Starting with 5.4.9 version and in order to make access to live field task data GDPR compliant, we have implemented a login system, based on CcaWebAPI, which is used through the File menu > Open live survey available in Design, Analyse and Tools.
1/ Create the necessary modules on Supervisor.
Open the Modules dialog on Supervisor (Ribbon > Extra > Modules) and create the 3 necessary modules:
2/ Ensure each user's restriction which needs this access has the module selected in Restrictions > Properties > Modules > Management:
3/ The restriction will also need:
- allow direct access to survey/list data
- 'view' permissions on the survey
- 'view interview data' permission on the survey
4/ On the "Open Live survey" dialog box, enter the link to the CcaWebAPI (http://[MyWebServer]/CcaWebAPI), use your supervisor credentials to connect and click on "Connect" button.
5/ Select your survey from the drop-down box. After clicking OK you will see the Design, Tools and Analyse session as normal accessing the current field task data.