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A survey can have one or more quotas, which in turn can be single or multidimensional, for example Gender (single) Gender x Age (2-dimensional)
To define a quota, right click on the quota folder in the questionnaire tree and insert a new quota. Edit the quota name as required, then drag and drop the question(s) you wish to base the quota on, into the quota folder. You can also multi-select the required questions and then right-click on one and choose Quota Wizard.
Figure 1 - Quota definition added to a survey in Survey Designer
Note that to manage the defined quota in the CATI Supervisor you must enable the "Display Quota in CATI Supervisor" option on the Quota properties > Settings tab. When this option is enabled, defined quotas become available for use in the CATI Supervisor module - the Quotas tab is added to the Survey View and defined quotas are added to the list of available quotas in the Quotas tab.
The "CATI Delivery when Quota not Full" option prevents interviews from being delivered after the quota cell they fall into is full. If this option is enabled, all such "excessive" interviews are either removed from the CATI call list and assigned an extended status value of 27 ("Filtered by Call Delivery") or they are held in the scheduled list and given the status ‘Disabled by quota’ .
Figure 2 - Enabling quota for the CATI system in Survey Designer
Note: Enabling either of these options enables the "Available as CATI filter" option (go to Enabling a Variable to be used as a CATI Filter for more information) for all variables that are currently used in this quota, so the variables chosen for CATI quotas become available in the CATI system.
Important
The Filtered Call Delivery (FCD) system must be enabled in the CATI Supervisor > Quota Management tab for the system to process the "Quota Fail" calls effectively.
Setting Quota Targets
To set the targets:
- Right click on the required quota and select Edit in Grid Mode.
- Edit the targets as necessary.
The quota matrix appears on the right screen.
Figure 3 - Defining quota cell targets