Supervisor

Components of the Supervisor Software

The supervisor software is a suite of connected tools for the supervisor: to track the progress of their team (Reports) manage the quality of their work (Interviews) manage their members of the team (Teams and Roles) and monitor and manage assignments (Assignments) The following section will provide an overview of each tool—Reports, Interviews, Teams and Roles, Assignments.  Reports Reports tab provides four different types of reports: Survey and Statuses, Team members and Statuses, *Quantity* and Speed.

August 9, 2018

Find an Interview

Use filters to narrow down your search—by questionnaire, by team member, and by survey status. Keep in mind that after an interview has been approved by a supervisor and is sent to the headquarters users, the supervisor no longer sees the interview on the dashboard. Click on the Interviews tab at the top of the screen: By questionnaire To filter by questionnaire, move your cursor to the Filter panel at the left of the screen.

August 9, 2018

Review an Interview

First, click on the Interviews tab at the top of the screen. Then, click on the interview key of the interview that you would like to review. To review the interview, the supervisor will need to use several tools. Language If the survey case is a multilingual questionnaire, the supervisor can review the case in another language. To do so, click on the Language drop down menu on the left most menu and choose another language.

August 9, 2018

See the Overall Progress of Data Collection

Reports tab provides six different types of reports: Survey and Statuses, Team Members and Statuses, Quantity,Speed, Map Report, Survey Statistics.Note that assignments do not have a status, and these reports only reflect the status of Interview cases. Interview cases only have their status reflected once an interview is created and completed from an assignment.  Survey and Statuses First, click on the Reports tab at the top of the screen and select “Surveys and Statuses” from the dropdown menu.

August 9, 2018

Manage Interviewer Accounts

Change the password for an interviewer account During the survey, an interviewer may forget his or her password. To address problem, the supervisor can change the interviewer’s password. Click on the Teams and Roles tab at the top of the screen. Then, click on interviewer’s username whose password needs to be changed. Next, click on the Edit personal info link. Lastly, compose a new password and confirm it. Click on the Update button at the bottom of the screen.

August 9, 2018

Distribute an Assignment

Switch to the list of the assignments to the team by clicking on the Assignmentsmenu item at the top of the screen. Set the check box to the left of the assignment(s) to be assigned to an interviewer. (As a supervisor you can select multiple assignments to be assigned in a single action). Then, click on Assign and select an interviewer from the pop-up menu. This will assign the selected assignments to the selected interviewer.

August 9, 2018

Reassign an Interview

To begin, click on the Interviews tab at the top of the screen.The supervisor application will then show the full list of interview cases. Cases to be reassigned to another interviewer You may need to change survey case assignments because of interviewer job performance issues, illness, and management of the team’s workload. For example, reassigning a survey case from an overloaded interviewer to an interviewer that has time. The protocol for changing assignments vary depending on the interview status.

August 9, 2018