Quota

If you select Use Quota on the Quota tab, you will be prompted for information about the quota database for this project and how it is to be affected by the activation process.

When a project uses quota control and you activate it for the first time, Launch creates a new quota database for the project using the information in the project’s quota document (.mqd) file.

The quota database is a set of tables whose names start with QUOTA and which the activation process creates inside the project database. They contain definitions of the quota groups and their targets and, once interviewing starts, counts of completed, pending, and rolled back interviews for each group. The quota document (.mqd) file is the file that the UNICOM Intelligence Quota Setup program creates when you save the quota definitions and targets. Launch uses it to determine the structure and content of the quota database it is to create. The .mqd file is not used during interviewing.

▪If this is the first time this project has been activated with Quota Control switched on, click Create New Quota. The exception is when your project shares quotas with another project. In this case, if the shared quota database already exists, select the quota from the list instead.

▪If this project has been activated with Quota Control before, select the name of the project’s quota database. If you have changed the project’s .mqd file and you want to update the quota database with these changes, click Resynchronize quota database with this project’s mqd.

When selected, quota definitions on the server will not be updated.

When selected, any new definitions are updated to the server, but existing definitions on the server remain unchanged.

Once a quota database exists, this check box is always activated but is unchecked. If you have made changes to the .mqd file, you should select this check box if you want these changes to be implemented in the quota database.

When selected, the quota completion rate for new quota cells is determined based on existing quota data.

▪When the current project has no new sample quota, the case data quota calculation is based on all filtered case data.

▪When the current project has new and existing sample quota, the case data quota calculation is based on all filtered case data.

▪When the current project has new, but no existing, sample quota, the case data quota calculation is based on the filtered case data that passes the new sample quota.

Note The calculation can take awhile to complete because it iterates each case data (to calculate the new quota) and sets the corresponding complete history. The quota prioritization is not considered during calculating; all quotas are considered as normal quota.

Sets the quota allocation percentage value for each personal interviewer. This option is only available when the Use Personal Interviewing option is selected on the tab (see Project information).

Click Browse and navigate to the appropriate quota allocation file on your local file system. The selected file name will display in the provided field.

Indicates the field delimiter that is used in the selected quota allocation file.

Note If you have changed quotas using the Quotas activity these changes will have been written to the quota database but will not appear in the project’s .mqd file. If you choose to activate using the .mqd file, the changes you made with the Quotas activity will be lost. If you want to keep these changes, you will need to make them in the .mqd file using UNICOM Intelligence Quota Setup before reactivating.