New assignments can be created by users in the roles of Headquarters or Administrator.
- In the main menu, select
Survey setup→Questionnaires. - Click the specific questionnaire. Note that there may be several versions of the same questionnaire imported already. Survey Solutions allows creating new assignments based on any version of a questionnaire, though in most case the most recent version is the one expected to be utilized.
- In the menu that appears select
New assignment. - Populate any identifying fields (such as target address, enumeration area, etc). A particular questionnaire may have one, several, or no identifying fields depending on the author’s preference. Keep in mind that any identifying fields prefilled at this step will be protected from being subsequently modified by interviewers/web respondents.
- Select responsible account.
The rest of the parameters here are optional:
Specify the requested number of interviews (default is 1). This number can be subsequently changed.
Select the mode of an assignment (default is CAPI, but CAWI can be specified if needed). This mode can’t be subsequently changed for an assignment, but interviews can be switched between the modes.
Optionally specify the email and password to access the assignment and any interviews started from that assignment (CAWI mode only). Email and password can’t be subsequently changed.
Optionally select whether audio audit shall be activated for interviews started from this assignment (CAPI mode only). This parameter can be changed later.
Optionally specify target area (shapefile name) (default is none). This parameter can be changed later.
Optionally specify a comment for the new assignment (default is blank). A new comment can be specified at the change of the responsible (reassign).
Click
CREATEto create a new assignment.
After a new assignment is created the user is redirected to the list of the assignments. If the new assignment does not appear at the top of the list, use filtering, search, and sorting capabilities here to locate it if needed.
Filtering - specify questionnaire title, version, and other assignment attributes to shorten the list.
Search - use the search field to specify particular identifying information. The assignments list is shortened to show only the assignments which contain the entered values.
Sorting - click the column headers to sort assignments by values of that column or toggle the direction (increasing/decreasing).
Note that you cannot specify values for any questions other than identifying in this method of creating assignments. If you need to specify answers to hidden, supervisor’s, or interviewer’s questions, use the functionality to upload assignments.
See also