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: =, <>, <, <=, >, >=.

May 11, 2021

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. Now you can see all the answers given by the respondents—the answers marked in red are invalid according to the validation rules.

July 19, 2016

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: 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.

June 30, 2016

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.

June 29, 2016