List Mode

In List mode, the quota definition consists of a table with one row for each quota cell - . The variables included in the quota are laid out in the columns. When you add a row to the table, you specify which values the different quota cells should be applied to by selecting the desired options in drop-downs for each column (go to Defining the Quota Values in List View for more information).

List mode is used in quotas when:

• The quota contains one or more grid or multi questions.
• The quota contains no questions; you are defining a global quota on the total number of completes independent of answers to any specific question.
• The quota contains single questions only, when you are defining quota targets for a subset of the possible combinations of the responses to those questions.

Note that if you are defining targets for all or nearly all of the possible combinations of responses, you may find the Grid mode easier and faster to use.

The List mode displays up to 100 rows. In the event your list contains more than 100 rows then the list will be paged. Click the arrow buttons in the lower frame of the page to move between pages.

Figure 1 - Example of a List mode table with two single questions

For system performance reasons a limit for the maximum number of columns (variables) that can be displayed in list mode is enforced. However, as it is possible to hide columns from the mode, the quota definition may consist of more columns than this limit. The limit is configurable at server level, and is by default set to 25 columns (variables).

Note: A quota in Grid mode can at any time be opened in List mode instead. A quota in List mode can be opened in grid mode if it contains only single questions and the number of cells is below the limit for the maximum number of cells (see above).

In List mode, both the current count and the quantity remaining to reach the target are displayed in the table next to the quota target.

To prevent users from accidentally altering a quota definition in List mode , the quota fields are read-only when a quota is reopened. To modify one or more quota cells, select the checkbox next to the row and then click the Edit button.

Grid Questions in List Mode

If a Grid question is used for a quota, there will be one field for each answer alternative as with a multi question, with the scale and "Any" as a drop-down for each of them - . In this case, Add all will create all possible combinations of the different scale responses on all the elements in the grid. Note that if the number of combinations is above the server limit (default is 1000), then the combinations will not be displayed.

Figure 2 - Quota details for a grid question

Note: If you have more than 25 variables (single questions and answer elements of multis and grids) in the quota definition, only the first 25 will be displayed in List mode. You can select in the Settings tab which of the fields are to be hidden from the List mode. Note that the hidden fields will still be part of the quota definition.

Multi Questions in List Mode

If a Multi question is used for a quota, there will be one field for each answer alternative in the multi. There are three possible valid states for each answer alternative in a multi, as shown in the figure below.

• Chosen - this answer alternative has been selected.
• Not chosen - this answer alternative has not been selected
• Any - no specific answer alternative has been selected by the user. The respondent's selection will be ignored for this quota cell, but the respondent will be counted as part of the quota.

Note: "Any" will be counted by the quota whether or not the respondent has answered the question. This can mean that the quota will be filled before you have enough "completed" data, so the Any value should be used with caution.

Figure 3 - The Quota details for a multi question

Note that if a respondent in the quota in the figure above has selected for example Authoring Professional in combination with Forsta Reportal, and the Forsta Reportal quota is full, the "quota full" function (qf) will return TRUE for that respondent, even if the Professional quota is not full. Often in such circumstances you might want to let the respondent continue for Professional as that is not yet full. If that is how you would like the quota to work, you should consider basing the quota on a hidden single question instead, which would check the quotas using scripts.

Add all on a multi question will generate a target for each of the items in the multi's answer list. Each of these targets will have "Chosen" set for one item in the multi, and "Any" for all the others.

Note: If you have more than 25 variables (single questions and answer elements of multis and grids) in the quota definition, only the first 25 will be displayed in List mode. You can select in the Settings tab which of the fields are to be hidden from the List mode. Note that the hidden fields will still be part of the quota definition.

Single Targets

A quota that is based on a multi question creates a "self-matrix". However many users will want to set a target for a specific category and have [Any] for all of the other categories. This will effectively result in a target set as if it is a "single-in-a-multi", with the remaining categories set to [Any].

The Single Targets button will be available in quota list mode under the following conditions:

• The quota is based on one multi question.
• The quota does not contain any limits with the "Not Chosen" value.
• Only one "Chosen" value is selected in the quota.

In the example below - , the quota is based on the Cars Tested multi question. Only the first category is set to Chosen, with all the other categories set to Any, so the Single Targets button is available.

Figure 4 - The quota has just one category Chosen, all the others are set to Any

When the Single Targets button is toggled on, the layout of the quota changes - .

Single Targets is toggled on

The Single Targets button functions as a toggle; click to change the view, click again to switch back to the normal view.

All functionality normally available for the quota is also available in the Single Targets mode (Add all, Add, Delete, Edit, Limits edit). The state of the toggle button is stored with the quota and will be restored when the quota is reopened. The state is also maintained when duplicating or exporting/importing the survey.

List Mode Settings

In the List Mode Settings tab, you can select fields to be hidden or excluded from the List mode - . Note that hidden fields will still be a part of the quota definition. If some fields are not to be a part of the quota definition, they can be excluded.

Figure 5 - Hiding and excluding columns in List mode

Note: Changes to quota attributes, such as the quota name, hidden and excluded columns etc. can only be made whilst in the Production database. When in the Test database you can only change the quota limits; all other quota functionality is disabled.

In the event the CATI Survey option is checked in the Survey Settings > Survey Channels tab, then two additional options become available below the Extended Columns field:

• Display Quota in CATI Supervisor - when enabled, this quota will be available for CATI Supervisors to manage from the survey view. Enabling this option will result in the “Available as CATI filter” property being enabled for all questions used in this quota.
• CATI Delivery when Quota Not Full - when enabled, CATI interviews will automatically be removed from the CATI call list and be given an extended status value of 27 (Filtered by call delivery) when the quota cell they fall into is full. The only exception is interviews with the extend status value of 1 (appointment); these will remain in the call list.

To select the fields that are to be hidden or excluded:

1. Click the respective Change button.

The Show/Hide or Include/Exclude Columns window opens as appropriate - .



Figure 6 - Example of the Show/Hide Columns window

2. In the Show Columns (Included Columns) list, check the boxes for the columns you wish to hide.
3. Click the >> button to move the selected columns to the Hidden (Excluded) Columns list.
4. Click OK.

The Window closes, and the selected columns are listed in the Hidden Columns or Excluded Columns fields as appropriate.