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If there is no activity in the survey data over a substantial period of time for a survey, CATI Supervisor performs an automatic clean-up procedure for that survey. The clean-up procedure includes the following actions:
- The call list for the survey is cleaned - all existing calls are removed from that list.
- The assignment list for the survey is cleaned - all existing assignments for the survey are canceled.
A survey is considered inactive, and an automatic survey clean-up is executed when all the following conditions are met simultaneously:
- The specified inactivity time period has elapsed for the survey (the period of inactivity after which the clean-up procedure is due is specified by the system administrator).
- The following activities were NOT performed for the survey during the specified period of inactivity:
- The survey was opened or closed.
- A sample was loaded for the survey.
- The Call Management dialog for the survey was invoked.
- An interview was started for the survey.
- The survey is in the "Closed" state when the clean-up procedure is due.
By default the inactivity period is set to 90 days.
10 days before the specified inactivity period elapses the system notifies the survey supervisor in question by email. The notification email states that the clean-up procedure for the particular survey is due to run in 10 days.
On receiving the clean-up notification email, the supervisor can cancel the clean-up procedure by performing any of the actions listed above.
After the inactivity period has elapsed and the clean-up procedure is completed, another notification email is sent to the person supervising the survey stating that the particular survey has been cleaned on the particular date.