Use the Interviewer settings 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, because the process occurs automatically based on the qualifications specified for the project to which they have been assigned.

When selected, interviewers will be asked 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 interviewer’s 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 by using 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.

For more information, see Interviewer qualifications.

Select the qualifications that interviewers might 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 might 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 where they can either 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 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 checkbox that is 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 the “Auto contact selection” checkbox 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 then 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.