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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...

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 ...

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...

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 "...

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...

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 ...

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...

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 ...

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...

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...

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 ...

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...

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...

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 ...

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...

The Shop Report What Is the Shop Report? The Shop Report is a PhoneOps dashboard available through the MAXWell Portal under PhoneOps Dashboards in the left-hand navigation menu. It provides a shift-level overview of agent and project performance for the curr...

The Dialer Dashboard is a real-time view of dialing activity across all active projects. It is accessible through the MAXWell Portal via the PhoneOps Dashboard option in the left-side navigation menu. The dashboard refreshes automatically every 15 seconds and...