2 | | Edit the BASEpasse project to ensure that each interviewer has a user ID. |
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3 | | Insert a PRESTRATE question in the questionnaire. |
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4 | | Ensure that the PRESTRATE question text segment lists each active stratum along with the maximum number of cases that can be used from the sample in each case, as in 1=50, 2=100, 3=200 if the intent is to limit the number of cases used from stratum 1 to 50. |
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5 | | Insert a CALCTESTQUOTAS question in the questionnaire. |
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6 | | Ensure that the CALCTESTQUOTAS is a CALCUL question which defines the TESTQUOTAS question, as is TESTQUOTAS = $PRESTRATE. |
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7 | | Insert a TESTQUOTAS question in the questionnaire. |
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8 | | Ensure that the TESTQUOTAS syntax is respected: |
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| | the "complete" parameter should be the name of a question which will systematically contain something in completed questionnaires and systematically be empty in incomplete questionnaires; typically, the "complete" question is a BLANK question which is only accessed as part of a completed questionnaire; |
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| | the "skip" parameter should be the name of a question where cases beyond quotas are sent to display a Sorry message and terminate the interview; typically, the "skip" question is a CULDESAC and BACKWALL question which is only accessed as part of a quota-filled questionnaire; using display conditions or skips, make sure that the quota-filled cases do not have a value in the Complete question (unless quota-filled cases do constitute a complete case); |
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| | each active quota must be listed, along with the target number of completion as in 1=50, 2=100, 3=200 if the intent is to complete 50 questionnaires in stratum 1. |
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9 | | Make sure that there is one field in the questionnaire for each field that must be pre-populated. Plan to pre-populate non-numeric data with at most four digits into the main part of the question; other types of data must be pre-populated into the open-end part of the question. Ensure that the pre-populated fields which must be displayed to the interviewers are given an INFOCATI type. |
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10 | | Create a subdirectory in the CallWeb directory to store the project files. Prefix the subdirectory name with "cw" so that CallWeb recognizes it as a project directory. Give read and write permissions to "the world" and to the owner on that directory. |
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11 | | Copy a call result code file (.ccw) from another project into the project directory and name it according to the project name ("project.ccw"). |
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12 | | Carefully review each result code in cwcodescati.cgi to ensure that the associated behaviours are appropriate for the current project; add new codes or delete old ones according to the requirements of the project. |
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13 | | Compile the project and ensure that there were no compilation errors. Correct errors and re-compile. |
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14 | | If appropriate, create an HTML page called "consigne.html" containing general instructions to interviewers and/or the contact text and place it in the project directory. |
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15 | | Create a tab-delimited file of data to be pre-populated which includes, at a minimum, for each case, the _telkey, the _telephone field and group membership in PRESTRATE. |
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| | Make sure that the first line of the file identifies correctly the field to be pre-populated: think through whether the main part or the open-end part of a question needs to be fed the data. |
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| | The simplest way to create this tab-delimited file is to use Excel to build a spreadsheet including the required calculations and to save the sheet as a "tab-delimited" file from within Excel. |
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16 | | Send the pre-population data file to the server and perform the pre-population. |
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| | Using cwnav.cgi, verify that the data were pre-populated as expected. |
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17 | | From the supervisor menu, add telephone numbers to the list accessible to interviewers. |
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| | Enter the number of New numbers to be made available. |
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| | Make sure to include all categories of results that should be automatically brought back to the attention of the interviewers on a regular basis (e.g., busy, no answer, but probably not fax and not in service). |
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| | Make sure to request automatic updates at least every 20 minutes. |
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