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Create new interviewers: Difference between revisions

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[[Image:CATI portal.png]]  
[[Image:CATI portal.png]]  


*Push My CATI element to new interviewer's desktop by choosing the Push/Pull menu, select this group and press Update
*Push '''My CATI''' element to new interviewer's desktop by choosing the '''Push/Pull''' menu, select this group and press Update


[[Image:Push_CATI.png]]
[[Image:Push CATI.png]]  


== Step 3 - Add interviewers to the fieldwork  ==
== Step 3 - Add interviewers to the fieldwork  ==

Revision as of 04:54, 28 July 2010

Step 1 - Create interviewers

  • Resource template: Limited Access Employee
  • Remember that this group CATINÉT EMPLOYEES: Resource Access - Consultant must have Administrator access to these users

Step 2 - Add these interviewers to a group

If there is an project's existing group for interviewers, just add them to this group

If there is not, create a new group

  • Resource template: Standard Group
  • Parent resource: based on the project
  • Add the user in step 1 to the new group
  • Remember that this group CATINÉT EMPLOYEES: Resource Access - Consultant must have Administrator access to this group
  • Add navigation to My Portal page for the group

  • This group must have at least Observer access to the portal element My CATI (Administrator->System->My portal element)

  • Push My CATI element to new interviewer's desktop by choosing the Push/Pull menu, select this group and press Update

Step 3 - Add interviewers to the fieldwork

  • Open the Fieldwork of current worked questionnaire, go to Interviewer tab and add the users


Now the interviewers are ready