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Assign Interviewer

Campaigns may extend across one to several regions or cities, engaging a varying number of respondents. Canvassing operations are more manageable and completed by the due date when the respondent list is split into smaller chunks, distributed among interviewers (canvassers).

CiviMobile allows users to assign interviewers and monitor their activities at any time.

Follow these steps to (re)assign an interviewer:

  • Go to the Survey details screen.
  • Press “Change” to select an interviewer from the dropdown list of contacts.
  • Go to Reserved respondents screen long tap any contact from the list.
  • Check required contacts or “Select All” and tap “Release” to remove contacts from the interviewer’s reserved respondent list.
Pic.16.3.3 Reassign interviewer

To assign interviewers and monitor their activities verify that appropriate permissions have been set. Otherwise “Change” will not be displayed.

Follow these steps to assign an interviewer as you reserve contacts for the survey:

  • Go to the Survey details screen.
  • Tap “No respondents” (if user has no respondents) or the respondent count (if user has respondents).
Pic.16.3.1 Respondent count
  • When redirected to Reserved respondents screen, tap the “+” icon and select an interviewer from the dropdown list of contacts. ACL roles restrict interviewer’s access giving permissions to view and edit only certain groups of contacts (see section ACL Roles).

As the interviewer starts capturing survey participants’ responses, the summary report is being generated in real-time and presented as the chart pie. It demonstrates the results of interviewer’s activities, that is the percentage of contacts from the respondent list with a varying status (Reserved, Interviewed (completed successfully, nobody home, rejected to participate, etc), GO TV).

To view the interviewer’s summary report, go to the Survey details screen, tap “Change” to select interviewer from the dropdown list of contacts and view the report by scrolling down the Survey details screen. Scroll up to view the interviewer’s name for the list of respondents, and further up – the respondent count. For more details (respondent’s names, status, contact info) touch the respondent count.

Pic.16.3.2 Survey Summary