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Quota Management

Last Update 5 maanden geleden

Introduction to Survey Quotas Quota Management Module Importing or Copying Quotas Quota Creation Wizard Simplifying Quotas in Q-Fi

Simplifying Quotas in Q-Fi

  1. Introduction

    • Quotas in Q-Fi: Simple and complex options available

  2. Accessing Quotas

    • Navigate to the reporting module

    • Click on "Manage Quotas"

  3. Creating Quotas

    • Copy quotas from another project

    • Import quotas using CSV file

      • Prepare CSV file with ID, label, condition, and completes

      • Browse and select the file for import

      • Preview and import quotas

      • Edit or close quotas as needed

      • Export, make changes, and re-import

    • Use Quota Creation Wizard

      • Select questions to add to quotas

      • Specify completes for each question

      • Save and add quotas

  4. Finalizing Quotas

    • Edit quotas even if the survey is live

    • No impact on respondents while editing quotas

  5. Conclusion

    • Quota creation in Q-Fi made easy

    • Feel free to adjust quotas as needed

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