Manage quotas

In surveys that have Survey Quotas, you can monitor the status of each quota on the Quota Statistics tab of the Survey Statistics page, and change quota counts and limits during data collection.

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Monitor quotas

1. Open Survey Statistics
2. On the Daily Statistics tab, scroll down and click the Quota Statistics tab

Items per page

If you have a lot of quota groups, you may need to change the Items per page setting at the bottom of the Quota Statistics tab. Select a higher number (10 or 20) to view more quota groups on the page.

Use the navigation arrows at the bottom of the page to scroll through additional pages as required.

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Open the quota dialogs

There are two quota dialogs:

• Manage Basic Quotas: for quotas set on individual questions
• Manage Quota Buckets: for quotas set with a Bucket question, which combine answers from several questions

From Survey Shaper: click the more icon (⋮) on the survey, then select Collect Responses > Manage Basic Quotas or Manage Quota Buckets.

While editing the survey:

Survey Editor (Legacy)

Open the quota dialogs from Survey Shaper, as above.

Survey Editor (Beta)

If you’re editing a published version, click the More editor actions icon (⋮) in the header, then select Manage quotas or Manage interlocked quotas. These open the same dialogs as Manage Basic Quotas and Manage Quota Buckets.

These options don’t appear for a version that hasn’t been published.

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Modify basic quotas

Need to change quotas during data collection? Here’s how:

1. Open Manage Basic Quotas
2. To update the current survey complete count or limit for an individual quota group, enter the revised number into the Current or Limit cell
3. Click Save

Batch updates

You can also update multiple quota groups at once:

1. In Select Quota to Change, select the quota question(s) to change
2. Enter the new count or limit into the Value box
3. Click the button for the values you want to update:
   • Current: updates the completed survey counts
   • Limit: updates the maximum number of respondents you want to include in the survey that meet the quota criteria
   • Both: updates both current counts and limits
4. Click Save

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Modify quota buckets

Manage Quota Buckets changes the counts and limits of quotas set up with a Bucket question. Each bucket quota is split into blocks (Block 1, Block 2 and so on), and each block has a current count and a limit for every group in the quota:

• Interlocked quotas have a group for every combination of answers across the quota questions (for example, each age group in each region). The table has a column for each question.
• Non-Interlocked quotas have a group for each answer to each question, shown as Question:Answer

1. Open Manage Quota Buckets. The dialog is titled with the survey name and “Manage Interlocked Quota”.
2. In Select quota to change, select the bucket quota. Each cell in the table shows current / limit for that group and block.
3. To change one cell, edit its current count or limit in the table
4. To change several cells at once:
   1. Choose an Adjustment direction: Up or Down to change the values by an amount, or Set to replace them
   2. Enter the amount in Amount to adjust by (or Amount to set to)
   3. In Bucket to adjust, choose All or a single block
   4. In Value to adjust, choose Both, Current or Limit
   5. Click Apply. Values can’t go below 0.
5. Click SAVE

Save one quota at a time

SAVE only saves the quota selected in Select quota to change. If you change one quota, then select another, your changes to the first are lost. Save each quota before you move on to the next.

Your changes aren’t kept until you click SAVE, and Cancel discards them without asking. There’s no check that a current count is below its limit, so check the numbers before you save.

If the survey has no bucket quotas, the dialog shows “No quota buckets to manage.”