Adding or Removing Surveys for Interviewers

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

Note: You must have CAPI Project Supervisor permission for the survey before you can add and remove interviewers (go to Setting Up a Survey for CAPI/Kiosk for more information).

To add/remove a survey for interviewers

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

The page shown below opens.



Figure 1 - Example of the Interviewer Management screen

The page shows two lists. The Surveys list on the left displays all the surveys that have been launched as CAPI surveys and to which the current administrator has access. The Interviewers list on the right displays all the interviewers who have been set up in the End User List to which a reference is made at the company level in the Forsta Plus User Administration interface.

2. To assign interviewers to a project or remove them from it, select the project and the interviewers, click the appropriate button in the toolbar above the interviewers list, then confirm the action.

Figure 2 - Selecting the project and interviewers

The screen will update and display the number of interviewers that are assigned to each survey in the Survey Status column, and the number of surveys each interviewer is assigned to in the Interviewers Status column.

Note: If an interviewer has collected and synchronized response data for a survey and is then re-assigned and replaced by a different interviewer, then the synchronized data for that survey will be transferred to the new interviewer. If the data has not yet been synchronized when the original interviewer is removed from the survey, then the system cannot know that this data exists. The response data collected by the original interviewer will then be stored in the interviewer console. To retrieve this data, you must re-assign the original interviewer to the survey and synchronize the console so that the data is transferred to the server. You can also delete the data when removing the interviewer.

The project IDs of the surveys to which an interviewer has been assigned are displayed in the Assigned Surveys column in the Interviewers frame.

Figure 3 - Assigning interviewers to a survey

The buttons in the Surveys frame are as follows:

• Search – in the event the list is extensive, you can add search criteria to the appropriate fields and click this button to reduce the list to a manageable size.
• Remove All – all interviewers that are assigned to the selected project will be removed.
• Assign All – all interviewers listed in the Interviewers frame will be assigned to the selected survey.
• Show Assigned – the Interviewer frame will be updated and only those interviewers who are actually assigned to a project will be displayed in the list.
• Show All – after you have clicked Show Assigned, click this button to re-display the entire list.
• Productivity Stats – click to open the Productivity Stats page.
• Upload Respondent Assignments – you can upload respondent assignments to simplify the management of larger field forces, for example where a large number of respondent assignments may need to be made at regular intervals (see Sample Management Overview 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.

The buttons in the Interviewers frame are as follows:

• Search – in the event the list is extensive, you can add search criteria to the appropriate fields and click this button to reduce the list to a manageable size.
• Remove All – select a project in the Surveys frame, select one or more interviewers in the Interviewers frame and click Remove All to remove all allocated projects/surveys from the selected interviewers. They will then no longer have access to any surveys. The status columns in both frames will be updated to reflect the changes.
• Remove – select a project in the Surveys frame, select one or more interviewers in the Interviewers frame and click Remove to remove the selected project/survey from the selected interviewers. They will then no longer have access to this survey.
• Assign – select a project in the Surveys frame, select one or more interviewers in the Interviewers frame and click Assign to assign the selected interviewers to that project.
• Remove and delete data – when removing an interviewer from a project, if you also wish to delete the data that interviewer has collected for that project, click this button.

Note: This action will only delete data from the console; it will NOT delete the data that has been collected in the survey database.