Making sample data available to interviewers

When an autodialer connects a telephone interviewer to a participant (or, for projects that do not use an autodialer, when the interviewer requests a number to call) the interviewing program displays a page showing information about the participant and a list of possible call outcomes. Some items of information are always displayed whereas other items are displayed only if selected by the supervisor. The supervisor can change the selection of optional fields during the course of the project. Supervisors can also specify for each displayed field whether or not interviewers can change the field’s contents. For example, if the Comments field is displayed you might want interviewers to be able to update this field with information that might be useful to other interviewers who are about to speak to this participant.

The Fields folder provides options for working with project and participant fields (the fields that are present in the participant database table).

If there are more lines of information to display than will fit on one page, the last line of the list shows < and > symbols which you can click on to scroll to the previous or next page.

The Project page allows you to select which fields will be visible when the questionnaire is opened in UNICOM Intelligence Interviewer, and when reviewing interviews.

Shows the field name that will be displayed on the interviewing screen.

Shows which fields must be present in each participant record. You cannot change the settings in this column for any of the standard fields that must be present in all telephone databases, but you can change the settings for other fields.

Determines which fields will can be shown in the UNICOM Intelligence Interviewer - Server Admin Review Interviews activity.

Determines which fields are displayed on the interviewer’s remote device screen.

Determines which fields are displayed on the CATI interviewer’s screen.

Determines which of the displayed fields interviewers can edit. For the standard fields, you can only change the settings for Return Time, Interview Mode, and Contact Outcome.

Specifies which fields should be available to the Interviewing activity. The only standard field whose setting you can change is Try Count. If your sample data includes a Segment field and you want to run the reports in the Interviewing activity that can display data about segments, make sure that you select Can Tabulate for your Segment field. For more information, see About segments.

Note If you are using interviewer qualifications to match interviewers’ language abilities to participants who speak those languages, you might want to allow interviewers to edit the field that contains the participant’s language. In the event that the interviewer cannot speak the same language as the participant, the interviewer can edit the language field and select the Language Recall call or contact outcome (see Setting up the Outcomes lists). An appointment will then be automatically scheduled with another interviewer whose qualification settings indicate that they can speak that language. For more information about interviewer qualifications, see Adding properties to user property groups.

If you find that for every new project you always change the settings on the Participants page to the same new values, you can instead change the default settings that UNICOM Intelligence Interviewer provides so that you no longer need to do this. You can also define additional default fields so that you no longer need to add them to every project. For more information, see Changing the default settings.