Activate Current Project: Quota settings
The Quota settings provide options for specifying the project's Quota Control parameters.
The
Quota node displays under the
Activate tree when
Use quota control is selected in the
Activate Current Project: Project settings dialog.
Create new quota database
Select this option if you are activating the project for the first time, or if you are reactivating but this is the first time that you have had quota information available. The exception is when your new project shares quotas with another project. In this case, if the shared quota database already exists, select the quota database from the list instead.
When a project uses quota control and you activate it for the first time, the activation process creates a new quota database for the project using the information in the project’s quota definition (.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 definition (.mqd) file is the file that the Quota Setup program creates when you save the quota definitions and targets. The activation process uses the file to determine the structure and content of the quota database it is to create. The .mqd file is not used during interviewing.
Use existing quota database
If the project has been previously activated with quota, or it shares an existing quota database with another project, select this option, and then select the quota database from the list.
Do not update the quota definitions on the server
When selected, quota definitions on the server will not be updated.
Publish new quota definitions, but do not update existing quotas
When selected, any new definitions are updated to the server, but existing definitions on the server remain unchanged.
Update quota with changes made in the project’s mqd file
This option is available when a quota database exists.
If you have changed the .mqd file you want the changes to be implemented in the quota database, select this option.
Calculate completes for new quota cells based on existing data
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.
The calculation iterates each case data (to calculate the new quota), and then sets the corresponding complete history. The quota prioritization is not considered during calculating; all quotas are considered as normal quota.
Personal Interviewer Assignments
Assign a simple percentage of quota targets to each personal interviewer
Enter the appropriate percentage of quota targets to assign to each personal interviewer.
Choose a file that contains quota assignments
Click Browse, and then select the quota allocation file.
If you have changed quotas by using the Quotas activity in UNICOM Intelligence Interviewer - Server Admin, these changes have been written to the quota database but do not appear in the project’s .mqd file. If you activate using the .mqd file, the changes that you made with the Quotas activity are lost. If you want to keep these changes, you must make them in the .mqd file using Quota Setup before reactivating.
See also