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Chapter 10 – Quota Management

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Chapter 9 – Child Surveys or running surveys from within surveys


About Quota Management 

SurveyToGo includes quota management for both Web and PDA surveys. Quota management is the ability to control the desired amount of survey results based on various properties. To clarify the need for quota and quota management lets consider the following PDA survey conducted by a single field surveyor:

[Question 1]: “What is your gender? (Male/Female)”

[Question 2]: “What is your weekly salary?”

Lets say for the sake of our example, that we would like to collect a minimum of 20 male responses and 20 female responses. How can we make sure field surveyor will survey the correct amount of male and female subjects?

We can of course instruct the field surveyor to collect 20 male and 20 female respondents, however, this method of quota management is inefficient and can become nearly impossible to implement as quota demands become increasingly complicated and distributed. This is where the built-in quota management of SurveyToGo comes in handy.

The PDA Quota Management Mechanism  

Quota management for the PDA is composed out of a series of quota expressions, and for each field surveyor you define his/her individual limits of the various expressions.

Quota Expressions

Quota expressions have names and a corresponding expression that defines the name. In our example, we will have the following quota expressions:

Quota Name

Quta Expression

“Female Subjects”

“Answer (1) == 1” – the answer to question 1 was equal to 1 (female)

“Male Subjects”

“Answer (1) == 2” – the answer to question1 was equal to 2 (male)

To enter the above quota definitions into the survey, select the Survey Node from the tree, and click the Rules tab, then use the add button to add the 2 quota definitions:


You can also set the default quota amount that assigned surveys will receive by setting the “Default Quota” column.

Quota assignment to surveyors

Once the quotas of the survey are defined, it is time to assign the specific quotas to the individual surveyors that are assigned to this survey. For more information regarding assigning surveyors to surveys, please refer to Chapter 3.

Once you double click the project “Quotas” node, you will see the following screen that shows you the per-interviewer quota assignment and the global view of the current quotas:


You can then go ahead and edit the “Target” quota for each quota of each interviewer:


Column

Description

Quota

[read only] This is the name of the quota as defined in the Survey Properties Rules tab.

Current

The current status of this quota for the specific surveyor. The current status is updated as the surveyor synchronizes his device.

Target

Target quota for this quota. In our example, 20 male and 20 female subjects.

To Target 

[read only]The amount of interviewer left to perform

Action

Indicates the action to take if the surveyor exceeds the target quota.  This action will take place as soon as the survey engine recognizes the exceeding subject. Available actions:

  • None – Do not do anything when an exceeding subject is detected.
  • Cancel – As soon as an exceeding subject is detected, cancel the current subject result.
  • Filter – As soon as an exceeding subject is detected, filter-out the subject. (Filtered Results does not count as a filled Quota)

The surveyor quota configuration is a part of the package that is sent to the device when the surveyor synchronizes his device.

The global view of the quotas is read only and is provided for you to be able to see the overall progress of the project:


Global Quota’s & Live Quotas

In the ‘Rules’ tab where the quotas are being configured, you can see the two following check box’s.
Use Global Quotas: You should check this if you wish to have your quotas not split per surveyor, but be global for all surveyors.
Use Live Quotas: This make the quota’s sync more often, in order to prevent conflicts when working with Global Quotas.

3-12-2013 3-21-24 PM

Surveyor quota view

The surveyor can view at all times the current status of his quotas. The surveyor can easily figure out how many subjects he needs to conduct from each quota. The survey engine in the PDA updates this quota status according to the survey results.


Go To Chapter 11 – Creating & Assigning Tasks

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