Uploading Respondent Assignments

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

The ability to upload respondent assignments simplifies the management of larger field forces, where a large number of respondent assignments may need to be made at regular intervals. In addition, it simplifies the ability to integrate with larger companies existing sample management systems.

You can upload assignments from a tab-delimited text file, with column headings in the first row. The data file must contain the following headings: interviewer and respondentid. 'interviewer' refers to the 'User name' field from the CAPI interviewer end user list, 'respondentid' refers to the ID of the sample record project. All texts are case-sensitive.

Note: You can also remove respondent assignments. If the 'interviewer' field is empty, the task will remove the assignment for that respondent ID.

To upload respondent assignments:

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

The Assign Respondents page opens.

2. In the Surveys list, select the project you wish to upload the assignments to.
3. Click Upload Respondent Assignments.

The Upload Settings dialog opens.



Figure 1 - The Upload Settings dialog

4. Browse to and select the file you wish to upload.
5. Select how you wish the assignments to be handled.

The upload can operate in one of two modes: The default behavior replaces any existing assignments, or you can select to leave existing assignments intact (to avoid accidentally re-assigning respondents to different interviewers).

6. Select the type of encoding used for the file.
7. Select the start time and any required recurrence.
8. Click Finish.

The task will be performed as selected and at the time selected.

Automatic Assignment of Respondents to Interviewers during Upload

When loading respondent data into the system for a CAPI survey, you can assign the respondents to CAPI interviewers automatically. To do this the uploaded respondent tab delimited file must have a specific column included called capiinterviewerid. Note that it is optional to include this column, but if it is included then a value is mandatory. That is, the column cannot be empty. The value entered must correspond to the numeric internal ‘User ID’ allocated to the CAPI interviewer in the end user list.

For example, in the figure below User5 would need a value of 34287 to be automatically assigned to this respondent during respondent upload.

Figure 2 - Example of a User ID to be used when automatically assigning respondents to interviewers