Sample Management Overview

Note: CAPI Administrator is deprecated. Please use CAPI Supervisor instead.

If you have a survey for which a known sample (set of respondents) has been uploaded, and these respondents are to be interviewed offline by a specified number of CAPI interviewers, you can divide the sample among the interviewers such that each respondent is assigned to a specific interviewer.

In the following example, the respondents will be assigned to interviewers based on a variable that has been uploaded along with the respondent file. The variable used in this case is “region”, or the respondents’ place of residence.

To divide a sample between specific interviewers

1. Go to the CAPI/Kiosk > Sample Management menu command.

The page shown below opens.



Figure 1 - Example of the Sample Management page

The page lists all the surveys that have been launched as CAPI surveys and to which the CAPI administrator has access. The list is searchable, and you can sort it in descending or ascending order by clicking on the column titles (Survey ID, Survey Name).

2. Select a survey and right-click on it to open a drop-down with the following commands:
• Assign Respondents – opens the interface in which you assign to interviewers the respondents who are uploaded into the project.
• Set Columns for Project – opens the Set Default CAPI Columns interface. This allows the project administrator to specify the respondent information columns that are to be displayed in the CAPI console. This overrides for the project, the company default setting specified by the administrator (go to Default Respondent Data Columns for more information).
• Interviewer Management – opens the CAPI/Kiosk > Interviewer Management window (go to Interviewer Management Overview for more information).
• Synchronization Status – shows the status for the current project.
• Productivity Stats – click to open the Productivity Stats page (go to Reporting with Statistics for more information).
• Upload Respondent Assignments – you can upload respondent assignments. This simplifies the management of larger field forces, where a large number of respondent assignments may need to be made at regular intervals (go to Uploading Respondent Assignments for more information).
• View Respondent Reassignment Log – the Respondent Reassignment log displays details of respondent records that have been re-assigned from one interviewer to another, where data exists on the original interviewer’s device. The administrator can then make a decision on whether or not to re-assign them back to the original interviewer (go to Respondent Reassignment Log for more information).
3. Select Assign Respondents.

The Assign Respondents window opens. This window comprises two areas; the area to the left lists the interviewers who have been assigned to the current survey, and the area to the right lists the respondents who have been uploaded into the current survey.

Note: If the project is also run as an open project where interviewers can choose the respondents, these respondents will also be listed here.



Figure 2 - Example of the Assign Respondents window

A field selection pop-up window is available in the Respondents frame, which enables you to select the fields from the respondent list or system fields that you want to be displayed in this frame.

4. Click the Select Columns button (furthest right in the button bar) to open this window.



Figure 3 - The Select Columns window

Assume for this example that we need to see the respondents’ names and the regions of residence so that we can assign them to interviewers based on that information.

5. In the Available Items column, check the boxes beside the region and name options, and click the >> button to move them to the Selected Items column. The region and name columns are then added to the list.



Figure 4 - The Respondents list with the required columns displayed

6. Assign the respondents to the interviewers using the appropriate function:

• Select an interviewer and some respondents and click Assign to assign the respondents to the interviewer.
• Select an interviewer and click Assign All to assign all the respondents to the interviewer.
• Select an interviewer and click Remove All to remove all respondents from that interviewer.
• Select an interviewer and click Show Assigned to update the Respondent frame and show the respondents who are assigned to the current interviewer.
• Click Survey List to go to the first screen in Sample Management, where all surveys are listed, so that you can choose another survey and assign respondents to interviewers in that survey.
• Select respondents who are already assigned to interviewers and click Remove to remove those respondents from the interviewer.

Note: Right-click on an interviewer to open a drop-down from which you can execute three of the actions that are described above: Assign All, Remove All, and Show Assigned.

Figure 5 - Assigning respondents to interviewers

In the example above, “Interviewer1” will visit respondents in London East and North, “Interviewer2” will visit respondents in London South and “Interviewer3” will visit respondents in London West. The CAPI administrator is about to assign the respondents residing in London West to the interviewer “Interviewer3”.

Select a respondent and right-click on it to open a drop-down offering the same options as the buttons.