Reconciliation
Reconciliation is a platform feature that allows the user to update the statuses of transaction ids to align the PureSpectrum platform data to their needs.
For surveys in a Live or Paused status, users can upload a file of transaction ids to “Reject” (change to a Terminate status) as many times as desired while the project is in field. Take note while multiple reconciliation can be made, transactions ids can only be reconciled once.
While uploading a Reject Reconciliation file we strongly suggest users add a Change Reason per rejected transaction. The Change Reasons we recommend are the following:
| Suspected Fraud | Signs of purposeful deceit or insincere responses, including traces of non-human behavior or identical copy-and-pasted answers. |
| Respondent Quality | Failure of quality checks on survey either due to inattentiveness, lack of effort, or inability to follow directions. |
| Ghost Complete | Transaction was registered as a Complete in the PureSpectrum platform but not in the survey host platform. Typically a sign of link manipulation or other malicious behavior. |
| Client Rejected | Rejected by client however no exact reason is available or fits the other available Change Reasons. |
| Duplicate Respondent | Transaction was identified as a duplicate interview and the respondent has already taken this survey. |
For Closed surveys, users can upload a file of transaction ids to “accept” (change to a Complete status) one final time before invoicing the project.
Reconciliation Deadlines
We recommend as a best practice to process your reconciliations as soon as your project is closed. However, the reconciliation deadline for each transaction will be the end of the following month based on the transaction's entry date.
Example: In a project that is run at the end of October into early November, the October ids will have November 30th as their reconciliation deadline while the November ids will have December 31st as their reconciliation deadline.
If all transactions in the project has passed their reconciliation deadline, the project will automatically move to “Invoiced” status.