Headquarters

Changing the Interface Language

Survey Solutions interface for Headquarter and Supervisor users can be presented in different languages. This article describes how to switch the interface to be presented in an alternative language. Recall that both HQ and Supervisor users work via a web browser. Switching the interface is done by telling the browser to request the content in a particular language. Note that this affects both Survey Solutions and other sites that are visited with the same browser.

August 9, 2018

Components of the Headquarters Software

The headquarters software is a suite of connected tools for the administrator and headquarters users: to track the overall progress of the survey (Reports) to review completed interviews (Interviews) to manage the human resources (Teams and Roles) to specify survey instruments, create survey assignments with those instruments(Survey Setup) to export the data collected from these assignments (Data Export) to find a check the status of particular case assignments (Troubleshooting) The difference between the headquarters and administrator users is that the administrator can create headquarters/observer user accounts, archive user accounts, and delete questionnaire templates from the headquarters server.

August 9, 2018

Survey Workflow

Workflow Demonstration Check out the video below (starting from 0:30) to learn about the survey workflow in Survey Solutions.  Workflow Description Headquarters, designated by the PC at the top of the figure, determines the subjects that need to be interviewed (households, firms, geographic area, etc.) and their assignments across team supervisors. Assignments can include one or more interview cases. Team supervisors, denoted by the laptops in the middle, first receive these assignments and then allocate them to the members of their team.

August 9, 2018

Reports Tab: Track the Overall Progress of the Survey

Reports provide headquarters with a summary of the status of fieldwork—of progress by questionnaire, by team, by status duration, by devices/interviewers, by geography, by quantity, by speed, or on detailed survey statistics. All the reports under this tab can be exported in XLSX, TAB, and CSV formats. To export, navigate to the bottom right of the report, and click on the desired download format. By questionnaire template The *Surveys and Statuses* report summarizes the progress of each survey that headquarters is overseeing (i.

August 9, 2018

Interview Tab: How to Find, Review, and Delete Survey Cases

The Interview tab is designed for taking action. Under the Interview tab, headquarters may search for survey cases, reallocate them to different teams, review them for quality assurance, and delete them to fix problems. The interview tab consists of the following tools: Database of survey cases. The rows are survey case entries. The columns capture details about survey cases, such as the respondent’s address, interview status, and an indicator that the interviewer has or has not received the survey case.

August 9, 2018

Teams and Roles Tab: Creating User Accounts

The Teams and Roles tab provides tools for managing the human resources responsible for data collection—creating, editing, and deleting user accounts for supervisors, interviewers, headquarters (administrator), and observers (administrator). This tab also provides access to the batch user upload feature, where up to 10,000 user accounts can be created from a single tab-delimited file. To learn more about batch user upload, please refer to this article.  Supervisor accounts Every survey needs supervisors.

August 9, 2018

Batch User Upload

Up to 10,000 user accounts can be created from a single tab-delimited file, which must include the login, password, and role of the user, and may include additional attributes, like email or phone. Batch creation of user accounts comes handy when: the same accounts need to be replicated on a different server; migrating from a different CAPI system with established accounts; the survey is so huge that manual creation of accounts via a web interface would take a significant amount of time.

August 9, 2018

Data Export Tab

Overview The Data Export tab enables headquarters to export: Data for all survey cases or by survey case status (interviewer assigned, completed, approved by supervisor, or approved by headquarters Binary data Metadata Paradata  How to export data  Step 1 Log in to the server as the headquarters user. If you are testing Survey Solutions, log in at https://demo.mysurvey.solutions. Note that each institution using Survey Solutions will utilize their own server.

August 9, 2018

Data Export Files

Overview The exported data will be in a .zip file containing one or more files. The number of such files is a function of the structure of the questionnaire, meaning that exporting produces one file per level of observation in the questionnaire, or in other words in addition to one file at the questionnaire level, each roster in the questionnaire will generate another export file. For example, one file for household-level variables, one file for household member-level variables, and one file for asset-level or consumption item-level variables.

August 9, 2018

API for Data Export

Survey Solutions Headquarter provides a possibility for other [authorized] applications to perform data export. This is especially useful for creation of external dashboards, nightly automatic validations and other similar tasks. The API usage is performed with GET and POST HTTP requests addressed to the HQ server. All requests should be authorized via authorization of type: Basic. Note that an API user must be created on the server you address. The minimum set of tasks that the API users must be aware of to download the data includes:

August 9, 2018