Setting interviewer qualifications
When you may set your own qualifications, Phone Participants displays the Login Info dialog box, listing the qualifications you may set. (If you are using an autodialer, the dialog box will also prompt for your station number.)
Single-choice selection lists are shown as a one-line box; multiple-choice lists show the first five items in the list. In the example, if you select North and East, you will be allocated participants who live in those regions but not anyone who lives in the south or west.
“Matches Any” is a special item and is often the default selection. It means that you do not want to filter records using that qualification. In the example, Matches Any means that you will receive records for participants in any location rather than, say, just participants in the West. You can use it to cancel previously set selections in a list.
To set your qualifications
Choose at least one item from each qualification list, and then click OK.
To change your qualifications
1 Click the Change Interviewer Qualifications button:
This opens the Interviewer Qualifications dialog box (the same as or very similar to the Login Info dialog box).
2 Select the qualifications you want to use for future calls and cancel any that are no longer appropriate.
3 Click OK.
See also
