30603 M4 Q_USPTO_Email_ServiceCenter_Examiner_20170823_DOT

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Overview

How to read this file
Welcome and Thank You Text
Model Questions
Custom Questions
Custom Questions (8-25-17)
Custom Questions (7-17-17)
Custom Questions (12-9-16)

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Sheet 1: How to read this file

Survey Invitation
This is the standard survey invitation. Default text is included. If you would like to modify this text please check with your analyst/client manager.
Welcome and Thank You Text
The text you see here will appear at the top and bottom of your survey. Default text is included and you may modify this text as needed.
Model Questions
As discussed during the kick-off call, the model questions are part of the ForeSee methodology. For consistency within the model, these questions are standardized and have been tested and validated. Standardization of model questions allows benchmarking across companies/industries, and these questions are used in calculating scores and impacts.
Focus on the future behaviors; I’ve started with some that I believe are a good fit but we can certainly make adjustments. These are desired customer outcomes that are impacted by customer satisfaction.
Custom Questions
When reviewing the custom questions tab, keep in mind these questions are used for segmentation analysis of the model data. It is suggested that you add, delete or change custom questions over time, as your needs or business objectives change.
Focus Area #1: Achieving Actionable Data - Know what changes are being made based on the intelligence - Change Custom Questions so that stakeholders see a clear “must do”
Focus Area #2: Aligning Data to Business Strategies - Update your Custom Questions as business cycles change - Integrate Executive Level questions to evaluate initiatives
Focus Area #3: Strategic and Tactical Value - Influence Board Room Decisions - Change Operational Approaches - Mature Your Research
Making Changes
Simply make the change that you desire and highlight that change with a different color text. Red works well because it stands out. If the change is "complicated" a brief explanation about what you would like to accomplish will help us understand your request and figure out the best way to implement. -Or- Just give us a call; talking through changes over the phone makes it quick and easy.

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Sheet 2: Welcome and Thank You Text

	The text you see here will appear at the top and bottom of your survey, examples below.
	Default text is included and you may modify this text as needed.
	Welcome and Thank You Text
		Welcome Text
		Thank you for choosing the USPTO Automated Interview Request (AIR) form for your scheduling needs. We hope your experience was positive. At this time, we would like to hear any feedback you may have regarding the interview scheduled through the USPTO AIR form. Your responses will help us improve both Applicant's and Examiner's interview experiences. The survey will take about 3-5 minutes. Thank you for your time, your feedback is key to evaluating our performance.
		Thank You Text
		Thank you for taking our survey - and for helping us serve you better.
		Example Desktop

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Sheet 3: Model Questions

Model Name		USPTO Examiner Survey					Red & Strike-Through: Delete
Model ID		kkxttNw08sJpgNA1wpQ4dg4C					Underlined & Italicized: Re-order
Partitioned		No					Pink: Addition
Date		5/1/2016					Blue: Reword
	Label	Element Questions		Label	Satisfaction Questions		Label	Future Behaviors
					Satisfaction
			1	Satisfaction - Overall	What is your overall satisfaction with this interview experience? (1=Very Dissatisfied, 10=Very Satisfied)
			2	Satisfaction - Expectations	How well did your interview experience meet your expectations? (1=Fell Short, 10=Exceeded)
			3	Satisfaction - Ideal	How well did your experience compare to an ideal interview experience? (1=Not Very Close, 10=Very Close)

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Sheet 4: Custom Questions

Model Name	USPTO Examiner Survey	(Interviewer)			Red & Strike-Through: Delete
Model ID	kkxttNw08sJpgNA1wpQ4dg4C				Underlined & italicized: Re-order
Partitioned	No Model				Pink: Addition
Date	10.13.2016				Blue: Reword
QID	Skip From	Question Text	Answer Choices	Skip To	Required Y/N	Type	Special Instructions	CQ Label
HAJ7019Q004		What type of interview was held?	Telephone only		Y	Radio button, one-up vertical	Skip Logic Group*	Method
			In Person (USPTO campus)
			Video Conference (via WebEx)	A1
HAJ7019Q006	A1	Please elaborate:	Applicant was on a USPTO campus; Examiner was remote		Y	Radio button, one-up vertical	Skip Logic Group*	Method - WebEx
			Examiner was on a USPTO campus; Applicant was remote
			None of the parties were on a USPTO campus
UNG0144531		Did you request an agenda prior to the interview?	Yes		Y	Radio button, one-up vertical	Skip Logic Group*	Agenda Requested
			No	A
UNG0144532	A	Why was an agenda not requested?			N	Text area, no char limit	Skip Logic Group*	Agenda Requested - Why Not Other
HAJ7019Q007		Was a proposed detailed agenda sent to the examiner prior to the interview?	Yes		Y	Radio button, one-up vertical	Skip Logic Group*	Agenda Provided
			No	A
UNG0144533	A	Did the applicant explain why an agenda was not provided?	Yes	A1	Y	Radio button, one-up vertical	Skip Logic Group*	Agenda Provided - Why Not
			No
HAJ7019Q009	A1	Why was an agenda not provided?			N	Text area, no char limit	Skip Logic Group*	Agenda Provided - Why Not Other
HAJ7019Q011		Besides yourself, was a Supervisory Patent Examiner (SPE) or another examiner present at the interview?	Yes	A	Y	Radio button, one-up vertical	Skip Logic Group*	SPE
			No
HAJ7019Q012	A	Was the SPE or other examiner prepared (e.g. equipment setup, documents ready) at the scheduled time and date?	Yes		Y	Radio button, one-up vertical	Skip Logic Group*	SPE - Prepared
			No
HAJ7019Q013	A	Did the SPE or other examiner understand the inventive concept?	Yes		Y	Radio button, one-up vertical	Skip Logic Group*	SPE - Understanding
			No
HAJ7019Q014		Was the applicant prepared at the scheduled time and date?	Yes		Y	Radio button, one-up vertical		Applicant - Prepared
			No
HAJ7019Q015		Did the applicant understand and effectively explain the inventive concept?	Yes		Y	Radio button, one-up vertical		Applicant - Understanding
			No
HAJ7019Q016		Was the applicant adequately prepared to explain the difference(s) between the claimed invention and prior art?	Yes		Y	Radio button, one-up vertical		Applicant - Thorough
			No
HAJ7019Q017		Did the applicant discuss possible ways to overcome the rejections on record?	Yes		Y	Radio button, one-up vertical		Objections - Overcoming
			No
HAJ7019Q018		Did the interview provide adequate time to address all issues?	Yes		Y	Radio button, one-up vertical		Adequate time
			No
HAJ7019Q019		Were the applicant's positions presented with decorum, courtesy, and professionalism?	Yes		Y	Radio button, one-up vertical	Skip Logic Group*	Applicant - Professionalism
			No	A
HAJ7019Q020	A	Please explain the situation:			N	Text area, no char limit	Skip Logic Group*	Professionalism - OE Problems
HAJ7019Q021		What was your overall satisfaction with the ability to resolve issues during this interview?	Very Satisfied		Y	Radio button, one-up vertical		Overall Satisfaction
			Satisfied
			Neither satisfied or dissatisfied
			Dissatisfied
			Very Dissatisfied
HAJ7019Q022		Thinking about the process as a whole; was this an effective interview?	Yes	A	Y	Radio button, one-up vertical	Skip Logic Group*	Effective
			No	A
HAJ7019Q023	A	Please explain:			N	Text area, no char limit	Skip Logic Group*	Effective - OE No
HAJ7019Q024		Please provide any additional comments that might help us improve the process. Please do not include any information regarding the substance of the interview.			N	Text area, no char limit		Additional Improvements

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Sheet 5: Custom Questions (8-25-17)

Model Name	USPTO Examiner Survey	(Interviewer)			Red & Strike-Through: Delete
Model ID	kkxttNw08sJpgNA1wpQ4dg4C				Underlined & italicized: Re-order
Partitioned	No Model				Pink: Addition
Date	10.13.2016				Blue: Reword
QID	Skip From	Question Text	Answer Choices	Skip To	Required Y/N	Type	Special Instructions	CQ Label
HAJ7019Q004		What type of interview was held?	Telephone only		Y	Radio button, one-up vertical	Skip Logic Group*	Method
			In Person (USPTO campus)
			Video Conference (via WebEx)	A1
HAJ7019Q006	A1	Please elaborate:	Applicant was on a USPTO campus; Examiner was remote		Y	Radio button, one-up vertical	Skip Logic Group*	Method - WebEx
			Examiner was on a USPTO campus; Applicant was remote
			None of the parties were on a USPTO campus
UNG0144531		Did you request an agenda prior to the interview?	Yes		Y	Radio button, one-up vertical	Skip Logic Group*	Agenda Requested
			No	A
UNG0144532	A	Why was an agenda not requested?			N	Text area, no char limit	Skip Logic Group*	Agenda Requested - Why Not Other
HAJ7019Q007		Was a proposed detailed agenda sent to the examiner prior to the interview?	Yes		Y	Radio button, one-up vertical	Skip Logic Group*	Agenda Provided
			No	A
UNG0144533	A	Did the applicant explain why an agenda was not provided?	Yes	A1	Y	Radio button, one-up vertical	Skip Logic Group*	Agenda Provided - Why Not
			No
HAJ7019Q009	A1	Why was an agenda not provided?			N	Text area, no char limit	Skip Logic Group*	Agenda Provided - Why Not Other
HAJ7019Q011		Besides yourself, was a Supervisory Patent Examiner (SPE) or another examiner present at the interview?	Yes	A	Y	Radio button, one-up vertical	Skip Logic Group*	SPE
			No
HAJ7019Q012	A	Was the SPE or other examiner prepared (e.g. equipment setup, documents ready) at the scheduled time and date?	Yes		Y	Radio button, one-up vertical	Skip Logic Group*	SPE - Prepared
			No
HAJ7019Q013	A	Did the SPE or other examiner understand the inventive concept?	Yes		Y	Radio button, one-up vertical	Skip Logic Group*	SPE - Understanding
			No
HAJ7019Q014		Was the applicant prepared at the scheduled time and date?	Yes		Y	Radio button, one-up vertical		Applicant - Prepared
			No
HAJ7019Q015		Did the applicant understand and effectively explain the inventive concept?	Yes		Y	Radio button, one-up vertical		Applicant - Understanding
			No
HAJ7019Q016		Was the applicant adequately prepared to explain the difference(s) between the claimed invention and prior art?	Yes		Y	Radio button, one-up vertical		Applicant - Thorough
			No
HAJ7019Q017		Did the applicant discuss possible ways to overcome the rejections on record?	Yes		Y	Radio button, one-up vertical		Objections - Overcoming
			No
HAJ7019Q018		Did the interview provide adequate time to address all issues?	Yes		Y	Radio button, one-up vertical		Adequate time
			No
HAJ7019Q019		Were the applicant's positions presented with decorum, courtesy, and professionalism?	Yes		Y	Radio button, one-up vertical	Skip Logic Group*	Applicant - Professionalism
			No	A
HAJ7019Q020	A	Please explain the situation:			N	Text area, no char limit	Skip Logic Group*	Professionalism - OE Problems
HAJ7019Q021		What was your overall satisfaction with the ability to resolve issues during this interview?	Very Satisfied		Y	Radio button, one-up vertical		Overall Satisfaction
			Satisfied
			Neither satisfied or dissatisfied
			Dissatisfied
			Very Dissatisfied
HAJ7019Q022		Thinking about the process as a whole; was this an effective interview?	Yes	A	Y	Radio button, one-up vertical	Skip Logic Group*	Effective
			No	A
HAJ7019Q023	A	Please explain:			N	Text area, no char limit	Skip Logic Group*	Effective - OE No
HAJ7019Q024		Please provide any additional comments that might help us improve the process. Please do not include any information regarding the substance of the interview.			N	Text area, no char limit		Additional Improvements

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Sheet 6: Custom Questions (7-17-17)

Model Name	USPTO Examiner Survey	(Interviewer)			Red & Strike-Through: Delete
Model ID	kkxttNw08sJpgNA1wpQ4dg4C				Underlined & italicized: Re-order
Partitioned	No Model				Pink: Addition
Date	10.13.2016				Blue: Reword
QID	Skip From	Question Text	Answer Choices	Skip To	Required Y/N	Type	Special Instructions	CQ Label
HAJ7019Q001		Did the interview occur?	Yes		Y	Radio button, one-up vertical	Skip Logic Group*	Interview - Occurred
			No	A
HAJ7019Q002	A	Please select the reason(s) why the interview did not occur:	No longer necessary		Y	Radio button, one-up vertical	Skip Logic Group*	Interview - Why Canceled
			Unavailability of the applicant
			Unavailability of the examiner				randomize
			Other, please specify:	A1			Anchor Answer Choice
HAJ7019Q003	A1	Why did the interview not occur?			N	Text area, no char limit	Skip Logic Group*	Interview - Cancellation Other
HAJ7019Q004		What type of interview was held?	Telephone only		Y	Radio button, one-up vertical	Skip Logic Group*	Method
			In Person (USPTO campus)
			Video Conference (via WebEx)	A1
HAJ7019Q006	A1	Please elaborate:	Applicant was on a USPTO campus; Examiner was remote		Y	Radio button, one-up vertical	Skip Logic Group*	Method - WebEx
			Examiner was on a USPTO campus; Applicant was remote
			None of the parties were on a USPTO campus
UNG0144531		Did you request an agenda prior to the interview?	Yes		Y	Radio button, one-up vertical	Skip Logic Group*	Agenda Requested
			No	A
UNG0144532	A	Why was an agenda not requested?			N	Text area, no char limit	Skip Logic Group*	Agenda Requested - Why Not Other
HAJ7019Q007		Was a proposed detailed agenda sent to the examiner prior to the interview?	Yes		Y	Radio button, one-up vertical	Skip Logic Group*	Agenda Provided
			No	A
UNG0144533	A	Did the applicant explain why an agenda was not provided?	Yes	A1	Y	Radio button, one-up vertical	Skip Logic Group*	Agenda Provided - Why Not
			No
HAJ7019Q009	A1	Why was an agenda not provided?			N	Text area, no char limit	Skip Logic Group*	Agenda Provided - Why Not Other
HAJ7019Q011		Besides yourself, was a Supervisory Patent Examiner (SPE) or another examiner present at the interview?	Yes	A	Y	Radio button, one-up vertical	Skip Logic Group*	SPE
			No
HAJ7019Q012	A	Was the SPE or other examiner prepared (e.g. equipment setup, documents ready) at the scheduled time and date?	Yes		Y	Radio button, one-up vertical	Skip Logic Group*	SPE - Prepared
			No
HAJ7019Q013	A	Did the SPE or other examiner understand the inventive concept?	Yes		Y	Radio button, one-up vertical	Skip Logic Group*	SPE - Understanding
			No
HAJ7019Q014		Was the applicant prepared at the scheduled time and date?	Yes		Y	Radio button, one-up vertical		Applicant - Prepared
			No
HAJ7019Q015		Did the applicant understand and effectively explain the inventive concept?	Yes		Y	Radio button, one-up vertical		Applicant - Understanding
			No
HAJ7019Q016		Was the applicant adequately prepared to explain the difference(s) between the claimed invention and prior art?	Yes		Y	Radio button, one-up vertical		Applicant - Thorough
			No
HAJ7019Q017		Did the applicant discuss possible ways to overcome the rejections on record?	Yes		Y	Radio button, one-up vertical		Objections - Overcoming
			No
HAJ7019Q018		Did the interview provide adequate time to address all issues?	Yes		Y	Radio button, one-up vertical		Adequate time
			No
HAJ7019Q019		Were the applicant's positions presented with decorum, courtesy, and professionalism?	Yes		Y	Radio button, one-up vertical	Skip Logic Group*	Applicant - Professionalism
			No	A
HAJ7019Q020	A	Please explain the situation:			N	Text area, no char limit	Skip Logic Group*	Professionalism - OE Problems
HAJ7019Q021		What was your overall satisfaction with the ability to resolve issues during this interview?	Very Satisfied		Y	Radio button, one-up vertical		Overall Satisfaction
			Satisfied
			Neither satisfied or dissatisfied
			Dissatisfied
			Very Dissatisfied
HAJ7019Q022		Thinking about the process as a whole; was this an effective interview?	Yes	A	Y	Radio button, one-up vertical	Skip Logic Group*	Effective
			No	A
HAJ7019Q023	A	Please explain:			N	Text area, no char limit	Skip Logic Group*	Effective - OE No
HAJ7019Q024		Please provide any additional comments that might help us improve the process:			N	Text area, no char limit		Additional Improvements

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Sheet 7: Custom Questions (12-9-16)

Model Name	USPTO Examiner Survey	(Interviewer)			Red & Strike-Through: Delete
Model ID	kkxttNw08sJpgNA1wpQ4dg4C				Underlined & italicized: Re-order
Partitioned	No Model				Pink: Addition
Date	10.13.2016				Blue: Reword
QID	Skip From	Question Text	Answer Choices	Skip To	Required Y/N	Type	Special Instructions	CQ Label
HAJ7019Q001		Did the interview occur?	Yes		Y	Radio button, one-up vertical	Skip Logic Group*	Interview - Occurred
			No	A
HAJ7019Q002	A	Please select the reason(s) why the interview did not occur:	No longer necessary		Y	Radio button, one-up vertical	Skip Logic Group*	Interview - Why Canceled
			Unavailability of the applicant
			Unavailability of the examiner				randomize
			Other, please specify:	A1			Anchor Answer Choice
HAJ7019Q003	A1	Why did the interview not occur?			N	Text area, no char limit	Skip Logic Group*	Interview - Cancellation Other
HAJ7019Q004		What type of interview was held?	Telephone only		Y	Radio button, one-up vertical	Skip Logic Group*	Method
			In Person (USPTO campus)
			Video Conference (via WebEx)	A1
			Face-to-face	A
HAJ7019Q005	A	How was the interview held?	In Person (USPTO campus)		Y	Radio button, one-up vertical	Skip Logic Group*	Method - F2F
			Video Conference (via WebEx)	A1
HAJ7019Q006	A1	Please elaborate:	Applicant was on a USPTO campus; Examiner was remote		Y	Radio button, one-up vertical	Skip Logic Group*	Method - WebEx
			Examiner was on a USPTO campus; Applicant was remote
			None of the parties were on a USPTO campus
		Did you request an agenda prior to the interview?	Yes		Y	Radio button, one-up vertical	Skip Logic Group*	Agenda Requested
			No	A
	A	Why was an agenda not requested?			N	Text area, no char limit	Skip Logic Group*	Agenda Requested - Why Not Other
HAJ7019Q007		Was a proposed detailed agenda sent to the examiner prior to the interview?	Yes		Y	Radio button, one-up vertical	Skip Logic Group*	Agenda Provided
			No	A
	A	Did the applicant explain why an agenda was not provided?	Yes	A1	Y	Radio button, one-up vertical	Skip Logic Group*	Agenda Provided - Why Not
			No
HAJ7019Q008		Why was an agenda not provided?	Examiner did not request an agenda		Y	Checkbox, one-up vertical	Skip Logic Group*	Agenda - Why Not
			Examiner requested an agenda, but the applicant did not provide
			Applicant unable to submit an agenda				randomize
			Other, please specify:				Anchor Answer Choice
HAJ7019Q009	A1	Why was an agenda was not provided?			N	Text area, no char limit	Skip Logic Group*	Agenda Provided - Why Not Other
HAJ7019Q010		Why was the applicant unable to submit an agenda?			N	Text area, no char limit	Skip Logic Group*	Agenda - Applicant Unable, Why
HAJ7019Q011		Besides the examiner on record yourself, was a Supervisory Patent Examiner (SPE) or another examiner present at the interview?	Yes	A	Y	Radio button, one-up vertical	Skip Logic Group*	SPE
			No
HAJ7019Q012	A	Was the SPE or other examiner prepared (e.g. equipment setup, documents ready) at the scheduled time and date?	Yes		Y	Radio button, one-up vertical	Skip Logic Group*	SPE - Prepared
			No
HAJ7019Q013	A	Did the SPE or other examiner understand the inventive concept?	Yes		Y	Radio button, one-up vertical	Skip Logic Group*	SPE - Understanding
			No
HAJ7019Q014		Was the applicant prepared (e.g. equipment setup, documents ready) at the scheduled time and date?	Yes		Y	Radio button, one-up vertical		Applicant - Prepared
			No
HAJ7019Q015		Did the applicant understand and effectively explain the inventive concept?	Yes		Y	Radio button, one-up vertical		Applicant - Understanding
			No
HAJ7019Q016		Was the applicant adequately prepared to explain the difference(s) between the claimed invention and prior art?	Yes		Y	Radio button, one-up vertical		Applicant - Thorough
			No
HAJ7019Q017		Did the applicant assist the examiner in identifying discuss possible ways to overcome the rejections on record?	Yes		Y	Radio button, one-up vertical		Objections - Overcoming
			No
HAJ7019Q018		Did the interview provide adequate time to address all issues?	Yes		Y	Radio button, one-up vertical		Adequate time
			No
HAJ7019Q019		Were the applicant's positions presented with decorum, courtesy, and professionalism?	Yes		Y	Radio button, one-up vertical	Skip Logic Group*	Applicant - Professionalism
			No	A
HAJ7019Q020	A	Please explain the situation:			N	Text area, no char limit	Skip Logic Group*	Professionalism - OE Problems
HAJ7019Q021		What was your overall satisfaction with the ability to resolve issues during this interview?	Very Satisfied		Y	Radio button, one-up vertical		Overall Satisfaction
			Satisfied
			Neither satisfied or dissatisfied
			Dissatisfied
			Very Dissatisfied
HAJ7019Q022		Thinking about the process as a whole; was this an effective interview?	Yes	A	Y	Radio button, one-up vertical	Skip Logic Group*	Effective
			No	A
HAJ7019Q023	A	Please explain:			N	Text area, no char limit	Skip Logic Group*	Effective - OE No
HAJ7019Q024		Please provide any additional comments that might help us improve your experience the process:			N	Text area, no char limit		Additional Improvements