The “Investigator Monitoring” module has been designed to meet the specific needs of market research firms or companies working with external investigators. Here are the main features:

1. Management of investigators and third parties:

• Addition of specific fields conditioned by the status of investigator (subcontractor):

• Language (multiple choice)

• Type of survey (multiple choice, to be defined in the dictionary)

• Type of investigator (unique, to be defined in the dictionary)

• Province (multiple choice)

• Other customizable fields

2. “Projects” view:

• Creation of an “Investigators” tab to assign investigators to projects.

• For each assigned investigator:

• Number of surveys assigned (summable numeric field)

• Budget allocated to the investigator (summable numerical field)

• Weekly monitoring of the progress of investigations:

• Survey status (unanswered, 20%, 40%, 60%, 80%, complete, conflict)

• Evaluation of investigators at the end of the mission:

• Quality, speed, compliance with instructions, price

• Average score calculated automatically

• Free comments on the project

3. “Third party” view:

• Filtering of third parties by type (investigator or client)

• Viewing investigator details:

• Classic information from the third party

• History of missions (year, third party, project name)

• Assessment results

• Summary of comments by project

4. Other Features:

• Management of additional fields for investigators in the dictionary.

• Management of the progress of investigations (no response, 20%, 40%, 60%, 80%, complete, conflict).

• Added a “Project Manager” column to the list of projects.

This module allows you to effectively manage external investigators, monitor the progress of their missions, evaluate their performance and provide a detailed view by project and by investigator. It helps to optimize the carrying out of market research.

Demonstration Monitoring of investigators

demo/demo