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When the Activate action is run from the Quotas tab it activates all interviews that fall into the selected quota cells, taking into account the Action filter settings (go to Setting Up the Action Filter for more information).
- Display the Quotas tab in the bottom frame.
- Select the required quota cells in the grid in the Quotas tab.
- Right-click the selection and select Activate from the context menu that appears.
- For calls which fall into each defined quota cell, the activation procedure checks if that quota cell is already full. If the quota cell is not yet full, the call is activated. If it is full, the call is not activated but its extended status remains unchanged. Be aware that in this case this call remains in the "Not scheduled" list.
- To complete the procedure, follow the instructions contained in Activating an Interview (go to Activating an Interview/call for more information).
The Activate page opens.
Note that if the quota-controlled call delivery is activated in Forsta Authoring, an additional interview/call property check is performed as part of an activation procedure.
If a quota is defined and enabled for the survey in the Authoring module (the "CATI delivery when quota not full" option is enabled in quota settings for this survey), the call activation procedure performs the following check for each call to be activated:
Note that all calls that were "not activated" due to the above are still regarded as "successfully activated" calls and they are included in the total count of successfully activated calls in the Activate... progress dialog (see the next step below).
Disabled calls can be activated, but they will not be delivered to the interviewers. Disabled calls can become available for delivery to the interviewers only once they are enabled.
The Activate page provides a special option - "Enable the disabled calls". When this option is selected, all the disabled calls which should be activated change their state from Disabled to Enabled and thereby become available for delivery to the interviewers. By default this option is NOT enabled.