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Execution Overview

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    Once you have set up all the selection criteria for the job, the job must be executed. This is done via the Execution tab.

    To access the Execution tab, go to the Sample Management > Current Job menu command - .

    Click on the various tabs and buttons in the figure below for further details.

    Figure 1 - The Execution tab

    The Execution tab contains two main areas:

    • The Job Execution area - run the job you have set up in the other tabs.
    • The Job Runs area - manage the runs that have been performed.

    The procedures available on this tab include the following:

    • You can test the job settings by performing a dummy run (the database is not updated and the panelists are not reserved).
    • You can perform a “real” sample selection procedure with or without final reports.
    • You can define when you want the execution job to be performed, and whether or not you want the job to be repeated at specified intervals.

    Once the job has been executed, you can also:

    Job Execution

    This area shows general information about the job - .

    The Execution tab's Job Execution area

    The toolbar contains a number of buttons and the area contains two check boxes.

    • Save – saves changes to the tab. The button flashes while the tab has unsaved changes.
    • Execute Job – starts the job execution process. Once the job is executed for the first time, additional buttons become available.

    Note: Once you have clicked the Execute Job button, it is deactivated while the job is running. This is to prevent “multiple-clicking” and the job being executed several times by mistake.

    • Remove Job From Panel - click here if you have performed a number of sampling tasks and updated the panel, but then wish to "undo" ALL the panel updates (go to Removing a Job from the Panel for more information). This will free-up the panelists selected for the samples so they are available for other projects/samples. Note that this action removes ALL the runs from the panel. To remove one specific run use Remove Run From Panel in the Job Runs area of the tab (go to Removing a Run from the Pane for more information).
    • Preapproved – Forsta Plus can be set up by the system administrator such that an executed job must be approved by the user’s manager before it can be mailed. Check this box if you wish to avoid that procedure, for example for testing purposes.
    • Disregard in Future Date Exclusions – check this box if you do not want the panelists selected by this job to be excluded from future samples by the time limits set in the Exclusions tab. Use this for example if you want to send an information email to a group of panelists without affecting their validity to be selected for future questionnaires.
    • Incidence Rate % - here you can set the percentage of the panelists who receive the invitation to participate in the survey, who you expect will not be screened for some reason. I.e. the percentage who start to reply to the survey. For example, an Incidence Rate of 80% means that you expect 20% of the panelists to be screened. The value will be taken into account when the number of panelists selected for the sample is calculated.
    • Completion Rate % - here you can set the percentage of the panelists who start to reply to the survey, who you expect will actually complete the survey. For example, an Completion Rate of 80% means that you expect 80% of the panelists who start answering the survey to actually complete it. This value will be taken into account when the number of panelists selected for the sample is calculated.

    Job Runs

    The Job Runs area for the Execution tab displays the details of the sampling jobs that have been run - .

    Example of the Job Runs area on the Execution tab

    The jobs are listed in the order they were performed with the most recent jobs at the top of the list. In the event the list is extensive, it will be divided into pages with 30 jobs on a page.

    The area has the following buttons:

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