Defining Quotas and Quota Forms

Quotas are set up in the Survey tree, where a "Quotas" folder is located towards the bottom of the tree.

Note: You can create quotas and set/change the quota limits while in the Test database, but all other quota attributes are deactivated. If you wish to change the quota attributes, such as the quota name, row header, column order, hidden columns etc. you must be in the Production database.

To create a Quota:

1. Drag a Quota object from the New Objects toolbox and drop it into the Quotas folder, or right-click the Quotas folder and select Insert Quota.
2. In the Survey Tree, drag the questions that are relevant for the quota down to the Quotas folder, and drop them into the new quota object (drop them onto the object icon, not the text) - .



Figure 1 - Adding quotas to a survey

Only single, multi and grid questions can be used for quotas. Forms from within loops cannot be used. If you need to base a quota on questions within loops, you must set up one or more hidden questions outside of the loop, and set them from the loop questions through scripting.

3. Double-click on the new quota object to open the Quota Details page.
4. Set up the required quota limits.
5. Launch the survey.

Note: If you make changes in the quota definition after you launch the survey (for example removing, adding or changing limits), you can click the Update button in the interface to apply the changes to the production or test environment. However, if you add or remove questions from a quota definition, you must re-launch the survey.

Global Quotas

A quota that does not contain any forms can be used to define a global quota. A global quota is an overall target for the number of completes, irrespective of the respondents' answers on any particular questions. So for example if you want to end the survey after reaching 200 completes, and don't have specific targets for different sub samples, you can set up a global quota - .

Figure 2 - Global Quota

1. Drag a Quota object from the New Objects toolbox and drop it into the Quotas folder, or right-click the Quotas folder and select Insert Quota.
2. Right-click on the new quota object and select Edit, or double-click on it, to open the Quota Details page.

An "empty" quota is displayed.

3. Click Add.

A row is added to the table - .



Figure 3 - Table with additional row

4. Type the total number of replies you want to receive, into the Prod.Limit field.
5. Save the changes.
6. Launch the survey to update the database.