the corresponding Time To Call value in the respondent timezone for each interview (go to Manual Selection Mode for more information).

2: Adding Searchable Questions to the Interview

1. Mark all the required questions as "Available as CATI filter" in Authoring (refer to the appropriate part of the Authoring documentation for instructions). Note that system fields cannot be marked in this way, they appear in the list by default.
2. Display the Survey Information view for the required survey in the right bottom frame (go to Viewing and Modifying General Properties for more information).
3. Change to the Interviewer Search tab.
4. Select the required questions in the list by checking the box in front of the question name.

Note that only a selected question will be added to the interview parameter set and displayed in the interview list in the CATI Interviewer Console.

2.1: Enabling or Disabling Fields as Columns

In the Interviewer Search tab, each row in the list represents a question or a system field that you can add as a column in the manual call selection screen. You can :

• Toggle a switch (or checkbox) to On if you want that field to appear as a column in the interviewer’s list.

• Toggle it to Off to hide the column from the interviewer’s list.

2.2: Reordering the Columns

You can drag and drop each field to change the order in which the columns appear in the interviewer’s Manual Selection screen. Here is how:

1. Hover over the small “drag” icon to the left of the field name.

2. Click and hold the icon, then drag the field up or down to change its order in the list.

3. Release your mouse button to drop it into the new position.

The top‑to‑bottom order in this list corresponds to the left‑to‑right order of the columns in the interview list.

2.3: Saving Changes and Verifying

1. After adjusting which fields are selected and in what order, scroll to the bottom of the Interviewer Search tab and click the Save button (or Apply/Update).

2. Open or refresh the Manual Selection screen (as an interviewer or via preview) to see that your new columns appear and follow the exact order you specified.