In this article
The Forsta Plus platform includes a wide variety of features and functionalities for survey authoring, data management, and reporting. Optional modules and features can also be enabled to enhance the core platform, providing additional functionalities. Optional modules and features include but are not limited to: Action Management, CAPI, CATI, Discovery Analytics, Genius Text Analytics, Hierarchy Management, Instant Analytics, Model Builder, Panel Management, CRM Connect and Translation.
To ensure maximum data security and guarantee your staff has access to the functionality they need, Forsta Plus employs an array of user roles and permissions. Note that your users will only have access to modules and features that are enabled in accordance with your Forsta contract, regardless of all other factors.
The user roles include:
- Professional User
- Standard User
- Analyst User
- CATI Supervisor
- CATI Interviewer
- CAPI Supervisor
- CAPI Interviewer
- Translator
- System Administrator
- Report Viewer Access
- Report Analyst Access
- Survey Dashboard & Instant Analytics Access
Forsta also has Designated User roles for staff members responsible for managing the more technical aspects of your Forsta Plus platform.
SaaS only:
Contact Professional Services support@confirmit.com to change the user level.
Professional Users
Professional users can have access to the full range of Authoring functionality, depending on the add-ons licensed by their company and the permissions allocated to them by their system administrators. Professional users must acquire the most complete knowledge of the Forsta web application; they are typically responsible for the following areas of a survey:
- Initiating a new survey
- Programming questions and skip logic in Survey designer
- Setting up survey properties (permissions, public survey/limited survey etc)
- Handling respondents in limited surveys
- Building panels of respondents
- Compiling/generating interview files to make the survey go “live”
- Maintaining and extending the library of interview layout templates
- Extending the library of Surveys, questions, and forms
- Creating and publishing reports
- Providing to the end users of results, access to reports online
- Professional users also have access to the File Library functionality (go to File Library Overview for more information).
This documentation is written principally for the Professional user, as this is the "complete set" of information. Standard users will be operating from a reduced menu system, so they will find that some functionality described in this documentation will not be available to them; Standard users should ignore those parts of this documentation that do not apply to them. For Express users, a separate document exists describing the Express functionality - refer to the Express User Guide for further information.
Standard Users
The Standard user level is intended for those who use Authoring on a less-frequent basis (weekly or monthly), and who do not need or do not have time to learn the volume of functionality and properties available to the Professional user. The menu system and functionality available for the Standard user is therefore considerably reduced from that of the Professional user, giving a tidier and easier to use screen layout.
This documentation is written principally for the Professional user, as this is the "complete set" of information. Standard users will be operating from a reduced menu system, so will find that some functionality described in this documentation will not be available to them. This will become apparent to the user as he/she uses the system, so Standard users should ignore those parts of the documentation that do not apply to them.
The functionality that is available to both Standard and Professional users operates in the majority of cases in the same way.
Analyst Users
Analyst users are those who need access to review or analyze system data and perform functions in Action Management and Discovery Analytics.
Refer to the appropriate user guide for further details.
CATI Users
CATI Supervisors are the individuals responsible for directing the day-to-day CATI operations. interviewer accounts, manage sample and quotas, review CATI reports and dashboards, monitor interviews, edit verbatims, and play back recordings.
CATI Interviewers are the individuals responsible for conducting CATI interviews. This user is only able to view the surveys and respondents that are assigned to them.
Refer to the separate CATI Supervisor documentation for further details.
CAPI Users
CAPI Administrators are the individuals responsible for directing the day-to-day CAPI operations. This user is able to create and manage field force interviewer accounts, and review CAPI reports and dashboards.
CAPI Interviewers are the individuals responsible for conducting CAPI interviews. This user is only able to view the surveys, respondents and quotas that are assigned to them.
Refer to the separate CAPI Administrator and CAPI App documentation for further details.
Translators
Translator is a User Role available for individuals responsible for translating surveys. Translators access Forsta Plus through a dedicated URL for security, and their permissions are strictly limited to viewing and translating assigned surveys.
Refer to the separate Translator documentation for further details.
System Administrators
The System Administrator is an additional set of permissions that can be enabled for Professional User(s) who have decision-making authority within their company. This user is able to grant permissions to other users, and can access all enabled system features, view and edit company-wide settings, and monitor usage data for the client’s account.
End Users
End Users are user roles that are allocated by Designated Users, and are for users who access Forsta Plus for end user functions such as accessing reports, dashboards and Action Management. End User roles include:
- Report Viewer Access (RVA) can access reports and dashboards that have been assigned to them in Reportal.
- Report Analyst Access (RAA) allows users to analyze existing report data and create tables.
- Survey Dashboard & Instant Analytics Access allows for access to Instant Analytics and Survey Dashboard.
Further information on End Users is given in the relevant user guides.