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 might 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.

For more information, see Interviewer qualifications.

To allow interviewers to choose their own qualifications, select Interviewer to select qualifications on the Phone Interview Settings page. Then choose 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 will be presented with the full list of languages and can choose any combination of languages.