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To enable the Optimistic Quota functionality for a quota:
- In the Survey Tree, go to the Quotas folder and double-click on the appropriate quota.
- In the Quota Grid or Quota List tab, check the Enable Optimistic Quota box - .
- Set the Unit value to specify the maximum number or percentage of Optimistic respondents that are to be allowed in the survey once the "standard" quota is achieved.
- Click the down-arrow and select from the drop-down the type of unit to be used.
The Quota Details page opens for that quota.
Count gives a specific value over and above the specified quota. For example, if the quota for a question is set to 50, and the Units fields are set to 5 and Count, then the Optimistic Total Limit will be 50 + 5 = 55.
Percent gives the nearest whole number above the specified percentage of the quota. For example, if the quota for a question is set to 50, and the Units fields are set to 5 and Percent, then the Optimistic Total Count will be 50 + 5% = 52.5, rounded up to 53.
Figure 1 - Setting an Optimistic Quota
Note the following points:
- A quota using the Optimistic Quotas functionality can consist of single-type questions only (the quota can include several questions, but they must all the singles).
- No "Any" cells can be included in the quota command (all cells must have explicit targets).
- If you launch a survey with quota definition changes, this will force all In Progress counts to be reset. In the event respondents are in the survey when it is launched, the Optimistic Quotas will be set as appropriate immediately the respondents submit their next answer.
- It is not currently possible to use separate quota-based functions to access In Progress counts.
In Progress counts are only visible in List mode - ; not Grid mode.
Figure 2 - The Quota Details page in List mode showing the Optimistic Total Limits