CAPI settings and modules are available under the Project menu whenever the "CAPI module type" has been selected in the Project Settings. The page is divided into two halves: the upper part for configuring the settings which apply to all CAPI modules, and the lower part for adding and configuring the CAPI modules themselves.
There a four general settings in a CAPI configuration; they are accessed through links, as shown in the above screen-shot:
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Setting |
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Description |
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Interviewer Quotas |
This tool is used to control sample on an interviewer basis. It is done through interviewer quotas. |
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Interviewer appointment grid columns |
This tool is used to design/customize the appointment grid which is displayed to interviewers. It allows you to select the questions and system variables to be included. |
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Messaging Contacts |
This tool is used to assemble a list of contacts for messaging. A contact may be any user in the Command Center. |
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Case Synchronization History |
Displays the history of all the synchronization events for the project, down to the detail of each case transferred. |
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The modules menu bar allows you to create new CAPI modules, and configure (edit) new or existing ones. To view a module's configuration simply expand it by clicking on it ; to edit it you first click on it to select it, and then click on the Edit icon.
To the right of each collection module are commands for configuring its appearance, pausing or deleting it, and stopping/activating it:
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Setting |
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Description |
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Appearance |
Opens the Appearance Configuration page. Note: The Appearance Configuration is ignored when the questionnaire is deployed in CAPI-Mobile. |
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Delete |
Deletes the collection module (does not delete the project). |
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Pause/Stop/Start |
Pauses or Stops an active collection module or Starts a stopped collection module. |
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The screen-shot below, taken while editing a module, shows the options for a CAPI collection module:
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Setting |
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Description |
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The name for the collection module. Note: The name must be unique to the collection type within the Context i.e. it is not sufficient that it be unique to the project. |
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The questionnaire which will be deployed for conducting the survey. Note: If this questionnaire remains unselected, the questionnaire specified in the Project Settings will be automatically used instead. |
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Allow Sample Creation on Interviewer's Workstation |
This option allows an interviewer to create fresh cases on the laptop i.e. does not constraint the cases to sample only. |
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This option selects the special screen layout and keyboard-enabled agent interface suitable for CATI projects; a number of the settings in the Appearance tab will be inactivated, since they will be pre-empted by this option. |
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Allow Test Questionaire |
This option enables the interviewer to run the questionnaire in Test mode. No cases are accessed or created. |
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Users must be assigned to the module in order to be able to assign quotas and cases to them as interviewers. |
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