Moving and Rescheduling an Interview

You can modify the Extended Status of any interview and simultaneously run the scheduling script associated with the current survey. Note that this operation does not necessarily schedule the interview immediately – it only runs the appropriate scheduling script.

If you attempt to execute this command for a call that is currently delivered to an interviewer and is in progress, it will be ignored.

This operation can be performed for an interview/call in any state, but the command becomes available only when the grid list in the Call Management dialog displays interviews/calls in all states (when the “All” option is selected in the State drop-down list on the toolbar).

Moving and Rescheduling an Interview

1. Select the required interview/call (or a number of interviews/calls).
2. Right-click the selected interview and choose Move And Reschedule Selected Only or Move And Reschedule Entire List from the shortcut menu.

The Move… dialog opens.



Figure 1 - The Move and Reschedule page

3. Select a new Extended Status from the Extended Status drop-down list (go to Appendix F - List of Predefined Extended Statuses for more information).
4. Click Move to confirm the change.

This window closes, the Extended Status is modified, and the appropriate scheduling script will be run. The interview list in the Call Management dialog is refreshed. Newly assigned Extended Statuses will be displayed in the list in the Extended Status column.

Note: The "Move and Reschedule" action can be run for a maximum of 1000 interviews/calls at one time. In the event more than 1000 are selected, the properties of the excess interviews/calls will not change and a message informing you of this is presented. Re-run the action to change the remainder.