Creating a Review Session

To review interviews you must first create a session in the Call Management window. A session contains a sequence of interviews that will be delivered for review in the Reviewer module when this session is opened for review.

You can create a session and open it in the Reviewer module, or you can create a session without opening it; it will then be saved and will appear in the list of sessions in the Reviewer module. Both actions are performed in the Call Management window of the CATI Supervisor module.

Note: A maximum of up to 100 interview records may be added to a single review session.

Creating and Open a Session for Review

1. In any view in the Call Management window, select the interviews you wish to review.
2. Right-click the selection and choose Review/Selected onlyor choose Review/Entire list to create a session using all of the interviews that are currently contained within the applied filter.

A review session is created automatically and the selected interviews are included in the session. The Reviewer module opens and the review session is displayed on the Review Session page. You can commence reviewing the session immediately (go to Reviewing an Interview for more information).

Creating a Session Without Opening It

You may need to allocate some interview records to a review session but not perform the reviewing work immediately, or you may need to send the session link to another supervisor so that they can perform the review work.

1. In any view in the Call Management window, select the interviews you wish to review.
2. Right-click the selection and choose Review/Selected onlyor choose Review/Entire list to create a session using all of the interviews that are currently contained within the applied filter.

The Session for review dialog opens.

3. Edit the session name as appropriate - by default it will contain the user name, the survey name, time and date stamp.
4. Choose OK to create the session.



Figure 1 - Creating a session - start with the session name

A link is provided which any user who is authorized to access the Reviewer module can use to begin work in the Reviewer module.



Figure 2 - Creating a session - save this link to provide it to a person who will perform the review

5. Save the link, then click Close to close the dialog and return to the Call Management window.