This feature allows you to easily locate a particular number in the sample list. You can then either change the number's priority level, have a specific agent call the number immediately, or recover the number (in other words, add a number that has been abandoned due to the outcome of a previous call back into the pool of numbers that can be contacted).
The find/edit dialog allows you to search the sample list for:
one or more numbers that are still available to be called;
one or more numbers that are no longer available to be called (due to the outcome of previous calls: not available, interview refused, etc.).
find/edit contact dialog is not modal, allowing you to switch to other windows while it is still open.To search the sample list for either of these purposes:
right-click a sample list and select find/edit contact... or
right-click a task in the task list and select find/edit contact.... or
right-click an outbound group in the group hierarchy and select find/edit contact... or
right-click in the quota availability window and select find/edit contact.
right-click in the survey monitor dialog and select find/edit contact.
The following dialog appears:
Enter your search criteria. For example, you might enter a specific telephone number to find a specific individual, or enter a priority level to find numbers of that priority. You can combine several search criteria if you wish. For details on the fields on which you can search, see find/edit contact fields.
Note that it is possible to choose which fields will be used for your search. For example, you might search for a particular contact mode and a particular web result. To add a field to your search criteria, select click to add a condition, and then select the field from the list. Then specify a condition, and value, as appropriate. To change the condition, click in the condition column, and select from the list. To specify a value, double-click the field in the value column, and select or enter the appropriate value. To execute your search, click find.
Click find to search for the numbers matching your criteria. If any are found, they are displayed at the bottom of the dialog. You can sort the list by clicking the appropriate column header; click the column header again to reverse the sort order. An arrow in the header indicates the sort direction.
A record is only included in the results if all the 'include if' conditions are met. However, if you specify more than one similar condition (where only the value differs), then they are all included. This allows you to do searches that are true if one of several criteria are met (e.g. to find records with names starting with a or b). For example:
To find all records with names starting with 'a' or 'b', AND country 15, you would enter the following search criteria:
include if Name starts with 'a'
include if Name starts with 'b'
include if Country = 5
The context (right-click) menu gives you access to the following features:
Call history: View details of the calls that have been made to the selected number, including the agents who made the calls.
Call now...: This command calls the number immediately. You are presented with a list of agents, from which you can choose who will handle the call. If a contact is marked as "do not call", then a warning will be shown, and you will not be able to initiate the call.
You can use this feature to call contacts with a 0 priority, or who are out of quota. When you have selected one or more contacts matching either or both of these criteria, a new dialog appears with the following choices:
Contacts where the user-defined priority is set to 0: select this if you want to call contacts with a 0 priority and de-select it if you do not want to call them.
Contacts for which the quota have been reached: select this if you want to call contacts who are out of quota, and de-select it if you do not want to call them.
Cancel 'call now': Cancels a previous "call now" command.
Web
Start panel interview: Begins a web interview for the selected contact. You are taken to the exact place in the interview that the respondent has reached.
Start panel interview from...: Begins a web interview for the selected contact, from a specific point in the interview. The following dialog appears allowing you to specify which question you start from:
Start panel interview test: Begins a test interview for the selected contact. No data is saved.
Start panel interview test from...: Begins a test interview for the selected contact, from a selected point in the interview. No data is saved. The following dialog appears allowing you to specify which question you start from:
Copy panel link: Copies a link for the selected contact to the clipboard. You can select multiple contacts and select this command to get their panel links.
Switch contacts from web to telephony: Instantly switches the contact mode for the selected contact/s from Web to CATI. Whenever a CATI interview begins for one of these contacts, it will resume at the question where the Web interview left off. The CATI agent is notified (via a pop-up message box) that the interview has been switched from Web to CATI. For further details, see conducting multi-mode surveys.
Send next email: sends out the next due email to the selected contact (or group of contacts). If no invitation has been sent to the selected contact/s, an invitation email will be sent out. If an invitation or reminder has already been sent then a reminder email will be sent.
Recover: Adds the selected number or numbers back into the pool of numbers that can be called (as opposed to their present status, which is unavailable due to the outcome of previous calls; no response, interview refused, etc.)
Reset interview: Resets the data in the sample list, and on AskiaExt/WebProd, so future calls and/or web interviews to this number will start with a new interview. Optionally, the data can also be deleted from the survey.
Change priority...: This command allows you to set a new priority level for the selected number or numbers, making it more or less likely to be called. You are prompted for a new priority number, which is applied to all selected numbers. This command is available only if you selected find number... in the sample lists window.
Edit field: This command allows you to edit the contents of a list field for the selected number. Select the sub-command corresponding to the field you want to edit (e.g. phone number or email address), and then enter the new contents of the field.
Edit appointment: Allows you to create a new appointment for the selected number. The new appointment window appears, where you can define the new appointment.
Modify Interview...: Allows you to edit the interview data for the selected number, in Fast Entry mode. For details, please refer to the askiadesign Assistant.
In Fast Entry mode, if the interview has been flagged as completed, you can clear this status, and therefore ensure it is not counted towards quotas, by clearing the completed check-box.
In Fast Entry mode, a question can be bookmarked, by using the F7 key; to return to the question, press F8.
Note: If the data for any questions has been anonymised, then any data in these questions will not be displayed.
Note: this command is available only in the askiafield supervisor module.
Auto clear: If selected, this option causes the list to be cleared when you perform a new search (i.e. when you change the search criteria and click find).
Clear now: Clears the list of found numbers immediately.
Copy: Copies the entire list to the clipboard.
Print: Prints the list of found numbers.