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In the Interviewer Console you can view the list of interviewers who have conducted at least one interview during the current day. The Interviewer performance activity view is presented in a separate window. The list shows all interviews performed by each interviewer who has logged into the Interviewer Console.
Statistics for each interviewer are shown in a separate row. Each row contains the following data:
- Interviewer - the interviewer's name.
- Interviewing time - cumulative total, shows the total time spent performing all interviews during all sessions that were conducted by the interviewer during the current calendar day, as defined by the applied local time setting under Resources/Active Timezones. This time does not include any time spent on breaks (go to Taking a Break as an Interviewer for more information).
- Interviews - the total number of interviews performed by the interviewer during the current calendar day.
- Completes - the total number of interviews completed by the interviewer during the current calendar day.
- Strike rate (last hour) - the number of interviews completed by the interviewer during the past hour (see the counter refresh time and the "past hour" below).
- Strike rate (average) - the average number of completed interviews per hour for the time spent working on the survey today.
The Interviewer Performance list is refreshed every 3 minutes. This time is predefined and cannot be changed. The Strike Rate counter, which counts the number of completed interviews for the "past hour", is reset when this refresh period elapses. I.e. it always shows only interviews that were finished in the past hour, counted from the moment of the last refresh.
All other counters are also refreshed at 3 minute intervals. When the current calendar day elapses these counters are reset to zero.
Viewing the Interviewer Performance list
Open the Activity views object list (go to About Monitoring in the CATI Supervisor for more information), and choose Performance from that list - double-click the required object name in this list in the left Navigation frame (or in the top right frame), or right-click its name and choose List from the shortcut menu.
The interviewer Performance List opens.
Figure 1 - Example of the Interviewer Performance list
By default the Performance view lists all interviewers who are currently logged into the Interviewer Console and are working on a survey. Uncheck the Active surveys only box to show productivity information for all surveys that have been worked on today.
To display a list of all interviewers who have worked in the Interviewer Console today and have conducted at least one interview, clear the Logged in interviewers only box and the Breakdown by surveys box.
Figure 2 - Example of the Performance list for all interviewers who have worked today
To select interviewers to be included in this list, click the Interviewers button .
The Select Interviewers window opens (go to Selecting Interviewers or Interviewer Groups for more information). Use the same procedure as when making selections in the Select Surveys dialog (go to Selecting Surveys for the Survey List Activity View for more information) and on completion click the Save selected button to save the settings.
To view the list of interviewers broken down by the surveys they worked with during the day, check the Breakdown by surveys box.
Figure 3 - Example of the performance list broken down by surveys
When the Performance List shows information regarding interviewers broken down by surveys, the Surveys button becomes available so you can further filter this view by surveys which are currently in the Opened state.
To filter the view by opened surveys click the Surveys button. The Select Surveys dialog opens (go to Selecting Surveys for the Survey List Activity View for more information). This dialog has an additional Add open surveys button; click this to add all opened surveys in one operation.
You can also filter by the currently active surveys. This view shows only the surveys that interviewers are currently working with.
To display this view, first check the Breakdown by surveys box, and then check the Active surveys only box (this box only becomes active when the Breakdown by surveys option is enabled).
Figure 4 - Example of the list broken down by active surveys
To refresh the view manually, click the Refresh button .
You can export the Performance list in MS Excel format. The exported list retains the structure of the Interviewer Performance window and states the date the list was exported. The exported list includes only interviewers who were included in the list when the export command was executed - i.e. if the Logged in interviewers only option was turned on, only interviewers who are currently logged in will be included.
Click the Export button above the grid and choose the path to save the file, or open the exported Performance List in the MS Excel application.
The name of the file containing the exported Performance list includes the name of the activity view and the timestamp.
The status bar across the bottom of the window displays the following information:
Total interviewers (today) - the total number of interviewers registered in the system as of today.
- Logged in interviewers - the number of interviewers currently logged into the Interviewer Console.
- Current date and time - the date and time are for the local timezone (go to Setting the Selected Active Timezone as Local for more information).
Exporting the Interviewer Monitoring List
You can export the list of currently active interviewers as an MS Excel sheet.
- Display the Interviewer List window (go to Monitoring Interviewers and their Work Overview for more information).
- Set the required survey filter (go to Selecting Surveys to Display in the Interviewer List Window for more information).
- When the Interviewer List window shows the information for the required interviewers, click the Export button
on the window toolbar.
- Click the Save button.
- Enter the file name and path to where the file is to be saved, and click the Save button.
A standard browser dialog opens prompting you to choose what to do with the exported list.
A standard Windows Save As dialog opens.
The list of monitored interviewers is saved in MS Excel format.
If you click the Open button, the list of monitored interviewers is opened in the application which is used by your system by default to view files in MS Excel format.