In this article
1: Viewing and Modifying the Extended Status Code Group Properties
Double-click the Extended Status Codes group item you wish to edit, or click the View button on the toolbar, or right-click its name and choose View from the shortcut menu.
The Extended Status Code group properties are displayed.
Figure 1 - Viewing the extended status list
The list of extended statuses normally contains a set of 30 predefined statuses, for which the ID and name cannot be changed. Each new group added to the list already contains such a set. These predefined extended statuses are assigned IDs 1 through 30. In addition, each Extended Status group contains a number of "custom" statuses with IDs ranging from 31 to 1000. The properties of the "custom" statuses, with the exception of their ID values, can be edited . There is also a special group of predefined Extended Statuses with IDs greater than 1000, and their IDs and names can not be changed.
Note that you can neither delete, nor add a new extended status to a group; you can only modify the editable properties of the available extended statuses.
2: Viewing and Modifying the Extended Status Properties
- Either double-click the selected status name in the list, or select the status name and click the Edit button
in the bottom right frame toolbar, or right-click the selected name, and choose Edit from the context menu.
- For the first 30 statuses (ID ordinal number) you can modify the Priority value and check (enable) or clear (disable) the Disallow Activation box. Statuses with the ID value in the range 31 to 1000 are "custom" statuses and their names can be changed.
- Repeat the procedure to modify properties of other extended statuses.
The Edit dialog with the current status properties opens.
Figure 2 - The Edit dialog
The default priority value is assigned to calls with this status when a "Move and Reschedule" operation is applied to the call in Call Management. For example, say that the default priority for a "Busy" status is set to 5. When a supervisor moves and re-schedules any call in any status to the "Busy" status, then the priority for the call will be set to 5.
Note that if the status has already been given a priority value in the survey, then the default value set in the Edit dialog is overridden by the value set by the survey.
When the Disallow Activation option is enabled (the box is checked), all interviews/calls with that extended status cannot be assigned the Active state (go to Viewing the Interview/Call List for more information).
When a quota is closed calls with any Extended Status value but "1" by default are removed from the list of Scheduled calls. You have an option to filter calls as to which will remain in the list of Scheduled calls on quota closure.
When the "Do not remove on quota closure" option is enabled (this box is checked) for a given Extended Status all interviews/calls with that extended status will remain in the list of Scheduled calls on quota closure. Otherwise they will be removed. By default the Extended Status for Appointments is checked (calls with this extended status will stay on the scheduled list on quota closure). Refer to General Settings for more information on "Call filtering behaviour for filled quotas".
Click Change in the Edit dialog to confirm property changes.
3: Copying the Properties of an Extended Status Code Group
If you frequently find it more convenient to use a particular extended status group with the surveys you run, you can use this group's properties as the default by copying the properties to the Default group. To do this:
- Select an Extended Status Code group in the list.
- Right-click on it and choose Copy to default from the context menu that appears.
The system creates a backup copy of the current default group then copies over all the settings of the selected group.
The newly created default group is assigned the "Default group" name while the previous default group will be given a name ending in ...backup (time/date stamp) showing the time and date this backup was created (go to Viewing the Extended Status Code group list for more information).
4: What Are AAPOR Codes?
AAPOR (American Association for Public Opinion Research) codes are standardized outcome categories used to classify the final results of survey call attempts. They provide a consistent way to report and analyze response rates across studies. Each AAPOR code represents a specific call disposition, such as “completed interview,” “refusal,” “non-contact,” or “ineligible” - allowing survey researchers to align their reporting with industry best practices and maintain transparency and comparability in survey outcomes.
Where possible the AAPOR codes are aligned with the corresponding Extended Statuses although the code values can be edited if adjustments or further additions are needed. The AAPOR codes can be exported from Call History data when using the CATI API.