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pdfMEMORANDUM FOR
Barbara M. LoPresti
Chief, Technologies Management Office
From:
Alan R. Tupek
Chief, Demographic Statistical Methods Division
Subject:
Consumer Expenditure Diary (CED) Survey 2000 Sample
Redesign - Specifications for the Computer Assisted Personal
Interview (CAPI) Quality Control (QC) Reinterview Blaise
Instrument
I.
Purpose
This memorandum documents specifications for the CAPI QC reinterview instrument for
the CED Survey 2000 Sample Redesign. These specifications are for a Blaise
instrument. Use these specifications in conjunction with the memorandum, Specifications
for a Generic Computer Assisted Personal Interview (CAPI) Quality Control (QC)
Reinterview Blaise Instrument.
II.
Quality Control Reinterview
CAPI original interviews and Type B and C noninterviews are eligible for a QC
reinterview. The primary goal of the QC reinterview is to detect falsification by the field
representatives or supervisory field representatives ((S)FRs). The reinterview instrument
includes paths for telephone reinterviews and personal visit reinterviews.
III.
Instrument Specifications
We broke down our specifications for the generic QC reinterview instrument into three
major parts. The front specifications, Section XIII, include the screens that direct the
reinterviewer to make contact, introduce himself/herself, and ask for the respondent. The
middle specifications, Section XIV, include the roster verification screens and the survey
specific questions used to determine whether falsification occurred. The back
specifications, Section XV, include the thank you screens and the screens that set up
callbacks, assign reinterview dispositions, and wrap up the case.
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This memorandum includes in Sections XIII-XIV only those screens that are new or have
changes to the generic specifications. For your convenience, we identify changes to the
generic screens by highlighting any additions and striking out any deletions. Since these
specifications are also very similar to those issued for the 2004 CED reinterview, we
identify additions and deletions to the 2004 specifications by placing those highlights and
strikeouts within braces { }.
As in the generic specifications, we divide the display of a screen’s info pane into the text
section and the answer list section. Any text given in italics in the text section denotes
read only information that is not said aloud by the reinterviewer. Display this italicized
text in regular font in blue on the screen.
Attachment A, CED Survey 2000 Sample Redesign - Reinterview Instrument Screen
Index, provides the page number(s) of each screen displayed in these specifications.
Attachment B, CED Survey 2000 Sample Redesign - Reinterview Blaise Instrument
Flowcharts, displays the pathing of all screens in the front, middle and back portions of
the instrument. Attachment C, CED Survey 2000 Sample Redesign - Reinterview
Instrument Flowchart Index, offers an index to the screens in the flowcharts.
IV.
Record-Typed Reinterview Input File
Attachment D contains the format of the Reinterview Sample Control Input File (SCIF)
for the CED Survey 2000 Sample Redesign. This Reinterview SCIF lists all of the
variables by record type that are on the reinterview input file. The original instrument
needs to set or initialize these variables, except for the few that come from the
Demographic Statistical Methods Division (DSMD) generic reinterview system. DSMD
creates the reinterview input files using the generic reinterview system.
Refer to the Reinterview SCIF in Attachment D for information regarding the
description, length, and values of each of the variables required for reinterview. Record
Type 8500 in Attachment D shows the generic household level variables in positions 183 and the generic person level variables in position 1-90. CED Survey specific
household and person level variables follow these positions.
The following is a list of only those reinterview input file variables utilized in the CED
Survey 2000 Sample Redesign reinterview instrument. These variables are used either to
set new variables, to "fill" entries on the screen, or to control pathing. The original
instrument must set and output these variables. Some of these variables are used in the
generic portions of the reinterview instrument. If the CED Survey uses a different name
for any of these generic variables, the CED name is noted in the ‘Description’ column.
Convert the variable’s CED name to its generic name in the manipula script when
extracting the original output for reinterview.
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Name
Description
Record Type
RESPNAME
Respondent name
* Empty RESPNAME if RESPON = 95
{100001 1002}
AREA
Respondent’s phone number area code
{100001 1002}
PREFIX
Respondent’s phone number prefix
{100001 1002}
SUFFIX
Respondent’s phone number suffix
{100001 1002}
EXTN
Respondent’s phone extension
{100001 1002}
HNO
Address - house number
{2000 2006}
HNOSUF
Address - house number suffix
{2000 2006}
STRNAME
Address - street name
{2000 2006}
UNITDES
Address - unit designation
{2000 2006}
{GQUNITINFO
Address - GQ unit designation
2006}
{NONCITYADD
Address - non-city style address
2006}
PHYSDES
Address - physical description
{2000 2006}
PO
Address - locality
{2000 2006}
ST
Address - state abbreviation
{2000 2006}
ZIP5
Sample unit address - ZIP code
{2000 2006}
ZIP4
Sample unit address - ZIP4
{2000 2006}
{BLDGNAME
Address - building name
2006}
ORIOUT
Original outcome code - See Attachment E for
values reset for reinterview
* OUTCOME in CED original instrument Convert OUTCOME to ORIOUT in manipula
script
{2550 2552}
ORIFR
Original FR code of (S)FR who completed the case
* INTID in CED original instrument Convert INTID to ORIFR in manipula script.
{2550 2552}
CP1NAME1
Contact person 1’s name
{8000 8001}
CP1TITL1
Contact person 1’s title
{8000 8001}
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Name
Description
Record Type
CP1PHON1
Contact person 1’s phone number
{8000 8001}
CP1EXT1
Contact person 1’s phone extension
{8000 8001}
{CP1PHT1
Type of phone for contact person
{8000 8001}
CP1ADD11
Contact person 1’s address 1
{8000 8001}
CP1ADD21
Contact person 1’s address 2
{8000 8001}
CP1PO1
Contact person 1’s address - PO/city
{8000 8001}
CP1ST1
Contact person 1’s address - state
{8000 8001}
CP1ZP51
Contact person 1’s address - ZIP code
{8000 8001}
CP1ZP41
Contact person 1’s address - ZIP4
{8000 8001}
BESTTIME
Best time to call
{8000 8200}
BESTTIM2
Best time other
{8000 8200}
NOSUNDAY
Do not call on Sunday
{8000 8200}
{SPANONLY
Spanish speaking
8000}
{PHTYPE
PHTYP}
Type of phone for respondent or household
{8000 8200}
SPHONE
Second phone number for respondent or household
{8000 8200}
SPHTYP
Type of phone for second phone number
{8000 8200}
BYOBS1
Original case classified as a noninterview by:
8500 (HH level)
1 = Observation only
2 = Information provided by contact person
0 or empty = Question not asked for an interview or
Type A case
INTDATE
Original interview date
8500 (HH level)
TYPEA_SP
Other Type A noninterview - write-in
* TPAS_PK2 in CED original instrument Convert TPAS_PK2 to TYPEA_SP in manipula
script
8500 (HH level)
Other Type B noninterview - write-in
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Name
TYPEB_SP
Description
* TPBS_PK1 or TPBS_PK2 in CED original
instrument If PICK_UP1 = 233 and PICK_UP2 = 216, 219,
321, 322, 323, 324 or 325, convert TPBS_PK1 to
TYPEB_SP in manipula script.
Else convert TPBS_PK2 to TYPEB_SP in
manipula script.
Record Type
8500 (HH level)
TYPEC_SP
Other Type C noninterview - write-in
* TPCS_PK2 in CED original instrument Convert TPCS_PK2 to TYPEC_SP in manipula
script
8500 (HH level)
TOTAL_CU
Number of CUs
8500 ( HH level)
NUMHOUSE
Number of persons in primary CU
8500 (HH level)
EPD
Earliest placement date
8500 (HH level)
PLCEDAT1
Diary 1 - Placement date
8500 (HH level)
PICKDTE1
Diary 1 - Pickup date
8500 (HH level)
PICK_UP1
Diary 1 - Pickup status code
8500 (HH level)
PLCEDAT2
Diary 2 - Placement date
8500 (HH level)
PICKDTE2
Diary 2 - Pickup date
8500 (HH level)
PICK_UP2
Diary 2 - Pickup status code
8500 (HH level)
ANYENTR1
Any entries for Week 1
8500 (HH level)
ANYRECAL1
Any items recalled for Week 1
8500 (HH level)
ANYENTR2
Any entries for Week 2
8500 (HH level)
ANYRECAL2
Any items recalled for Week 2
8500 (HH level)
{LANGUAGE
Language used to conduct interview
8500 (HH level)}
{RESPON
Line number of primary respondent
8500 (HH level)}
NROSIZE
Number of records for Block 01 (ie. Original roster
size)
8500 (person level)
LNO
HH composition - line number
* MEMBNO in CED original instrument -
8500 (person level)
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Name
Description
Convert MEMBNO to LNO in manipula script
Record Type
QCRESP
A flag indicating which household members are the
respondents for complete original interviews. Place
this flag on each person record. In the reinterview,
the original respondent (that is, the person the
(S)FR actually spoke to ) is reinterviewed whenever
possible.
8500 (person level)
1 = person (S)FR spoke to
0 = all other household members
FNAME
HH composition - first name
8500 (person level)
LNAME
HH composition - last name
8500 (person level)
AGE
HH composition - age
8500 (person level)
REL
HH composition - relationship
* CU_CODE1 in CED original instrument Convert CU_CODE1 to REL in manipula script
8500 (person level)
SEX
HH composition - sex
8500 (person level)
PERSTAT
Status - delete/reinstate
8500 (person level)
AWAY_COL
HH composition - away at college
8500 (person level)
HH_MEM
HH composition - HH member
8500 (person level)
PERCUNUM
HH composition - CU number
8500 (person level)
V.
Variables Set in the Reinterview Instrument
A.
The CED original instrument sets placement date, pickup date, and outcome for
both the Week 1 and Week 2 Diaries, but sets one final outcome (ORIOUT) for
the case. As a result, it is necessary to set the new variable ORIOUT_I and to
reset the input variables ORIOUT and INTDATE in the CED reinterview
instrument in order to verify the outcome for the appropriate week. Reset
ORIOUT and INTDATE as follows:
1.
Set ORIOUT_I = ORIOUT.
2.
Reset ORIOUT, only after setting ORIOUT_I, as follows:
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If ORIOUT_I = 201, ORIOUT = 201.
If ORIOUT_I = 203, ORIOUT = 203.
If ORIOUT_I = 204 and PICK_UP2 = 326, ORIOUT = 205.
If ORIOUT_I = 204 and PICK_UP2 ≠ 326, ORIOUT = PICK_UP2.
If ORIOUT_I = 206, ORIOUT = 206.
If ORIOUT_I = 207 and PICK_UP1 = 326, ORIOUT = 208.
If ORIOUT_I = 207 and PICK_UP1 ≠ 326, ORIOUT = 207.
If ORIOUT_I = 210 and PICK_UP1 = 216, 219, 321, 322, 323, 324, 325
(Type A noninterview) and PICK_UP2 = 326, ORIOUT = 211.
If ORIOUT_I = 210 and PICK_UP1 = 216, 219, 321, 322, 323, 324, 325
(Type A noninterview) and PICK_UP2 ≠ 326, ORIOUT = PICK_UP2.
If ORIOUT_I = 210 and PICK_UP2 = 216, 219, 321, 322, 323, 324, 325
(Type A noninterview) and PICK_UP1 = 326, ORIOUT = 212.
If ORIOUT_I = 210 and PICK_UP2 = 216, 219, 321, 322, 323, 324, 325
(Type A noninterview) and PICK_UP1 ≠ 326, ORIOUT = PICK_UP1.
If ORIOUT_I = 326 and PICK_UP1 = 326, ORIOUT = 209.
If ORIOUT_I = 326 and PICK_UP1 ≠ 326, ORIOUT = 326.
If ORIOUT_I > 210 and ORIOUT_I ≠ 326, ORIOUT = PICK_UP2.
3.
Reset INTDATE, only after resetting ORIOUT, as follows:
If ORIOUT = 201, INTDATE = PLCEDAT1.
If ORIOUT = 203, INTDATE = PLCEDAT1.
If ORIOUT = 204, INTDATE = PLCEDAT2.
If ORIOUT = 205, INTDATE = PLCEDAT1.
If ORIOUT = 206, INTDATE = PLCEDAT2.
If ORIOUT = 207, INTDATE = PLCEDAT2.
If ORIOUT = 208, INTDATE = PLCEDAT1.
If ORIOUT = 209, INTDATE = PLCEDAT1.
If ORIOUT = 211, INTDATE = PLCEDAT2.
If ORIOUT = 212, INTDATE = PLCEDAT1.
If ORIOUT > 212, INTDATE = PLCEDAT2.
Note: Set ORIOUT_I, ORIOUT, and INTDATE only once at initial entry. Do
not reset if a case is reopened.
B.
The generic portions of the reinterview instrument use the following variables.
Set these variables in the CED reinterview instrument as follows.
RPROXY_A
This is a flag indicating whether a proxy is allowed in the
reinterview. Set to
1 = proxy allowed in reinterview
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OPROXY_A
This is a flag indicating whether a proxy interview is
allowed in the original interview. Set to
1 = proxy allowed in original interview
OPROXY_U
This is a flag indicating for which household member a
proxy was used in the original interview. However, since
the use of proxies is not an issue, this flag is not set in the
original instrument. Set
OPROXY_U = 0.
SURVEY_NAME
This is a string variable (200 characters in length)
indicating the name of the survey. Set to
Consumer Expenditure Diary Survey
USE_CKSUP
This is a string variable (three characters in length)
indicating if the (S)FR needs authorization before
conducting a personal visit reinterview due to budget
concerns. Set to
Yes = (S)FR needs authorization
This is an array of 16 elements. It contains a list of codes
indicating the various discrepancies found during the
reinterview. When the reinterview instrument indicates a
discrepancy, the instrument will store the appropriate code
in this array. Upon wrapping up a case, the
DISCREPANCY array is copied into the Reinterview
Notes.
ORIOUT_RSLT
This is a string variable (four characters in length)
indicating the type of original outcome for a case. Set, only
after ORIOUT is reset, as follows:
If ORIOUT = 201,203, 205, 206, 207, 208, 209, 211, 212,
326, then ORIOUT_RSLT = INT.
If ORIOUT = 216, 219, 321, 322, 323, 324, 325, then
ORIOUT_RSLT = A.
If ORIOUT = 217, 224, 225, 226, 228, 229, 231, 232, 331
or 332, then ORIOUT_RSLT = B1.
If ORIOUT = 233, then ORIOUT_RSLT = B2.
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If ORIOUT = 240, 241, 243, 244, 245, 246 or 252, then
ORIOUT_RSLT = C1.
If ORIOUT = {247,} 248, {290,} 341 or 342, then
ORIOUT_RSLT = C2.
TYPE_D
This is a string variable (three characters in length)
indicating if the original survey has original Type D
noninterviews. Set to
No = original survey does not have original Type D
noninterviews.
VACANT_INT
This is a string variable (three characters in length)
indicating if the survey has vacant interviews. Set to
No = survey does not have vacant interviews.
REDESIGN
This is a string variable (three characters in length)
indicating if the survey has converted to the 2000 Sample
Redesign. Set to
{No Yes} = survey has not converted to the 2000 Sample
Redesign.
PUERTO_RICO
This is a string variable (three characters in length)
indicating if the survey includes Puerto Rico addresses. Set
to
No = survey does not include Puerto Rico addresses.
PV_ONLY
This is a string variable (three characters in length)
indicating if the survey requires all original interviews to
be conducted by personal visit. Set to
Yes = All original interviews must be done by personal
visit.
MIN_AGE
This is a numeric variable (two characters in length)
indicating the minimum age for an eligible respondent in
the original interview. Set to
16 = minimum age for an eligible respondent
CONTACT_C_INFO(1-3)
This is a three string variable (80 characters in
length each) indicating some descriptive text for the
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survey to be filled on the CONTACT_C screen. Set
to
CONTACT_C_INFO1 = your household and the
members who make up your household for the
CONTACT_C_INFO2 = Consumer Expenditure
Diary Survey?
CONTACT_C_INFO3 is empty
ROSTER_INFO(1-3)
This is a three string variable (80 characters in
length each) indicating some descriptive text for the
survey to be filled on the ROSTER_3 and
ROSTER_4 screens. Set to
ROSTER_INFO1 = doesn’t didn’t have a usual
residence elsewhere or who wasn’t away at college
ROSTER_INFO2 = on [Fill: INTDATE]
ROSTER_INFO3 is empty
TYPEB_SPLIT
This is a string variable (three characters in length)
indicating if reinterview noninterview vacants and Usual
Residence Elsewhere (UREs) need to be split between
regular and seasonal. Set to
No = vacants and UREs are not split between regular and
seasonal
RIDATE
This is the date stamp that the CED reinterview instrument
marks when a case is opened. Its format is mmddyyyy.
TIME_C
This is the time stamp that the CED reinterview instrument
marks when a case is opened. Its format is hhmmss in
military time.
OIRESP
This is a string variable (two characters in length)
representing the line number of the original respondent.
Set to the line number (LNO) of the household member
with QCRESP = 1.
{SPANONLY This is a string variable (one character in length) indicating if the
household is Spanish speaking. Set as follows:
If LANGUAGE = 2, then SPANONLY = 1.
Else SPANONLY is empty.}
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{C.
The original instrument fills RESPNAME if the respondent is a proxy. To
compensate for this, empty RESPNAME if RESPON = 95.}
D.
Set the generic contact person information variables in the CED reinterview
instrument as follows:
CPNAME
CPTITL
CPPHON
CPEXT
CPPHT
CPADD1
CPADD2
CPPO
CPST
CPZP5 =
CPZP4 =
E.
=
CP1NAME
=
CP1TITL
=
CP1PHON
=
CP1EXT
=
CP1PHT
=
CP1ADD1
=
CP1ADD2
=
CP1PO
=
CP1ST
CP1ZP5
CP1ZP4
The following variables are also set in the CED reinterview instrument according
to the SPECIAL INSTRUCTIONS for screens in either these specifications or the
generic specifications.
Name
Description
INTTYP
Method of reinterview
T = telephone reinterview
P = personal visit reinterview
LENGTH_T
Length of original interview in total minutes - (LENGTH_H x 60) +
LENGTH_M
INCT_CNT
Tally of number of persons erroneously included on the household roster
MISS_CNT
Tally of number of persons erroneously missing from the household roster
ITERATION
Counter for number of CUs checked
COUNT
Number of persons in the CU being checked
DEPENDENT
Tally of number of categories showing dependency in a single-person CU
INDEPENDENT
Tally of number of categories showing independency in a multi-person
CU
12
Name
INCT_CU
Description
Tally of number of CU’s incorrectly formed
OUTCOME
Reinterview outcome code - see Attachment F for values
RI_DISP
Reinterview disposition code - see Attachment F for values
VI.
Variables Passed between Case Management and the Reinterview Instrument
A.
B.
C.
Variables from Case Management
1.
Case Management sets ACTION based on OUTCOME. See Attachment
F, CED Reinterview Disposition, Outcome and Action Codes, for values.
This variable must be included in the reinterview output.
2.
The reinterview instrument obtains the name of the (S)FR, variable
FR_NAME, from Case Management.
3.
The reinterview instrument obtains the reinterviewer’s FR code,
FRCODE, from Case Management. If the RO reassigns a case, it changes
FRCODE in ROSCO. Case Management then passes the updated variable
to the reinterview instrument.
Variables from Case Management and the Reinterview Instrument
1.
The reinterviewer can update the sample unit phone number (AREA,
PRFIX, SUFFIX, EXTN) and appointment time (CALLBACK) in both
Case Management and the reinterview instrument. Case Management
and the reinterview instrument pass these variables, with any updates,
back and forth to each other.
2.
Case Management and the reinterview instrument also pass the case ID
(CASEID) and control number (CTRLNUM) back and forth to each other.
These variables serve as identifiers for the case.
Variables from the Reinterview Instrument
1.
The reinterviewer can also update the contact person phone number
(CPPHON and CPEXT) in the reinterview instrument. The reinterview
instrument passes these variables, with any updates, to Case Management.
The CED reinterview instrument must reset these variables back to
CP1PHON and CP1EXT when it passes them to Case Management.
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2.
VII.
The reinterview instrument sets OUTCOME and RI_DISP, as stated in
Section V, above, and passes them to Case Management.
Formats for Date and Time Variables
A.
Use the long format (day of week, month, day, four-digit year) to display all date
variables in the CED reinterview instrument. {Use the format mmddyyyy when
outputting all date variables, INTDATE (original interview date) and RIDATE
(reinterview date), to the reinterview output file.}
B.
Use the format hh:mm am/pm to display all time variables in the CED reinterview
instrument.
VIII. Displaying the Sample Unit Address
Display the sample unit address in the CED reinterview instrument using format
{ADDRESS2 ADDRESS1}. Screens that display the sample unit address are START,
DIAL, INTRO_TC, HELLO_TNX, INTRO_TN, INTRO_PC, HELLO_PNX, ADDVER,
INTRO_PN, VERBYOBS, PROX_N, PROX_UN, ROSTER_1, SOMEONE_ELSE,
CONTACT_N, VACANT, STAT_VER, VACANT2, STATUS, STAT_PROBE,
STAT_PROB2.
Format {ADDRESS2 ADDRESS1} is for surveys that have {not} converted to the 2000
Sample Redesign (REDESIGN = No Yes) and that do not include Puerto Rico addresses
(PUERTO_RICO = No). This format uses the address variables on Record Type 2000
2006} of the SCIF, Demographic Address, and is defined as follows:
[Fill: HNO HNOSUF STRNAME UNITDES]
{[Fill: BLDGNAME / blank]
[Fill: GQUNITINFO / blank]
[Fill: NONCITYADD / blank]}
[Fill: PHYSDES / blank]
[Fill: PO, ST ZIP5-ZIP4]
FILL INSTRUCTIONS
{1.
If BLDGNAME not empty, fill BLDGNAME.
Else leave blank, do not display item.
2.
IF GQUNITINFO not empty, fill GQUNITINFO.
Else leave blank, do not display item.
3.
If NONCITYADD not empty, fill NONCITYADD.
Else leave blank, do not display item.}
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4.
IX.
If PHYSDES not empty, fill PHYSDES.
Else leave blank, do not display item.
Displaying the Household Roster
A.
Display the household roster in the CED reinterview instrument as follows:
•
Include all persons who have not been deleted in the original interview.
•
Exclude a person from the household roster if PERSTAT = 7 or 99. This
denotes a person deleted in the original interview (7) or a person the
interviewer realizes he/she mistakenly listed when entering the household
roster (99).
•
Do not leave blank lines between persons included in the household roster.
Rather, condense the listing to compensate for any deleted person.
•
List household members first (HH_MEM = 1), followed by nonhousehold members (HH_MEM = 2). Gray the listing of all nonhousehold members.
Generic screens that display the household roster are: HHCOMP, RIRESP,
ROSTER_1, ROSTER_2, ROSTER_3, and ROSTER_4.
B.
X.
Other CED survey specific screens that display the household roster are
CU_LISTING, SINGLE_RELATED, SINGLE_HOUSING, SINGLE_FOOD,
SINGLE_OTHER, MULTI_RELATED, MULTI_HOUSING, MULTI_FOOD,
and MULTI_OTHER. These screens have the additional specifications:
·
List only household members (HH_MEM=1).
·
Gray any household member whose PERCUNUM ≠ ITERATION.
Access to Original CAPI Notes and Reinterview Notes
Within the CED reinterview instrument, provide access between the instrument and the
original CAPI notes and the reinterview notes. Both the original CAPI notes and the
reinterview notes are separate text files maintained outside the instrument.
·
Allow the reinterviewer access to only view the original CAPI notes.
·
Allow the reinterviewer access to enter, view, or edit the reinterview notes.
15
XI.
Function Keys
Descriptions of the functions keys are listed below. These keys comply with the listing
of Keys Assignments for Consumer Expenditures Survey, dated July 25, 2000.
The "F" Keys
F1
F2
F3
F4
F5
F6
F7
Item notes/remarks
F8
F9
F10
Exit - Skip to the END of the reinterview (FIN screen)
F11
F12
The "Shift-F" Keys
Shift-F1
Display the household roster (HHCOMP screen)
Shift-F2
Display the Survey Frequently Asked Questions (FAQs) (H_PURPOSE
screen)
Shift-F3
Display the Reinterview FAQs (RIREASON screen)
Shift-F4
Shift-F5
Shift-F6
Shift-F7
Shift-F8
Shift-F9
Shift-F10
Shift-F11
Display standard abbreviations (H_ABBREVI screen)
Shift-F12
Display original CAPI notes
The "Ctrl" Keys
Ctrl-D
Don’t know (D)
Ctrl-K
Display function key descriptions (KEY_REF screen)
Ctrl-R
Refusal (R)
Ctrl-F7 Access reinterview notes
Special Purpose Keys
Esc
Cancel
Home
Moves to beginning of form
End
Moves to first unanswered field on path
Page Up
Moves backward one page/screen
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Page Down
Up Arrow
Down Arrow
Left Arrow
Right Arrow
XII.
Moves forward one page/screen
Move upward or backward one field
Moves downward or forward one field
Moves to previous field
Moves to next field
Refreshing OUTCOME = 202 Cases
If the CED reinterview instrument is exited with OUTCOME=202, refresh the case upon
reopening the instrument, except for the following:
·
Maintain the variables ORIOUT_I, ORIOUT, and INTDATE, as set at initial entry.
DO NOT RESET.
·
Maintain the reinterview input file variables and any updates to them (example,
phone number changes).
·
Maintain CALLBACK and the case’s history in Case Management.
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XIII. Front Specifications
The screens for the front of the instrument appear in this section.
UNIVERSE - RIREASON = 3
·
Don't you have anything better to do with my tax dollars?
I'm too busy to answer your questions again.
The Bureau of Labor Statistics uses the data from this survey to measure the changes in prices
in consumer goods and services. Information collected in this survey contributes to the
Consumer Price Index, which assesses the change in purchasing power of consumer dollars.
The Census Bureau’s method of measuring data quality for this survey is to re-contact a
percentage of respondents to check that the data was collected correctly during the original
interview. We believe this method helps the Census Bureau prevent the wasting of your tax
dollars.
1.
2.
Continue
Back to Reinterview Help Menu
· Name
RIREF3
Description
Value
Skip
Reason 3
1
[return to reinterview]
2
[goto RIREASON]
---------------------------------------------------------------------------------------------------------------------
18
·
UNIVERSE - Shift-F2 or
H_PURPOSE1 = 2 or H_PURPOSE2 = 2 or H_PURPOSE3 = 2 or
H_PURPOSE4 = 2 or H_PURPOSE5 = 2
Frequently Asked Question
Press F8 to proceed with reinterview.
1.
2.
3.
4.
5.
6.
What is this survey all about? Who uses this information?
What do I have to do?
How long will this take? How many times will I be interviewed?
Who is going to see what I write ?
Is this survey real?
Return to reinterview.
· Name
H_PURPOSE
·
Description
Value
Skip
Frequently asked questions
1
[goto H_PURPOSE1]
2
[goto H_PURPOSE2]
3
[goto H_PURPOSE3]
4
[goto H_PURPOSE4]
5
[goto H_PURPOSE5]
6
[return to reinterview]
F8
[return to reinterview]
SPECIAL INSTRUCTIONS
This screen is a reference screen accessed by the Shift-F2 key.
This FAQ menu screen is the same as that in the original instrument.
------------------------------------------------------------------------------------------------------------------
19
·
UNIVERSE - H_PURPOSE = 1
What is this survey all about?
Who uses this information?
The Consumer Expenditure Diary Survey collects information from households and families
on their buying habits. It helps us to understand what products and services are bought and
how much is spent.
This survey has a number of uses. The most important is the periodic revision of the
Consumer Price Index. The Consumer Price Index provides cost of living and wage
adjustments, social security payment adjustments, and helps determine the cost of school
lunches.
1. Continue
2. Back to Frequently Asked Questions menu
· Name
H_PURPOSE1
·
Description
Value
Skip
Frequent question 1
1
[return to reinterview]
2
[goto H_PURPOSE]
SPECIAL INSTRUCTIONS
Use the same FAQ as H_PURPOSE1 in the original instrument.
---------------------------------------------------------------------------------------------------------------------
20
NEW SCREEN
·
UNIVERSE - H_PURPOSE = 2
What do I have to do?
First, I will ask a few household questions and then you will complete two diaries of what you
spend your money on.
1. Continue
2. Back to Frequently Asked Questions menu
· Name
H_PURPOSE2
·
Description
Value
Skip
Frequent question 2
1
[return to reinterview]
2
[goto H_PURPOSE]
SPECIAL INSTRUCTIONS
Use the same FAQ as H_PURPOSE2 in the original instrument.
------------------------------------------------------------------------------------------------------------------
21
NEW SCREEN
·
UNIVERSE - H_PURPOSE = 3
How long will this take?
How many times will you visit?
I will be here a short time today to ask a few questions about your household. I will also drop
off your first diary. How long it will take to write your expenses each day depends on how
many things you buy. Some days you may have nothing to record, other days you may have a
lot to record. It averages out to about 15 minutes a day.
After today, I will return in a week to pick up your completed diary and drop off the second
diary. At the end of the second week, I will return to pick up the second completed diary and
ask a few final questions.
1. Continue
2. Back to Frequently Asked Questions menu
· Name
H_PURPOSE3
·
Description
Value
Skip
Frequent question 3
1
[return to reinterview]
2
[goto H_PURPOSE]
SPECIAL INSTRUCTIONS
Use the same FAQ as H_PURPOSE3 in the original instrument.
------------------------------------------------------------------------------------------------------------------
22
NEW SCREEN
·
UNIVERSE - H_PURPOSE = 4
Who is going to see what I write down?
Your names and addresses are removed from what you report in the diaries. All Census
Bureau employees take an oath of confidentiality and are subject to fines and imprisonment if
they improperly disclose information provided by people like you. All information collected
is used for statistical purposes only.
1. Continue
2. Back to Frequently Asked Questions menu
· Name
H_PURPOSE4
·
Description
Value
Skip
Frequent question 4
1
[return to reinterview]
2
[goto H_PURPOSE]
SPECIAL INSTRUCTIONS
Use the same FAQ as H_PURPOSE4 in the original instrument.
------------------------------------------------------------------------------------------------------------------
23
NEW SCREEN
·
UNIVERSE - H_PURPOSE = 5
Is this survey real?
Yes. The Bureau of Labor Statistics conducts the Consumer Expenditure Diary Survey under
the authority of Title 29 of the U.S. Code. Congress authorizes the financial support for the
CE survey through Public Laws 94-439 and 95-205.
The Census Bureau collects the CE data under the authority of Title 13, U.S. Code, Section
8b, which allows the Census Bureau to undertake surveys for other government agencies.
Participation in the survey is voluntary. Under Title 13, the Census Bureau holds all
information in strict confidence. We will not release information reported in the survey which
would permit the identification of a household or any of its members to anyone outside of the
Census Bureau.
1. Continue
2. Back to Frequently Asked Questions? menu
· Name
H_PURPOSE5
·
Description
Value
Skip
Frequent question 5
1
[return to reinterview]
2
[goto H_PURPOSE]
SPECIAL INSTRUCTIONS
Use the same FAQ as H_PURPOSE5 in the original instrument.
------------------------------------------------------------------------------------------------------------------
24
·
UNIVERSE - OUTCOME = 200 [to access case] or
OUTCOME = 202 (i.e. insufficient partial) or OUTCOME = 213-219 (i.e. Type
A) [to reaccess case]
Note: This UNIVERSE is not used by the instrument, but rather controlled by Case
Management.
[Fill: SURVEY_NAME]
CAPI Quality Control Reinterview
Date: [Fill: RIDATE]
Time: [Fill: TIME_C]
Reinterview Case Status: [Fill: OUTCOME and OUTCOME’s description]
Original Interview Date: [Fill: INTDATE]
Original FR Code - Name: [Fill: ORIFR] "-" [Fill: FR_NAME]
Original Outcome:
[Fill: ORIOUT and ORIOUT’s description]
[Fill: TYPEA_SP / TYPEB_SP / TYPEC_SP /blank]
Original Respondent Name: [Fill: RESPNAME]
Sample Unit Phone: ([Fill: AREA]) [Fill: PREFIX]-[Fill: SUFFIX], ext.[Fill:
EXTN] ([Fill: {PHTYPE PHTYP’s description}])
[Fill: "Second Phone:" SPHONE (SPHTYP’s description) / blank]
Sample Unit Address: [Fill: ADDRESS1 /
ADDRESS2 /
ADDRESS3 /
ADDRESS4]
[Fill: "Best Time to Contact:" BESTTIME’s description / "Best Time to Contact:"
BESTTIM2 / blank]
[Fill: "Or" BESTTIM2 / blank]
[Fill: “DO NOT call on Sunday” / blank]
[Fill: “Spanish speaking” / blank]
1. Continue
2. Quit - Attempt later
25
· Name
START
·
Description
Value
Skip
Start up screen
1
[If ORIOUT_RSLT = B1, C1, B2, C2 or VINT and
BYOBS = 2 goto START_1A]
[goto START_1]
2
[goto RINOTES_PRE]
FILL INSTRUCTIONS
1.
Fill OUTCOME’s description with the reinterview outcome code description
from Attachment F, Reinterview Disposition, Outcome, and Action Codes.
2.
Fill ORIOUT’s description with the original outcome code description from
Attachment E, "List of Original Outcome Codes in the Original Instrument."
3.
If ORIOUT = 219, fill TYPEA_SP.
If ORIOUT = 233, fill TYPEB_SP.
If ORIOUT = 248, fill TYPEC_SP.
Else leave blank, do not display item.
4.
If SPHONE not empty, fill "Second Phone:" SPHONE (SPHTYP’s description).
Else leave blank, do not display item.
5.
Fill PHTYP’s and SPHTYP’s descriptions with the following descriptions of the
values of PHTYP and SPHTYP, respectively:
Values
Description
1
HOME
2
WORK
3
Cellular or Digital
4
Beeper/Pager/Answering Service
5
PUBLIC PAY PHONE
6
OTHER
7
FAX
6.
If REDESIGN = Yes and PUERTO_RICO = No, fill with format ADDRESS1.
If REDESIGN = No and PUERTO_RICO = No, fill with format ADDRESS2.
If PUERTO_RICO = Yes and PSU ≠ 72, fill with format ADDRESS3.
If PUERTO_RICO = Yes and PSU = 72, fill with format ADDRESS4.
7.
If BESTTIME not empty, fill "Best Time to Contact:" BESTTIME’s description.
If BESTTIME empty and BESTTIM2 not empty, fill "Best Time to Contact:"
BESTTIM2.
26
If BESTTIME empty and BESTTIM2 empty, leave blank, do not display item.
·
8.
If BESTTIME not empty and BESTTIM2 not empty, fill "Or" BESTTIM2.
Else leave blank, do not display item.
9.
Fill BESTTIME’s description with the following descriptions of the values of
BESTTIME:
Values
Description
00
Special restriction; supervisor sets appointment
01
Morning (9am-12 noon)
02
Noon/lunchtime (11am - 1pm)
03
Afternoon (12 noon-4pm)
04
Suppertime/early evening/dinnertime (4pm-7pm)
05
Evening (6pm-9pm)
06
Anytime (9am-9pm)
07
Late evening/night (7pm-9pm)
08
Daytime (9am-4pm)
09
After 5pm (5pm-9pm)
10.
If NOSUNDAY = 1, fill “DO NOT call on Sunday.”
Else leave blank, do not display item.
11.
If SPANONLY = 1, fill “Spanish speaking.”
Else leave blank, do not display item.
SPECIAL INSTRUCTIONS
If START = 2, set OUTCOME = 202.
------------------------------------------------------------------------------------------------------------------
27
· UNIVERSE - (START_1 = 1 and ORIOUT_RSLT = INT) or
Shift-F1
Line No.
Name
Relationship
Age
Sex
Away at
college
HH member
CU number
[Fill:
LNO]
[Fill:
FNAME LNAME]
[Fill:
REL]
[Fill:
AGE]
[Fill:
SEX]
[Fill:
AWAY_COL]
[Fill:
HH_MEM]
[Fill:
PERCUNUM]
·
·
·
·
·
·
·
·
·
·
·
·
·
·
·
·
Press Shift-F1 to access this screen at any time during the
reinterview.
Enter 1 to continue.
. Continue
·
Name
Description
HHCOMP
Household composition
Value
Skip
goto METHOD]
· SPECIAL INSTRUCTIONS
This screen displays the household roster. Fill REL, SEX, AWAY_COL and HH_MEM with
their descriptions from Attachment G.
Return to reinterview if accessed by the Shift-F1 key.
------------------------------------------------------------------------------------------------------------------
28
· UNIVERSE - (METHOD = 1 and ORIOUT_RSLT = INT) or
(METHOD = 1 and ORIOUT_RSLT = B1, C1, B2, C2 or VINT and BYOBS = 2)
or WRNUM = 1 (used for coming back to DIAL) or
REFNUM = 2 (used for coming back to DIAL) or
_END_ = 1 (_END_ is a dummy variable used to update phone number)
Respondent Name: [Fill: RESPNAME]
Respondent Address: [Fill: ADDRESS1 /
ADDRESS2 /
ADDRESS3 /
ADDRESS4]
Contact Name:
Contact Address:
[Fill: CPNAME]
[Fill: CPADD1
CPADD2
CPPO, CPST CPZP5-CPZP4]
Dial this number:
([Fill: AREA]) [Fill: PREFIX]-[Fill: SUFFIX], ext. [Fill: EXTN] ([Fill: {PHTYPE
PHTYP’s description}]) /
[Fill: CPPHON], ext. [Fill: CPEXT] ([Fill: CPPHT’s description])
.
.
.
.
Someone answers
Enter new telephone number
Reinterview Noninterview
Quit - Attempt later
·
Name
Description
DIAL
Dial phone
number
Value
Skip
If ORIOUT_RSLT = INT and RESPNAME
mpty goto HELLO_TCX]
If ORIOUT_RSLT = INT goto HELLO_TC]
If CPNAME empty goto HELLO_TNX]
goto HELLO_TN]
2
goto _INTRO_]
goto STATUS_RI]
4
goto RINOTES_PRE]
29
·
FILL INSTRUCTIONS
1.
If ORIOUT_RSLT = INT, fill Respondent Name with RESPNAME. Fill Respondent
Address with format ADDRESS1 if REDESIGN = Yes and PUERTO_RICO = No, with
format ADDRESS2 if REDESIGN = No and PUERTO_RICO = No, with format
ADDRESS3 if PUERTO_RICO = Yes and PSU ≠ 72, and with format ADDRESS4 if
PUERTO_RICO = Yes and PSU = 72. Dial this number with AREA, PREFIX, SUFFIX,
EXTN, {PHTYPE PHTYP’s description}.
2.
If ORIOUT_RSLT = B1, C1, B2, C2 or VINT, fill Contact Name with CPNAME,
Contact Address with CPADD1, CPADD2, CPPO, CPST, CPZP5, CPZP4, and dial this
number with CPPHON, CPEXT, CPPHT’s description.
3.
Fill PHTYP’s and CPPHT’s descriptions with the following descriptions of the values of
PHTYP and CPPHT, respectively:
Values
Description
1
HOME
2
WORK
3
Cellular or Digital
4
Beeper/Pager/Answering Service
5
PUBLIC PAY PHONE
6
OTHER
7
FAX
· SPECIAL INSTRUCTIONS
If DIAL = 4, set OUTCOME = 202.
------------------------------------------------------------------------------------------------------------------
30
XIV. Middle Specifications
The screens for the middle of the instrument appear in this section. Response choices in
italics are blind don’t knows or refusals. Do not show these choices, but allow the
reinterviewer to enter Ctrl-D for “don’t know” (D) or Ctrl-R for “refusal” (R), where
noted. Output “don’t know” as “9” and fill with preceding “9”s if variable length > 1.
Output “refusal” as “8” and fill with preceding “8”s if variable length > 1. If a screen has
eight or nine response choices, and allows “don’t know” or “refusal,” length = 2 for the
variable to differentiate between a response choice of 8 or 9 and a “don’t know ”(99) or
“refusal” (98).
· UNIVERSE - (INTRO_TC = 1, 2 or 3) or
(INTRO_PC = 1, 2 or 3) or
(ADDVER = 1 and RPROXY_A = 1 and ( HELLO_TC = 3 or 5 or
HELLO_PC = 2 or 4 or HELLO_TCX = 1 or HELLO_PCX = 1)) or
(SPEAKTO = 1 and CONTACT_C = 2 or D) or
(PROX_UC = 1)
Line No.
Name
Relationship
Age
Sex
[Fill:
LNO]
[Fill:
FNAME LNAME]
[Fill:
REL]
[Fill:
AGE]
[Fill:
SEX]
[Fill:
AWAY_COL]
[Fill:
HH_MEM]
[Fill:
PERCUNUM]
·
·
·
·
·
·
·
·
·
·
·
·
·
·
·
·
Ask if necessary
Away at college HH member
CU number
With whom am I speaking?
Enter line number of person you are speaking to or (0) if person is not on roster.
Name
Description
Value
RIRESP
Reinterview Respondent
<0 - maximum line
number>
· SPECIAL INSTRUCTIONS
Skip
goto CONTACT_C]
31
This screen displays the household roster. Fill REL, SEX, AWAY_COL and HH_MEM with
their descriptions from Attachment G.
------------------------------------------------------------------------------------------------------------------
32
· UNIVERSE - (LENGTH_H = D and ORMODE = 2 or D) or
(LENGTH_M = <0-90> and ORMODE = 2 or D) or
(LAPTOP = 1, 2 or D and CONTACT_C = 1) or
(PROX_PRESENT = 2 and CONTACT_C = 1) or
(CONTACT_C = 2 or D and (HELLO_TCX=1 or HELLO_PCX=1 or
PROX_C = 1 or PROX_UC = 1)) or
(SOMEONE_ELSE = 2 or D and CONTACT_C = 2 or D) or
(SPEAKTO = 2 and CONTACT _C = 2 or D)
Away at college HH member
CU number
Line
No.
Name
Relationship
Age
Sex
[Fill:
LNO]
[Fill:
FNAME LNAME]
[Fill:
REL]
[Fill:
AGE]
[Fill:
SEX]
[Fill:
AWAY_COL]
[Fill:
HH_MEM]
[Fill:
PERCUNUM]
·
·
·
·
·
·
·
·
·
·
·
·
·
·
·
·
Our records indicate that ♦Read above name(s) in blue♦ was/were living or staying at
[Fill:
ADDRESS1 /
ADDRESS2 /
ADDRESS3 /
ADDRESS4]
on [Fill: INTDATE].
Is this correct?
1.
2.
Yes
No
Name
Description
ROSTER_1
Roster verification
Value
Skip
goto ROSTER_3]
2
goto ROSTER_2]
Ctrl-D = Don’t know
goto ROSTER_3]
Ctrl-R = Refusal
goto ROSTER_3]
33
· FILL INSTRUCTIONS
If REDESIGN = Yes and PUERTO_RICO = No, fill with format ADDRESS1.
If REDESIGN = No and PUERTO_RICO = No, fill with format ADDRESS2.
If PUERTO_RICO = Yes and PSU ≠ 72, fill with format ADDRESS3.
If PUERTO_RICO = Yes and PSU = 72, fill with format ADDRESS4.
· SPECIAL INSTRUCTIONS
This screen displays the household roster. Fill REL, SEX, AWAY_COL and HH_MEM with
their descriptions from Attachment G.
If ROSTER_1 = 2, store code 7 in element [7] of DISCREPANCY array.
-------------------------------------------------------------------------------------------------------------------
34
· UNIVERSE - ROSTER_1 = 2
Away at college HH member
CU number
Line
No.
Name
Relationship
Age
Sex
[Fill:
LNO]
[Fill:
FNAME LNAME]
[Fill:
REL]
[Fill:
AGE]
[Fill:
SEX]
[Fill:
AWAY_COL]
[Fill:
HH_MEM]
[Fill:
PERCUNUM]
·
·
·
·
·
·
·
·
·
·
·
·
·
·
·
·
♦Enter the line number of the household member(s) (above name(s) in blue) who wasn’t/weren’t
living or staying at the household on [Fill: INTDATE].
[Fill: LNO]. [Fill: FNAME LNAME]
·
·
·
·
·
·
ame
scription
alue
ip
OSTER_2
ster verification letes
t of line numbers,
- maximum line
mber>
oto ROSTER_3]
· SPECIAL INSTRUCTIONS
This screen displays the household roster. Fill REL, SEX, AWAY_COL and HH_MEM with
their descriptions from Attachment G.
Mark all that apply type of entry.
Calculate count of the number of incorrect persons entered, but do not display. Store this value
in the variable INCT_CNT.
-------------------------------------------------------------------------------------------------------------------
35
· UNIVERSE - (ROSTER_1 = 1, D or R) or
(Any valid value in ROSTER_2)
Line
No.
Name
Relationship
Age
Sex
Away at college
HH member
CU number
[Fill:
LNO]
[Fill:
FNAME LNAME]
[Fill:
REL]
[Fill:
AGE]
[Fill:
SEX]
[Fill:
AWAY_COL]
[Fill:
HH_MEM]
[Fill:
PERCUNUM]
·
·
·
·
·
·
·
·
·
·
·
·
·
·
·
·
Have I missed any household member who
[Fill: ROSTER_INFO1]
[Fill: ROSTER_INFO2]
[Fill: ROSTER_INFO3]
1.
2.
Yes
No
· Name
ROSTER_3
Description
Value
Roster verification
check for adds
Skip
goto ROSTER_4]
2
If LENGTH_H = D or LENGTH_M =
<0-90> goto SURVEY_1]
goto THANK_YOU]
goto SURVEY_1]
Ctrl-D =
Don’t know
If LENGTH_H = D or LENGTH_M =
<0-90> goto SURVEY_1]
goto THANK_YOU]
goto SURVEY_1]
Ctrl-R =
Refusal
If LENGTH_H = D or LENGTH_M =
<0-90> goto SURVEY_1]
goto THANK_YOU]
goto SURVEY_1]
36
· SPECIAL INSTRUCTIONS
This screen displays the household roster. Fill REL, SEX, AWAY_COL and HH_MEM with
their descriptions from Attachment G.
If ROSTER_3 = 1, store code 7 in element [7] of DISCREPANCY array.
-------------------------------------------------------------------------------------------------------------------
37
· UNIVERSE - ROSTER_3 = 1
Away at college HH member
CU number
Line
No.
Name
Relationship
Age
Sex
[Fill:
LNO]
[Fill:
FNAME LNAME]
[Fill:
REL]
[Fill:
AGE]
[Fill:
SEX]
[Fill:
AWAY_COL]
[Fill:
HH_MEM]
[Fill:
PERCUNUM]
·
·
·
·
·
·
·
·
·
·
·
·
·
·
·
·
♦
Enter the name of each missing household member who
[Fill: ROSTER_INFO1]
[Fill: ROSTER_INFO2]
[Fill: ROSTER_INFO3]
♦
Press Enter after each name and again after last name to continue.
Name
Description
Value
Skip
ROSTER_4
Roster verification adds
ist of up to 15
names
If LENGTH_H = D or
LENGTH_M = <0-90> goto
SURVEY_1]
goto THANK_YOU]
goto SURVEY_1]
· SPECIAL INSTRUCTIONS
This screen displays the household roster. Fill REL, SEX, AWAY_COL and HH_MEM with
their descriptions from Attachment G.
Mark all that apply type of entry.
Calculate count of the number of missing persons entered, but do not display. Store this value
in the variable MISS_CNT.
-------------------------------------------------------------------------------------------------------------------
38
· UNIVERSE - (ROSTER_3 = 2 or D or R and (LENGTH_H = D or LENGTH_M = <0-90>)
)or
(Any valid value in ROSTER_4 and (LENGTH_H = D or LENGTH_M
= <0-90>)) or
(VACANT = 1)
The Consumer Expenditure Diary Survey groups household members together if they are
related or, if not related, dependent on one another for payment of their major expenses. The
household members that make up a group are listed together on a Diary form.
[Fill: ‘Since our records have you as the only household member, you are the only person
listed on your Diary form.’
/
“Since our records have [Fill: FNAME LNAME (from only person level record)] as the only
household member, he/she is the only person listed on the Diary form.’
/
‘Household members who are related by blood, marriage, adoption, or other legal arrangement
are listed together on the same Diary form.
Household members who are not related can be listed together on the same Diary form if they
are dependent on one another for payment of their major expenses. A household member is
the only person listed on a Diary form if he is independent of all other unrelated household
members for payment of his major expenses. By major expenses, I mean housing expenses,
food expenses, and other living expenses, such as clothing, transportation, etc.’]
Press 1 to continue.
1. Continue
Name
Description
SURVEY_1
CU definition
Value
Skip
If (INCT_CNT ≥ 1 or MISS_CNT > 1 or
NROSIZE = 1) and (PERCUNUM = 1 for
LNO = RIRESP) goto DIARY]
If (INCT_CNT ≥ 1 or MISS_CNT > 1 or
NROSIZE = 1) and (PERCUNUM > 1 for
LNO = RIRESP) goto THANK_YOU]
goto CU_LISTING]
· FILL INSTRUCTIONS
If NROSIZE =1 and RIRESP > 0, fill ‘Since our records have you as the only household
member, you are the only person listed on your Diary form.’
39
If NROSIZE =1 and RIRESP = 0, fill ‘Since our records have’ FNAME and LNAME from only
person level record ‘as the only household member, he/she is the only person listed on the Diary
form.’
Else fill ‘Household members who are related by blood, marriage, adoption, or other legal
arrangement are listed together on the same Diary form. Household members who are not
related can be listed together on the same Diary form if they are dependent on one another for
payment of their major expenses. A household member is the only person listed on a Diary
form if he is independent of all other household members for payment of his major expenses.
By major expenses, I mean housing expenses, food expenses, and other living expenses, such as
clothing, transportation, etc.’
· SPECIAL INSTRUCTIONS
If INCT_CNT < 1 or empty and MISS_CNT < 1 or empty and NROSIZE > 1, set ITERATION
= 1 and INCT_CU = 0.
------------------------------------------------------------------------------------------------------------------
40
NEW SCREEN
• Universe - (SURVEY_1 = 1 and INCT_CNT < 1 or empty and MISS_CNT < 1 or empty and
NROSIZE > 1) or
(SINGLE_RELATED = 1 and TOTAL_CU ≥ ITERATION) or
(Any valid value in SINGLE_OTHER and TOTAL_CU ≥ ITERATION) or
(MULTI_RELATED = 1, D, or R and TOTAL_CU ≥ ITERATION) or
(Any valid value in MULTI_OTHER and TOTAL_CU ≥ ITERATION)
Line No.
Name
Relationship
Age
Sex
Away at college HH member
CU number
[Fill:
LNO]
[Fill:
FNAME LNAME]
[Fil:
REL]
[Fill:
AGE]
[Fill:
SEX]
[Fill:
AWAY_COL]
[Fill:
HH_MEM]
[Fill:
PERCUNUM]
·
·
·
·
·
·
·
·
·
·
·
·
·
·
·
·
Our records indicate that ♦Read above name(s) that are highlighted♦ made up a group on
[Fill: INTDATE] and was/were listed alone/together on a Diary form.
Press 1 to continue.
. Continue
·Name
Description
CU_LISTING
CU listing
Value
kip
If COUNT = 1, goto SINGLE_RELATED]
If COUNT > 1, goto MUTLI_RELATED]
· SPECIAL INSTRUCTIONS
Display in the household roster only household members (HH_MEM = 1), gray all household
members with PERCUNUM ≠ ITERATION, and fill REL, SEX, AWAY_COL, and HH_MEM
with the descriptions from Attachment G.
Calculate count of the number of household members listed in this CU, that is, the number of
persons with HH_MEM=1 and PERCUNUM=ITERATION. Do not display. Store this value
in the variable COUNT.
----------------------------------------------------------------------------------------------------------------------
41
NEW SCREEN
• Universe - CU_LISTING = 1 and COUNT = 1
Line No.
Name
Relationship
Age
Sex
Away at college HH member
CU number
[Fill:
LNO]
[Fill:
FNAME LNAME]
[Fil:
REL]
[Fill:
AGE]
[Fill:
SEX]
[Fill:
AWAY_COL]
[Fill:
HH_MEM]
[Fill:
PERCUNUM]
·
·
·
·
·
·
·
·
s ♦Read above name that is highlighted♦ related by blood, marriage, adoption, or other legal
rrangement to any other household member?
. Yes
. No
·
Name
Description
INGLE_RELATED
Value
kip
If TOTAL_CU ≥ ITERATION,
oto CU_LISTING]
If PERCUNUM = 1 for LNO =
RIRESP goto DIARY]
goto THANK_YOU]
One person CU related
goto SINGLE_HOUSING]
Ctrl-D =
Don’t know
goto SINGLE_HOUSING]
Ctrl-R =
Refusal
goto SINGLE_HOUSING]
· SPECIAL INSTRUCTIONS
1.
Display in the household roster only household members (HH_MEM = 1), gray all
household members with PERCUNUM ≠ ITERATION, and fill REL, SEX, AWAY_COL,
and HH_MEM with the descriptions from Attachment G.
2.
If SINGLE_RELATED = 1, set INCT_CU = INCT_CU + 1 and store code 12 in element
[12] of DISCREPANCY array.
3.
If SINGLE_RELATED = 1, set ITERATION = ITERATION + 1.
42
4. If SINGLE_RELATED = 2, ‘Don’t know,’ or ‘Refused,’ set DEPENDENT = 0.
----------------------------------------------------------------------------------------------------------------------
43
NEW SCREEN
• Universe - SINGLE_RELATED = 2, D, or R
Line No.
Name
Relationship
Age
Sex
Away at college HH member
CU number
[Fill:
LNO]
[Fill:
FNAME LNAME]
[Fil:
REL]
[Fill:
AGE]
[Fill:
SEX]
[Fill:
AWAY_COL]
[Fill:
HH_MEM]
[Fill:
PERCUNUM]
·
·
·
·
·
·
·
·
Does any other household member pay for all or part of ♦Read above name that is
ighlighted♦ housing expenses?
. Yes
. No
·
Name
Description
INGLE_HOUSING
Value
One person CU ousing expenses
kip
goto SINGLE_FOOD]
goto SINGLE_FOOD]
Ctrl-D = Don’t
now
goto SINGLE_FOOD]
Ctrl-R = Refusal
goto SINGLE_FOOD]
· SPECIAL INSTRUCTIONS
1.
Display in the household roster only household members (HH_MEM = 1), gray all
household members with PERCUNUM ≠ ITERATION, and fill REL, SEX, AWAY_COL,
and HH_MEM with the descriptions from Attachment G.
2. If SINGLE_RELATED = 1, set DEPENDENT = DEPENDENT + 1.
----------------------------------------------------------------------------------------------------------------------
44
NEW SCREEN
• Universe - Any valid value in SINGLE_HOUSING
Line No.
Name
Relationship
Age
Sex
Away at college HH member
CU number
[Fill:
LNO]
[Fill:
FNAME LNAME]
[Fil:
REL]
[Fill:
AGE]
[Fill:
SEX]
[Fill:
AWAY_COL]
[Fill:
HH_MEM]
[Fill:
PERCUNUM]
·
·
·
·
·
·
·
·
Does any other household member pay for all or part of ♦Read above name that is
ighlighted♦ food expenses?
. Yes
. No
·
Name
Description
INGLE_FOOD
Value
One person CU food expenses
kip
goto SINGLE_OTHER]
goto SINGLE_OTHER]
Ctrl-D = Don’t know
goto SINGLE_OTHER]
Ctrl-R = Refusal
goto SINGLE_OTHER]
· SPECIAL INSTRUCTIONS
1.
Display in the household roster only household members (HH_MEM = 1), gray all
household members with PERCUNUM ≠ ITERATION, and fill REL, SEX, AWAY_COL,
and HH_MEM with the descriptions from Attachment G.
2. If SINGLE_FOOD = 1, set DEPENDENT = DEPENDENT + 1.
----------------------------------------------------------------------------------------------------------------------
45
NEW SCREEN
• Universe - Any valid entry in SINGLE_FOOD
Line No.
Name
Relationship
Age
Sex
Away at college HH member
CU number
[Fill:
LNO]
[Fill:
FNAME LNAME]
[Fil:
REL]
[Fill:
AGE]
[Fill:
SEX]
[Fill:
AWAY_COL]
[Fill:
HH_MEM]
[Fill:
PERCUNUM]
·
·
·
·
·
·
·
·
Does any other household member pay for all or part of ♦Read above name that is
ighlighted♦ other living expenses, such as clothing, transportation?
. Yes
. No
·
Name
INGLE_OTHER
Description
Value
kip
If TOTAL_CU ≥ ITERATION,
oto CU_LISTING]
If PERCUNUM = 1 for LNO =
RIRESP goto DIARY]
goto THANK_YOU]
One person CU ther expenses
If TOTAL_CU ≥ ITERATION,
oto CU_LISTING]
If PERCUNUM = 1 for LNO =
RIRESP goto DIARY]
goto THANK_YOU]
Ctrl-D =
Don’t know
If TOTAL_CU ≥ ITERATION,
oto CU_LISTING]
If PERCUNUM = 1 for LNO =
RIRESP goto DIARY]
goto THANK_YOU]
Ctrl-R =
Refusal
If TOTAL_CU ≥ ITERATION,
oto CU_LISTING]
If PERCUNUM = 1 for LNO =
RIRESP goto DIARY]
goto THANK_YOU]
46
• SPECIAL INSTRUCTIONS
1.
Display in the household roster only household members (HH_MEM = 1), gray all
household members with PERCUNUM ≠ ITERATION, and fill REL, SEX, AWAY_COL,
and HH_MEM with the descriptions from Attachment G.
2.
If SINGLE_OTHER = 1, set DEPENDENT = DEPENDENT + 1.
3.
If DEPENDENT ≥ 2, set INCT_CU = INCT_CU + 1 and store code 12 in element [12] of
DISCREPANCY array.
4. Set ITERATION = ITERATION + 1.
----------------------------------------------------------------------------------------------------------------------
47
NEW SCREEN
• Universe - CU_LISTING = 1 and COUNT > 1
Line No.
Name
Relationship
Age
Sex
Away at college HH member
CU number
[Fill:
LNO
[Fill:
FNAME LNAME]
[Fil:
REL
[Fill:
AGE]
[Fill:
SEX]
[Fill:
AWAY_COL]
[Fill:
HH_MEM]
[Fill:
PERCUNUM]
·
·
·
·
·
·
·
·
·
·
·
·
·
·
·
Are ♦Read above names that are highlighted♦ all related by blood, marriage, adoption, or
ther legal arrangement?
. Yes
. No
·
Name
Description
MULTI_RELATED
Value
kip
If TOTAL_CU ≥ ITERATION,
oto CU_LISTING]
If PERCUNUM = 1 for LNO =
RIRESP goto DIARY]
goto THANK_YOU]
Multi person CU
related
goto MULTI_HOUSING]
Ctrl-D =
Don’t know
If TOTAL_CU ≥ ITERATION,
oto CU_LISTING]
If PERCUNUM = 1 for LNO =
RIRESP goto DIARY]
goto THANK_YOU]
Ctrl-R =
Refusal
If TOTAL_CU ≥ ITERATION,
oto CU_LISTING]
If PERCUNUM = 1 for LNO =
RIRESP goto DIARY]
goto THANK_YOU]
· SPECIAL INSTRUCTIONS
1.
Display in the household roster only household members (HH_MEM = 1), gray all
household members with PERCUNUM ≠ ITERATION, and fill REL, SEX, AWAY_COL,
and HH_MEM with the descriptions from Attachment G.
48
2.
If MULTI_RELATED = 1, ‘Don’t know,’ or ‘Refusal,’ set ITERATION =
ITERATION + 1.
2. If MULTI_RELATED = 2, set INDEPENDENT = 0.
----------------------------------------------------------------------------------------------------------------------
49
NEW SCREEN
• Universe - MULTI_RELATED = 2
Line No.
Name
Relationship
Age
Sex
Away at college HH member
CU number
[Fill:
LNO
[Fill:
FNAME LNAME]
[Fil:
REL
[Fill:
AGE]
[Fill:
SEX]
[Fill:
AWAY_COL]
[Fill:
HH_MEM]
[Fill:
PERCUNUM]
·
·
·
·
·
·
·
·
·
·
·
·
·
·
·
·
Does this group, ♦Read above names that are highlighted♦, include a person or persons who
are independent of the other persons in this group for payment of housing expenses?
By independent I mean that this person or persons neither receives money from the other
group members for housing expenses nor pays for any of the other group members’ housing
expenses.
. Yes
. No
·
Name
Description
MULTI_HOUSING
Value
Multi person CU ousing expenses
kip
goto MUTLI_FOOD]
goto MUTLI_FOOD]
Ctrl-D = Don’t know
goto MUTLI_FOOD]
Ctrl-R = Refusal
goto MUTLI_FOOD]
· SPECIAL INSTRUCTIONS
1.
Display in the household roster only household members (HH_MEM = 1), gray all
household members with PERCUNUM ≠ ITERATION, and fill REL, SEX, AWAY_COL,
and HH_MEM with the descriptions from Attachment G.
2. If MULTI_HOUSING = 1, set INDEPENDENT = INDEPENDENT + 1.
----------------------------------------------------------------------------------------------------------------------
50
NEW SCREEN
• Universe - Any valid value in MULTI_HOUSING
Line No.
Name
Relationship
Age
Sex
Away at college HH member
CU number
[Fill:
LNO]
[Fill:
FNAME LNAME]
[Fil:
REL]
[Fill:
AGE]
[Fill:
SEX]
[Fill:
AWAY_COL]
[Fill:
HH_MEM]
[Fill:
PERCUNUM]
·
·
·
·
·
·
·
·
·
·
·
·
·
·
·
·
Does this group, ♦Read above names that are highlighted♦, include a person or persons who
are independent of the other persons in this group for payment of food expenses?
By independent I mean that this person or persons neither receives money from the other
group members for food expenses nor pays for any of the other group members’ food
expenses.
. Yes
. No
·
Name
Description
MULTI_FOOD
Value
Multi person CU ood expenses
kip
goto MUTLI_OTHER]
goto MUTLI_OTHER]
Ctrl-D = Don’t know
goto MUTLI_OTHER]
Ctrl-R = Refusal
goto MUTLI_OTHER]
· SPECIAL INSTRUSTIONS
1.
Display in the household roster only household members (HH_MEM = 1), gray all
household members with PERCUNUM ≠ ITERATION, and fill REL, SEX, AWAY_COL,
and HH_MEM with the descriptions from Attachment G.
2. If MULTI_FOOD = 1, set INDEPENDENT = INDEPENDENT + 1.
----------------------------------------------------------------------------------------------------------------------
51
NEW SCREEN
· Universe - Any valid value in MULTI_FOOD
Line No.
Name
Relationship
Age
Sex
Away at college HH member
CU number
[Fill:
LNO]
[Fill:
FNAME LNAME]
[Fil:
REL]
[Fill:
AGE]
[Fill:
SEX]
[Fill:
AWAY_COL]
[Fill:
HH_MEM]
[Fill:
PERCUNUM]
·
·
·
·
·
·
·
·
·
·
·
·
·
·
·
·
Does this group, ♦Read above names that are highlighted♦, include a person or persons who
are independent of the other persons in this group for payment of other living expenses, such
as clothing, transportation?
By independent I mean that this person or persons neither receives money from the other
group members for other living expenses nor pays for any of the other group members’ other
living expenses.
. Yes
. No
·
Name
MULTI_OTHER
Description
Value
kip
If TOTAL_CU ≥ ITERATION,
oto CU_LISTING]
If PERCUNUM = 1 for LNO =
RIRESP goto DIARY]
goto THANK_YOU]
Multi person CU ther expenses
If TOTAL_CU ≥ ITERATION,
oto CU_LISTING]
If PERCUNUM = 1 for LNO =
RIRESP goto DIARY]
goto THANK_YOU]
Ctrl-D =
Don’t know
Ctrl-R =
If TOTAL_CU ≥ ITERATION,
oto CU_LISTING]
If PERCUNUM = 1 for LNO =
RIRESP goto DIARY]
goto THANK_YOU]
If TOTAL_CU ≥ ITERATION,
52
Refusal
oto CU_LISTING]
If PERCUNUM = 1 for LNO =
RIRESP goto DIARY]
goto THANK_YOU]
· SPECIAL INSTRUCTIONS
1.
Display in the household roster only household members (HH_MEM = 1), gray all
household members with PERCUNUM ≠ ITERATION, and fill REL, SEX, AWAY_COL,
and HH_MEM with the descriptions from Attachment G.
2.
MULTI_OTHER = 1, set INDEPENDENT = INDEPENDENT + 1.
3.
If INDEPENDENT ≥ 2, set INCT_CU = INCT_CU + 1 and store code 12 in element [12]
of DISCREPANCY array.
4. Set ITERATION = ITERATION + 1.
----------------------------------------------------------------------------------------------------------------------
53
NEW SCREEN
• UNIVERSE - (SURVEY_1 = 1 and (INCT_CNT > or MISS_CNT > or NROSIZE = 1) and
PERCUMEN = 1 for LNO = RIRESP) or
(SINGLE_RELATED = 1 and TOTAL_CU < ITERATION and
PERCUMEN = 1 for LNO = RIRESP) or
(SINGLE_OTHER = 1, 2, D or R and TOTAL_CU < ITERATION and
PERCUMEN = 1 for LNO = RIRESP) or
(MULTI_RELATED = 1, D or R and TOTAL_CU < ITERATION and
PERCUMEN = 1 for LNO = RIRESP) or
(MULTI_OTHER = 1, 2, D or R and TOTAL_CU < ITERATION and
PERCUMEN = 1 for LNO = RIRESP)
Did the interviewer give you [Fill: “or someone in your group” / blank] a diary on or about
[Fill: INTDATE] to record your [Fill: “group’s” / blank] expenses for the week from [Fill:
PLCEDAT1 + 1 / PLCEDAT2 + 1] to [Fill: PLCEDAT1 + 7 / PLCEDAT2 + 7]?
. Yes
. No
Name
Description
DIARY
Diary placed
Value
kip
IF ORIOUT = 201, 203 or 205 and
ANYENTR1 = 1 goto ENTRIES]
IF ORIOUT = 201, 203 or 205 and
ANYENTR1 = 2 and ANYRECAL1 = 1
oto RECALL]
IF ORIOUT = 201, 203 or 205 and
ANYENTR1 = 2 and ANYRECAL1 = 2
oto EXPENSES]
IF ORIOUT = 206 or 207 and
ANYENTR2 = 1 goto ENTRIES]
IF ORIOUT = 206 or 207 and
ANYENTR2 = 2 and ANYRECAL2 = 1
oto RECALL]
IF ORIOUT = 206 or 207 and
ANYENTR2 = 2 and ANYRECAL2 = 2
oto EXPENSES]
f ORIOUT = 208, 209, 211, 212 or 326
oto RECALL]
If ORIOUT = 201, 205, 208 or 209 goto
DIARY2]
IF ORIOUT = 207 or 326 goto
54
WK1_TYPEB]
goto THANK_YOU]
Ctrl-D =
If ORIOUT = 201, 205, 208 or 209 goto
Don’t Know DIARY2]
IF ORIOUT = 207 or 326 goto
WK1_TYPEB]
goto THANK_YOU]
Ctrl-R =
Refusal
If ORIOUT = 201, 205, 208 or 209 goto
DIARY2]
IF ORIOUT = 207 or 326 goto
WK1_TYPEB]
goto THANK_YOU]
· FILL INSTRUCTIONS
1. If NUMHOUSE > 1, fill “or someone in your group.”
Else leave blank. Do not display item.
2.
If NUMHOUSE > 1, fill “group’s.”
Else leave blank. Do not display item.
3.
ORIOUT = 201, 203, 205, 208, 209 or 212, fill PLCEDAT1 plus one day.
Else fill PLCEDAT2 plus one day.
4.
ORIOUT = 201, 203, 205, 208, 209 or 212, fill PLCEDAT1 plus seven days.
Else fill PLCEDAT2 plus seven days.
• SPECIAL INSTRUCTIONS
If DIARY = 2, add code 13 to element [13] of array DISCREPANCY.
---------------------------------------------------------------------------------------------------------------------
55
NEW SCREEN
• UNIVERSE - (DIARY = 1 and ORIOUT = 201, 203 or 205 and ANYENTR1 = 1) or
(DIARY = 1 and ORIOUT = 206 or 207 and ANYENTR2 = 1)
Did you [Fill: “or someone in your group” / blank] record any expenses for the week from
[Fill: PLCEDAT1 + 1 / PLCEDAT2 + 1] to [Fill: PLCEDAT1 + 7 / PLCEDAT2 + 7] in this
diary before the interviewer picked it up on [Fill: PICKDTE1 / PICKDTE2]?
. Yes
. No
Name
Description
ENTRIES
Enter expenditures
Value
kip
goto PICKUP]
goto RECALL]
Ctrl-D = Don’t Know
goto RECALL]
Ctrl-R = Refusal
goto RECALL]
· FILL INSTRUCTIONS
1. If NUMHOUSE > 1, fill “or someone in your group.”
Else leave blank. Do not display item.
2.
ORIOUT = 201, 203, or 205, fill PLCEDAT1 plus one day.
Else fill PLCEDAT2 plus one day.
3.
ORIOUT = 201, 203, or 205, fill PLCEDAT1 plus seven days.
Else fill PLCEDAT2 plus seven days.
4.
ORIOUT = 201, 203, or 205, fill PICKDTE1.
Else fill PICKDTE2.
---------------------------------------------------------------------------------------------------------------------
56
NEW SCREEN
• UNIVERSE - (DIARY = 1 and ORIOUT = 201, 203 or 205 and ANYENTR1 = 2 and
ANYRECAL1=I) or
(DIARY = 1 and ORIOUT = 206 or 207 and ANYENTR2 = 2 and
ANYRECAL2 = 1) or
(DIARY = 1 and ORIOUT = 208, 209, 211, 212 or 326) or
(ENTRIES = 2, D or R)
Did you [Fill: “or someone in your group” / blank] inform the interviewer of any expenses
when the interviewer picked up this diary on [Fill: PICKDTE1 / PICKDTE2]?
. Yes
. No
Name
Description
RECALL
RECALL expenditures
Value
kip
goto RECEIPTS]
goto PICKUP]
Ctrl-D = Don’t Know
goto PICKUP]
Ctrl-R = Refusal
goto PICKUP]
· FILL INSTRUCTIONS
1. If NUMHOUSE > 1, fill “or someone in your group.”
Else leave blank. Do not display item.
2.
ORIOUT = 201, 203, 205, 208, 209 or 212 fill PICKDTE1.
Else fill PICKDTE2.
• SPECIAL INSTRUCTIONS
If RECALL = 2 and ENTRIES = 2 or empty, add code 14 to element [14] of array
DISCREPANCY.
---------------------------------------------------------------------------------------------------------------------
57
NEW SCREEN
• UNIVERSE - RECALL = 1
Did you [Fill: “or someone in your group” / blank] provide the interviewer with receipts for
any of these expenses when the interviewer picked up this diary on [Fill: PICKDTE1 /
PICKDTE2]?
. Yes
. No
Name
Description
RECEIPTS
Receipts for recalled
expenditures
Value
kip
goto PICKUP]
goto PICKUP]
Ctrl-D = Don’t Know
goto PICKUP]
Ctrl-R = Refusal
goto PICKUP]
• FILL INSTRUCTIONS
1. If NUMHOUSE > 1, fill “or someone in your group.”
Else leave blank. Do not display item.
2.
ORIOUT = 201, 203, 205, 208, 209 or 212 fill PICKDTE1.
Else fill PICKDTE2.
----------------------------------------------------------------------------------------------------------------------
58
NEW SCREEN
• UNIVERSE - (DIARY = 1 and ORIOUT = 201, 203 or 205 and ANYENTR1 = 2 and
ANYRECAL1 = 2) or
(DIARY = 1 and ORIOUT = 206 or 207 and ANYENTR2 = 2 and
ANYRECAL2 = 2)
Our records show that [Fill: “you” / “your group”] did not have any expenses or purchases
from [Fill: PLCEDAT1 + 1 / PLCEDAT2 + 1] to [Fill: PLCEDAT1 + 7 / PLCEDAT2 + 7].
Is this correct?
. Yes
. No
Name
Description
EXPENSES
Expenditures
Value
kip
goto PICKUP]
goto PICKUP]
Ctrl-D = Don’t Know
goto PICKUP]
Ctrl-R = Refusal
goto PICKUP]
· FILL INSTRUCTIONS
1.
If NUMHOUSE = 1, fill “you.”
Else fill “your group.”
2.
If ORIOUT = 201, 203, 205, 208, or 212, fill PLCEDAT1 plus one day.
Else fill PLCEDAT2 plus one day.
3.
If ORIOUT = 201, 203, 205, 208, or 212, fill PLCEDAT1 plus seven days.
Else fill PLCEDAT2 plus seven days.
• SPECIAL INSTRUCTIONS
If EXPENSES = 2, add code 14 to element [14] of array DISCREPANCY.
----------------------------------------------------------------------------------------------------------------------
59
NEW SCREEN
• UNIVERSE - (ENTRIES = 1) or
(RECALL = 2, D or R) or
(RECEIPTS = 1, 2, D or R) or
(EXPENSES = 1, 2, D or R)
| File Type | application/pdf |
| File Title | MEMORANDUM FOR |
| File Modified | 2009-08-10 |
| File Created | 2009-08-10 |