List of functions

Module: Questionnaire Form Setup

The Questionnaire Form is in Catglobe also known as the Questionnaire Template and Questionnaire Editor. This module is used for setting up questionnaires with all questions, properties and conditions. The tool is normally used by the Survey Responsible.
Features – Survey Responsible	Support
Ability to reuse forms.	v
Ability to share forms.	v
Ability to redirect between forms.	v
Filters on questions like minimum, maximum, points, countdown, button display, required status, grid style, decimals, randomization and rotation of answer options, individual question layout, and much more.	v
Conditions between questions like show if, exclude if, replace text if, go to question if, and much more.	v
CGScript (workflow script language) for advanced survey needs.	v
Video streaming for question.	v
Flash support for question.	v
Layout editor to create reusable layouts for questionnaires.	v
Multi language questionnaires; language shown will depend on who logs in.	v
Questionnaire scripting – a quick way for experienced users to set up questionnaires.	v
Personalization of texts and answer option lists – advanced script options making it possible to have questionnaire forms look completely unique depending on who is answering and what survey the form is used in connection with.	v
Complex routing, randomization and rotation of questions and question blocks.	v
Support for Non-Roman characters (Japanese, Chinese, Arabic, etc.).	v

Module: Panel & Sample

The ability to maintain and build up high value panels and samples is a keystone to the success of Catglobe. Using especially the Groupbuilder it is possible for the Survey Responsible to maintain clean high-value and low maintenance samples and panels that can quickly be allocated to surveys.
Features – Survey Responsible	Support
Building of samples based on existing groups and panels.	v
Sharing of samples with other sites done as sample requestsbetween sites.	v
Approval process for sample requests.	v
Building of groups based on rules defining which users to include.	v
Scheduled recurring rebuilds of groups, panels and samples based on rules.	v
Points bank control of survey and panel allocation of points.	v

Module: Telephone Interviewing (CATI)

Computer Assisted Telephone Interviewing (CATI) is one of the most expensive ways of collecting data for a survey; but at the same time also one of the most exact. Catglobe offers complex CATI processes and settings to get these data collected as efficiently as possible while ensuring high quality responses. Main actors in regards to CATI is the Survey Responsible and the Interviewer.
Features – Survey Responsible	Support
Live monitoring of individual interviewers progress and current activity.	v
Editable contact status outcome set – Survey responsible can decide the array of possible interview outcomes that interviewers can choose from as well as what system implication each choice will have.	v
Time zone support – Making sure that interviewers from one time-zone can work on respondents in another, without e.g. agreed meeting dates and times being misunderstood.	v
“One-click” transfer from CATI to CAWI of respondents.	v
Blacklisted phone number management – ability to automatically blacklist phone numbers that are non existing or fail consistently.	v
Detailed efficiency analysis of interviewers.	v
Responsibility and time allocation in regards to interviewing – possible to specify in the future when interviewers will be able to do their work and for what exact surveys.	v
Individual sample sub group allocation to interviewers.	v
Real time activation/deactivation of sub groupings.	v
Real time moving of interviewers between CATI assignments.	v
Advanced customizable ‘Next call logic’ to utilize the most efficient process to fill ones quota requirements in any given scenario. Can be changed real time.	v
Customizable additional respondent information tabs for ‘deep’ interviews.	v
Listen in feature on Softphones.	v
Flexible allocation of used ‘pause’ time to different surveys.	v
Features – Interviewer	Support
Post editing of answers so that during interview short notes can be registered and then afterwards details can be inserted.	v
Pause feature between interviews so that a interviewer can take a break without the system automatically calling the next respondent.	v
VOIP (Voice Over IP) using Soft-phones – ability to call using the computer rather than traditional phone.	v
Autodialing – automatic calling of the next respondent.	v

Module: Paper Questionnaire (PAPI)

There are many situations where paper questionnaires will be the most convenient way to collect answers from respondents. Normally the Survey Responsible will take care of setting this up.
Features – Survey Responsible	Support
Choose which respondents of the sample should be using this method of responding.	v
Generate individualized front and back pages.	v
Choose questions to include in paper questionnaire.	v
Printable formats in PDF.	v
Data entry module for conveniently inserting the data collected by paper questionnaires.	v

Module: Face to Face Interviewing (CAPI, CASi)

Face to Face interviewing is also known as Halltest. It is a way of collecting answers from respondents by bringing a laptop to the location where respondents can most easily be reached and then asking them in person while inserting the answers to the laptop. The challenge is that these laptops will normally be offline and thus creates a need for synchronizing questionnaires and collected data between server and client. Face to Face Interviewing is normally administered by the System Administrator.
Features – System Administrator	Support
Submit questionnaire to halltest machine.	v
Submit data from halltest machines to system.	v
Complete interviews offline as well as online.	v

Module: Coding

Coding is the process of converting open answers to closed answers. This is handled by two main actors, namely the Coding Manager and the Coder. The first mentioned specifies the “jobs” that need coding whereas the latter does the “job”, i.e. the actual conversion.
Features – Coding Manager	Support
Access dependent assignment of coding jobs to coders.	v
Assigning coding jobs by question.	v
Assigning coding jobs by respondent	v
Assigning coding jobs by answer date and time.	v
Coding to both multi and single questions.	v
Features – Coder	Support
Coder can update answer option list.	v
Coder can instantly generate answer option from open answer.	v
Coder can copy answer options from one question to another.	v
Coder can merge answer options.	v
Coder can search for answers.	v
Coder can mass update codes for arrays of respondents.	v
Coder can exclude answer sheets where he is in doubt and allocate to manager.	v
Coder can review context of an answer (other answers of the same respondent).	v
Coder can decide on the codes given to answer options.	v

Module: General Report Engine

The general report engine supports creation of both static as well as dynamic reports. Both tools share the same engine so that all the features described below can be reused for both. This engine is normally used by the Report Creator.
Features – Report Creator	Support
Style sheets can be set up that will define how diagrams will look. These style sheets are reusable across reports and it is even possible to open individual diagrams to make settings that overwrite style sheets applied to the related reports.	v
Reporting on Resource object data – it is possible to make reports that are based on more or less any of the data that the system may generate; e.g. reports based on project data or task completion.	v
Weighing of data using any weight set that will be associated with a report from time to time.	v
Complete control of axes labels so that any defaults derived from the original source supplying the data (e.g. the questionnaire) can be overwritten with something more convenient.	v
Chart types supported: Pie, Line, Bar, Point, Table, Area, Bubble, Radial Gauge, Linear Gauge, Box and Whiskers.	v
Ability to report on order of answers to multi questions.	v
Statistical methods supported: Median, Average, Variance, Standard Deviation, Standard Error, Percentiles, Significance	v

Module: Static Reporting

Static reporting is the making of typically printed documents or presentations with survey results that are then sent to the clients. Catglobe can also present these static reports on users’ personal pages or sites if required. These reports are typically set up by the Report Creator.
Features – Report Creator	Support
Methods for quickly creating reports based on questionnaires or data caches without making diagrams one by one.	v
Creating reports that can instantly be exported to PowerPoint format.	v
Creating reports that can instantly be exported to PDF format.	v
Creating reports that can instantly be shown online in HTML format.	v
Style sheet with 100s of settings including watermarks, 3d effects and much more.	v
Creation of static reports using Tabulation (scripting of reports for more advanced users).	v
Spreadsheet editor for diagrams – a method of setting up a diagram very similar to MS Excel, but where data can be extracted cell by cell using expressions.	v
Individually personalized reports using integrated expressions.	v
Automatic recurring updates of static reports as new data are received.	v

Module: Dynamic Reporting

Using a combination of monitor sites, dynamic diagrams and dashboards we can give the end clients the possibility to do advanced analysis on their data themselves. This includes various diagram types where user can set things like time line, products, filters, target groups, comparison filters and much more. The diagram types available are tracking, comparison, single, campaign, and cross. Dashboards further make it possible to make completely new dynamic visualizations and interpretations of data. Such dynamic reports and sites will normally be set up by a Report Creator.
Features	Support
Dashboards are a way to show data where more diagrams are presented in one overview and may instantly change based on a choice of filter in a list box or drop down in the same dashboard.	v
Cross tabulations – a dynamic diagram type where the user can freely choose what information to use as axes as well as general filters and statistical settings.	v
Tracking diagrams – a diagram type where the user can normally influence the chart by changing time periods or overall filters. It is used to track what happens over a longer period of time with specific respondent data.	v
Monitoring site – a way to gather and present dynamic diagrams as well as static diagrams in a completely new site (i.e. different from Catglobe although it is created from inside Catglobe).	v
Personalized graphics on Monitor site – flexible options to make the Monitor site look exactly as wanted by the client.	v
Differentiated access management on Monitor site.	v
Time set – A way of defining how tracking diagrams are going to understand time periods.	v

Module: Communication

Catglobe’s communication module is especially important in regards to contacting Respondents by email to fill in their personal web based answer sheets. This module is therefore mostly used by the Survey Responsible.
Features – Survey Responsible	Support
Web mail system with organizer rules, accounts per resource, external email integration.	v
Bulk mail to manage ongoing sending of invitations to samples that increase over time.	v
Informer to contact users directly on their laptop.	v
SMS to contact people by their mobile phone.	v
Illegal email management system to handle emails that bounce back.	v
Mail templates to quickly set up format of emails to send.	v
Merge fields to easily include personal data in email as well as respondents’ personal link for a survey.	v
Features – Respondent	Support
Personal email account and web mail client.
Personal web informer to introduce newest updates immediately.

Module: Workflow

The workflow module is a tool that can be applied to the system to create automatic updates of data or even trigger events based on certain things happening in the system. The tool is so flexible that all the processes it can support cannot be described in the short format used here. Therefore we will just describe a few of the central features that it offers.
Features – System	Support
Events and triggers – when e.g. a project is added we may choose to automatically inform the accountant	v
Send emails – such information could e.g. be sent by email	v
Update data – we may update a user to become member of the project team of the new project by default (or any other data in the system that needs to be updated in regards to this action)	v
Create report – we may create reports that are send by email describing progress of the report	v
Invite respondents – an event inside a questionnaire may invite the user filling out the questionnaire to another survey and add him automatically	v
Create task – we may create a task for a Supervisor to contact a respondent who answered that he has problems understanding a certain question in a questionnaire or other happenings that describe that improvements need to be made.	v
Create user / group – an anonymous user may wish to register as actual user during the survey. The questionnaire can then ensure this happens automatically.	v
Create journal – we can add notes to the journal of a resource when something vital happens to that resource.	v

Module: Data & Integration

This module is mostly used for extracting or inserting data from the normal data structure from and to external systems. It also includes the Data Cache feature which is a temporary place to store data to be used for reports. These features are generally used by the Data Manager.
Features – Data Manager	Support
Excel import of data and user information.	v
Export of data to Data Caches from where data manipulation can be done before reporting.	v
Advanced data manipulation tools including custom scripts.	v
Calculation of weights based on optimal segmentation matrix.	v
Import of data to Excel.	v
Export to NIPO, SPSS, SAS, Triple-S, Trace, InSPIRE, CSV, ASCII.	v
Export/Import of order of answer on multi questions.	v

Module: Human Resources

The efficient management of users is paramount to the success of a system like Catglobe which is built to handle millions of users. Users will normally be handled by the HR Responsible.
Features – HR Responsible	Support
Management of Users.	v
Management of Groups.	v
Building of groups by rules of existing data and information for users in database.	v
Individual login for each user.	v
Duplicate user management and merging.	v

Module: Work Management

Catglobe will for many companies be the main and only system they use for all the work done in the company. Therefore the system offers a great many different features for Employees to manage projects, tasks, time, calendars and everything else that will constitute the tools needed to efficiently work together in a company.
Features – Employees	Support
Projects, project code system and deadlines.	v
Team allocation on most kinds of resources in the system.	v
Customizable role selections for team members.	v
Allocation of tasks to responsible as well as setting of supervisors. A large number of tools to ensure that tasks are done on time and that delays are informed to the stakeholders.	v
Task set is a way to generate an array of necessary tasks that can then immediately be created in relation with a certain process needing to be run again.	v
Personal calendars.	v
Resource view calendar (all work planned for e.g. a project).	v
Department calendar.	v
Work settings specifying the normal work hours, vacations and weekend days of a subset of users.	v
Time registration on any resource in the system by any user.	v
Time registration handling and approval features.	v
Customizable length of time registration periods.	v
Analysis of registered time by user, group and resource.	v

Module: Shifts

The companies using Catglobe are often organizations who have a great need for flexibility in the meeting days and hours of their employees. For this purpose we offer the Shifts module for managing and allocating work in an efficient way. A Shift is a period of time of less than a day where the Supervisor needs a Part Time Employee to carry out required work (typically interviewing). The Shifts module makes sure that the task of coordinating this is done almost entirely by the system.
Features – Supervisor	Support
Qualifications management – specification of which employees have which capabilities.	v
Registration of minimum employee qualification requirements for an available shift.	v
Automatic decrease of shift requirements as deadline closes in.	v
Automatic invitation for shifts to Part Time Employees who have the needed qualifications.	v
Mass update of shifts when requirements change.	v
Registration of shifts by time zone so that users will not be confused on when they are invited to work.	v
Setting of latest allowed employee cancelation.	v
Integration with email and SMS tool for automatic invitation for a shift.	v
Features – Part Time Employee	Support
Sign up for a shift online.	v
Cancel a shift signed up for online.	v
Available shifts shown in own time zone.	v

Module: Personalization

In order to make Catglobe user-friendly and convenient, the system offers a number of settings which make it possible for the User to customize the interface in a way that he or she sees as most beneficial.
Features – User	Support
Personal Portal where the user can choose to gather all the most important information that he or she needs to have an overview of.	v
The ability to specify favorite resources that will then be made instantly available from most interfaces.	v
Save of latest search criteria so that a return to a list will remember this.	v
Save of personal preferred views of each major list.	v
Setting of own logo or company logo.	v

Module: Costs and Budgeting

Since all time is registered in Catglobe in relation to all activities performed, it also makes a lot of sense for companies to move the other direct costs related to Catglobe activities to the system. This makes it possible to analyze in detail what the profit or loss of any survey, project or activity is. These elements are normally handled by the Financial Manager (setting up the structure) and the Project Manager (registering the costs and profits).
Features – Financial Manager	Support
User Cost Price	v
Integrated with time registration	v
Account structure customization	×
Supports multiple currencies	v
Features – Project Manager	Support
Cost registration	v
Invoice registration	v
Budgeting per resource as well as per role	v
Real time comparison of actual versus budget on any resource	v
Cost analysis with settings of included sub resources	v
Profit/Loss calculations on general as well as detailed activities	v

Module: Security and Framework

Catglobe is a system supporting many simultaneous users, with widely different reasons for logging in. The system is further meant to be used both across time zones, languages and cultural borders. Also Catglobe is in many ways a system for creating systems and sub sites for its users. Finally the system is focusing on ensuring that any piece of data is only shown to those for whom the information was meant. All of these focus areas have resulted in a highly configurable environment enabling managers to create the exact environment that will suit their company’s needs and requirements. The main roles supporting this will be the System Configuration Manager, who will initially set up the system, as well as the System and Data Managers, who are the company assigned main administrators of data.
Features – System Configuration Manager	Support
SSL Encryption.	v
Configurable resource templates making it possible to define the exact fields needed for most major resource object types.	v
Configurable business processes.	×
Security enabled path system for organizing resource objects according to a company’s organizational requirements.	v
Language and culture administration enabling activating the exact languages that a company will need.	v
Multi currency support ensuring both a site default currency as well as maintaining exchange rates and historical original costs.	v
UTC and multi time zone support, making sure that people from around the world can work together without ever noticing that they are working in different perceived times.	v
Features – System and Data Managers	Support
Individual user navigation settings, i.e. definition of what features they will have access to.	v
Access settings per user or group for each individual resource object in the system.	v
Recycle bin ensuring that deleted resources are not necessarily lost resources.	v
File / Attachments management making it possible to also manage a company’s documents in Catglobe.	v
Mass update of Resource objects.	v
Intelligent search engine for Resource objects.	v
Printing and sending of Resource object information.	v

Module: Web Shop

In order to make it attractive for Panelists to answer Surveys it is possible to entice them by offering points. These points can then be used in the Web Shop to buy products. The web shop is normally being handled by the Web Shop Administrator.
Features – Web Shop Administrator	Support
Product and product option management.	v
Multiple language management.	v
Stock tracking including discrepancy handling.	v
Order management.	v
Auto change of status when product runs out of stock.	v
Multiple currency management.	v
Payment by both points and credit card; or even mix of the two.	v
Management of anonymous guests.	v
Special offers management.	v
Discount system so special user types can be granted special discounts.	v
Point gifts where shoppers can earn points when shopping.	v
Management of delivery types and delivery costs.	v
Setting of product attributes on which shoppers can search for them.	v
Management of non-physical products, like ‘Donations’.	v
Support for different customers seeing different products (e.g. dependent on country/area they live in).	v
Features – Panelist / Shopper	Support
View most popular products.	v
Own choice of currency to view prices in.	v
Product per page option.	v
Search products by prices, attributes and name.	v
Option of different Billing and Delivery address.	v

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