Skip to main content

FV Decipher Support

All the topics, resources needed for FV Decipher.

 
FocusVision Knowledge Base

CATI Management Console

Overview

The CATI Management Console is available for Manual and ProTS sample. The following steps must be completed in order to use the management console:

This is not a comprehensive list for fielding a CATI project, but the minimum steps required to view the management console.

1: Accessing the CATI Management Console

In the Research Hub, click on the menu icon   located next to the project name to open the project controls. Then select "CATI Management."

2: Start/Stop Dialer for ProTS

The dialer can be controlled from the research hub or the CATI management console.

To start the dialer from the research hub, click on the menu icon   located next to the project name to open the project controls. Then click "Start Dialer" or "Stop Dialer."

In the CATI management console, the dialer is located in the "Project Configuration" tab.

  •   indicates that the dialer is OFF. Click on the icon to start the dialer.
  •   indicates that the dialer is ON. Click on the icon to stop the dialer.
  •   indicates that there isn't any sample available. Add more sample or adjust the filters to enable the dialer.

3: Project Configuration

This page mirrors the settings configured for the sample element when it was added in the survey builder, allowing you to modify the project configuration while the project is in field. The options differ for ProTS and Manual. Skip to the section that applies to your project type:

3.1: CATI ProTS Settings

  • Intro Script: Read by the interviewers to each contact they call before beginning the survey
  • Dial Mode:
    • Predictive Dial Mode:  Several numbers are dialed simultaneously, based on available interviewers and the abandonment rate. This mode maximizes the interviewer talk time and minimizes potential abandonment by utilizing a standard line ratio of 1:5:1. This ratio is dynamically adjusted on a study-by-study basis by ProTS to deliver optimum dialing performance.
    • Power Dial Mode:  Dials the respondent's number and places the call into a queue that pairs it with the next available interviewer, ensuring that an interviewer is available to handle the call.
  • Contact Hours:  Set the time frame in which the dialer may make calls to respondents. The time zone is set for the interviewer's local time and adjusted to the respondent's time zone.
  • Number of Rings:  Set the maximum number of rings before a disposition is logged for the respondent (i.e., "No Answer").
  • Number of Attempts:  Set the maximum number of attempts that may be made to contact a potential respondent before a disqualification disposition is logged.
  • Abandonment Rate:  (Only available with the Predictive Dial Mode)
    Set the acceptable rate at which otherwise connected calls will be dropped due to an interviewer not being available. If set to 0, no calls will be abandoned (i.e., 1 in 10,000, or 0.01% abandonment rate).
    • The abandonment rate is calculated as the value/1,000. For example, a value of 20 means 20 in 1,000 calls may be abandoned, making it a 2% abandonment rate.
  • Recording Settings:  Choose whether to record the calls or not. If enabled, use the start/stop settings to specify what section of the survey to record.
    • Off:  The dialer will not record any part of the interview.
    • On:  The dialer will record the interview according to the selected start and stop settings.
      • Start:  Select when the recording will begin, i.e., at the beginning of the survey or a specific question.
      • Stop:  Select when the recording will end, i.e., at the end of the survey or a specific question.
  • Redial Delay:  Set the amount of time, in minutes, before an attempt to redial may be made when a disposition of "No Answer," "Answering machine detected," "Busy" or "Circuit busy signal" is logged.
  • Caller ID:  Enter the number that will be shown on the respondent's phone when they receive the call.
  • Job Code: The job code is used for telephone billing.
    • No Job Code:  No job code added to the dialed numbers.
    • Prefix:  Adds the job code before the respondent's phone number.
    • Suffix:  Adds the job code after the respondent's phone number.

If changes are made to any of these settings, click "Save."

3.2: CATI Manual Settings

  • Intro Script: Read by the interviewers to each contact they call before beginning the survey
  • Contact Hours:  Set the time frame in which the dialer may make calls to respondents. The time zone is set for the interviewer's local time and adjusted to the respondent's time zone.
  • Number of Attempts:  Set the maximum number of attempts that may be made to contact a potential respondent before a disqualification disposition is logged.

If changes are made to any of these settings, click "Save."

4: Filter Sample

Apply filters to limit the sample used when auto-dialing.

  • Region:  Select a region from the menu. These are generated based on the respondent's area code.
  • Add New Filter: (Only available if the phone list file contained additional variables.) Select a filter from the menu, then enter the condition(s).
    • E.g., In our example, we selected the "Location" filter and specified "East." To choose multiple conditions, we can enter the conditions in comma-separated form, e.g., "East,West,North."
    • Note:  Text values are case-sensitive.

If changes are made to any of the settings, click "Save."

5: Manage Sample

View and manage your sample.

  • Add Sample:  Click this button to upload more sample to your project. The phone list must follow the same format used in the survey builder. Click here for instructions for CATI Manual, or click here for a ProTS project.
    • If a duplicate phone number is uploaded, all information is updated except the disposition and history.
  • Remove Sample:  Click this button to remove all sample.
  • Show Available Sample:  Check this box to display the available sample, accounting for filters and sample used.

6: Callbacks

The "Callbacks" tab contains respondent's who are tagged as "Call back later." This tab lists the name, phone number, status, requested call back time, interviewer and any additional information.

"View Other Data" displays any additional information included in the phone list file, used for filtering.

7: Interviewers & Stations

Allows you to view and manage your interviewers and stations.

  • Replace Interviewers/Stations: Click this button to upload a new list of interviewers and stations. The list must follow the same format used in the survey builder. Click here for instructions for CATI Manual, or click here for a ProTS project.
  • Interviewers: Lists information about the interviewers and their activities.
    • ID and Name: Pulled from the interviewer file
    • Last Activity
    • Hook Status:
      • ON-HOOK: Updated when an interviewer is connected with a phone number
      • Green phone icon + phone number: The interviewer is interacting with a respondent at that number
  • Stations: Lists information about the stations.
    • Station ID and Extension: Pulled from the interviewer files.

8: Disposition Report

The "Disposition Report" tab allows you to view your available dispositions and call breakdown. Counts are displayed for total sample, currently available numbers, and records already dialed. 

Dialed records and available numbers will also be shown split by disposition, as well as any other specified fields:

cati_dispos.png

Split Field: Select from the drop-down and apply to split the report by time zone or interviewer.

Restrict by date: Check the box, enter your desired dates, and apply to display only calls from a specific time frame.

9: Call History

The "Call History" tab displays the interviewer details and metadata recorded for each call. Tracked fields include the call time and disposition, as well as the respondent's name, phone number, time zone, and call back information. 

This tab also allows you to split the report by date, or download all call of your call data by clicking "Download All Call History":

cati_call.png

  • Was this article helpful?