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25 total results found

Troubleshooting - Locked QSS

Everything Survox/CfMC IV. Help/Support/Troubleshooting

Problem: When you need to modify quotas but the quota screen (QSS) is locked or inaccessible, this guide will help you diagnose the problem and resolve it. Accessing the QSS There are three ways to access the QSS, if one specific method doesn't work, try the...

role
support
system
survox
topic
troubleshooting
area
qss
keywords
qss
keywords
quotas
keywords
locked qss
keywords
quotamod
keywords
mq
keywords
whylock
keywords
whohas

Troubleshooting - Out of Sample

Everything Survox/CfMC IV. Help/Support/Troubleshooting

Is your project out of sample…? So, you think you are out of sample, because interviewers are getting “Out Of Numbers” screens. Well, you may be, however if the SPI screen shows numbers available in the various buckets, the following steps can be used to see ...

role
support
area
sample
system
survox
topic
troubleshooting
keywords
mpf
keywords
spi
keywords
out of numbers
keywords
dayparts
keywords
minsystime
keywords
attempts
keywords
sample

Troubleshooting - INTV Login Issues

Everything Survox/CfMC IV. Help/Support/Troubleshooting

INTVS Cannot Login...? Here is what to check: At times, interviewers may experience various issues when logging in, that prevents the process from completing. The below list covers the "most common" causes but doesn't include everything. If nothing below seem...

area
INTVs
role
support
system
survox
topic
troubleshooting
keywords
white screen
keywords
white screens
keywords
whitescreen
keywords
login
keywords
can't log in
keywords
server
keywords
wc file
keywords
.wc
keywords
.dial

Troubleshooting - Server/Dialer Crash

Everything Survox/CfMC IV. Help/Support/Troubleshooting

Problem: Server/Dialer Crashes... What's Next? There are many reasons why the Dialer and/or Study Server can crash, but those are for DP/IT to figure out**. This guide is more of a "what to do to get things running again" step-by-step list. Depending on the s...

topic
troubleshooting
system
survox
role
support
area
server
area
dialer
keywords
crash
keywords
restart
keywords
dialer
keywords
study server
keywords
bounce
keywords
dialer
keywords
server

Sample Management - Sample Weighting (Markets & Timezones)

Everything Survox/CfMC I. Survox - Phone&Project Ops

Understanding Market & Timezone Weights in Survox Market weights control how Survox distributes dialing across the markets built for a project. Timezone weights follow the same logic and are covered briefly at the end of this article. Markets themselves are "...

topic
Sample Management
system
survox
role
Phone Room
role
PD
area
sample
keywords
weighting
keywords
weights
keywords
timezones
keywords
markets

Reference Material - Survox Dialer

Everything Survox/CfMC V. Reference Documents

How the Survox Predictive Dialer Works Overview The Survox dialer is not a simple "ratio dialer" where you set a fixed number like "dial 3 calls per agent." It is a predictive dialer driven by a live, dynamic algorithm that constantly adjusts how aggressivel...

topic
System Overview
system
survox
area
dialer
role
reference
keywords
dialer
keywords
drop rate
keywords
speed
keywords
calls per hour
keywords
algorithm

Sample Management - Hiding/Revealing Sample (incl. Named)

Everything Survox/CfMC I. Survox - Phone&Project Ops

Hiding and Revealing Sample What Is It? Hiding sample is a way to temporarily remove records from the dialing pool without deleting them. The server simply ignores hidden records when pulling numbers to dial. When you are ready, you can reveal them and they ...

topic
Sample Management
system
survox
area
sample
role
Phone Room
role
PD
role
DP
keywords
hide
keywords
reveal
keywords
named hide
keywords
named reveal
keywords
select statement
keywords
hidden

Quota Management - .T "Switches"

Everything Survox/CfMC I. Survox - Phone&Project Ops

Quota-Controlled Switches Most projects are programmed with special quota entries in the QSS that act as on/off controls -- or value-based triggers -- for specific behaviors within the survey program. These are commonly referred to as "switches." Unlike stand...

topic
Survey Flow/Control
system
survox
area
qss
role
Phone Room
role
PD
role
DP
keywords
qss
keywords
.T
keywords
quota switches
keywords
switches

Reference Material - Standard Phone Disposition (Dispo) Codes

Everything Survox/CfMC V. Reference Documents

About Disposition Codes Every time the Survox phone system touches a sample record - whether the dialer places the call, an interviewer speaks to someone, or the server processes a number behind the scenes - a disposition code is written to that record. This ...

topic
Sample Management
system
survox
area
sample
role
reference
keywords
phone codes
keywords
status codes
keywords
dispo codes
keywords
dispositions

Survox Dialer - Configuration Options

Everything Survox/CfMC I. Survox - Phone&Project Ops

All projects running in Survox, on the dialer, have 3 main areas of control, that can be modified to meet the study's needs. Each one works in slightly different ways, so understanding each gives users full insight into how the dialer works in terms of the pro...

topic
System Overview
system
survox
system
dialer
area
dialer
role
Phone Room
keywords
dialer settings
keywords
AMDet
keywords
rings
keywords
dialer config
keywords
dialer control

Sample Management - Understanding the MPF Screen

Everything Survox/CfMC I. Survox - Phone&Project Ops

The Modify Parameters screen (MPF) is where you control the availability and scheduling of a project's sample -- things like whether fresh or live records are being dialed, callback windows, office hours, timezone restrictions, daypart settings, and more. Ther...

topic
Sample Management
area
sample
system
survox
role
Phone Room
role
PD
role
DP
keywords
MPF
keywords
sample
keywords
fresh numbers
keywords
numbers
keywords
calling

Manual - Survey Response Coding Guidelines

Reference Materials

Overview This document outlines the standard process used by MAXimum Research's Data Processing team for coding open end and Other Specify survey responses. It is intended for use by both coders and programmers, and covers everything from initial information ...

topic
Coding Guidelines
area
Data Processing
system
survox
role
PD
role
DP
role
reference
keywords
Coding
keywords
qc
keywords
open ends
keywords
other specifies

Nightly QC Guidelines - Namefile Checks

Reference Materials

Overview The QC team at MAXimum Research plays a critical behind-the-scenes role in ensuring that accurate, clean data reaches our clients. Every night that a survey project is running, QC team members are responsible for reviewing completed interviews, ident...

topic
Quality Control
area
Data Processing
system
survox
role
Phone Room
role
DP
role
QC
keywords
qc
keywords
nightly data
keywords
cleaning
keywords
namefile
keywords
rundata
keywords
client data

Suspends - How to View/Export Them - 5 Methods

Everything Survox/CfMC I. Survox - Phone&Project Ops

Overview Suspend data is a snapshot of a respondent's progress through a survey at the point they were interrupted -- either by a system event, an interviewer action, or a scheduled break. When a call is suspended, Survox preserves the respondent's answers an...

topic
Suspends
area
sample
system
survox
role
Phone Room
role
PD
role
DP
keywords
suspends
keywords
run suspends
keywords
list suspends
keywords
dump suspends

Understanding AI Use - What it Can/Cannot Do and How to Best Use it.

Reference Materials

Overview Claude, developed by Anthropic, is the preferred AI assistant at MAXimum Research, as of March 2026. While not every employee has access to a paid Team account yet, Claude is the company-sanctioned LLM for any AI-assisted work. If you are using an AI...

topic
AI
area
Manuals
system
ALL SYSTEMS
role
reference
keywords
Claude
keywords
AI
keywords
LLM
keywords
chatbot

RUNDATA - General Overview of What it Does, Where it Lives, How it is Run and Who Sets it Up

Everything Survox/CfMC I. Survox - Phone&Project Ops

Rundata Rundata (English; from Run + Data) is the general term for MAXimum Research's nightly automated delivery system. It runs on a set schedule each night, and allows PDs and DP staff to attach specific projects to specific time slots for automatic process...

topic
System Overview
area
Data Processing
system
rundata
role
PD
role
DP
keywords
rundata
keywords
runclientdata
keywords
auto data
keywords
automatic delivery
keywords
client data

How To - Survox LIST Utility

Everything Survox/CfMC II. Survox - Tools Of The Trade

Overview LIST is a built-in Survox utility used to view and extract data directly from the command line via PuTTY. It allows staff to inspect data files, fone files, subset files, and coded files at any point during a project -- without needing to generate a ...

topic
System Overview
area
Manuals
system
survox
role
reference
keywords
list
keywords
utilities

How To - Survox SCAN Utility

Everything Survox/CfMC II. Survox - Tools Of The Trade

Overview SCAN is a built-in Survox utility used to generate frequency tables from survey data, directly from the command line via PuTTY. Think of it as Survox's equivalent of an Excel pivot table -- it counts how many respondents gave each answer to a questio...

topic
System Overview
area
Manuals
system
survox
role
reference
keywords
scan
keywords
marginal
keywords
topline
keywords
counts