Default Respondent Data Columns

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

This functionality enables administrators to specify a default list of respondent information columns that are to be displayed in the CAPI consoles under View Respondents. This is a company-wide default list that will apply for all projects; however the company default setting can be overridden for individual projects and consoles as required.

Note: If the company-wide default settings are overridden for an individual project, then any later changes to the default settings will not be applied to that project.

In the event no information columns are specified in either the company’s Default Respondent Columns page or the projects Set Default CAPI Columns page, then after synchronization the CAPI console will display the “system default” columns. These are; ID, Interview Start Time, Interview End Time, Status, Description Respondent Source and Deletion Status. The console will therefore never display a respondent list with no information columns.

Setting Up the Company Default

1. Go to the CAPI/Kiosk > Default Respondent Columns menu command.

The Default Respondent Columns page opens. Here you can enter a list of columns that you wish to be displayed as default in the company’s CAPI consoles.



Figure 1 - The Default Respondent Columns page

2. Type into the field the columns you wish to be displayed as default, separated by the ; character (see the figure below for an example), and click Save.
3. While typing in the column names, the following points must be noted:

• The column names are not case-sensitive.
• To specify the “Interview start time”, type in interview_start.
• To specify the “Interview end time”, type in interview_end.

Figure 2 - Example of a list of default columns

The company default setting is now defined, and this will be exported to the individual CAPI consoles the next time the consoles are synchronized. You can go into individual projects and override the company default setting if required.

Changing the Default for a Specific Project

1. Go to the CAPI/Kiosk > Sample Management menu command.
2. In the Assign Respondents window, click on the radio button for the required survey to select it, then right-click on the survey and select Set Default Columns from the menu.

The Set Default CAPI Columns for Project page opens.



Figure 3 - Example of the Set Default CAPI Columns for Project page

This page lists the available columns and those you have specified to appear as default (earlier in the procedure). Note that if you have specified columns that do not exist in the survey, then those columns will not appear in the Selected list.

Note that you can override the default selection you have made at any time by adding or removing columns from the default set. To do so:

3. In the Available list, using standard Windows techniques, select the column or columns you wish to include as default.
4. Click the >> button to move them to the Selected list.
5. If you wish to remove columns from the Selected list, select them in this list and click the << button.
6. Click Save to save the changes.

Note: If you change the default column setup for an individual project by going to the Set Default CAPI Columns… page as described here, then that project will no longer be influenced by the setup in the Default Respondent Column page. This means that any later changes to the Default Respondent Column page will not be applied to this project.

7. The default column setup for the project is complete. The CAPI interviewer console(s) must now be synchronized to reflect the changes (go to Interview and Respondent Life Cycle for more information). Note that the console user (the interviewer) can also change the setup on their console if required.