How to: Use “Auto Back-Check”

Overview

In the case you have field managers who are tasked with running back-checks on interviews of their interviewers, you can configure SurveyToGo to automatically designate interviews to be “returned to surveyor” to the field manager, so that the field manager can view them and run back checks on them. The interviews for back-checking will be chosen randomly from the pool of interviews conducted by the field manager interviewers in the last 24 hours since the last cut-off time. This allows for daily auto back-checking. In order to configure the auto back-checks:

  1. Step 1: Specify the field manager interviewers.
  2. Step 2: Configure the auto back-check settings for a survey

Step 1: Specify the field manager interviewers

In case we have a field manager user named “FM-Rick” who is in charge of 3 interviewers called “Interviewer1″ , “Interviewer2″ and “Interviewer3″. In order to configure the fact that FM-Rick is responsible for the 3 interviewer users:

  1. Right click on the FM-Rick user and select “QA Responsible List”:


  2. Click “Add” and locate and select the 3 interviewer users:




  3. Finally, make sure both the interviewer users and the field manager user are assigned to the relevant survey.

 

 

Step 2: Configure the auto back-check settings for a survey

Now that the interviewer-field manager relationship is established, you can configure the auto back-check settings for the survey. To do this:

  1. Right click on the survey, and select the “Auto back check information” option:




  2. Next, set the relevant settings based on the description providedThe auto back check settings screen:

 

auto-backcheck

 

Option Description
Enable auto backcheck Turns the auto back check on/off
Assign by supervisor/surveyor Checking this box sets the system to assign by supervisor. Un-checking sets the system to assign by surveyor:

 

By Supervisor: Means that out of the pool of the interviews performed by the interviewers assigned to the field manager, X random interviews will be randomly selected and assigned to the field manager but in no case no more than X interviews.

By Surveyor: Means that out of the pool of the interviews performed by the interviewers assigned to the field manager up to X random interviews of each interviewer will be assigned to the field manager but in no case no more than X interviews * interviewers.

Assign X interviews per supervisor/surveyor Number of interviews to assign according to the definition above
Run-at time Cut off time for the day. Recommended to leave at 12:00am as the default.
Repeat every Interval of when to run the assignments, recommended to leave at every 24 hours.
 Backcheck Interviews of status Specify the status of the interviews that the system will check in order to consider for the auto-backcheck 
   

That’s it!

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