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FocusVision Knowledge Base

Editing Quota Limits in Field

Overview

It is possible to adjust quota limits during field directly from the "Quotas" tab in the Field Report.

For an overview of the "Quotas" tab, click here.

Editing Hard Quotas

Hard quotas are an exact number or limit of respondents for your survey.

To edit hard quotas in the Field Report, click on "Edit Quotas" in the top right corner of the quota screen:

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Editable quotas will be marked with a small pencil icon. Click the pencil for the quota you want to edit, type in your edits and click "Save".

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Once changes are applied, your quota totals on the right will update formatting to reflect the edits made.

Note: When specifying cells in a quota with a predefined total limit, using the asterisk (*) notation will divide the specified total equally across each cell with an asterisk. To leave a cell open, use the "inf" notation for that cell.

Editing Soft Quotas

Instead of limiting to one exact number, soft quotas can be set to allow for a range of respondents. In the example below, we are going to edit the hard quota of 500 males and females to a range of 400-500 males and females and a total quota of 1000 respondents.

Editing soft quotas follows the exact same process as shown above, except instead of editing one number you can enter a range of numbers.

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After saving your edits, your new quotas will automatically update and adjust to reflect any data that has already been collected.

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1. Limit Range:  The limit ranges will automatically adjust for the totals already collected towards the quota.

2. Total Range:  When entering a total for soft quotas, you can only enter one number, not a range. Your total limit must equal the sum of the minimum and maximum numbers set in all categories. The minimum in the range will automatically be set based on the sum of minimum values you set for each category and the survey will continue allowing respondents into the survey until the maximum total number is reached.

3. Floating Respondents:  This value (+200) represents the number of floating respondents that can be used beyond the soft quotas set.