General Procedures

Setting a Mailing Date

The panelists that are selected for a survey are 'booked' in the system for a defined period from the moment that the job for which they have been selected is executed. The selected panelists are flagged in the database, and will be available to be included in jobs that are executed later according to the mailing dates and exclusion rules for those jobs. To set the mailing date for a job:

1. Go to the Sample Management > Current Job menu command.
2. Click the Job Information tab.
3. Click on the calendar icon to the right of the Mailing Date field.

The calendar opens - .



Figure 1 - The calendar

4. Using the arrow buttons, browse to the appropriate year and month, then click on the desired date to select it.

Note that today’s date is outlined, and the selected date (if a date is already selected) is shaded. To close the calendar without selecting a date, click outside the calendar.

When you click on a date, the calendar closes and the date is entered into the Mailing Date field. The time intervals you set in the Exclusions tab are then applied around the selected Mailing Date.

5. Click Save to save the changes.

Exclude All

This check box is on the Auto Exclusion tab. Check this box to exclude all panelists for all jobs. You can then go to the Manual Exclusion tab and relax the exclusion for specific jobs. Use this function if you want to send for example a follow-up survey to the same panelists as for an earlier survey.

Deselecting a Job

You may wish to deselect a job that you have previously selected for exclusion or relaxation. 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. Find the appropriate job in the Selected Jobs list.
5. Click in the job’s checkbox at the left side of the job list to flag it.
6. Click the Remove button in the Selected Jobs toolbar.

The job is removed from the Selected Jobs list, and is returned to the Available Jobs list.

7. Click Save to save the changes.