buttons allow you to go directly to the first, previous, next , and last case in the project.This window appears when you double-click on a case in the Case Listing. It is divided into 6 tabs: Responses, History, History Diagnostics, Details, Notes and Modification Log.
The 'Select Questions' button enables you to control which questions are displayed. The 'Close' button closes the Case Detail window. The 'Previous' and 'Next' buttons allow you to go directly to the first, previous, next , and last case in the project.
By default, all of the case record's questions (data) are listed vertically. You can constrain this listing to a subset of questions (see 'Select Questions' above). Any changes (edits) that you make to the data are written directly to the database.
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Field |
Description |
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Question |
The alias of the question (variable) |
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Mention |
When a question has multiple mentions and/or is part of a roster, an edit window pops up when you click in this field. It allows you to edit any mention in any row of the roster:  |
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Answer |
The content of the question (variable). |
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Open |
The question's open-ended response (if applicable). |
In this tab you can change an "Answer" by typing over it.
Note: If you change a code in the INT question, the Case Result will be updated to reflect the change. If the case has a question bearing the alias S_RES, it will be updated as well.
This tab lists every call or respondent access made on the case.
Notes: If a Call Note was taken on a call, it will be displayed in the line immediately below the details of the call. For more information about Call Notes see the Project Field Options. The note can be hidden by clicking in the collapse button to the left of its row.
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Field |
Description |
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Call Number |
The sequence number identifying each line in the list. |
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Collect Mode |
The Collect Mode of the call. |
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Interviewer |
The interviewer's username. |
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Result |
The call result code. |
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Phone |
The telephone number that was dialed. |
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Predictive, Preview or 'blank' if not applicable. |
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Call Date |
The date on which the call was made. |
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Duration |
The duration of the call. |
This tab displays the details of each call-back rule that has been applied. For an explanation of the items see Call-back Rules.
This tab provides useful detail about the state of the case, and allows you to change the data shown in the most of the fields (PIN, Priority.
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Field |
Description |
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Phone |
Edit field in which you can modify the record's telephone number. By default it displays the same phone number as in the record information area. |
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PIN |
Edit field for the PIN number used by the respondent to access the case. |
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Time Zone |
The case's time zone. |
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Language |
The language selected in the LANG question. The sequence number of the language in the LANG question. |
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Last call |
This field displays the date and time the last call was made. |
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Number of Calls |
The number of times the record has been called or accessed by a respondent. |
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Active |
This checkbox controls whether the case is active or inactive in the field. If unchecked, the case is not accessible for dialing. However it can be selected, if the case retrieval option of the CATI module allows it. |
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Cycle Phone Number |
Enables or disables phone number cycling for the case. |
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A4S ID |
The unique respondent id. in the A4S database. Applies only to projects with an A4S collection module. |
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Manual Dialing |
This box, which cannot be edited, is checked if the case was imported for manual dialing exclusively i.e. $MD==1 |
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Belongs to interviewer |
Edit field displaying the ownership of the case i.e. interviewer's username, group number or *** (any interviewer). |
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Edit field enabling the case to be assigned automatically to another specified interviewer as soon as the current interviewer synchronizes the case (CAPI). |
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Edit field: The Preview (dialing mode) ensures that the case can only be dispatched to an interviewer logged into a Preview or Hybrid dialing module. The Default (dialing mode) allows the case to be picked for dialing by any type of module (Hybrid, Pred, Non-Pred, Preview or otherwise). |
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Priority |
This field shows the order of importance and urgency assigned to the call-back. There are ten possible priority levels, with 0 being the lowest level and 9 the highest. (See Call-back rules). |
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These fields allow you to modify the call-back date and time. Note: You can take the case out of call-back state by removing its date and time. |
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Lift Stratum Restriction |
When checked, the case can be called back even if it belongs to a closed stratum whose quota (when quotas are 'active') has not been filled. |
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Time Slots |
This display indicates in which time slots the case has been called, and the number of hits in each time slot. Example: If 3 calls were made in TS1, 4 calls in TS3 and 1 call in TS5, you will see 1(3),3(4),5(1) Note: On each call the counters are updated according to the current TS definition. So, if you change the definition, all cases called exclusively before the change will reflect the counters according to the TS definition at the time of the last call. Counters are always updated even if no rule is applied, and no matter what 'unit' is defined in the CB rule. If the Reset counter option is set for the time slots, the number of hits will reflect the current level only. For more information,, see Time Slots. |
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Time Slot Status |
When Time Slots are 'Active', the case is prevented from being called during a Time Slot in which the maximum number of calls has already been reached. See Time Slots. |
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Belongs to strata |
This list displays the strata to which the case belongs. Any stratum that is closed will be displayed in Red. For more information about strata, see Defining Strata. |
Any interviewer's notes that were taken using the F5 key (or by clicking on the Notes button) can also be viewed and edited (see NOTES question in the Design module).
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Field |
Description |
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Date/Time |
The Date and Time that the note was taken |
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Interviewer |
The username of the interviewer conducting the interview |
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Question |
The alias of the question at which the note was taken |
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Roster(Matrix) |
The row of the roster (if applicable) at which the note was taken |
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Note |
The text of the note (s). Comment: Each note can be individually edited. A text-edit window appears when you double-click on it: |
The Print button allows you to print the notes for the current case. Each note is accompanied with the same identifiers as in the listing.
This tab displays the detail of any modifications that have been made to the status of the case either in the Browser's Details tab or the Call-backs Assignment page.
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Field |
Description |
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Filter |
This set of 4 fields enables the list of modifications to the case to be filtered by date range, source (Call-backs or Browser), and the User that made the modifications. |
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Modified Date |
The date and time that the modification was made. |
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Modified By |
The Command Center user who made the modification. |
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Source |
The source of the modification i.e. the Browse Details tab or Call-backs Assignment page in which the modification was made. |
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Property |
The type of change that was made i.e Interviewer, Priority, Dialing mode etc. See the Browser Details tab and the Call-backs Assignment page. |
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Value |
The modified value of the property (see above) |
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Previous Value |
The value of the property before is was modified. |