The Interviewing settings allow you to configure options for a telephone interviewing project.

You can configure settings for:

The Call Outcomes settings allow you to set the call outcome options.

Interviewers working on an interviewing project are provided with a list of call outcome codes from which they must select the outcome of each call they make. UNICOM Intelligence Interviewer - Server Admin comes with a default list of outcome codes that cover most requirements, so you should never need to build a call outcome list from scratch.

For projects that use an autodialer, UNICOM Intelligence Interviewer - Server Admin automatically maps the status codes returned by the autodialer to one of the call outcomes.

The call outcome code number.

The call outcome name.

The call outcome description. This is the text that the interviewer sees.

Specify which codes must be available while interviews are in progress; for example, an Abandoned Interview code can be selected if a participant starts an interview but then refuses to complete it.

Specify which codes should prompt the interviewer to arrange a callback appointment with the participant. When interviewers select one of these outcomes they are prompted to enter a callback date and time.

Specify which code should be used for canceled calls. Canceled calls occur when an interviewer is presented with a number to call manually, but clicks Cancel Contact rather than making the call. This returns the participant record to the Sample Management system with the appropriate code so that the record can be returned to the queue from which it was selected.

Select which codes are always hidden from interviewers. Typically, these are call outcomes that are chosen automatically by UNICOM Intelligence Interviewer - Server Admin.

The Introduction settings allow you to define the introductory script that interviewers should read to each participant. The editor provides options for modifying a project's introductory text via HTML or plain text, and provides a method for switching between available languages.

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), interviewers are provided with an introductory text that they can read to the participant to explain the reason for the call. UNICOM Intelligence Interviewer - Server Admin comes with a default text that is suitable for all surveys, but you can define your own text that is more specific to the current project.

Displays the default introductory text. You can manually replace the default text that UNICOM Intelligence Interviewer Server provides with your organization’s default text.

The list provides all available languages for the survey introduction. Select the appropriate language prior to editing the introduction text. You can also select New to add a new language.

Lists fields available for insertion into the introductory text. The available fields typically reference to a sample field or the interviewer's name.

When selected, only valid substitution fields display in the Substitution fields list.

Click to preview how the survey introduction will display for interviewers.

The field name appears in the introductory text enclosed in curly brackets and will be replaced by the appropriate value when the introductory message displays for the interviewers.

The selected language is removed from the Translation drop down menu.

The Interviewer settings allow you to specify interviewer dialing parameters.

Select whether an autodialer is used to dial phone numbers, whether interviewers must dial numbers manually, or whether interviewers can use modems to dial numbers.

The Dialing options are only available when a dialer is installed on the server.

When selected, interviewers will be forced to preview contacts prior to dialing.

When selected, interviewers do not have to select their own qualifications as the process occurs automatically based on the qualifications specified for the project to which they have been assigned.

When selected, interviewers will be prompted to select their qualifications at the start of each session.

Interviewer qualifications control which sample records are allocated to each interviewer and are a good way of making the best use of your interviewers' skills. There are two ways of assigning qualifications to interviewers, which can be used together or separately. Administrators can set an interviewer's qualifications when they create UNICOM Intelligence Interviewer - Server Admin accounts, or interviewers can select their own qualifications at the start of each interviewing session or during a session.

Depending on how your company uses qualifications, it might be appropriate for administrators to set some qualifications and for interviewers to be allowed to select others. For example, language or refusal-conversion qualifications could be set by administrators, while location qualifications that specify which region an interviewer should call could be set and changed by interviewers themselves.

Administrators can also define distinct qualification groups that are applicable on a per-project basis. These qualification groups can be selected when setting the interviewer qualifications. Defined qualification groups are selected via the Qualifications for this project list. Qualification groups that are not chosen are ignored by the selected project. Once qualifications are configured, interviewers do not have to select their own qualifications as the process occurs automatically based on the qualifications (global and project-specific) to which they have been assigned.

See Interviewer qualifications for more information.

Select the qualifications that interviewers can select themselves. Selecting the option but no qualifications is the same as not selecting the option at all.

Take care when choosing which qualifications interviewers can select, as it is possible to allow interviewers to select qualifications they do not have. For example, suppose the administrator has created Sam's account with a French language qualification. If you allow interviewers to set the language qualification, Sam sees the full list of languages and can choose any combination of languages from that list.

When selected interviewer status messages will display in the UNICOM Intelligence Interviewer - Server Admin Phone Participants activity.

When selected, interviewers can retrieve specific participants from the sample database and the Specific Contact button on the main screen of the Phone Participants activity is enabled. When interviewers click the button, a dialog appears in which they can select whether to retrieve their last contact or search for a contact. If they search for a contact, they can select the field to search and specify the value to search for. The choice of fields to search is determined by the settings in the Show column in the Project Display fields (see Project: Display Fields.

When selected, the interviewing program selects an interviewer's next contact; when not selected, interviewers must click a button to request their next contact.

Interviewers working on projects with this option set see a check box labeled “Auto contact selection” above the list of outcomes, so it is still possible for some interviewers to work in fully manual mode.

Some projects might use a combination of automated and modem or manual dialing. You can still select “automatically select next contact” for these projects, but interviewers who are using the dialer must cancel “Auto contact selection” on the interviewing screen, otherwise they will not be able to stop the dialer making calls when they reach the end of their shift or need to take a break.

When selected, supervisors can monitor and record interviewers while they are in progress.

When selected, interviewers must obtain consent for monitoring and recording from each participant.

Depending on your local laws or your organization's policy, you can configure monitoring for the following scenarios:

If you select The interviewer must get approval for monitoring/recording, Yes and No options appear on the main screen of the Phone Participants activity whenever interviewers retrieve a contact. As part of their introductory script, interviewers must ask each participant if they give their consent for monitoring and recording, and record the participant's answer by selecting either Yes or No. The options under The interviewer must get approval for monitoring/recording determine the default settings of the Yes and No options:

When selected, interviewers are allowed to start interviews without a dialer connection to a respondent.

The Review settings allow you to specify whether interviewers can review the participant's responses after the interview has completed.

If you have selected either Review Interview or Review Open-ends, you can then choose between the following two settings.

When selected, the interviewer must click Review Completed Interview in the Phone Participants activity to start the review.

When selected, the review starts automatically when the interview finishes.

The Project Message settings provides options for creating and editing project messages. Project messages provide specific project information to each interviewer. The editor provides options for modifying message text via HTML or plain text.

Allows you to edit the text in HTML or plain text. Selecting the HTML option displays a simple HTML editor that allows you to quickly format the HTML text.