Survey Status for Targets

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Overview

The Survey Status for Targets module lets users configure how the completion status for their targets will be defined using the submission data coming in from SurveyCTO. Configuring this module correctly is critical to ensure that SurveyStream can accurately determine the completion status of the targets for your survey. Each submission in the SurveyCTO main form is expected to have a numeric Survey status variable which indicates the outcome of the survey for that target, such as whether it is completed, refused, not found, etc. This module allows you to map these numeric survey status values to specific labels and flags that will be used for calculating productivity metrics and determining assignment eligibility.

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Needed for features

1. Productivity Dashboards The list of survey status values and corresponding labels and flags are used for calculating various productivity metrics for the survey.
2. Assignments The survey status values are used to determine whether a target is assignable or not. For example, if a target has a submission with completed survey status it will not be assignable to any surveyor.
3. Emails When emails containing assignments are sent to surveyors, the survey status is used to filter and send only pending target information.
4. Data Quality Dashboards SurveyStream provides an option to filter data based on survey status before applying checks. This can be used to run checks only on completed and partially completed submissions. To apply this filter, you need to configure the required survey status values in this module.

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Prerequisites

1. Configure the main form on SurveyStream Complete the SurveyCTO Integration step on SurveyStream as survey status values are defined for a main form. Ensure the form has a numeric variable for Survey status that captures the outcome of the target interaction. The variable in your SurveyCTO form definition should be of select type with a predefined list of survey status values to choose from.

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Configuration

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Process

For surveys with survey modality phone and in-person, the module preloads a list of default survey status values. You can edit the list, add and remove survey status values as per your requirements. For surveys with survey modality mixed mode, there is no default list and you will need to populate the statuses manually.

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Add a survey status

To add a new survey status, click the Add button. This will open a pop-up where you can enter the following details:

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Edit a survey status

To edit a survey status, select the survey status from the list and click on the Edit button. This will open a pop-up where you can edit all fields except Survey status.

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Delete a survey status

Select one or more survey status values from the list and click on the Delete button. This will remove the survey status values from the list.

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Additional notes

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Default survey status values

• For surveys with in-person survey modality:

  Survey status	Survey status label	Completed flag	Refusal flag	Target assignable	Web app tag
  1	Fully complete	True	False	False	green
  2	Partially complete - revisit	False	False	True	gold
  3	Partially complete - no revisit	False	False	False	green
  4	Appointment	False	False	True	blue
  5	Refusal	False	True	False	red
  6	Not found - revisit	False	False	True	gold
  7	Not found - no revisit	False	False	False	red
  8	Not attempted	False	False	True	gold
  9	Ineligible household	False	False	False	cyan

• For surveys with phone survey modality:

  Survey status	Survey status label	Completed flag	Refusal flag	Target assignable	Web app tag
  1	Fully Complete	True	False	False	green
  2	Partially complete - call got cut midway	False	False	True	gold
  3	Partially complete - respondent cut call without reason	False	False	True	gold
  4	Partially complete - respondent refused midway	False	True	False	green
  5	Number unreachable	False	False	True	gold
  6	Number invalid	False	False	False	red
  7	Incoming calls not available	False	False	True	gold
  8	Nobody picked up	False	False	True	gold
  9	Wrong household called	False	False	False	red
  10	Call failed due to network issues	False	False	True	gold
  11	Number switched off	False	False	True	gold
  12	Specific respondent not available	False	False	True	gold
  13	Intended respondent does not exist	False	False	False	red
  14	Appointment	False	False	True	blue
  15	Respondent refused	False	True	False	red