Development of Survey and Case Management facilities For - - PowerPoint PPT Presentation

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Development of Survey and Case Management facilities For - - PowerPoint PPT Presentation

Development of Survey and Case Management facilities For organisations with minimal survey infrastructure Fred Wensing Presentation outline Typical situation Choice of tools Facilities needed System design Survey


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Development of Survey and Case Management facilities For organisations with minimal survey infrastructure

Fred Wensing

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Presentation outline

Typical situation Choice of tools Facilities needed System design Survey environment on the computer Description of facilities Demonstration

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Typical situation

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Typical situation

Organisation wants to conduct a survey Want to use computer assisted interviewing Choose to use Blaise Arrange to develop a questionnaire

BUT … … …

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Typical situation (cont'd)

They cannot run a survey just with a

questionnaire

Need survey and case management

facilities

Large survey organisations already have

such infrastructure

Smaller ones do not

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Organisations involved

Aust Department of Family Community

Services and Indigenous Affairs

Telethon Institute for Child Health

Research

New Zealand Ministry of Tourism

Their main business is not surveying

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What to do?

Build it themselves … but how?

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Choice of tools

Blaise has tools that can be used to build

a case management system

Maniplus Blaise API (for use with other software) Data Centre

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Choice of tools (cont'd)

Maniplus

Part of Blaise Can readily access Blaise data Relatively easy to program

Blaise API component

Needs to be in conjunction with other sofware

(eg. Visual Basic, C++ or .NET)

Blaise Data Centre

Interactive management of Blaise data

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Maniplus chosen

No other software needed No specialist programmers needed Low cost (part of Blaise)

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Facilities needed

Establishment of the survey environment Identification of the operator Installation and removal of surveys Display of current surveys Display of cases for the selected survey Management of the interview entry and exit Managing the status of cases Packing up of cases for return to the office

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System design

Threee layers of management programs Survey Management Case management Interview management

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System design

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Survey environment (on notebook computer)

Blaise - full install minus Blaise.exe Folder structure

Main folder for the system All surveys under the same primary folder Each survey (cycle) has its own folder External folder for lookup files/coders

Other – presumed present

Email Security

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Survey Manager application

Single start-up point User identification Survey/instrument installation List of available surveys (for selection) Buttons to start a survey session

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Case Manager application

Access a List of cases Operate on the list - load, remove, package Buttons to start an interview Management of the case records in the folder

Single file for all records Separate file for each case

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Interview Manager application

Control the entry and exit from the interview Check the clean/dirty status of the record and

inserts the status value into the data

Handling of the setting of response status

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Demonstration

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END

Blaise! It's gonna last forever For surveys and editing ways Blaise! It's gonna be the solution For collecting our data today