Dynamic filters for interviews

Dynamic filters are used to filter responses in the interviews list and in the map report. The filters can be formulated based on the variables belonging to the cover page and/or exposed variables.

Rules

Rules utilize comparative operators, that are logical operators for comparing the value to a constant. Which operators are available depends on the type of the question/variable:

• For categorical single-select: equals, not equals.
• For numeric: =, <>, <, <=, >, >=.
• For text: equals, not equals, contains, not contains, starts with, not starts with.
• For date:
  • on - event occurred specifically on that date;
  • not on - event didn’t occur on the specified date;
  • before - event occurred before the specified date;
  • not later than - event occurred before or on the specified date;
  • after - event occurred after the specified date;
  • on or after - event occurred on or after the specified date.

For all types of questions one can apply unary logical operators answered and not answered.

Headquarters user: Browsing the Completed Interview

Step 1

Log in to your server using a headquarters account. If you are testing Survey Solutions, log in to the demo server

Step 2

Go to the Interviews tab

Step 3

From the filter on the left side of the screen, select Approved By Supervisor

Step 4

Click on the interview key for the survey case that you would like to browse.

Interview Tab: How to Find, Review, and Delete Survey Cases

The Interview tab is designed for taking action. Under the Interview tab, headquarters may search for survey cases, reallocate them to different teams, review them for quality assurance, and delete them to fix problems.

The interview tab consists of the following tools:
 

1. Database of survey cases. The rows are survey case entries. The columns capture details about survey cases, such as the respondent’s address, interview status, and an indicator that the interviewer has or has not received the survey case.
    
2. Filters for querying the database. The database can be filtered to show only the survey cases of interest—for example, those with a particular status or those done by a particular supervisor.
    
3. **Toolbar with a Delete, Approve, and Reject button. **Survey cases can be deleted, approved, or rejected individually or as a group by selecting the check box next to each case. The toolbar will appear if one or more cases have been selected. If you would like to select all the survey cases displayed on that page, click on the first check box at the top of the list.
    
4. Interview Key. This is a system generated random number for each survey assignment. Completed survey cases can be reviewed in detail by clicking on the interview key for that case. This will open another interface that will be discussed below.
5. Search bar to navigate through the survey cases quickly.

Survey Workflow

Workflow Demonstration

Check out the video below (starting from 0:30) to learn about the survey workflow in Survey Solutions.

Workflow Description

Headquarters, designated by the PC at the top of the figure, determines the subjects that need to be interviewed (households, firms, geographic area, etc.) and their assignments across team supervisors. Assignments can include one or more interview cases. Team supervisors, denoted by the laptops in the middle, first receive these assignments and then allocate them to the members of their team.