Difference between revisions of "Create new interviewers"

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== Step 3 - Add interviewers to the fieldwork  ==
 
== Step 3 - Add interviewers to the fieldwork  ==
  
*Open the Fieldwork current worked questionnaire, go to '''Interviewer '''tab and add the users
+
*Open the Fieldwork of current worked questionnaire, go to '''Interviewer '''tab and add the users
  
 
[[Image:Fieldwork Interviewer.png]]  
 
[[Image:Fieldwork Interviewer.png]]  

Revision as of 06:53, 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

Group navigation access.png

  • This group must have at least Observer access to the portal element My CATI (Administrator->System->My portal element)

CATI portal.png

  • Push My CATI element to new interviewer's desktop by choosing the Push/Pull menu, select this group and press Update

Push CATI.png

Step 3 - Add interviewers to the fieldwork

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

Fieldwork Interviewer.png


Now the interviewers are ready

Myportal CATI.png