Viewing and editing participant records

You can view participant records that have already been loaded into the sample table. The Participants activity has two options for this:

▪The View tab displays the records in detail. You can choose how many records you want listed at once, which columns you want to appear, and in which order the columns will appear. You can also use the View tab to display a selection of records (see Displaying a selection of records), to edit records (see Editing records), to perform a bulk update (see Performing a bulk update), to delete records (Deleting records), to download records to a text file (Downloading records), and to search for users who are assigned to the project when modifying the AssignedInterviewerId field value.

▪The Summary tab displays the total number of records in each queue. If you click the View Queue icon on the right of one of the queues, the records in that queue are displayed in the View tab.

▪Navigating the View tab.

▪Using the View Settings tab to customize the View tab.

▪Changing the default list of fields displayed on the View tab.

Note If you are using Microsoft Internet Explorer 8 or above to access the Participants activity and your participant records contain Chinese, Japanese, or Korean characters (that is, double-byte characters), the characters will be displayed correctly only if you have installed files for East Asian languages on your computer. You can normally do this from Regional and Language Options (or Regional Options) in Windows Control Panel.

The View tab consists of the Participants pane and the Participants Records table. The Participants pane contains options for displaying all participant records or a selection of participant records. For more information, see Displaying a selection of records. The Participants Records table displays the participant records. To change the number or order of the columns in the table, see ‘To Customize the View Tab’.

By default, the View tab displays 50 records on each page. At the lower left of each page, the total number of records in the sample table and the total number of pages are shown. The icons at the bottom of each page can be used to navigate between pages, as shown in the following table:

Icon	Description
	Display the first page.
	Display the previous page.
[1] [2] [3] ...	Display page 1, page 2, page 3, and so on.
	Display the next page.
	Display the last page.

2 In Display Options, select the number of records that you want to appear in each page on the View tab. You can select from 25 to 1000 records.

Note The Participants activity can be customized by an administrator to show other values in the Display Options list, for example, to display more than 1000 records. For more information, use the search function in the UNICOM Intelligence Developer Documentation Library documentation to search for the text “Settings for the Participants Activity” and in the search results open the topic with that title.

3 In “Select and Edit Options”, choose the method you want to use for selecting and updating records on the View tab as follows:

Standard. This option allows you to construct your selection criteria by choosing values from lists. If you select this option, you can update records on the View tab only by changing their values in a dialog box.

Advanced. This option allows you to write your selection criteria by typing an expression similar to the WHERE expression in an SQL SELECT statement. If you select this option, you can also update the selected records by typing another expression similar to the SET expression in an SQL UPDATE statement.

You can select the Advanced option only if you have been assigned the Participants activity feature “Can advanced edit participants”. For more information, see Controlling access to data and features.

▪To remove a field from those displayed, click on the field name in the Displayed Fields list and then click Remove.

Table Setup shows only those fields that you have access to. For more information, see Controlling access to data and features.

▪To move a field to the left of the page, click the field name in the Displayed Fields list and then click Move Up.

▪To move a field to the right of the page, click the field name in the Displayed Fields list and then click Move Down.

When you create a new project, the Displayed Fields list in the View Settings tab is populated with a default list of fields provided by UNICOM Intelligence Interviewer. To change the default list that UNICOM Intelligence Interviewer provides, you need to use DPM (Distributed Property Management) Explorer as follows:

4 In the lower-right pane, change the list of field names as required. Make sure that you separate field names with semicolons, and do not add any spaces.

You can search for users who are assigned to a specific project when modifying the AssignedInterviewerId field value. The User Search dialog displays when modifying the AssignedInterviewerId field. The dialog lists users who are currently assigned to the project, and allows you to search for specific users by entering the appropriate user name or user role information.