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CATI Manager is a section available from the side menu available to authorised users. 

CATI Manager - The INVADE basic CATI, this section allows you to load basic sample stored in a .csv style document such as Microsoft Excel. This is to aid preview or predictive dial campaigns that do not require the full function of a CATI. This section works directly with CATI Interviewer section allowing the interviewer to interact with the sample loaded. Supported dial methods are Predictive, Preview, Manual (Manual Dial Solution)




CATI Manager default page header

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From the dialogue pop up box select the .csv file and click open, in this example INVADE050518.csv Image Removed.csv (Note. Only Microsoft Excel Comma Separated (.CSV) can be loaded)
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Confirm you are ready to load the sample click  Upload sample INVADE050518.csv
To activate the campaign with the sample loaded click  Load sample CSV
NOTE. The list of Interviewers for the campaign can be checked, click Refresh at any time (Note. to create and manage interviewers, see 'CATI Interviewer' section
To stop the campaign click   close

NOTE. For all campaigns, at least 1 call has to be made, if not the INVADE Solution will not keep a record available from the 'old' campaigns tab.

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The campaign is created as described above and select MANUAL for the dial method. once and CATI interviewer is logged on they can enter a number and click on the dial button. Once the dial button has been pressed they will be allowed to make this call from separate handset/softphone by keying the same numbers and dialling the call. NOTE. if the numbers do not match the call will not progress
NOTE. Other dial methods are available but are not supported at this time. 
Description of Tables Agents & Sample

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CATI Manager - The 'Tool Panel' (Agents & Sample)
can be toggled to show the columns you require

Note. the tool panel is available from any column
as shown here.

Below is the full list available



Agent 'table' headers
Name = Agent given Name (often a code not a real name)
Location = Agent Extension number
Agent Call = Number of calls made by the Agent for the campaign
InCall(%) = Percentage of agents within a call for the campaign
Wait(%) = Percentage of agents currently waiting for a connected call
Unavail(%) = Percentage of gents Logged in but not available to take a call i.e. just starting a shift
Sample 'table' headers
TelNum = The telephone number dialed for the campaign
Outcome = The outcome of the call as progressed by the INVADE Solution interpreting the signal from the telco (predefined)
Result = The outcome of the interview as coded by the agent using the INVADE Solution CATI

Record ID = As provided by the sample (NOTE. this is often a requirement of a CATI campaign and has been included if not used will return 0)
Interview ID = As provided by the sample (NOTE. this is often a requirement of a CATI campaign and has been included if not used will return 0)
Fresh = Sample not yet used by the INVADE Solution CATI. The new sample will show as fresh even if number previously used within that campaign or others on the INVADE Solution CATI


Columns required to create the sample  for the INVADE Solution
Attached to this page is a sample template for users to create and load .CSV. Once created this can be loaded following the above guide. 

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