Clause Number

Title

Certification Items

Excluded

Explanation

A.1

Basic Requirements

Document the sampling method and process related to sample sources and keep records.
It is clear how respondents who participated in the survey were recruited, and clearly distinguished between the two main sampling methods and the four main source types.

None

Applicable

A.2

Sampling

Basic requirements for:
sample size
sample selection and design
sample transparency

None

Applicable

A.3

Probability Sampling

Ensure that the sampling method used ensures that each person or unit in the target population live sampling box has a computable non-zero probability to be selected into the sample.

None

Applicable

A.4

Non-probability Sampling

Basic requirements and methods：
Quality Code
Sample duplicate data, device ID, library trace and similar objects
Sample mixing
Sampling automation
Sample mixing, sampling automation, technology-based solutions and personal data
Disheartened and casual answers
Special considerations

None

Applicable

A.5

Accessible Sample Library

Basic Requirements：
Recruitment of new members of the sample library
Authentication
Log out of the account or opt out requests to access the sample library

None

Applicable

Clause Number

Title

Certification Items

Excluded

Explanation

B.1

Basic Requirements

Data collection

None

Applicable

B.2

Management, recruitment and training of on-site staff

Recruitment of on-site staff
Basic training for newly hired on-site staff
Continuous training and evaluation of on-site staff

None

Applicable

B.3

Identification documents (IDs) of on-site staff

Identity documents

None

Applicable

B.4

Project Introduction

Quantitative items
Qualitative Project

None

Applicable

B.5

Telephone data collection/Computer-Assisted Telephone Survey (CATI)

Landline and mobile phone numbers
Pre-dial numbers and silent calls
Complaints and calls back

B.5

Not Applicable

B.6

Collection of qualitative data

Qualitative Recruitment of Respondents
Review of qualitative respondent recruitment
Host of qualitative research
Records of qualitative research visits and confidentiality of respondents’ personal information

None

Applicable

B.7

Data review

Review method
Review ratio
Review report

None

Applicable

B.8

Customer report on site working methods

Quantitative study
Qualitative research

None

Applicable

Clause Number

Title

Certification Items

Excluded

Explanation

C.1

Basic Requirements

The methods of collecting data on the spot can include traffic measurement, shopping behavior and home observation

None

Applicable

C.2

Data collection methods for field observation

Detailed information should be recorded and all research methods should state the potential sampling deviation of review processing

None

Applicable

C.3

Project Introduction

It should include:
a. Date and number of field observation data collection
b. Key recruitment conditions
c. Observation focus
d. Quota requirements
e. Acceptable and unacceptable observation methods and behaviors, including instructions to avoid observation deviations
f. Instructions for exclusion and limitation of the observer
g. Whether to use observation equipment
h. Instructions for remuneration management
i. Any other special requirements for the project

None

Applicable

C.4

Customer Report on Field Observation

Minimum limit information
Additional information about field observation and investigation

None

Applicable

Clause Number

Title

Certification Items

Excluded

Explanation

D.1

Basic Requirements

Data collection

None

Applicable

D.2

Recommendations and bids

Recommendations and bids submitted by the service provider to the client
Other aspects of data cleaning and editing
Emotional and/or text analysis
Website usage and measurement analysis

None

Applicable

D.3

Project execution

Data collection for digital analysis and network analysis
Data collection method
Verification of the data collection process
Respondent protection
Weighted
Protection of personal identity information
Equipment monitoring

None

Applicable

Clause Number

Title

Certification Items

Excluded

Explanation

E.1

Basic Requirements

Self-filling questionnaire method

None

Applicable

E.2

Data collection

What should be included in data collection

None

Applicable

E.3

Verification of self-filled questionnaire

Basic Requirements
Authentication
Respondent data verification

None

Applicable

Clause Number

Title

Certification Items

Excluded

Explanation

F.1

Basic Requirements

Service providers' files related to data cleaning and weighting

None

Applicable

F.2

Input of paper questionnaire data

Requirement description
Paper file data entry verification

F.2

Not Applicable

F.3

Accuracy of non-manual entry of databases

Databases created including but not limited to:
a. Scan
b. Electronic data collection
c. Computer-assisted survey database
d. Databases created by importing or merging data from one data source or program into another data source or program

F.3

Not Applicable

F.4

coding

Basic Requirements
Develop coding boxes for manual and semi-automatic encoding
Approval of the encoding box
Coding introduction
Coding update
Other categories
Coding Verification

F.4

Not Applicable

F.5

Data Editing

Data editing before data entry
Edit after data entry
Data cleaning records
Weighted record

F.5

Not Applicable

F.6

Data file management

Ensure:
a. The file or the records contained in the file are not duplicated
b. The latest and valid version is used
c. The original data set and the cleaned data set should be clearly distinguished
d. Frequency statistics or other checks were performed before and after the data was edited for comparison.

None

Applicable

F.7

Data Analysis

Specifications for data analysis
Verification of data analysis
Data table

None

Applicable

F.8

Data file management

Basic Requirements
Transfer data to customers

None

Applicable