Supervisor: Map Dashboard

Map dashboard elements

1. Access map filters.
2. Set up active map.
3. Overlay or hide a shapefile boundary.
4. Show current location / navigate to extent of the data / navigate to the extent of the map.
5. Control map zoom level and rotation.
6. Current location of the supervisor.
7. Map area with markers corresponding to assignments and interviews and overlayed boundary file.
8. Status line indicating source of the map data.

Active map and boundaries

An active map can be an online or offline map source. The following online maps are available:

Supervisor App

The Survey Solutions Supervisor App

The Survey Solutions tablet supervisor app opens a possibility for the in-field supervision without the need to utilize the internet.

A common use scenario is when a team of interviewers along with the supervisor work in a remote location for a prolonged time and no communication possible to exchange the data with the server. At the same time it is still desirable for the supervisors to control the work of his team. The app allows them to

Reassign an Interview

To begin, click on the Interviews tab at the top of the screen**.**The supervisor application will then show the full list of interview cases. 
 

Cases to be reassigned to another interviewer

You may need to change survey case assignments because of interviewer job performance issues, illness, and management of the team’s workload. For example, reassigning a survey case from an overloaded interviewer to an interviewer that has time.

Distribute an Assignment

Switch to the list of the assignments to the team by clicking on the Assignments menu item at the top of the screen**. **Set the check box to the left of the assignment(s) to be assigned to an interviewer. (As a supervisor you can select multiple assignments to be assigned in a single action). Then, click on Assign and select an interviewer from the pop-up menu.

Manage Interviewer Accounts

Change the password for an interviewer account

During the survey, an interviewer may forget his or her password. To address problem, the supervisor can change the interviewer’s password.

Click on the Teams and Roles tab at the top of the screen.

Then, click on interviewer’s username whose password needs to be changed.

Next, click on the Edit personal info link.

Lastly, compose a new password and confirm it. Click on the Update button at the bottom of the screen.

See the Overall Progress of Data Collection

Reports tab provides six different types of reports: Survey and Statuses, Team Members and Statuses, Quantity, Speed, Map Report, Survey Statistics.  Note that assignments do not have a status, and these reports only reflect the status of Interview cases. Interview cases only have their status reflected once an interview is created and completed from an assignment.  

Survey and Statuses

First, click on the Reports tab at the top of the screen and select “Surveys and Statuses” from the dropdown menu. 

Review an Interview

First, click on the Interviews tab at the top of the screen.
 
Then, click on the interview key of the interview that you would like to review.

To review the interview, the supervisor will need to use several tools.
 

Language

If the survey case is a multilingual questionnaire, the supervisor can review the case in another language.

To do so, click on the Language drop down menu on the left most menu and choose another language. 

Find an Interview

Use filters to narrow down your search—by questionnaire, by team member, and by survey status.

Keep in mind that after an interview has been approved by a supervisor and is sent to the headquarters users, the supervisor no longer sees the interview on the dashboard.  

Click on the Interviews tab at the top of the screen:
 

By questionnaire      

To filter by questionnaire, move your cursor to the Filter panel at the left of the screen. Then, click on the drop-down menu below Templates. Select the questionnaire whose survey assignments you want to see.
 

Components of the Supervisor Software

The supervisor software is a suite of connected tools for the supervisor:

• to track the progress of their team (Reports)
• manage the quality of their work (Interviews)
• manage their members of the team (Teams and Roles)
• and monitor and manage assignments (Assignments)

The following section will provide an overview of each tool—Reports, Interviews, Teams and Roles, Assignments.

Reports

**Reports **tab provides four different types of reports: Survey and Statuses, Team members and Statuses, Quantity and Speed.  For example, the Surveys and Statuses report (shown below), presents a summary of assignments by questionnaire. Details on each report type and ways to tailor each report are explained in the see the reports article.

Supervisor: Browsing the Completed Interview

Step 1

Log in to your server using a supervisor account. If you are testing Survey Solutions, log in at demo.mysurvey.solutions using a supervisor account.

Step 2

Go to the Interviews tab

Step 3

From the filter on the left side of the screen, select Completed

Step 4

Click on the Interview Key for the interview that you would like to browse.