Defining table quotas
1 In the list pane, choose one of the variables that forms part of the quota you are defining, and drag it onto one of the drop lines in the Quota Construction Area. You will know when you have the variable in the right place because the drop line will turn pink.
The variable’s name and categories appear on the drop line, and an empty grid appears in which to define the targets.
2 If you are defining a two-dimensional quota, drag the second variable from the list pane into the quota construction area, but this time drop it on the other line.
The variable’s name and categories appear on the drop line and additional cells are added to the target grid.
3 If you are defining a quota with more than two dimensions, drag the additional variables to the appropriate positions relative to the other variables in the grid. You can place the new variables above, below, and to the left or right of existing variables, but in the context of defining quotas, the most logical positions are above or below the top variable and to the left or right of the side variable.
4 When the structure of the quota grid is complete, you can start defining targets. Select one or more cells in the target grid, as follows:
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To select
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Do the following
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A single cell
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Click in the cell. (Double‑click to select the cell and open the Quota information dialog box all in one go.)
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A number of nonadjacent cells
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Press Ctrl, and then click each cell in turn.
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All cells in a row
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Right‑click a cell in the row, and then click Select Row.
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All cells in a column
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Right‑click a cell in the column, and then click Select Column.
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All cells in the grid
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Right‑click any cell, and then click Select Table.
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The selected cells turn blue and are the ones that will be affected by your next actions.
5 Right-click, and then click Edit.
This opens the Quota information dialog box.
6 In Quota target, type the target for the selected cell or cells.
7 Optionally, click Allow Over Quota if you want to allow interviewing to continue all the time that the number of completed interviews in this cell is less that the target. Once the target is met, any interviews that were already in progress will be allowed to continue and complete, so it is possible that the final number of completed interviews will slightly exceed the target. Once the target has been met, all new interviews in the cell will fail the quota test and will be dealt with as specified by the scriptwriter (usually the interview will be terminated).
8 Optionally, click Counter Quota to count the number of interviews that take place for these cells without specifying targets. These cells will then have no quota control, but a record of the number of interviews achieved for each cell will be maintained.
9 Click OK.
The quota table is updated to show the targets for each cell. The symbol in the top right-hand corner of each cell shows the quota type: N for a normal quota, an up-arrow for allow over quota, and C for a counter quota.
10 Repeat these steps until you have defined a target for each cell.
11 In Title, replace the default title with something that describes the quota.
The scriptwriter may use the title that you define to identify the quota in the script. It is therefore a good idea to replace the default title that UNICOM Intelligence Quota Setup provides with a title that reflects the content of the quota because this will make the script easier to follow.
12 To save the definition, choose File > Save.
Note You must give the .mqd file the same name as the project and save it in the project’s source directory otherwise the activation process will fail when the scriptwriter tries to activate the project.
See also