Setting Up and Managing Interviewers for CAPI Surveys

1: Overview

This page provides a list of all end users associated with your organization's CAPI End User List.

Interviewers are individuals who use an End User account and log in to the CAPI App.

2: Managing End Users

To view or edit the CAPI End User List, select Manage End Users from the menu.

From this view, you can:

• Add or remove End Users

• Update user details such as first/last name and email

• Check account status (e.g., Enabled or Locked)

3: Viewing the Interviewer List

Select Manage End Users to open the Interviewer Management view. This page lists all interviewers with access to the CAPI App.

To search for an interviewer, enter their username in the search field.

4: Assigning Surveys

To assign surveys to an interviewer:

1. Select the Survey Assignment icon next to the interviewer’s name.

   

2. Select one or more surveys from the “Available Surveys” list and select “+” to assign.

3. To unassign, select one or more surveys from the “Assigned Surveys” list and select “-“ to unassign.

   

This is similar to Survey Management but provides a way to manage all surveys for one or more specific interviewers.