Difference between revisions of "Create new interviewers"

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<accesscontrol>Main:MyGroup</accesscontrol>
 
== Step 1 - Create interviewers  ==
 
== Step 1 - Create interviewers  ==
  
 
*Resource template: <span style="color: rgb(255, 0, 0);">Limited Access Employee </span>  
 
*Resource template: <span style="color: rgb(255, 0, 0);">Limited Access Employee </span>  
*Remember that this group <span style="color: rgb(255, 0, 0);">CATINÉT EMPLOYEES: Resource Access - Consultant </span> must have '''Administrator''' access to these users
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*Remember that this group <span style="color: rgb(255, 0, 0);">Voxmeter EMPLOYEES: Resource Access - Consultant </span> must have '''Administrator''' access to these users
  
 
== Step 2 - Add these interviewers to a group<br>  ==
 
== Step 2 - Add these interviewers to a group<br>  ==
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*Parent resource: based on the project<br>  
 
*Parent resource: based on the project<br>  
 
*Add the user in step 1 to the new group  
 
*Add the user in step 1 to the new group  
*Remember that this group <span style="color: rgb(255, 0, 0);">CATINÉT EMPLOYEES: Resource Access - Consultant </span> must have '''Administrator''' access to this group<br>  
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*Remember that this group <span style="color: rgb(255, 0, 0);">Voxmeter EMPLOYEES: Resource Access - Consultant </span> must have '''Administrator''' access to this group<br>  
 
*Add navigation to My Portal page for the group
 
*Add navigation to My Portal page for the group
  
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[[Image:CATI portal.png]]  
 
[[Image:CATI portal.png]]  
  
*Push My CATI element to new interviewer's desktop by choosing the Push/Pull menu, select this group and press Update
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*Push '''My CATI''' element to new interviewer's desktop by choosing the '''Push/Pull''' menu, select this group and press Update
  
[[Image:Push_CATI.png]]
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[[Image:Push CATI.png]]  
  
 
== Step 3 - Add interviewers to the fieldwork  ==
 
== Step 3 - Add interviewers to the fieldwork  ==

Latest revision as of 12:22, 16 October 2013

<accesscontrol>Main:MyGroup</accesscontrol>

Step 1 - Create interviewers

  • Resource template: Limited Access Employee
  • Remember that this group Voxmeter 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 Voxmeter 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