Interviewer qualifications
Interviewer qualifications are used to route particular respondents to particular interviewers or pools of interviewers. For example, some interviewers may speak English, some Spanish, and some both. Respondents may also be identified as English or Spanish speaking. Interviewer qualifications allow English speaking respondents to be routed to English speaking interviewers.
Defining and assigning interviewer qualifications
The User Administration activity is used to define and assign interviewer qualifications. Interviewer qualifications are user properties in the InterviewerQualifications group attached to the CATIinterviewer role. Refer to the Interviewer Server Administration User's Guide for more information on assigning interviewer qualifications in the User Administration activity.
Setting up respondent qualifications and retrieving matching records
Each interviewer qualification that is not a queue-based interviewer qualification requires a matching sample field in the sample table. For example if a Language interviewer qualification is set up with possible values of English and Spanish then the sample table must contain a Language column. The interviewer qualifications are passed to IDialingProvider.Get in the Interviewer properties in the properties XML parameter.
Implementation
The UNICOM Intelligence Dialer dialing provider implements interviewer qualifications by creating a dialing group object for each unique set of interviewer qualifications in a project. This dialing group object provides input to the server side predict script including the number of available and waiting interviewers. This allows the predict script to return the number of records to over-dial for the particular dialing group. The dialing provider creates a single dialer group for each project and uses the UNICOM Intelligence Dialer qualifications feature to group the interviewers for dialing. Interviewer qualifications are used in the dialing provider to calculate the over-dial for the group and in the dialer to create a sub-grouping of interviewers and relevant sample records. The dialing provider must use ISampleManagement.Get with the appropriate interviewer qualifications to retrieve records that are appropriate for the subgroup.
If your dialer can route respondents to interviewers based on qualifications, you may want to implement something similar and pass the interviewer and respondent qualifications to the dialer. You will then have to retrieve sample records using ISampleManagement.Get that will fulfill the requirements.
If your dialer cannot route respondents based on qualifications, you may need to create subprojects for each unique set of interviewer qualifications and separately handle each subproject.
See also