Job Information

This tab provides basic information about the current job.

Figure 1 - Example of the Job Information tab

Duplicating a Job

1. Click the Duplicate button in the blue Job Information tab toolbar.

The Duplicate Job dialog opens - .



Figure 2 - The Job Import dialog box

2. Type a unique job number for the duplicate job into the data field.
3. Click OK.

The new job opens in the Forsta Plus window, is listed in the Sample Management > Job List window under its job number, and can be selected and edited as required.

Exporting a Job

1. Click the Export Job button in the blue Job Information tab toolbar.

The Job Export dialog opens - . The default email address (that of the current user) is included as default in the Email Recipient field.



Figure 3 - The Job Export dialog box

2. If necessary, change the email address to that of the intended recipient.
3. Type a comment if required.
4. Click OK.

The new job opens in the Forsta Plus window, is listed in the Sample Management > Job List window under its job number, and can be selected and edited as required.

Uploading a File

You can upload text files of additional information on panelists or external survey links. The upload procedure is the same for both types of file.

Note: The text file must be of .txt format and must be named matchfile.txt. The link file must be of .txt format with 'Link' as the only column header and all the links below

1. In the External Fields area, click the Upload File link.

The Upload Settings dialog box opens - .



Figure 4 - The Upload Settings dialog box

2. In the dialog box click Browse.

A standard File Selection window opens.

3. Browse to and select the required file, then click Open.

The file path and name is added to the File to Upload data field.

4. Click OK to complete the upload, or Cancel to return to the Job Information tab.

Checking the Job

You can check the current job at any time during the construction process, to ensure it will function correctly and to view a list of any errors or problems.

1. Click the Validate Job button in the Job Information tab toolbar.

An information dialog opens with a list of any errors or problems that the job may contain - .



Figure 5 - Example of a verification message list

You must now work through the list and correct the problems.

2. Click OK to close the list dialog.

Once all the errors have been corrected, when you click the Validate Job button the “Sampling Job is Valid” message box is displayed as shown below - .



Figure 6 - The Job is Valid message box

Selecting a Category

If the Available Categories list is extensive or contains many similarly-named categories located in different branches of the hierarchy, you may wish to perform a search to locate the category you are looking for. To find panel categories:

3. Type an appropriate combination of characters into the data field at the top of the Available Categories column. Wildcards are not necessary.
4. Click Search.

Forsta Plus will find and display all the instances of that combination of characters that are to be found in the Panel Categories hierarchy.

For example if you type Product into the field and click Search, Forsta Plus will find all categories with the word Product anywhere in the category name. Note that you do not need to type in complete words. For example, type ll into the field and click Search to find all categories with ll anywhere in the name, such as any category with the word small in its name, or grill, or rolls….

If after typing in the first search criteria the list is still long, you can perform a search through the first set of results by repeating the procedure using other search criteria.

To reset the search filter and restore the entire hierarchy to perform a new search, click Clear.

5. Once you have found the required category, click on it to select it, then click the >> button located between the columns.

The selected category is moved from the Available Categories column to the Selected Categories column.

Note: You can select as many categories as you wish.

To remove a category from the Selected Categories list, click on it to select it and then click the << button located between the columns. The category is returned to the Available Categories list.

6. On completion, click Save to save the changes.

Note: The Save button flashes while the system contains changes that have not yet been saved.