With IdSurvey you can print the questionnaire you created and have it on paper in order to check its flow. Instructions Go to the “Questions” section from the survey menu. Click on the gearwheel button of the pages box and select “Print Questionnaire”. When you click on this button a pop-up page will appear with...
The Utility section allows you to view the history of licenses purchased for using IdSurvey. Accessing the Section On the homepage of the administration interface, a summary panel shows the number of main licenses. Licenses can be highlighted in yellow or red if they are close to expiration or running low. Clicking the panel opens the...
In the “Interviewers” section list you can see how many and which CATI interviewers are currently logged in the CATI interface. Instructions Go to the Interviewers section, open the filter box and select the “Online” tag in the “Connection status” menu. In addition, the status icon on the interviewer bar turns green and with mouseover...
With IdSurvey you can import a list of CAPI or CATI agent profiles in the “Interviewers” section by uploading it as an Excel file. Instructions Create a new Excel file using the column headers recognized by IdSurvey. Example of an Excel file with interviewers profiles to upload in IdSurvey Once you have created your Excel...
Each survey can be saved into a new folder or an existing one. There is no limitation to the number of folders you can create. Instructions To create a new folder, enter the “Surveys” section of the Admin menu. Click on the Gearwheel button on top left above the List of Surveys and then on...
In CATI or CAPI you have to assign specific interviewers that will be working on the survey. To make this operation as quick as possible, you can create groups of interviewers to simultaneously assign certain operators to the survey, instead of selecting them manually one by one. For example, you can create a group for all...
In the latest versions of IdSurvey we improved security thanks to a higher complexity required in the passwords and new advanced security tools. From the “Users” section of the admin interface you can access to the new settings for IdSurvey account security in the form of advanced authorisations management. Clicking on “Advanced” on top left...
IdSurvey 8 introduces a dedicated storage to manage media collected during the interviews. The files collected during the interviews with photo, video, audio, signature, CAPI background recordings, etc. are stored in the space. It is now possible to manage large amounts of files, including high-definition video, without negatively affecting IdSurvey’s performance. In the Utility section,...
Supervisor is the sophisticated tool of IdSurvey for monitoring telephone interviewers’ productivity. Two different sections are available: Supervisor dashboard Supervisor dashboard allows you to monitor in real-time the activity of phone interviewers made on the current date. In addition to various productivity metrics, special “Real-Time” fields are available to display the position in the current...
IdSurvey allows the creation of unlimited administrators or users with specific permissions. Administrators Administrator users can have “read” and “edit” access to any section of IdSurvey and create and manage any survey. They can also create, edit and delete users, change their permissions and password security preferences, and create and manage profiles. Administrator users can...
IdSurvey allows various levels of security to be set for users using the platform. Options can be activated and configured on a user-by-user basis, allowing for differentiated security settings depending on each individual’s level of permissions. Password minimum requirements The IdSurvey login password has the following requirements: Minimum length 8 characters/li> At least one lowercase...
IdSurvey allows management of various types of appointments, delayed calls, and related priority configuration. Appointments are available for both standard outbound calls and predictive dialing. Delayed calls After an unsuccessful call attempt, (with inconclusive outcomes, such as No Answer, Busy, Dropped Line, etc.), IdSurvey automatically schedules a delayed call.For example, if the agent tries to...