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The supervisor can assign interviewers to a specific survey or allocate surveys as assignments for specific users.
You can either choose a survey (or a number of surveys) and then assign interviewers/interviewer groups to this survey, or you can choose interviewers/interviewer groups and then assign surveys to these persons/groups. Assignment procedures have no priorities - all assignments are created equal.
The CATI Supervisor module provides two ways to create assignments:
- Manage survey assignments using the Assignments tab in the Survey Properties View mode. This view mode allows you to modify person/group assignments for the current survey only. The tab allows you to add, remove and replace survey assignments. For more information about this, visit: Viewing and Modifying Survey Assignments.
- Assign interviewers and interviewer groups directly to the survey selected in the Survey List in the top frame. You can also replace existing assignments in the same way. These actions are available through the Add Assignments or Replace Assignments shortcut commands (go to Adding and Replacing Assignments from the List of Surveys for more information). These procedures are performed in the same way that assignments are made or replaced on the Assignments tab in the Survey Properties View mode.
De-assign surveys or persons using the Assignments tab in the Survey Properties View mode.
Note that you can assign and de-assign surveys and replace existing assignments using the Interviewers object (for example directly from the list of the interviewers, or interviewer groups, or by changing their properties in the View mode).