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Create new interviewers: Difference between revisions

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*Remember that this group <span style="color: rgb(255, 0, 0);">CATINÉT EMPLOYEES: Resource Access - Consultant </span> must have '''Administrator''' access to these users
*Remember that this group <span style="color: rgb(255, 0, 0);">CATINÉT EMPLOYEES: Resource Access - Consultant </span> must have '''Administrator''' access to these users


== Step 2 - Create a group  ==
== Step 2 - Add these interviewers to a group<br> ==
 
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: <span style="color: rgb(255, 0, 0);">Standard Group </span>  
*Resource template: <span style="color: rgb(255, 0, 0);">Standard Group </span>  
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[[Image:CATI portal.png]]  
[[Image:CATI portal.png]]  
== Step 3 - Add interviewers to the fieldwork  ==
*Open the Fieldwork current worked questionnaire, go to '''Interviewer '''tab and add the users
[[Image:Fieldwork Interviewer.png]]


<br>  
<br>  


=== Now the interviewer are ready to interview ===
=== Now the interviewers are ready  ===


[[Image:Myportal CATI.png]]  
[[Image:Myportal CATI.png]]  


[[Category:Production_guidelines]]
[[Category:Production_guidelines]]

Revision as of 04:18, 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)

Step 3 - Add interviewers to the fieldwork

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


Now the interviewers are ready