In this article
1: Overview
Survey Management lets you manage all your CAPI surveys. You can:
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Assign (or unassign) surveys to interviewers
This can also be done using a file for bulk operations
Assign (or remove) respondents to interviewers
2: Surveys list
Only surveys with the CAPI Channel enabled are shown.
You’ll see only the surveys you own or have permission to manage by default.
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To view all CAPI surveys, toggle the Show All option.
2.1: Key Features
Assign interviewers -Assign Surveys and Respondents to Interviewers
Sync Enabled – Surveys are not synced by default, even when assigned. This allows time to organize and assign before launching.
Search field – search by survey name or ID
CAPI Columns for Survey – Define which background variables appear in the CAPI App's respondent list. If left blank, default columns will be used.
Respondent management –Assign or remove respondents from interviewers..
3: Assign or Unassign Surveys to Interviewers
To assign or unassign interviewers:
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Select the Assign Interviewers icon for the desired survey.
Assign interviewers by selecting them from the left column and clicking +, or drag them into the right column.
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Unassign interviewers by selecting them from the right column and clicking –, or drag them back to the left column.
When a survey is assigned, it will appear in the Surveys list in CAPI App when the interviewer is logged in.
Warning: Unassigning a survey will also unassign all respondents from the interviewer.
4: Assign or Unassign Respondents to Interviewers
4.1: Respondent list
This list shows respondents who were either uploaded or created via the New Survey feature in the CAPI App (if the survey is open).
Columns include system variables and survey background variables.
Use the Interviewer column to identify current assignments.
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Filters help narrow the list for assigning or unassigning respondents.
4.2: Assign Respondents
To assign an interviewer:
Select one or more respondents from the list.
Click Apply to selected > Assign Interviewer.
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Choose an interviewer in the dialog box that appears.
A dialog will be displayed allowing to choose an interviewer to assign the chosen respondents.
4.3: Unassign Respondents
To remove an interviewer assignment:
Select one or more respondents.
Click Apply to selected > Remove Assignments.
Important: If a respondent was partially completed but not yet synced, unassigning them will prevent their interview from uploading during sync.
4.4: Bulk Upload of Assignments
Use a tab-delimited file to assign or unassign multiple respondents at once.
4.5: Set CAPI Columns for Survey
Choose which background variables should display in the CAPI App respondent list for each survey. If no custom columns are selected, default CAPI columns will be used.