Nonresponse Followup

2018 End-to-End Census Test – Peak Operations

2018CT MU RI.MU RI CATI Instrument Specification_Front_Sprint 14_DRAFT

Nonresponse Followup

OMB: 0607-0999

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18


Multiunit Reinterview/Multiunit Reinterview CATI

Questionnaire Content Document for the Enumerator Instrument


2018 Census Test MU RI/MU RI CATI Instrument Specification

Front Section


App Icons for Field Data Collection (US 18-667):

  • For Production:  FDC

  • For Training:  Training FDC

Universal Functionality:

  • Census Day will be displayed as April 1, 2018 for the purpose of the 2018 Census Test.


Question wording key

Black text = Read by interviewer

Bold black = Roster names and you/your references

Blue text = Optional text for interviewer to read

Red text = Interviewer instruction


Help text

The Help Icon will display a message “Help is not available for this question.” when there is no specific help text for a question.  Screens are listed in 2016 CT US 16-84.

For screens that contain actual help text, there will be instructional text at the very top with the following wording: If the help text is collapsed, click on the > to view help text associated with each section.(18-648).


Off-Path Data

Any roster attributes (persons, demographics, flags, etc.) should be removed from the roster once they are deemed off-path. See US 17-86.


NRFU WHITE LIST


Text boxes in the NRFU instrument should only accept the following characters:

a-z A-Z ñáéíóúüÑÁÉÍÓÚÜ 0-9 [ ] { } ~ % $ ? ¿ # @ ! ¡ - _ ( ) / : ; "' . , * + =


Description of Global Options across all screens:

  • DK/REF

  • The DK/REF option for screens that have it available exhibit a global behavior and is not readily available on screen as an option.  Once DK/REF is available as a response option, selecting either DK (if available) or REF will default the original response options to an unselected or null value.  Similarly, with the DK/REF options available on a screen, selecting any of the original options will set the DK/REF response to a null value.

  • Exit Survey

  • Upon pressing the Exit Survey icon, a pop-up (not a hard/soft edit) appears asking “Are you sure you want to exit the interview?” with Yes and No response options in the form of buttons.  Pressing “Yes” will take the enumerator through one or two additional screens before reaching CASE NOTES, and then back to ACTIVE CASELIST.



The fill for <PARTIAL ADDRESS>, <PARTIAL RESPONDENT ADDRESS>, and <PARTIAL CENSUS ADDRESS> will include any address information detailed below that is provided in the original Census address, and should be in the following format depending on the address type:

  • For a Street Address or PR General Address (with Address Number and Street Name {and Apt/Unit, if applicable}), the address fill is Address Number and Street Name {and Apt/Unit, if applicable} in all caps (examples: "123 VACATION WAY" or "123 VACATION WAY APT 101").

  • For an address that has a physical description, the address fill is the physical description in all caps (example: “THE APARTMENT OVER THE POST OFFICE ON COUNTY ROAD 5”)

  • For a P.O. Box Number, the address fill is the term “P.O. BOX” (in all caps) followed by the P.O. Box Number (example: "P.O. BOX 123").

  • For a Rural Route address (with Rural Route Descriptor, Rural Route number, and RR Box ID number), the address fill is the Rural Route Descriptor and Rural Route number, followed by the term “BOX” (in all caps) and the RR Box ID number (example: "RR 45 BOX 76").

  • For a PR Urbanización Address (with Urbanización Name, Address Number and Street Name {and Apt/Unit, if applicable}), the address fill is the Urbanización Name, Address Number and Street Name {and Apt/Unit, if applicable} in all caps (examples: "URB SAN JUAN 123 VACATION WAY" or "URB SAN JUAN 123 VACATION WAY APT 101").

  • For a PR Area Name Address (with Area Name 1 {and Area Name 2, if applicable}, Address Number and Street Name {and Apt/Unit, if applicable}), the address fill is the Area Name 1 {and Area Name 2, if applicable}, Address Number and Street Name {and Apt/Unit, if applicable} in all caps (examples: "BO SAN JUAN 123 VACATION WAY" or "BO SAN JUAN 123 VACATION WAY APT 101").

  • For a PR Apartment Complex Address (with Name of Condominium or Residencial, Address Number, Street Name and Apt/Unit), the address fill is the Name of Condominium or Residencial, Address Number, Street Name and Apt/Unit in all caps (examples: "COND SAN JUAN 123 VACATION WAY APT 101" or "RES SAN JUAN 123 VACATION WAY APT 101").









Additional Information


Sprint 6 version created from final COMPASS Spec for 2017 Census Test.

Creating a bookmark - Select desired text -> insert -> bookmark -> type in desired text in box (no spaces or special characters) -> Add

Inserting a hyperlink bookmark – Select desired text -> insert -> hyperlink -> bookmark -> choose existing hyperlink

Please note: the table of contents will ONLY be updated once track changes have been accepted. Due to this, page numbers in the table of contents might not accurately reflect all screen names.

The following step should ONLY occur after track changes have been accepted.

Table of Contents – Highlight page number -> insert -> quickparts -> field -> page reference -> in scroll down list, select corresponding bookmark -> Numeric format: 0 -> Format: 1,2,3 -> click okay.

To update/reflect changes on table of content – Ctrl A -> F9. This will update all page numbers in table of content.

























Revision History

Sprint

Date

Change

Sprint 6

11/14/16

Create a new option on the UNABLE TO ATTEMPT screen (18-491). Changing the year 2017 into 2018 (18-492). Create eventcode (18-493). Update NO COMPLETE response options (18-494). Updating PERSONAL NON-CONTACT response options (18-495). Update STRATEGIES previous screens (18-496). Update EXIT POP-STATUS previous screens (18-497). Update UNABLE TO ATTEMPT previous screens (18-498). Update MU INTRO question wording for outbound telephone housing unit (18-499). Update RESP LOCATION response options (18-500). Update DETAILED ORIGIN screens instruction wording (18-501). Update OWNER and RENTER response options (18-502).

Sprint 6

11/21/16

Remove tribal enrollment screens (18-503). Remove tribal enrollment 2 from previous screens on the ELSEWHERE screens (18-504). Remove rev tribal enrollment from previous screens on REVIEW (18-505). Remove the branching to tribal enrollment (18-506). Updating year from 1891 to 1892 (18-507). Update LANGUAGE BARRIER RESP instructional wording (18-508). Update INMOVER DONE question wording (18-509). Update MU ANYONE branching (18-510). Update NO COMPLETE previous screens, response options and special instructions (18-511). Updating PROXY PHONE response options and question wording (18-512). Update for PROXY ADDRESS response options and question wording (18-513). Update CASE NOTES previous screens (18-514). Update GOOD BYE previous screens (18-515). Update RI INTRO branching (18-516). Update CASE NOTES branching (18-517). Update PERSONAL NON CONTACT branching (18-518). Update ACTIVE CASELIST, INACTIVE CASELIST and CASE DETAILS (18-524). Update ATTEMPT TYPE branching for MU RI (18-519). Update ELIGIBLE RESP wording for MU RI (18-520). Update branching to MU ANYONE for MU RI (18-521). Update branching from RI CONTACT RESP for MU RI (18-522). Update VARIABLES SET AFTER CASE NOTES for MU RI (18-523). Add navigation hard edit and special instructions to ATTEMPT TYPE (18-525). Update NO COMPLETE screen branching (18-526). Update LANGUAGE BARRIER previous screens (18-527). Update STRATEGIES question wording (18-528).

Sprint 7

12/19/16

Update BEST TIME instructional text (18-529). Update branching to NO COMPLETE for RI of proxy (18-530). Update RI INTRO branching for proxy (18-531). Update RI VERIFY ADDRESS branching for proxy (18-532). Update BEST TIME for RI of proxy (18-533). Update branching from KNOW ADDRESS for RI of proxy (18-534). Update MU ANYONE question wording (18-535). Update MU INTRO question wording (18-536). Update MU UNABLE TO ATTEMPT question wording (18-537). Update soft edits, hard edits, and branching on PEOPLE (18-538). Update POPCOUNT branching (18-539). Update UNDERCOUNT hard edits (18-540). Update ELSEWHERE WHY help text (18-541). Update ELSEWHERE help text (18-542). Update PEOPLE help text (18-543). Update POPCOUNT help text (18-544). Update UNDERCOUNT help text (18-545). Update WHO help text (18-546). Update WHO question wording (18-547). Update RESP NAME hard edits (18-548). Update ROSTER ADD hard edit (18-549). Update ROSTER EDIT hard edit (18-550). Remove NONID_Reinterview from the instrument (18-551). Remove NONID RI INTRO screen (18-552). Update ATTEMPT TYPE branching (18-553). Update DIAL OUTCOME branching and hard edit (18-554). Update NUMBER CALLED previous screens and response options (18-555). Update Relationship-Age check on CONFIRM AGE (18-556). Update REVIEW instructions (18-557). Update STRATEGIES branching (18-558). Update branching for proxy respondent on OWNER screen (18-559). Update DATE OF BIRTH branching (18-560). Update DATE OF BIRTH previous screens (18-561). Update OTHER VACANT response options to fix grammatical errors (18-562). Update predictive text for DETAILED ORIGIN screens (18-563). Update ANYONE to display census address for RI of proxy (18-564). Update EXIT POP-STATUS branching to avoid INMOVER DONE for RI (18-565). Update HOME wording for RI of proxy (18-566). Update OCCUPANCY to display census address for RI of proxy (18-567). Update OWNER to display census address for RI of proxy (18-568). Update PEOPLE wording for telephone RI of proxy (18-569). Update POPCOUNT branching and address display for RI of proxy (18-570). Update RENTER to display census address for RI of proxy (18-571). Update WHO to display Census address for RI of proxy (18-572).

Sprint 7

1/9/17

Update Previous screens and branching on RELATIONSHIP CHECK (18-615). Update RELATIONSHIP OTHER question wording (18-616). Update RELATIONSHIP RESP question wording (18-617). Update RELATION OT question wording (18-618). Update RELATION SD question wording (18-619).

Sprint 8

1/9/17

Update CHANGE RELATION RS OT question wording (18-609). Update AGE screen for new baby flag pathing (18-624). Update CHANGE AGE branching and response options (18-626). Refine help text for MCM screens (18-576). Update help text for RI COUNT (18-577). Expand all help text on DETAILED ORIGIN (18-578). Update HOME help text (18-579). Update RACE help text (18-580). Update SEX help text (18-581). Update DATE OF BIRTH help text (18-582). Update languages in Appendix B (18-583). Update SCAN BARCODE hard edit and special instructions (18-585). Update STRATEGIES question wording for UE (18-586). Update VERIFY DIALED NUMBER branching for UE (18-587). Update OTHER VACANT Ri of proxy wording (18-590). Update SPECIFIC UNIT STATUS wording for RI of proxy (18-592). Update VACANT DESCRIPTION wording for RI of proxy (18-593). Update ADDRESS help text (18-594). Update RESP NAME help text (18-595). Update path of proxy eligible cases (18-596). Update CASE DETAILS beginning an interview (18-597). Remove APPOINTMENT DETAILS screen (18-598). Update DISTANCE question wording (18-599). Update ELIGILBE RESP question wording (18-600). Update FIND ADDRESS soft edit (18-601). Update NEW CASE ADDRESS screen (18-602). Update NO COMPLETE screen (18-603). Update for PROXY ADDRESS (18-604). Update PROXY ALERTS screen (18-605). Update PROXY ATTEMPT screen (18-606). Update PROXY LOCATION screen (18-607). Create new screen AGE2 (18-610). Create CHANGE AGE 2 (18-611). Create new screen CONFIRM AGE 2 (18-612). Remove REV BABY FLAG (18-613). Update CHANGE DATE OF BIRTH for updated baby flag pathing (18-614). Update NO COMPLETE previous screens (18-621). Update RACE previous screens (18-622). Update REVIEW screens for new baby flag pathing (18-623). Update BABY FLAG branching and help text (18-625). Update DATE OF BIRTH previous screens (18-627). Update RESP NAME branching (18-584). Update REVIEW branching (18-589). Update RESP PHONE branching (18-591). Update ANYONE screen (18-628). Update ATTEMPT TYPE screen (18-629). Update UNABLE TO ATTEMPT screen (18-631). Update CONTACT HISTORY with proxy required icon (18-638).

Sprint 8

1/11/17

Added note in ELSEWHERE response options. Added note to MAXDISTANCE wording throughout spec.

Sprint 8

1/12/17

Update Census ID formatting (18-634). Update LANGUAGE BARRIER RESP screens (18-635).

Sprint 9

1/25/17

Update UNABLE TO ATTEMPT hard edit (18-641). Add REL-SEX check to the SEX screen (18-642). Update LANGUAGE response options and special instructions (18-573). Standardize hard edits for relationship and sex screens (18-574). Replace empty help text (18-575).

Sprint 9

1/26/17

Update RESP LOCATION screen (18-608). Update ACTIVE CASELIST with Proxy required icon (18-636). Update CASE DETAILS with Poxy required icon (18-637). Update INACTIVE CASELIST with Proxy required icon (18-639). Update Instructional Text on SEX (18-640).

Sprint 9

1/27/17

Define automatic synchronizations (18-643). Update OCCUPANCY help text (18-644). Update branching on RELATIONSHIP CHECK (18-645). Remove PHONE NUMBERS screen (18-646). Removing PHONE NUMBERS from CASE DETAILS screen (18-647). Update CHANGE DATE OF BIRTH branching (18-649). Update Special Instructions on CHANGE RELATION RS SD (18-650).

Sprint 10

2/21/17

Update CONTACT HISTORY with ATTACTUAL AND message (18-660).Update Case Details, Contact History, Address Details, and Case Notes (18-671). Display count of cases (18-673). Update help text for ecase (18-648).

Sprint 11

3/10/17

Remove MCM screens. Update KNOW ADDRESS special instructions (18-686). Change Enumeration app icon (18-667).Update KNOW ADDRESS question wording (18-703).

Sprint 12

3/20/17

Update special instructions on ATTEMPT TYPE, RI CONTACT RESP and ELIGIBLE RESP (18-709). Match wording and response options on ATTEMPT TYPE (18-713).

Sprint 12rev

4/11/17

Updates for MU RI spec (18-721).

Sprint 14

5/15/17

MU RI Update Case Notes Formatting (18-725). Clearing the text box when “Other” is selected as a response option (18-731). Update KNOW ADDRESS” (18-734). Change UTC to GMT (18-732).

Question Index

Screen name

Screen Owner

Previous Questions that an action on a question leads to this screen

Next Questions that follows this question based on an action

Page Number

ATTEMPT TYPE

WARD KAY (NRFU-IPT)

CASE DETAILS

RESP LOCATION

CASE NOTES

NUMBER CALLED


10

RESP LOCATION

WARD KAY (NRFU-IPT)

ATTEMPT TYPE

INTRO

DISTANCE

NUMBER CALLED

UNABLE TO ATTEMPT

RI INTRO

CASE NOTES

PROXY LOCATION

PROXY ALERTS

12

DISTANCE

WARD KAY (NRFU-IPT)

RESP LOCATION

CASE NOTES

15

NUMBER CALLED

WARD KAY (NRFU-IPT)

RESP LOCATION

PROXY ATTEMPT

dial outcome

DIAL OUTCOME

16

DIAL OUTCOME

WARD KAY (NRFU-IPT)

NUMBER CALLED

CASE NOTES

number called

NO COMPLETE

RI INTRO

18

KNOW ADDRESS

WARD KAY (NRFU-IPT)

INTRO

RI VERIFY ADDRESS



GOOD BYE


20

RI INTRO

RAFAEL MORALES / RODRICK MARQUETTE (DSSD)


RESP LOCATION

RI CONTACT RESP

ELIGIBLE RESP

RI VERIFY ADDRESS

NO COMPLETE

22

RI CONTACT RESP

RAFAEL MORALES / RODRICK MARQUETTE (DSSD)


RI INTRO

ELIGIBLE RESP


NO COMPLETE



24

RI VERIFY ADDRESS

RAFAEL MORALES / RODRICK MARQUETTE (DSSD)


RI INTRO

Eligible REsp

NO COMPLETE

GOOD BYE

26

ELIGIBLE RESP

WARD KAY (NRFU-IPT)

INTRO

RI INTRO

RI VERIFY ADDRESS

NO COMPLETE

ri contact resp

27





Question Wording choice logic:

These are the variables and logic used to correctly choose what wording should be used for that screen for any given interview. The logic below correctly chooses between the question wording of an “In person housing unit respondent”, “Telephone housing unit respondent”, “In person proxy respondent”, and “Telephone proxy respondent”.

  • If ATTACTUAL=PV then the “In Person” question wording should be displayed for any screens following the ATTEMPT TYPE screen with alternate question wording indicated in the Questionnaire Content Document.

  • If ATTACTUAL=T then the “Telephone” question wording should be displayed for any screens following the ATTEMPT TYPE screen with alternate question wording indicated in the Questionnaire Content Document.

  • If RESP_TYPE=HH then the “Housing Unit Respondent” question wording should be displayed for any screens following the ADDRESS screen with alternate question wording indicated in the Questionnaire Content Document.

  • If RESP_TYPE=proxy, then the “Proxy Respondent” question wording should be displayed for any screens following the ADDRESS screen with alternate question wording indicated in the Questionnaire Content Document.









Screen name

ATTEMPT TYPE

Previous screen(s) and response option(s)

CASE DETAILS = Begin Interview

Question wording for in person housing unit respondent


Describe this contact attempt for <FULL RESPONDENT ADDRESS>.


Response options

If RI_ATTTYPE=PV:

(Radio buttons)

  • Personal visit

  • Outbound call attempt

  • Cancel attempt



If RI_ATTTYPE=T:

(Radio buttons)

  • Outbound call attempt

  • Cancel attempt



Branching/Skip Patterns

If ATTEMPT TYPE=Personal visit, go to RESP LOCATION.



If ATTEMPT TYPE = Outbound call attempt, go to NUMBER CALLED.

Else if ATTEMPT TYPE = Cancel attempt, go to CASE NOTES



Data needed

FULL RESPONDENT ADDRESS

RI_ATTTYPE

Help text

Help is not available for this question.

Soft Edit

N/A

Hard Edit

For nonresponse, “Please provide an answer to the question.”


If backwards navigation occurs on this screen, display: “Already at beginning of survey.”

Special instructions

If “Cancel attempt” is selected, then the number of attempts for the case should not change after swiping past CASE NOTES.


Create PARTIAL RESPONDENT ADDRESS from the input variable FULL RESPONDENT ADDRESS. Regardless of whether FULL RESPONDENT ADDRESS contains a city style or non-city style address, fill with the part of the string that comes before the city and state designations.


Fill priority: City Style address; if none then fill with Non-city style address; if none then fill with physical description.


If "Personal visit", then set ATTACTUAL=PV.

If “Outbound call attempt”, then set ATTACTUAL=T and RESP_TYPE = HH.


When swiping to the next screen, DATEOFCONTACT is set, which is a GMT timestamp of the current time.



DK/REF options

Not Available

Exit Survey option

Not Available

Question wording for telephone housing unit respondent


(Same as in person housing unit respondent)

Question wording for in person proxy respondent

N/A

Question wording for telephone proxy respondent


N/A

User Story Number

16-86, 16-139, 16-R141, 16-179, 16-243, 17-102, 17-281, 17-436, 17-481, 18-519, 18-525, 18-553, 18-629, 18-575, 18-709, 18-721, 18-732

Future Suggested Changes




Screen name

RESP LOCATION

Previous screen(s) and response option(s)

ATTEMPT TYPE=(Personal Visit)

Question wording for in person housing unit respondent


Are you attempting to reinterview <RESPONDENT NAME> at <PARTIAL RESPONDENT ADDRESS>?


Select ‘Unable to attempt’ if an attempt at this address is impossible or does not make sense.


Response options

  • Attempting address

  • Unable to attempt


Note: There will never be a scenario where “Unable to attempt address” or “Unable to attempt” is the only option available.

Branching/Skip Patterns




If (RESP LOCATION=Unable to attempt), go to UNABLE TO ATTEMPT


If ((RESP LOCATION=Attempting address) and (RESPTYPE_PROD=HH)), then do:

If distance between NRFU instrument and GPS coordinates of census address > MAXDISTANCE then go to DISTANCE. (Note: Per 10/30 NRFU-DO, MAXDISTANCE is being set to 5000 feet)

If ((RESP LOCATION=Attempting address) and (RESPTYPE_PROD=Proxy)), then do:

If distance between NRFU instrument and GPS coordinates of proxy address > MAXDISTANCE then go to DISTANCE. (Note: Per 10/30 NRFU-DO, MAXDISTANCE is being set to 5000 feet)


If else, go to RI INTRO.
}



Data needed

  • <PARTIAL RESPONDENT ADDRESS> (this is the partial address of the original respondent; this is not necessarily the original CENSUS address. See US 16-R140 for details.)

  • MAXDISTANCE

  • ATTEMPT TYPE (ATTACTUAL)

  • PROXY_REQUIRED

  • RESPONDENT NAME (this is the original respondent’s name)

  • NRFU instrument GPS coordinates

  • Production GPS coordinates

  • GPS coordinates of census address (if RESPTYPE_PROD=HH)

  • GPS coordinates of proxy address (if RESPTYPE_PROD=Proxy)


Help text

Whom to interview as a respondent at a household:


  • An adult (someone who is 15 years or older) who is a household member of the census address.


Whom to interview as a proxy:


  • An adult (someone who is 15 years or older), nonhousehold member who is knowledgeable about the census address.

  • Examples of a proxy:

    • Neighbor

    • Landlord or Property Manager

    • Real Estate Agent/Office

    • Relative of household member

    • Caregiver or health provider

    • In-mover (moved in after <census day>)

    • Government office or worker (Tax Assessor, Letter Carrier, etc.)

    • Utility Worker (Meter Reader, Telephone Repair, Cable/Satellite, etc.)

    • Enumerator Personal Knowledge (If you as the enumerator have personal knowledge about the household.)

Soft Edit

N/A

Hard Edit

For nonresponse, “Please provide an answer to the question.”

Special instructions



For each contact attempt, instrument attempts to collect a GPS coordinate when a response is selected. Each time a response option is selected, keep latest GPS coordinate collected for that attempt.




If able to collect GPS coordinate, measure and store distance between mapspot and Production GPS coordinate.

    • If distance is greater than MAXDISTANCE, set a flag indicating long distance.

If unable to collect GPS coordinate during all attempts, set a flag indicating no GPS.


If RESPTYPE_PROD=HH, <RESPONDENT NAME> should be filled with the original respondent’s name collected on the RESP NAME screen.


If RESPTYPE_PROD=Proxy, <RESPONDENT NAME> should be filled with the original respondent’s name collected on the PROXY NAME screen.


If RESP LOCATION=Attempting address, then set RESP_TYPE=HH


If RESPTYPE_PROD=HH, then the <PARTIAL RESPONDENT ADDRESS> refers to the original census address. The system should use the GPS coordinate of this address compared to the GPS coordinate of the NRFU instrument in order to determine MAXDISTANCE.


If RESPTYPE_PROD=Proxy, then the <PARTIAL RESPONDENT ADDRESS> refers to the address collected on the PROXY ADDRESS Screen during the original interview of the Proxy. The system should use the GPS coordinate of this address compared to the GPS coordinate of the NRFU instrument in order to determine MAXDISTANCE.

}



DK/REF options

Not Available

Exit Survey option

Not Available

Question wording for telephone housing unit respondent


N/A

Question wording for in person proxy respondent


N/A

Question wording for telephone proxy respondent


N/A

User Story Number

16-84, 16-138, 16-R142, 16-R166, 16-243, 16-262, 17-47, 17-9, 17-151, 17-436, 18-500, 18-551, 18-608, 18-713

Future Suggested Changes




Screen name

DISTANCE

Previous screen(s) and response option(s)

ELIGIBLE RESP (If ATTEMPT TYPE= Personal visit, RESP LOCATION=Attempting census address, and distance between mapspot and GPS coordinate > MAXDISTANCE).

Question wording for in person housing unit respondent

You may be too far from <PARTIAL RESPONDENT ADDRESS>. Continue interview?

Response options

(Radio buttons)

  • Yes

  • No


Branching/Skip Patterns

If Yes, go to RI INTRO.

If No, go to CASE NOTES.


Data needed

<PARTIAL RESPONDENT ADDRESS>

<RESPTYPE_PROD>

Help text

Help is not available for this question.

Soft Edit

N/A

Hard Edit

For nonresponse, “Please provide an answer to the question.”

Special instructions

If RESPTYPE_PROD=HH, then the <PARTIAL RESPONDENT ADDRESS> refers to the original census address.

If RESPTYPE_PROD=Proxy, then the <PARTIAL RESPONDENT ADDRESS> refers to the address collected on the PROXY ADDRESS Screen during the original interview of the Proxy.

DK/REF options

Not Available

Exit Survey option

Not Available

Question wording for telephone housing unit respondent


N/A

Question wording for in person proxy respondent


N/A


Question wording for telephone proxy respondent


N/A

User Story Number

16-84, 17-151, 17-436, 18-551, 18-599, 18-575

Future Suggested Changes




Screen name

NUMBER CALLED

Previous screen(s) and response option(s)


ATTEMPT TYPE (if ATTEMPT TYPE=Outbound call attempt).

DIAL OUTCOME (and there are additional phone numbers that have yet to be dialed and that do not contradict with the RESP LOCATION response, or when the first occurrence of either ‘New number from recording’ or ‘Number not dialed/Number misdialed’ is selected).


Question wording for in person housing unit respondent


N/A


Response options

Radio buttons:

  • <options for each phone number where PHONEASSOC=proxy >

  • Add Number


Note: If “Add number” is selected, then display a field to enter a new number with


Note:

Since RESPTYPE_PROD=proxy for MU cases, then PHONEASSOC should set to proxy.


Branching/Skip Patterns

Go to DIAL OUTCOME.

If Exit Survey is selected, go to NO COMPLETE

Data needed

Phone numbers

Help text

Help is not available for this question.

Soft Edit

N/A

Hard Edit

If user selects PREV, then display “New attempt has already started.”

For nonresponse or if “Add Number” is selected without a phone number entered in the number field, “Please provide an answer to the question.”

For a phone number that is less than 10 digits:“The phone number must be in the format (xxx) xxx-xxxx.”


Special instructions

Next to each number should be a visual indicator as to the previous outcome of that phone number (if there is one), “thumbs up” icon for a good number (if PHONECAT=G) and”thumbs down” icon for a bad one (if PHONECAT not=G).


There should be a visual indicator for each number as to whether that number has already been attempted during the bundled contact.






Prevent adding duplicate phone numbers:

When a user adds a new phone number with PHONEASSOC=Proxy and swipes to the next screen, if that same phone number with PHONEASSOC=Proxy already exists for that case, the system should not add the phone number to the case.



DK/REF options

Not Available

Exit Survey option

Available

Question wording for telephone housing unit respondent

What number are you attempting to call?


Question wording for in person proxy respondent

N/A

Question wording for telephone proxy respondent


(N/A


User Story Number

16-84, 16-153, 16-287, 17-443, 18-555, 18-575, 18-721

Future Suggested Changes






Screen name

DIAL OUTCOME

Previous screen(s) and response option(s)

NUMBER CALLED

Question wording for in person housing unit respondent


N/A

Response options

(Radio buttons)

  • Someone answers

  • Ring no answer

  • Answering machine/service –no message left

  • New number from recording

  • Normal busy/circuits busy

  • Fast or WATTS/FTS busy

  • Fax machine reached, no message sent

  • Number could not be completed as dialed

  • No signal or funny signal

  • Number not in service

  • Number changed, no new number given

  • Bad connection

  • Temporarily not in service

  • TDD or TTY reached

  • Number not dialed/number misdialed

  • Other noncontact


If Other noncontact selected, display a write-in field with the label Specify.

Branching/Skip Patterns

If DIAL OUTCOME = Someone answers, go to RI INTRO

Else, if there are additional phone numbers associated with the case where PHONEASSOC and RESPTYPE_PROD are equal (or for first occurrence of either New number from recording or Number not dialed/number misdialed), go to NUMBER CALLED

Else, go to CASE NOTES

If Exit Survey is selected, go to NO COMPLETE

Data needed

Phone number from NUMBER CALLED

CASE ID

RESPTYPE_PROD

Help text

Help is not available for this question.

Soft Edit

N/A

Hard Edit

For nonresponse, “Please provide an answer to the question.”


If “Other noncontact” is selected and the text box is left blank, display “Please specify the noncontact reason.”


If an enumerator tries to swipe backwards (or select previous) on this screen, then display the following message: “Please provide a dial outcome for the phone number. You cannot go backwards to change the phone number but may do so on the next screen if either “Number not dialed/number misdialed” or “New number from recording” is the selected dial outcome.”

Special instructions

Write in fields should be 200 characters in length.



If DIAL OUTCOME=Someone Answers, set PHONECAT=G for the phone number selected on NUMBER CALLED.

 

If DIAL OUTCOME=(Ring no answer, Answering machine/service – no message left, New number from recording, Normal busy/circuits busy, Fast or WATTS/FTS busy, Fax machine reached, no message sent, No signal or funny signal, Bad connection, Temporarily not in service, TDD or TTY reached, Other noncontact), set PHONECAT=I for the phone number selected on NUMBER CALLED.

 

If DIAL OUTCOME=(Number could not be completed as dialed, Number not in service, Number changed, no new number given, Number not dialed/number misdialed, New number from recording), set PHONECAT=B for the phone number selected on NUMBER CALLED.



If DIAL OUTCOME = New number from recording, display a field to collect the new telephone number.

IF DIAL OUTCOME = New number from recording, go to NUMBER CALLED and display the new telephone number collected here.


Note: When text is entered in a text box, the system shall clear the text box every time the “Other noncontact” response option is selected (on both radio buttons and check boxes) instead of displaying the previously entered text.


DK/REF options

Not Available

Exit Survey option

Available

Question wording for telephone housing unit respondent

What was the result of placing the call to <phone number selected from NUMBER CALLED>?

Question wording for in person proxy respondent

N/A

Question wording for telephone proxy respondent


N/A

User Story Number

16-210, 16-243, 17-103, 17-282, 17-436, 17-480, 17-482, 18-554, 18-634, 18-575, 18-721, 18-731

Future Suggested Changes




Screen name

KNOW ADDRESS

Previous screen(s) and response option(s)

RI VERIFY ADDRESS = NO

Question wording for in person housing unit respondent


Do you know where <FULL RESPONDENT ADDRESS> is located?

Response options

(Radio buttons)

  • Yes

  • No


If “Yes” then display a 200 character text box with the following wording: “Please specify where the address is located.”


Branching/Skip Patterns

If Yes, No, DK, or REF go to GOOD BYE

If Exit Survey is selected, go to NO COMPLETE

Data needed

FULL RESPONDENT ADDRESS

Help text

N/A

Soft Edit

N/A

Hard Edit

For nonresponse, “Please provide an answer to the question.”


If “Yes” is selected AND no characters entered in the Specify textbox, then display:

Please specify specify where the address is located.”

Special instructions

If Yes, a case note is automatically generated when navigating to CASE NOTES. The case note should display on the CASE NOTES screen, formatted as followed:

o User ID

o Date and time

o Proxy: ADDRESS UNKNOWN

o KNOW ADDRESS: <Text box input>

Set noteOrigin=6


Note: Each case note that is generated has the variable noteOrigin associated with it to describe where the case note originated from. Refer to the 'List of Variables' document for a full list of possible values for the variable noteOrigin.


Note: When text is entered in a text box, the system shall clear the text box every time the “Yes” response option is selected (on both radio buttons and check boxes) instead of displaying the previously entered text.

DK/REF options

Available

Exit Survey option

Available

Question wording for telephone housing unit respondent


N/A

Question wording for in person proxy respondent


N/A

Question wording for telephone proxy respondent


N/A

User Story Number

16-84, 16-149, 16-167, 17-153, 17-436, 18-534, 18-575, 18-686, 18-703, 18-721, 18-725, 18-731, 18-734

Future Suggested Changes




Screen name

RI INTRO

Previous screen(s) and response option(s)

RESP LOCATION=Attempting address

DIAL OUTCOME = Someone answers

DISTANCE=Yes

Question wording for in person housing unit respondent

Hello, I’m (your name) from the U.S. Census Bureau. (Show ID).


May I speak to <RESPONDENT NAME>?


Response options

(Radio buttons)

If ATTACTUAL = PV show:

  • Yes, continue

  • No, continue with someone else

  • Respondent doesn’t live there/doesn’t exist

  • No one home

  • Contact made, unable to continue



If ATTACTUAL = T show:

  • Yes, continue

  • Respondent not home

  • Wrong number/no one by that name

  • Contact made, unable to continue

Branching/Skip Patterns

If “Yes, continue”, go to RI CONTACT RESP

If “No, continue with someone else”, go to ELIGIBLE RESP

If “Respondent doesn’t live there/doesn’t exist” or “Wrong number/no one by that name” go to RI VERIFY ADDRESS

If “No one home”, go to CASE NOTES

If “Contact made, unable to continue”, go to NO COMPLETE

If “Respondent not home”, go to ELIGIBLE RESP

If Exit Survey is selected, go to NO COMPLETE


Data needed

RESPONDENT NAME

RESPTYPE_PROD

Help text

Help is not available for this question.

Soft Edit

N/A

Hard Edit

For nonresponse, “Please provide an answer to the question.”

Special instructions


NOTE: the variable RESP_TYPE is different from RESPTYPE_PROD. The variable RESPTYPE_PROD is an input to the NRFU instrument for reinterview cases that indicates whether the original interview was conducted with a proxy or household member. In contrast, the RESP_TYPE variable is variable set within the NRFU instrument during a reinterview that indicates whether the reinterviewed respondent is the same person who filled out the Census. RESP_TYPE does not indicate anything about the original interview.

DK/REF options

Not Available

Exit Survey option

Available

Question wording for telephone housing unit respondent

Hello, I’m (your name), and I’m calling from the U.S. Census Bureau.



May I speak to <RESPONDENT NAME>?


Question wording for in person proxy respondent

N/A

Question wording for telephone proxy respondent


N/A

User Story Number

16-R170, 17-106, 17-287, 17-436, 17-485, 18-516, 18-531, 18-575, 18-721

Future Suggested Changes






Screen name

RI CONTACT RESP

Previous screen(s) and response option(s)

RI INTRO = Yes, continue

ELIGIBLE RESP = Yes, eligible respondent available

Question wording for in person housing unit respondent

Hello, I’m (your name) from the U.S. Census Bureau.


I’m here to check on the quality of our census interviews. My records indicate this address was previously interviewed. This reinterview should take approximately 10 minutes.


(Hand respondent Information Sheet and point to Confidentiality Notice.)

This notice explains that your answers are confidential.


<INSERT_1> contacted on or about <ENUMERATION DATE> by an interviewer from the Census Bureau asking about <INSERT_2>?


Response options

(Radio buttons)

  • Yes

  • No

  • Unable to complete

Branching/Skip Patterns

If RI INTRO ≠ “Yes, continue” and RI CONTACT RESP = (“Yes”, “No”, Don’t know), go to PROXY NAME

ELSE if RI INTRO = “Yes, continue” and RI CONTACT RESP=”Yes”, go to MU ANYONE

Else if RI INTRO = “Yes, continue” and RI CONTACT RESP = (“No” or Don’t know), go to MU ANYONE

Else if RI CONTACT RESP = (“Unable to complete” or Refuse), go to NO COMPLETE.


If Exit Survey is selected, go to NO COMPLETE


Data needed

Variables from the NRFU production interview:

  • ENUMERATION DATE

  • RESPONDENT NAME

  • RESPONDENT TYPE

  • PARTIAL CENSUS ADDRESS (this is the partial original Census address; not necessarily the RI assignment address)

  • MU NAME


See US 16-R140 for details on these variables.

Help text

Help is not available for this question.

Soft Edit

N/A

Hard Edit

For nonresponse, “Please provide an answer to the question.”

Special instructions

For the INSERT_1 fill in question wording:


If RI INTRO=”Yes, continue”, the INSERT_1=”Were you”

Else if ELIGIBLE RESP=”Yes, eligible respondent available”, then INSERT_1=
Was [
RESPONDENT NAME] or someone else at <MU NAME>”


For the INSERT_2 fill in question wording:

INSERT_2=<MU NAME>


NOTE: Fill <MU NAME> with the name of the Multi-unit. If no name exists, fill <MU NAME> with <PARTIAL CENSUS ADDRESS>.


NOTE: [RESPONDENT NAME] should be filled with the original respondent’s name. This is the name that appears on the “Original Interview Details” screen in Case Details from the active caselist.


For ENUMERATION DATE, format as follows:

<Month> <Day of month>

Example: May 10


DK/REF options

Available

Exit Survey option

Available

Question wording for telephone housing unit respondent

Hello, I’m (your name) from the U.S. Census Bureau.

My records indicate that your address was recently visited by an enumerator. I’m calling to check on the quality of our work. This reinterview should take approximately 10 minutes, and is authorized by Title 13 of the U.S. Code. All of the information you provide will be confidential.


<INSERT_1> contacted on or about <ENUMERATION DATE> by an interviewer from the Census Bureau asking about <INSERT_2>?


Question wording for in person proxy respondent

N/A

Question wording for telephone proxy respondent


N/A

User Story Number

16-R168, 16-R257, 17-104, 17-285, 17-436, 17-483, 18-522, 18-575, 18-709, 18-721

Future Suggested Changes

Translate to Spanish for reinterview.

Add day of week to ENUMERATION DATE, if time permits



Screen name

RI VERIFY ADDRESS

Previous screen(s) and response option(s)

RI INTRO = Does not know respondent/respondent does not exist

RI INTRO = Wrong number/no one by that name here

Question wording for in person housing unit respondent

Is this <RESPONDENT ADDRESS>?

Response options

(Radio buttons)

  • Yes

  • No

Branching/Skip Patterns

If ATTACTUAL = PV:

If Yes, go to ELIGIBLE RESP

If No, go to KNOW ADDRESS

If REF, go to NO COMPLETE

If Exit Survey is selected, go to NO COMPLETE



If ATTACTUAL = T:

If Yes, go to ELIGIBLE RESP

If No, go to GOOD BYE

If REF, go to NO COMPLETE



Data needed

RESPONDENT ADDRESS


Help text

Help is not available for this question.

Soft Edit

N/A

Hard Edit

For nonresponse, “Please provide an answer to the question.”

Special instructions

N/A

DK/REF options

Refused should be available.

Don’t know should not be available

Exit Survey option

Available

Question wording for telephone housing unit respondent

Is this <RESP PHONE>?

Question wording for in person proxy respondent

N/A

Question wording for telephone proxy respondent

N/A

User Story Number

16-R145, 16-R252, 17-107, 17-288, 17-436, 17-486, 18-532, 18-575

Future Suggested Changes

make reinterview question wording conditional to accommodate outbound telephone calls.



Screen name

ELIGIBLE RESP

Previous screen(s) and response option(s)

RI INTRO=No, continue with someone else or Respondent not home

RI VERIFY ADDRESS = Yes


Question wording for in person housing unit respondent

May I speak with someone who can tell me the occupancy status of the units at <MU NAME>?


Response options

(Radio buttons)

  • Yes, eligible respondent available

  • No, unable to conduct interview


Branching/Skip Patterns

If “Yes, eligible respondent available”, go to RI CONTACT RESP

If “No, unable to conduct interview”, go to NO COMPLETE

If DK/REF, go to NO COMPLETE

If Exit Survey is selected, go to NO COMPLETE

Data needed

Address of Case

PARTIAL CENSUS ADDRESS (this is the original Census address, not necessarily the original respondent address; see US 16-R140 for more detail)

MU NAME

Help text

Yes, eligible respondent available: Choose this option if you are speaking with someone who knows about the people in the household.


No, unable to conduct interview: Choose this option if you are speaking to a nonresident, someone below the age of 15, or someone who does not know about the people in the household.


Soft Edit

N/A

Hard Edit

For nonresponse, “Please provide an answer to the question.”

Special instructions

Fill <MU NAME> with the name of the Multi-unit. If no name exists, fill <MU NAME> with <PARTIAL CENSUS ADDRESS>.

DK/REF options

Available

Exit Survey option

Available

Question wording for telephone housing unit respondent

May I speak with someone who can tell me the occupancy status of the units at <MU NAME>?

Question wording for in person proxy respondent

N/A

Question wording for telephone proxy respondent


N/A

User Story Number

16-136, 16-R178, 17-153, 17-436, 17-441, 18-520, 18-551, 18-600, 18-709, 18-721

Future Suggested Changes




Last updated 5/15/17 Sprint 14


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AuthorLauren Decrosta
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