AI Summary 
In order to launch a survey with IdSurvey, before starting the actual data collection, you have to follow mandatory steps.
Each methodology (CATI, CAWI, CAPI) has different requirements.
On the Settings page of the survey menu, next to the CATI, CAWI, and CAPI items, you will find status indicators.
When you hover over each indicator, an informative tooltip appears showing which steps have already been completed (green) and which still need to be configured (orange) in order to launch the survey in that mode.
CATI steps to launch a survey #
The three icons (and related mandatory steps) for CATI are:
- Questions: insert a questionnaire for your survey
- Contacts Management: associate a list of contacts to your survey
- Assign interviewers: assign interviewers profiles to the survey
CAWI steps to launch a survey #
The two icons (and related mandatory steps) for CAWI are:
- Questions: insert a questionnaire for your survey.
- Contacts Management: associate a list of contacts to your survey.
Note
- If you set the survey on anonymous distribution you will not need to upload a contact list before starting with the data collection. In this case, for each new interview a new contact will be created and it will be displayed in the list of the “Contacts Management” page.
CAPI steps to launch a survey #
The four icons (and related mandatory steps) for CAPI are:
- Questions: insert a questionnaire for your survey.
- Contacts Management: associate a list of contacts to your survey.
- Assign interviewers: assign interviewers profiles to the survey.
- Set filters: assign filters to the interviewers.
Note
- You will not need to upload a contacts list nor to set filters to the interviewers if the data collection is carried out using anonymous distribution. In this case, the two icons will remain orange but you will be able to proceed with the survey anyway.
