Setting Up a Survey for CAPI/Kiosk

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

When you have created and programmed your survey in Professional Authoring or Survey Designer (refer to the appropriate documentation for more information), and you want the survey to be either only a CAPI survey or both a CAPI and a CAWI survey, proceed as follows:

1. Before you launch the survey, go to the Designer > Survey Settings menu command, Survey Channels tab, and select the CAPI/Kiosk survey checkbox (ringed below).



Figure 1 - Selecting the CAPI/Kiosk Survey setting in the Survey Channels page

2. Go to the CAPI/Kiosk Options tab .

Figure 2 - Setting the CAPI/Kiosk Options

This tab contains a number of options. As with web surveys, you can define a CAPI survey to be either Open or Limited.

• When a CAPI survey is defined as Open, the interviewers generate the interviews/responses themselves on the console. If the console is set up as a Kiosk, anyone who wishes to respond to a survey can do so.
• When a CAPI survey is defined as limited, the interviewers will either have specific respondents assigned to them or, if the console is set up as a Kiosk, respondents must log in to the survey using the userids/passwords that have been uploaded into the survey.

Also, you can specify that the answer codes are displayed beside the category text for single and multi questions. For example, a Gender question with the answers Male (code 1), Female (code 2) and Refused (code Ref), would be presented as:

1: Male
2: Female
Ref: Refused

The layout will always take the format code label: category text.

For information on other Survey Settings (Web options, Layout, Validation), refer to the Professional Authoring or Survey Designer documentation as appropriate.

Note: Forsta Plus users who are to be CAPI administrators for a project must be given “Supervise CAPI Project” permission for the specific project in the Survey Management > Permissions page.

Figure 3 - Setting the Supervise CAPI Project permissions

Files in CAPI Surveys

Note: Refer to the Professional Authoring documentation for more information about the File Library functionality in Forsta Plus.

If you must refer to images or other files in a CAPI survey, then to ensure that the files are included in the survey during the synchronization process they must be stored in specifically named folders in the File Library. The folder name must be either the project number if they are used only in this project, or “CAPICommon” if they are shared across several CAPI surveys.

Note: The following characters are not allowed and must not be used in folder names in the File Library: + % / \ ? # $ & * | : " < >.

Figure 4 - Files used in a CAPI survey