Manual and Automatic Exclusions

Manually Excluding a Job

If you wish to exclude potential panelists who have previously been involved in a particular job, proceed as follows:

1. Go to the Sample Management > Current Job menu command.
2. Click the Exclusions tab.

The Exclusions window opens at the Auto Exclusion tab.

3. Go to the Manual Exclusion tab.
4. Using the filters as necessary, find the appropriate job in the list.
5. Click in the job’s checkbox at the left side of the job list to flag it.
6. Click the Exclude button in the Available Jobs toolbar.

The job is moved down to the Selected Job list, and is colored pink for easy identification.

Note: You can exclude only those panelists in the job who have a specified Survey Status (you can specify more than one status).

7. Click the … button beside the Filter field to open the Filter dialog as shown below - .



Figure 1 - The Filters Web Page dialog

8. Create an expression as necessary (go to Filter Overview for more information).
9. Check the boxes for the statuses you wish to exclude (if None is selected, the other boxes are grayed out), and click OK.
10. The dialog closes and you return to the Manual Exclusion tab.
11. Click Save to save the changes.

Any potential panelists who satisfies the criteria in the selected job are now excluded from your current job. You can exclude several jobs at one time, and as many jobs as required.

Including an Automatic Exclusion

If you wish to include in your current job potential panelists who have been involved with a particular job that has been excluded by the general criteria set in the Auto Exclusion function, proceed as follows:

1. Go to the Sample Management > Current Job menu command.
2. Click the Exclusions tab.

The Exclusions window opens at the Auto Exclusion tab.

3. Go to the Manual Exclusion tab.
4. Using the filters as necessary, find the appropriate job in the list.
5. Click in the job’s checkbox at the left side of the job list to flag it.
6. Click the Include button in the Available Job toolbar.

The job is moved down to the Selected Job list, and is colored green for easy identification.

7. Click Save to save the changes.

Any potential panelists who satisfied the criteria in the selected job are now included in your current job. You can relax the exclusion notice for several jobs at one time, and for as many jobs as required.