Interviewer User Guide

Login
To login to Interviewer, use your Dynata credentials. This is the same username and password
used to login to your computer and Workday.

Allow Screen Sharing

If prompted to use your microphone, click Allow. When prompted to share your screen,
double-click on the image of your screen to share your entire screen.

Project Assignment
Your supervisor will assign you to a project and queue. If you see either of these messages,
please alert your supervisor.
Once you have an assignment, you may either click the Briefing button or go directly into the
queue by typing “land” or “cell.”

Not Ready Page

Once you enter your assigned queue, you will be on the Not Ready page. From there you may
click Ready to begin dialing, leave the queue, access a test survey for the project, manually
access a PIN, access your manual callbacks, or go on break.

Cell Phone Queue

When you receive a phone number to dial, type all 10 digits into the Phone Number box and hit
enter. You may also click Not Ready to return to the Not Ready page.
If the phone number entered does not match the phone number on record, you will receive a
message. Click Cancel to retype the number or Continue to call the number entered.

Landline Queue
Landline numbers will be auto-dialed either progressively or predictively. You will see this
screen while waiting for a call.

On a Call
Once a call is made for either landline or cellphone queue, the survey page for that record will
load along with call controls and other information on the right hand side. Your dialing stats and
recent PINs can also be viewed by expanding the menu on the left hand side.
Not Ready
If you want to stop receiving calls, hit the Not Ready button before ending your current
call. A blue box with a check indicates you are ready to receive more calls. A yellow box
with an x indicates you are NOT ready to receive more calls.

Reload Survey
If for some reason you need to reload the survey page, use the white Survey Reload
button.

Call Controls
These buttons can be used while on a call.

End Call (you may also end a call by using ESC key)
Place Call on Hold
Mute Call
Transfer Call to Manager
Volume Controls
The Headphone icon on the left shows audio coming from respondent
The Microphone icon on the right shows audio coming from agent
You can adjust your volume using the slider

Sample Info
To view information about the sample record you are calling, click Show Sample Info.
 Using Keypad While on a Call
If you need to use the keypad while on the call (e.g. to navigate an interactive menu),
click Show Keypad.

Adding or Review Notes

To add or review notes about the record, click Show Notes.

After Ending a Call

For calls where the survey dispositions the call such as Screenouts, you will receive a new
record after hanging up. For all other calls, after you or the respondent ends the call, you will
see the list of available dispositions on the right hand side. Double-click on the appropriate
disposition to move on to the next record. You may also select the disposition and click Dispose
Call.
On completed surveys with open ended responses, you will see the open ended responses
after ending the call. Review each open ended response, make any necessary edits, and then
click Done to save and move on to the next record.

Receiving a New Project Assignment

When a supervisor changes your project assignment while you are on the Queue Confirmation
or Not Ready page, you will receive a message letting you know you have been re-assigned to
a new project. You will then be taken directly to Queue Confirmation page for your new
assignment.

If a supervisor changes your project assignment for you while you are on a call or waiting for a
call, you will receive a message letting you know you have been re-assigned to a new project.
Once you finish the call you are on, you will be taken to the Queue Confirmation page for the
new project.

Receiving Messages from Supervisors

Supervisors may send you messages while you are in a queue. These will remain on your
screen until you click to dismiss them.

Test Project
The test project option allows you to review the script BEFORE making actual calls. This allows
you to review the questions and make sure you are prepared before having a LIVE person to
speak with and ask the questions. Fill it out and read through it as if you were asking someone
else. When you finish, click “END TEST” to return to the menu.
Manual Pin
Manual PIN is a way we can access a previously filled out survey that wasn’t all the way
completed. This could be used if something happened to your computer or phone or their phon
in the middle of a call and you want to try to call them back to finish. If you are able to write
down the PIN found in the sample information you can enter that into the box and pull up the
incomplete questionnaire.

Manual Callback
If you have made a call previously and the respondent had to end the call before you were
finished but gave you permission to call back later, you can write down their PIN number and
store the call as a suspend. Then when the time arrives to call back, you can enter it in the
“manual PIN” as described previously or you can click “Manual Callback” to gain access to the
survey. The “Manual Callback” button will present you with a list of callbacks you have saved
for that project and that specific queue (cell or landline). Just click the one you want from the list
and get started!

Project briefing
Sometimes we do group project briefings to cover extra project information and to provide tips
or suggestions on how to be successful on the project. If you haven’t logged in yet to take
calls, you will see the briefing button below the
project list like this:

Click on that and you will be marked in the time system as briefing. This is only helpful to the
supervisors to see where you were spending your time during your shift and doesn’t affect your
clock in or out times.
Breaks
Breaks are important and should be taken to help you stay focused and rejuvenated throughout
your shift. When you need to take a break, simply click on the break button in the main
selection window. Break time ends when you click on “LEAVE BREAK”. (see image)

Logging Out
To log out, click on the red Logout button in the top left hand corner of the screen next to your
name. ​NOTE: ​You cannot log out while on a call or waiting for a call. You must first go to the
Not Ready page or Leave Queue before logging out.