Call Management
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Call Management Overview
Using the Call Management window you can explore the interview/call details relevant to the selected survey.This vital part of the CATI Supervisor module all...
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Viewing the Interview/Call List
You can view the complete list of interviews and calls for the current survey. The interview/call list is displayed in the Call Management window. The...
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Displaying Extra Question Columns in the Interview/Call List
You can display extra columns in the interview/call list. These columns will show the survey questions for each interview/call in the list. This can be usefu...
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Viewing the Interview/Call History
The Interview History window provides you with a detailed list of all actions and operations that have been performed with the current interview, and also pr...
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Viewing the Active Call List
When the number of simultaneously working interviewers is quite large, the interviewing tempo requires fresh interviews/calls to be delivered to the intervie...
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Customizing Call Management Scheduled Views
You can create custom views of the scheduled calls list. These views will then become available in the View drop-down list. You can customize the Scheduled v...
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Changing the Survey
You can change the survey you are currently working with in the Call Management window. This allows you to work with related interviews without having to cl...
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Disabling and Enabling Calls
If you need to prevent a call from being delivered to an interviewer but want the call to retain its properties, you can disable the call. To return the disa...
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Identifying the Quota Status
When you have a quota that is based on pre-loaded sample data, future calls are automatically disabled when the quota target is reached. When the last needed...
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Filters
While working in the Call Management dialog the supervisor is allowed to set filters to display interviews meeting certain criteria described using ex...
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Recording and Playing Back Conversations
The CATI Supervisor module allows you to record the interviewing process, called Deferred Monitoring (go to Live Call Monitoring, Recordings and Playback for...
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Exporting the Interview/Call List
The list of existing interviews/calls can be exported in MS Excel format. The exported list can then be opened for viewing, or saved for later use.The result...
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Filter Tips for use in Call Management
Search Tips You can filter Call Management lists to find a subset of calls by looking for specific properties. Each column has a field below the column headi...