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Quota Clustering

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    1: Quota Clustering Overview

    Whenever you need to be sure that at any one moment the number of active calls falling into a certain quota cell does not exceed the required limit you should enable the Quota Clustering option.

    Note: Check if the "Cluster Quota" option is available on the General tab. It becomes available if a corresponding CATI Supervisor system setting is enabled. If it is not - contact the system administrator.

    Remember that only quotas that have the “Display Quota in CATI Supervisor” setting enabled in the Authoring module are available for clustering (refer to the appropriate part of the Forsta Authoring documentation for description of this setting).

    Only one quota at any time can be "clustered". To "cluster" another one you must first remove the clustering limitation from the currently selected one (see the instruction on how to reset quota clustering below).

    Quota clustering takes effect only for interviewers who log in to work in the Survey Selection mode (go to Selecting a Survey/Interview for more information).

    Note also that quota clustering cannot be enabled when predictive dialing mode is enabled (go to Dialer Overview for more information), or when call groups are used (go to Viewing and Modifying the Properties and Parameters for more information).

    2: Setting Up Quota Clustering

    1. Ensure the quota you want to apply the Quota Clustering setting to is enabled in the Authoring module. If it is not then the quota will not be available for configuration in CATI Supervisor.
    2. Open the survey containing the required quota in the View mode (double-click the survey in the Survey List).
    3. Go to the General tab.

      4. Quota clustering settings on the General tab in survey View mode

    4. Check the Dialing mode. It should not be set to either Predictive or Hybrid.
    5. Check if the Call Groups option is set to Disabled. Correct these settings if required.
    6. Click the Configure... link for Cluster Quota.

      7. The Quota Clustering Parameters window opens.

      Configuring the Quota clustering parameters

    7. In the Cluster Quota drop-down list, select the quota to which the clustering settings are to apply.
    8. Set the threshold value using the Threshold spinbox.

      9. The threshold value is a configurable absolute figure. It is the maximum number of active calls being interviewed at any one time in a particular quota cell for every cell in the quota cluster.

    9. On completion click Save.

      10. The Cluster Quota will be displayed on the General tab (Survey View mode) next to the Configure... link.

      The red X-icon next to the Cluster Quota name allows you to reset the currently selected Cluster Quota. To set up a new Cluster Quota you must repeat this procedure starting from Step 5 (see above).

    10. Click the Save button to save changes.

    3: Resetting Quota Clustering

    1. Open the survey containing the required quota in the View mode (double-click the survey in the Survey List).
    2. Go to the General tab.
    3. Click the red X-icon next to the Configure... link and the name of the currently selected Cluster Quota.

      4. The quota name disappears. Now the survey does not contain any Quota clustering limitation.

    4. Click the Save icon in the upper right corner of the tab to save the changes.