Creating a CATI Survey

The Survey for a CATI survey is created in the same way as any other survey. When you are ready to launch the survey:

1. Go to the Survey Management > Survey Settings menu command.
2. Check the CATI Survey box - .



Figure 1 - The Survey Settings page

This activates the options in the CATI Options tab - . Checking this box also checks the CATI Survey box on the Launch Survey page.

Note: If a survey is CATI enabled, then two additional code attributes become available for Single and Multi questions in the Question Properties > General tab (go to General for more information). These code properties are the Default Answer Code and the Refused Answer Code.
If the Default answer code is applied to a question, then during CATI interviewing the CATI interviewer can use the Default button or keyboard shortcut (Ctrl+d) to select the default answer.
If the Refused answer code is applied to a question, then during CATI interviewing the CATI interviewer can use the Refused button or keyboard shortcut (Ctrl+r) to select the Refused category.



Figure 2 - The CATI Options tab

3. Select the desired options (go to CATI Options for more information) and save the settings.
4. Launch the survey.

Note: A CATI survey can only be launched in the Production mode; there is no Test mode available for CATI. However you can adjust the UI of a test version so it is easily distinguishable from the production version .

On completion of the task, the link to the complied survey will be available on the Overview page in the normal manner.

Creating a Test Version of a CATI Survey

You may wish to create a duplicate version of a CATI survey so you can test it or practice working on it before you start to collect real data in the live production survey. In these cases a common approach is to add words such as ‘Test’ or ‘Live’ into the name of the survey. However both the test and the production versions will look almost identical, so a potential danger is that the interviewer may accidentally enter test data into the production survey or production data into the test version. To help avoid possible confusion, you can create a much more visible distinction to the interviewer interface for surveys deployed as test surveys. By simply including #Test at the end of the survey name for a CATI survey, the system will automatically adjust the appearance of the interviewer UI by applying a yellow background to the toolbars at the top and bottom of the screen. In addition, the words TEST MODE will be included in the console window title, and a flashing ! Test Mode symbol will be included in the toolbar - .

Figure 3 - Example of a CATI survey in Test mode

To return the user interface to its normal look, delete the #Test text from the survey name and save the changes (go to General Fields for more information).