Button

Description

Accept/Cancel

If changes have been made to data in the Browse Detail window ( see below), a message (in red) appears showing the number of pending changes that have been made:

When you click on the Accept button, the pending changes will be listed in the Pending Changes window:

In the Pending Changes window (above), its Accept button will confirm them. If you simply click on the Close button, however, the changes will still be pending; they will remain pending until you click on the Cancel button; the Pending Changes window will be presented again with its Cancel button:

Note: Any pending changes are automatically cancelled when you terminate the current Command Center session.

Case Filter

Brings up the Case Filter Window where you can specify a filter which defines a sub-set of cases to be displayed in the Case Listing.

TOOLS

Delete

Deletes the currently selected case from the database.

Note: You are blocked from deleting a 'completed' case. If you really need to delete a completed case, use the Reset command first (see immediately below).

Reset

Cleans out all collected data for  the currently selected record with the exception of data which has been imported into it. Does not erase the call-history, but adds a single call bearing the call result RS (reset) with the time that the record was reset.

Add to DNC

Adds the telephone number of the currently selected record to the Do Not Call list.

Note: This feature is only visible if the project has a CATI collection module.

Find and replace code

This tool enables you to globally find and replace codes for a given question.

To use this tool, select the Question in the drop-down list, enter the 'Code to find' and the 'Replace by' code, then click on the Find button.

Note: You can modify the Case Result. It appears as the first 'question' in the list.

In the screen-shot below, all cases (respondents) whose Q1A question is coded 1 have been found and are listed. To change the code of any case to 3, select it in the list and click on the 'Replace code' button. The 'Replace all' button will replace all the cases in the list.

Case Listing

It allows you to select questions/data fields to be included in the listing of cases in the database.

For each case, you can also display Call History and Open-ends; the Advanced output option displays the question's Message, Long Label,Short Label, and its list of choice codes and labels.

Assign filtered cases to an interviewer

This option is primarily intended for projects using CAPI collection. It is a means of allocating the cases to an interviewer on synchronization.

Notes:

• To assign cases to CAPI interviewers, it is generally better to use the Call Backs Assignment function. This has more powerful functions for allocating cases to server interviewers at the same time.

• In the case of a project with CATI collection only, it is advisable to also assign a call-back date and time to the case(s), otherwise the case(s) may not be available for dispatch.

Pre-assign filtered cases to a next interviewer

This option is intended for projects using CAPI collection. Any one of the filtered cases which is on a 'client' device will be reassigned to the selected interviewer when next synchronized.

Reset selected location to server

This option is intended for projects using CAPI collection. If a case has been moved to an interviewer's laptop (by means of a synchronization session), it is possible to change its location back to the server.  The command unlocks the selected case(s) and removes their assignation to interviewers.

Note: This operation maintains the data currently on the server, regardless of the data on the laptop.

Bring back selected cases from interviewer workstation

This option is intended for projects using CAPI collection. It removes the interviewer assignation for the selected cases(s).

Note: This operation uses data on the laptop to update the case(s) on the server at the next synchronization.

Activate/Inactivate filtered cases

If you have used a Case Filter, see above, you can activate or deactivate the filtered cases; a case is that is inactive cannot be selected for dialing or accessed by a respondent. In the dialog box that appears, you are given the choice of activating/inactivating all the selected records, the first n records that you specify, or n records at random.

Note: An interviewer can, nevertheless, open an inactive case if the 'Case Retrieval Option' is checked for the CATI module.

Delete filtered cases

Warning: This feature is only available to users who have the required permission in the Security system.

When you apply a Filter, you can then use this command to Delete all the cases that have been found. To reduce the probability of deleting records inappropriately,  a secondary dialog window appears where you can cancel or confirm the operation.

Unflag completed filtered cases

If you have used a Case Filter, see above, you can remove the 'completed' status from the filtered cases.

Notes:

• You will be prompted to confirm before processing, and the number of records concerned will be displayed.

• Permission for this function is configurable in Security Roles.

• 'Frequencies' (number of completed cases) in the Strata and Quotas page will be adjusted accordingly.

Upload filtered cases to A4Survey

Generates sample in the A4Survey by uploading the currently filtered cases. See A4S collection module.

The dialog window enables you to automatically delete cases (respondents) if not modified after a specified number of days:

FIND: Case ID/Phone

The FIND button allows you to locate any case in the database which matches Case ID, Phone Number (or PIN number if applicable).

To find a case:

1. Select the appropriate radio button

2. Enter your search information

3. Click on the Find button

Clear

The CLEAR button clears the Filter, and adjust the Case listing to display all cases i.e. no filter.

Export cases to Excel

This button exports the listed number of (filtered) cases to Excel. Once the progress bar indicates that the cases have been generated, you can download the file:

The exported data corresponds to the columns displayed in the Browser window.