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2003 SSBF: Methodology Appendix VV Screen Reader version ♣
Appendix VV
MONITORING FORM
Rating scale:
1=far exceeds expectations
2=exceeds expectations
3=meets expectations, no misses
4=mostly meets, a few misses
5=only rarely meets expectations
| Interviewer Name | Project Name | Project Number | ||
|---|---|---|---|---|
|
|
SSBF | 6128 Main | ||
| CALL 1 | CALL 2 | CALL 3 | CALL 4 | |
| Monitored by | ||||
| Date | ||||
| Time | ||||
| Case(s) | ||||
| ( ) Interviewing, ( ) Refusal Conversion | SCR MAIN | SCR MAIN | SCR MAIN | SCR MAIN |
| Interviewer Signature: | ||||
PERFORMANCE ATTRIBUTE
| A | Phone Voice | Rating | Comment | Dials Monitored Total: |
|---|---|---|---|---|
| 1 | Sounds professional - confident tone and attitude | |||
| 2 | Pronounces key/technical words correctly | |||
| 3 | Speaks clearly and distinctly | |||
| 4 | Speaks enthusiastically, not monotone |
Further comments:
| B | Screening For Respondents | Rating | Comment | Dials Monitored Total: |
|---|---|---|---|---|
| 1 | Understands screening protocol | |||
| 2 | Maintains Confidentiality with Gatekeeper/Informant | |||
| 3 | Handles difficult questions as directed | |||
| 4 | Identifies R/Screens properly. |
Further comments:
| C | Gaining Cooperation/Refusal Aversion/Conversion | Rating | Comment | Dials Monitored Total: |
|---|---|---|---|---|
| 1 | Calls at appropriate times/intervals | |||
| 2 | Listens carefully/Responds appropriately | |||
| 3 | Identifies/Responds to Special Needs situations | |||
| 4 | Handles refusals and appointments correctly |
Further comments:
| D | Reading Questionnaire/Instrument: | Rating | Comment | Dials Monitored Total: |
|---|---|---|---|---|
| 1 | Reads verbatim | |||
| 2 | Reads entire scale as directed | |||
| 3 | Uses appropriate pacing | |||
| 4 | Redirects/repeats questions without bias/leading |
Further comments:
| E | Probing | Rating | Comment | Dials Monitored Total: |
|---|---|---|---|---|
| 1 | Clarifies incomplete responses | |||
| 2 | Clarifies confused responses | |||
| 3 | Clarifies "Don't Know" responses | |||
| 4 | Probes aided/unaided questions as directed |
Further comments:
| F | Recording - Responses and Callnotes | Rating | Comment | Dials Monitored Total: |
|---|---|---|---|---|
| 1 | Records open-end responses verbatim | |||
| 2 | Spells understandably
|
|||
| 3 | Uses code sheets effectively | NA | ||
| 4 | Records relevant info in callnotes | |||
| 5 | Verifies preload information correctly |
Further comments:
| G | CATI Skills(Paper Study N/A) | Rating | Comment | Dials Monitored Total: |
|---|---|---|---|---|
| 1 | Uses correct disposition codes | |||
| 2 | Demonstrates mechanical proficiency | |||
| 3 | Maneuvers well in systems. | |||
| 4 | Enters data correctly |
Further comments:
| H | Locating/Tracing | Rating | Comment | Comment | Comment |
|---|---|---|---|---|---|
| I | Paper Studies(CATI Studies N/A) | Rating | Comment | Comment | Comment |
Overall comments
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