Employee Roster

The Employee Roster stores employee information that can be used by interviewers when logging into a survey. By default, 20 records will be displayed on the screen at one time and these records will appear sequentially by ID. You have the ability to display as many as 100 records on a screen at a time.  When sorting records, you can sort by ID (default) or by Name.

The Employee Roster (also known as the employee.xxx file) resides in the $CFMC/control directory, not the $CFMC/ipcfiles directory. You need to make sure you remove any copies of the employee.xxx file from the $CFMC/ipcfiles directory.

  1. Click on the Manage Tab
  2. Select Shop and Server
  3. Click Employee Roster
  4. Deleting Records:
    1. Click the check box under the delete column of the record you wish to delete
    2. Click the “Delete” button to delete the record
  5. Adding Records:
    1. Click the “Add Records” button
    2. A pop up menu will appear, make appropriate additions
    3. Click the “Save Record” button
    4. To discard your changes, click the “Close” button
  6. Editing Records:
    1. Click on any column in a row to edit that record
    2. A pop up menu will appear, make appropriate changes
    3. Click the “Save Record” button
    4. To discard your changes, click the “Close” button

Manage-Shop _ Server-Employee Roster

Information Stored

Option Description
ID Used to store the interviewer’s ID. This field can be up to 4 characters in length and you can use an alphanumeric combination of characters.
Name Used to store the interviewer’s name. This field can be up to 26 characters in length.
Special Interviewer Type Allows you to designate a special interviewer type. There are 9 special interviewer types that can be assigned for various reasons.
Interviewer Capabilities
Capability Function Description
B Abort, Break, Change Interviews Allows the interviewer to abort out of an interview without saving data. Also allows interviewer the capability to change from one survey to another.
C Change Interviews Allows you to change from one interview to another.
D DEBUG Mode Overrides interviewer controls, allows GOTO forwards and backwards, can Abort, Break or Change interviews.
E Echocats Mode If this option is chosen, it will “echo” all of the responses entered. This option is typically used for multiple response questions.
L Do interviewer logging and save at end of interview Interviewer logging will store the answers to each question in an interviewer log file. This option will save the answers at the end of the interview. The interview log file comes in handy when debugging issues or survey problems.
N No Capabilities Using this option gives the interviewer no capabilities and they cannot VIEW prior interviews.
Q Interviewer Logging saved after every question Interviewer logging will store the answers to each question in an interviewer log file. This feature is typically used in environments where power outages are common.
T Training Mode If this option is selected, the interviewer is started in Training mode by default. Training mode is used for “practice” interviews where you don’t want to store any data. This is typically used at the beginning of a new study where you want to familiarize your interviewers with a new study.
Additional User Data Information entered here can be displayed and used in interviews.

Sorting Records

You can sort records by ID or by name. The default is to sort by ID. To change the sort method, click the Sort By drop down menu and choose ID or Name.

Deleting a Record

To delete a record, click on the check box under the delete column next to the record you want to delete. The record will be highlighted in red. To delete the record, click the “Delete” button.

Getting a Specific Record

To find a specific record, enter a filter like an ID in the Filter On box and click the “Filter” button.  To clear the filter, click on the “Clear” button.

Adding a Record

To add a record, click on the “Add Records” button. A popup box will appear where you can assign Employee ID, Employee Name, Special Types, Capabilities and User Data. To save your changes, click the “Save Record” button.

Manage-Shop _ Server-Emp Roster-Add

 

Video on managing your employee roster file