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These tabs display the information relevant to the selected panelist.
Details
This tab shows the details of the selected panelist - .
Figure 1 - Example of the Details tab for a selected panelist
Click the Select Rows button located towards the right end of the lower pane's toolbar if you wish to display only a selection of the rows listed in the lower pane (go to Select Rows for more information).
The Created Date and Modified Date rows cannot be edited. These are set automatically by the system when the panelist record is initially created and when/if the record is later edited, respectively. Both these fields can be used when sampling, searching, in rules etc.
To edit the remaining details, click on the appropriate link in the Answer Text column. A separate Editing window opens - . Here you can type in the new details. On completion, click OK to save the changes and close the window.
Figure 2 - Example of a panelist details editing window
All Surveys
This tab lists all the surveys the selected panelist has been involved with. This list is basically a combination of the lists in the remaining tabs in this area of the window. Note that this list also includes closed and/or deleted surveys, and surveys where the panelist has the status "Reserved".
Completed Surveys
This tab lists all the surveys the selected panelist has completed. Note that this list also includes closed and/or deleted surveys, and surveys with the status "quota full" or "screened".
Surveys Started
This tab lists all the surveys the selected panelist has been sent but has not yet started. A link to the survey is provided. Note that this list also includes closed and/or deleted surveys.
Surveys Started but not Completed
This tab lists all the surveys the selected panelist has started but not yet completed. Surveys with the status "quota full" or "screened" are not included here; these are included in the Completed Surveys list.
Note that this list also includes closed and/or deleted surveys.
Links to the surveys are provided. Click the link to open a new window with the URL to the survey, as shown in the example below - . If you wish to view the survey, copy the URL into your browser.
Figure 3 - Example of the Survey Link window
Manage Credits
Click the Manage Credits button, located towards the right end of the details tab in the lower pane's toolbar, to open an overlay that allows you to edit the credit transactions for the selected panelist - .
Figure 4 - Example of the Manage Credit Transactions overlay
Click on a blue link to open a further overlay where the individual items can be edited.
A version of this page is also available via the Panel Management > Panelist Credits > Transaction Editor menu command. The Transaction Editor page however lists all the transactions that have been made for all the panelists in the panel (go to Transaction Editor for more information).