Category:Sample Request Module



Sample Request Module

The Sample Request Module (SRM) combines the Groupbuilder module and Samplebuilder module in order to offer Catglobe users possibility of using respondents from other sites in their data collection process. The Sample Request module can also be offered internally in an organization to make it easy to create the specific sample you need without having to go through the sometimes cumbersome process of creating groups in the groupbuilder, then adding them as a sample to your questionnaire, and finally sending a letter of invitation to join the questionnaire. All of these steps are handled as one.

Another difference of the SRM is the way it builds it's sample. While the Groupbuilder decides on number of users for each rule based on a fixed target, the SRM uses a percentage target to decide on how many users each rule should have.

There are three steps that we need to go through to create a new sample request:

Step 1: Add the sites that we will allow to use the SRM via our own site. This is done via the Site setup feature. Click here to learn more.

Step 2: Create groups of users who we allow external users to extract respondents from. This is done via the Panel selector feature. Click here to learn more.

Step 3: Log in to create a sample request using SRM. This step is done in the Sample request module. Click here to learn more.

Configuration Notes

As you will quickly come to learn when using Catglobe, there are a lot of navigation considerations you need to take, in order to have the right people use the right modules. Below we give you a short introduction to the navigation access rights you will need to grant users of the Sample Request Module in order to have them access all needed.

A user who wants to create a Sample request must have all the following navigation access:

Module: Common structure

No sub settings needed

Module: Communicator template module

Module settings:

• User can add a communicator template to the system
• User can delete a communicator template from the system.

This module allows the requester to create and manage mail templates which may contain a link to the Project questionnaire.

Module: Folder module

Associated Modules:

• Uses communicator module.

This module allows the requester to save mail templates in a specific folder.

Module: Questionnaire module

Module settings:

• User can search for questionnaires using large search control.

This module allows the requester to search for the auto-generated questionnaires created by Sample request module.

Module: Sample request module

Module settings:

• User can add a sample request to the system.
• User can delete a sample request from the system.

This module allows the requester to add and delete a sample request.