Interviewer qualifications
There are two types of interviewer qualification: those that are linked to a queue and those that are not. Qualifications related to queues must be called HandleQueue_QueueName; for example, HandleQueue_REFUSED for interviewers who are skilled at persuading respondents who have refused to be interviewed to reconsider their decision.
Interviewer qualifications that are not linked to queues are typically related to information present in the participant records. These qualifications must have the same name as the field in the sample record that stores the appropriate item of participant information. For example, if the interviewer qualification called Language defines the languages that an interviewer speaks, the field in the sample record that contains the respondent's native language must also be called Language. If you will be setting up this type of interviewer qualification you may need to liaise with whoever deals with participant records to ensure that the qualification names and sample field names match.
1 Click the Edit user properties icon
in the toolbar.
This opens the Edit User Properties dialog. If you login as a System account administrator, you can select a customer account from the account navigation tree and edit the selected account's user properties. By default, the dialog opens to the System account user properties (a customer account is not automatically selected in the navigation tree).
2 In the Property Groups frame, click the group to which you want to add properties and, when the line is shaded in grey, click the Edit property icon in the frame's title bar.
This opens a new page listing the properties defined for the group.
3 In the User Properties frame, click the Add property group icon
in the title bar or click
<Click here to add new>. This displays a dialog for adding a new property.
4 In Property, type a name for the property. Names may not contain spaces.
5 In Description, type a description of the property.
6 In Type, choose the property's data type. This must be one of:
▪Category. The equivalent of the response list to a categorical question. Used for properties such as languages spoken, gender, level of experience.
▪Bool. A pair of boolean values. Used for properties with Yes/No values, such as whether the interviewer is a refusal converter.
7 In Selection Type, choose single if an interviewer may have only one of the property's values set, or multiple if interviewers may have more than one of the property's values set.
8 In the Options box, type the possible values for this property. Values may be entered on separate lines or as a single, comma-separated list. You must enter at least one value. Options for boolean properties are displayed automatically.
9 In the Default box, select the default value for the property. If you do not want to set a default value, choose Matches Any. When you create new user accounts, the default setting will be assigned to any interviewer for whom a more specific qualification is not set. For example, if you set Matches Any for a language qualification, any interviewer who does not have a specific language qualification set will be able to receive calls for respondents who speak any language at all.
10 Click Apply.
11 Repeat these steps to add other properties to the same group.
12 Click Close to return to the Manage Users Properties page.
See also