Home > Managing Projects, Data & The Organization > How to: Use the rounds feature to implement project “Waves”

How to: Use the rounds feature to implement project “Waves”

Overview

The rounds feature helps you tag interviews that are coming into the system with a special “Round name” tag which then allows you at a later time to only export interviews of specific rounds. Rounds are sometimes referred to as “Waves”.

Using rounds is very simple. It’s project based so once you open a new round for a specific project, each interview that is uploaded to that project is tagged with name of the current open round. Then once you are ready to open a new round, simply close the current round and open a new one. Here are the steps

  1. Step 1: Configure the project for rounds
  2. Step 2: Closing a round / adding a new round
  3. Step 3: Export only interviews from specific rounds

Step 1: Configure the project for rounds

To configure the project to use rounds:

  1. Right click on the project and select “Rounds Settings”:
  2. To add and open the first round of the project, click the “Add” button, then configure the name and description of the round and press OK:
    You can safely ignore the start/end dates of the round as they are not enforced and are for future use.
  3. After adding the round, you can open it by selecting the round and clicking the “Open” button:
  4. If you need to update the details of a round you can use the “update” button.
  5. That’s it!

Step 2: Closing a round / adding a new round

To close an open round and add a new round:

  1. Follow the same procedure shown above to add the new round, in our case Wave 2:Notice the new round is marked as not open.
  2. To make the new round the active one, simple select that round and click the “Open” button:
  3. That’s it. 

Step 2: Export only interviews from specific rounds

When exporting the interviews, you can select to export only interviews of specific rounds. To do this:

  1. Use the export wizard and in the options page select the rounds you prefer:
  2. That’s it! 

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  1. Felipe Robledo
    September 3, 2012 at 7:06 pm

    I used this feature and the current quota shows the surveys colleted in the last wave. I would like reset every week the current quota to zero in order to assign to surveyors the same target quota at the beggining of every week.
    That is because my proyect request to targent a “n” surveys per week, no more, no less. But some of the surveyors don’t complete their target in one week. Therefore, when a new week starts, I have to calculate the new target for each surveyor, accounting the current quota, the last week target and the new week target.
    Is it possible to reset the current quota each week without losing surveys collected?

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