Configuring the Survey List Activity View

You can re-configure the Survey List to display only the information you need to see. The Column Settings dialog allows you to choose which columns are to be displayed. You can also include up to five columns to display call status counts for user-selected extended statuses. Note that this can be especially helpful when used in conjunction with the option to define an overall completion target, located on the Survey view > General tab(go to Viewing and Modifying General Properties for more information).

1. Display the Survey List Activity view.
2. Click the Column Settings button .

The Column Settings page opens.



Figure 1 - Configuring the Survey List Activity view

3. Tick the box beside the column you want to be displayed in the Survey List view, clear the box if you want to hide this column from view.

Note that some statistics columns are available in two versions; one is calculated based on the last 15 minutes, while the other is calculated hourly. This last is indicated by "1h" next to the column name.

4. On completion, click Save.#

Selecting Surveys for the Survey Activity List View

Use the Survey Search form to choose which surveys are to be displayed in the Survey List activity view . This form enables you to search for surveys by name, or you can apply a filter to the survey list. In addition, you can opt to display all currently opened surveys or only those that are active. Note that the Survey List activity view displays only surveys that are currently opened. Surveys that are currently closed will not be included in the list.

1. Display the Survey List window (go to About Monitoring in the CATI Supervisor for more information).

By default the Survey List activity view window displays "Active" surveys only. These are surveys that have at least one interviewer currently performing an interview. If you wish to view all the opened surveys, clear the Active Surveys box.

2. Click the Surveys button on the toolbar.

The Select Surveys dialog opens.



Figure 2 - The Select Surveys dialog - selecting surveys to display in the Survey List

The list of all surveys which you can select is shown in the left pane (Open surveys), while the list of surveys which are already displayed is shown in the right pane (Selected surveys).

3. In the left pane check the boxes for all the surveys you want to select.
4. Click the right-arrow button to move the selected surveys into the list of selected surveys.

Click the Add open surveys button to move all the open surveys simultaneously to the list of selected surveys.

To remove surveys from the list of selected surveys, checking the boxes next to their names and click the left-arrow button.

Both panes can be configured simultaneously - check or clear boxes in both frames and click the arrow buttons.

All changes are introduced to the Survey List only after you click the Save selected button.

Setting Up the Survey List Refresh Rate

You can instruct the CATI Supervisor to automatically update the Survey List activity view and get the latest values at a rate suitable for your requirements. To do this select the required refresh period from the Refresh rate drop-down list. A refresh rate of 1 minute is set by default.

Figure 3 - Changing the Survey List activity view refresh rate

You can also refresh the Survey List activity view manually by clicking the Refresh button next to the drop-down control.