In order for the Admin button to appear one of the Main Menu windows the user must have administrator privileges. If the user does not, the Admin button will not appear on the screen. With this access the project supervisor can manage the people, database tables, and instruments structure during the design and authoring processes.

The Users tab allows the supervisor to add and delete users, change and delete users' passwords and assign users to available groups. The supervisor may also create new groups and assign users to these groups

To perform operations on a user the user's name (UserID) must appear in the Name window. To select a user's name use the drop-down menu () in the Name box. Highlight the user's name. This selection operation is not necessary when the supervisor wants to add a new user. The selection operation must also be performed in the Group box before a group may be added or deleted.

When the New button is pressed, the Add New User window appears. Fill out the information in the four fields, then press the Add User button to add the user.

Now press the Refresh button in the Administrator Function window, to view the new UserID in the drop-down menu.

When the Delete Button is pressed, the user's name in the Name field will be deleted. The supervisor will only receive a dialogue box with the question,

"Are you sure you wish to delete User [UserID]?"

Yes No

Press the appropriate Yes or No button.

Clear Password Button

Currently the Clear Password button is not functional for supervisors. To prohibit a user from logging on Delete the user. To prohibit a user from accessing an instrument, remove the Permissions of that user. To restrict a user from having certain privileges, edit the user's permission.

Currently the Change Password button is not functional for supervisors. The user currently logged on may change his or her password by using the Setup tab, Change Password button, on the Main Menu screen.

The Refresh button does not provide the user with a screen display. It simply refreshes the user list when a new member has been added or deleted.

Group Membership Function

In the Group Membership section of the window the supervisor may assign or remove membership to the selected user. To assign membership, click one Available Group at a time to highlight it and press the Add >> button. The group's name will appear in the Member Of box. Repeat this for each group to assign.

To remove a membership, click one of the membership groups in the Member Of box to highlight it and press the << Remove button. The group's name will disappear in box. Repeat this for each group to revoke.

Creating a Group

The lower third of the screen allows users to view the names of members in a group and to create or delete groups.

To create a new group, press the New button and the Add New Group dialogue box will appear. Fill out the Group name and Group ID and press the Add Group button and the window will close. Press the Refresh button to view the newly added group in the list in the drop-down menu. To view the new group in the Available Groups box, close the Administrative Function window and restart it with the Admin button on the Main Menu.

Deleting a Group

To delete a group, highlight it in the Group box, and press the Delete button. The message dialogue box will appear asking, "Are you sure you wish to delete User Group [Group Name]?" Press Yes or No. If a group was deleted, press the Refresh button and it will disappear from the Available Groups list and the Group list.

Supervisors Tab

The Supervisors tab provides the supervisor with a way to view users by Instrument and instruments by User.

This button brings up the Instrument list. The users by instrument and the corresponding permissions may now be viewed and edited.

This button brings up the User list.The instruments by user and the corresponding permissions may now be viewed and edited ass shown in the accompanying "Administrator Functions" window.

To edit the permissions, Read, Write, Doc, Create, click the cursor in the check boxes, slowly, once, twice.

To assign a new user to an instrument or a new instrument to a user, click in the empty field box (*). A drop-down menu () will appear. Select the new instrument or user from the list and assign the appropriate permissions, Read, Write, Doc, Create, by slowly clicking the cursor in the check boxes, once, twice.

Tables Tab

Currently the supervisor may view the Table structure and field characteristics for tables accessible in the drop down menu. The fields and their characteristics may not be edited. This window is also available under the Super button on the Main Menu, Tables tab.

If a field is a key, that information will appear in the bottom half of the screen and identify the keys' characteristics.

When the Print Table Structure button is pressed the standard Report Generator dialogue box will be displayed. Choose the HTML tab. The destination path and file name may be changed in the Output File field of the dialogue box. The dialogue box will default to the directory specified in Setup tab, Preferences button, Output Dir with default file name TableStruct.HTML.

Occasionally some field descriptors, e.g., Formats table, Date field, may need to be changed from the American convention (Date (mdy)) to another convention such as Date (dmy) or Date (ymd). This may be done from the View Tables window under the 'Magnifying Glass' button on the Main Menu. This modification changes only the text that appears to the interviewer but does not alter the table structure.

Structure Tab

This function allows the supervisor to update tables by adding missing fields or by creating the table itself. Earlier versions of the Manager program were DOS-based. During the migration from DOS file-based structure to a Windows-based database structure, the Manager underwent some changes and improvements. Tables were added, fields were added to some tables, and hyperlinks to and from records were accommodated. This function updates those changes.

To see how to import DOS files into the Manager, see the DataXfer tab, Import from DOS button. Once the records have been imported some tables will need to be created and some updated. Two tables that need to be created are the TopicsTbl and UserGuide.

To begin the creation/update process,

1. Select a table from the drop-down menu in the Table box. If the table selected in the Table box needs to be created, the Create Table button will not be grayed out. If only fields in the table need to be added, the Create Table button will be grayed out, the Add Missing Fields button will be available.

If the update is instrument- and module-specific,

2. Check the box next to the In box, then
3. Select the instrument in the In box and the module in the Module box.

In the Table box, select TopicsTbl in the drop-down menu (6 ). This table needs to be created and the fields that need to be updated, Qnum and Topics, will appear highlighted in blue. Press the Create Table button.

Repeat the selection in the Tables box for the UserGuide and create the table to add the Qnum, GuideText, and GuideLink fields.

If the table already exists but some of the fields are missing they will be highlighted in the window. Use the Add Missing Fields button as shown in the accompanying figure, to add the fields to the table.

When the Print Definition button is pressed the standard Report Generator dialogue box will be displayed. Choose the HTML tab. The destination path and file name may be changed in the Output File field of the dialogue box. The dialogue box will default to the directory specified in Setup tab, Preferences button, Output Dir with default file name TableDefs.HTML.

Upgrade Tab

When new fields are added to the various record types or improvements made to the Manager database, it will be necessary to upgrade database tables so that they include the new structure. To upgrade, select the Upgrade Tab under the Admin Button and choose the Instrument to which the upgrade should be made. The modules associated with the instrument will appear. One or all modules may be upgraded at a time. In addition, to selecting the Instrument and Module, the record type or database must be selected by pressing the desired radio button (Question, RTF, Pick List, CCodes, etc.) and placing a checkmark the corresponding action to perform, e.g., Upgrade Question Table Structure.

• To upgrade one module at a time, highlight it and press the Update Database Tables button.
• To upgrade all modules, press the All Modules button.

The figure above shows the finished upgrade process with the successful processes listed in the in the white box on the right half of the screen.

Special Upgrade Features

Rich Text Format

To determine what component of the question text is being edited/created, look in the lower left corner of the question record. The following buttons should appear there.

The "spreadsheet-like" button how many records there are in the instrument. Hover the mouse cursor over it and a "tool-tip" dialogue box will appear with the total number of records in the inatrument. Clickuing on this button will refresh the question list after adding one or more questions. This is true of all Edit/Doc screens where this button shows up. adds the documentation component to the question record and is inoperable at this time. See, the Docs tab on the Main Menu for the documentation function.

To use the RTF component, the button in the lower left corner should appear in red and italics. When using the RTF component, the Text field will respond to a right-click of the mouse button and the pop-up menu shown in the figure above appears. To format plain text in rich text, the desired words must be selected (highlighted in black) and then the right button of the mouse clicked to bring up the pop-up menu. Select the desired format from the menu and left-click the mouse to finalize the format.

Existing instruments that were authored prior to 2.2.x may add RTF records by using a "cloning" technique found under the above Upgrade tab and described below.

Cloning the Plain Text Questions

As the designer edits the RTF version from the Question Design screen, the plain text component is not totally ignored. The changes to the RTF component are communicated transparently and unenriched to the plain text version as each record is saved, so that both components always reflects the latest edits. Records added and saved to either the plain text segment or the RTF segment are copied to the opposite segment, transparently, to keep the two components synchronized. When a plain text record is copied to the RTF segment the designer must manually make sure the text contains the formatting necessary, if applicable. However, if there are alternate language records, then the designer is solely responsible for synchronizing the text for the secondary languages with that of the primary language.

To have the newer versions of the Manager clone the existing plain text records to RTF, the RTF component must be empty and the question file must remain closed. (Remember, if the plain text component is edited or added in the newer versions, a transparent and unenriched RTF component is automatically added to the question file.) If RTF records exist the cloning procedure will add duplicate unenriched records to the RTF component resulting, upon export to the Survey program, in the unpredicable situation of which record to use in the Survey.

To begin the cloning process, use the Upgrade tab and click on the radio button called RTF Text, RecType. Then check the Create RTF Question Text Table, Add Min/Max Prompts, and Copy Plain Text to RTF checkboxes. Select the Instrument from the drop-down menu (). The Modules in the instrument will appear and a single module may be selected for upgrade, or all modules may be cloned at once by pressing the All Modules button. Choose each instrument in turn for cloning.

SQL Table Tab

The SQL table shows all of the structured-query-language searches used in the Manager program. Some are used for diagnostic purposes and are available to the user via the Diag tab Run Diagnostic button. Those available to the user have the Public Query check box checked.

Some searches are used by the Manager program to check fields for required data, valid data types, etc. Some are used to delete items, update tables, update fields in tables (see topic above), export fields and so on.

To find a search use the drop-down () menu in the Show SQL box. Use the buttons to move forward or backward one record at a time.

A query may be selected in the Show Query box and executed by pressing the Execute Query button. Results will appear in another window. This figure shows the results of the above query.

When the Print Results button is pressed the standard Report Generator dialogue box will be displayed. Choose the HTML tab. The destination path and file name may be changed in the Output File field of the dialogue box. The dialogue box will default to the directory specified in Setup tab, Preferences button, Output Dir with default file name SQLQuery.HTML.

Repair/Compact Tab

This function performs several operations on the databases used in the Manager program. It can repair a source data base or compact a target database. To perform either of these functions, the source and/or target paths must be typed in.

To view a list of the databases, click on the "Batch Compact Databases" label. To view a list of the modules available in a database, select the database by highlightinge

New Instrument Tab

This function is similar to function found under the Setup tab, Instrument List button. It allows the user to create an instrument and module and to link to the necessary support files (Pick List - RecType files).

Field View Tab

This function is under development.

Discussion of the "Magnifying Glass" (view tables) icon on the Main Menu.