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

June 30, 2016

The Interview tab is designed for taking action. Under the Interview tab, headquarters may search for survey cases, reallocate them to different teamsreview 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.

Search for survey cases

The Interview tab contains a detailed list of survey cases— those that have been completed, those that supervisors have approved and sent for headquarters’ review.
The details can be used to search for particular survey cases. The interview panel in the lower right-hand quadrant of the screen presents a list of interviews and information about them—where the respondent is located (Identifying Questions), which supervisor is responsible (Responsible), when the assignment was last updated (Last Updated), how many errors the interview contains (Errors), what status the interview has (Status), whether the interviewer has received the assignment (Received by Interviewer), and in the case of census mode surveys whether the case has been created on the device by the interviewer (Created on Client).

There are three mechanisms for finding a survey. The first is by clicking on the arrow associated with any column of the information in the lower right-hand quadrant. This will sort the list of surveys in ascending (^) or descending (v) order by that chosen column. 

The second mechanism is through the filters located on the left-hand side of the screen. To narrow down the list of survey cases, headquarters may filter by the questionnaire (Questionnaire), team member responsible (Responsible), the status of the interview (Status), and/or the assignment of the interview.

The third mechanism is through the search field located in the toolbar. Use keywords to narrow down the list of survey cases.

The following are searched:

  • values of identifying questions;
  • Interview keys
  • Interview IDs.

The search term must appear from the start of the value. If the search term appears in the middle or end of the value, it will not be matched. For example, if you are searching for 321 the following records will match:

ENUMERATION AREA: 3218 ADDRESS: 1064 Main str.
ENUMERATION AREA: 1800 ADDRESS: 3212 Freedom Ave.

And the following will not match:
ENUMERATION AREA: 3118 ADDRESS: 1321 Main str.
ENUMERATION AREA: 5216 ADDRESS: 1064 Main str., apt 321

Reallocate survey cases between teams

Survey cases will need to be reallocated when a new team is created and needs to take over some of the work from existing teams. Cases can be reassigned by a Headquarter user from one team to another.

Reassignment is possible when the interview is in any status except the following two: “ApprovedByHeadquarter” and “ApprovedBySupervisor”.  To reassign cases, select the check boxes for the cases you wish to reassign, and click on the green assign button. 

Review survey cases

The questionnaire review interface consists of five components:

  1. Navigation pane. Displays a table of contents for the questionnaire, where you can use each entry in this pane to see a particular part of the questionnaire. Clicking on the top entry, the name of the questionnaire, brings the full questionnaire back into focus.
  2. Filters. These boxes can be used to see questions that have certain attributes—for example, comments or flags.
  3. Questionnaire review pane. Questions and their answers are rendered just like the Interviewer application.  
  4. Comment. Click on the three dots on the corner of the question. Then, select add comment.  Comments associated with the selected item will be shown below the question answer.
  5. Approve/reject buttons. These buttons determine whether a questionnaire returns to the supervisor or is integrated into the final data set.
  6. **Language dropdown menu. **If the questionnaire is a multilingual questionnaire, the user can toggle between languages using this menu.
  7. **Flags. **Questions can be marked during the review process. Use the filters (2) to only show the questions that have been flagged. 

Headquarters plays a critical quality control role in the Survey Solutions workflow. Supervisors supervise enumerators, reviewing questionnaires the latter completes. Headquarters supervises supervisors, reviewing the questionnaires the latter approves.

To do this, first headquarters clicks on the Interview Key associated with any questionnaire whose status is ApprovedBySupervisor.

Then, headquarters reviews the questionnaire for completeness, consistency, and plausibility of answers using the questionnaire review interface. The questionnaire pane, located in the middle of the screen, contains the questions and their answers.

Groups, on the left-hand part of the screen, allow headquarters to see different parts of the questionnaire when any element of the pane is clicked. The top heading corresponds to the complete questionnaire. Bolded headings lead to modules (chapters) within the questionnaire. Indented headings are linked to either groups of questions or rows of rosters.

Filters, arrayed atop the questionnaire pane, facilitate the display of questions that have particular attributes. The “All” filter presents all questions. The “commented” and “flag” filters display questions with comments or flags, respectively. The “answered” questions, as the name suggests, are all those that have an answer. The “invalid” filter displays questions that failed a validation check (e.g., range, consistency with other responses, etc.). The “supervisor’s” filter yields special questions that only the supervisor sees and can answer. The “enabled” filter returns questions that are available to be answered based on the skip logic of the questionnaire and answers provided to key questions.

Next, headquarters either approves or rejects the questionnaire by clicking the appropriate button. The headquarters’ choice determines whether the assignment is included in the survey database (Approve) or returned to the supervisor for correction (Reject).

To unapprove any interview in the Approved by Headquarters status select this interview(s) by checking the checkbox next to it and click the Unapprove button. Alternatively, open the interview case and click on the Unapprove button on the toolbar. The interview will be reverted to the Approved by Supervisor status, and the headquarters user will have a possibility to reject it back to the supervisor if necessary. You can apply this operation to multiple interviews if necessary.

Additionally, the headquarter user, has the authority to approve completed interviews directly, without waiting for the supervisor’s decision. This results in faster turnaround of the data circulating in the system in case the supervisor is swamped with work, in which case the headquarters can reduce the workload by pulling the good-quality interviews from the supervisor’s stack. There is no change in the user interface, but the button will now permit headquarters approvals of the interviews in status “Completed”. Note that you cannot reject an interview to an interviewer directly.

Delete survey cases

Deletion is a dangerous tool reserved for rare occasions—for example, when errors arise in survey sampling or in creating survey cases.
Because deletion is dangerous, only the administrator/headquarters users have the authority to delete selected interviews. It is only allowed for interviews with the status SupervisorAssigned or InterviewerAssigned. Those with the former status have been assigned to a supervisor, but not yet assigned by the supervisor to an interviewer. Those with the latter status have been assigned to an interviewer, but have not been completed. In both cases, headquarters should exercise extreme caution. Once deleted, an interview cannot be restored. Hence, administrator should only delete interviews that have been carefully confirmed as errors to be deleted.
To delete an interview, first find an eligible case. The most efficient strategy for doing so may be to filter the questionnaires based on status so that only those with status SupervisorAssigned or InterviewerAssigned appear. (See the section Search for survey cases above for more details.)

Next, select the case(s) to delete by clicking in the check box to the left of the case. Make sure the correct cases have been selected before proceeding.

Then, click on the Delete interview button located immediately above the interview panel. This will permanently delete the selected survey cases.