Click on the Remove button for the quota or screen out that you want to remove.

Click OK to confirm that you want to delete the quota or screen out.

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1. Click the name of the quota or screen out that you want to view or edit.

2. Click the Edit quota button to allow editing.

3. Click Save to save the changes.

To return to the list of quotas and screen outs, click the Back to quotas overview button.

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Update the quota settings

1. In the Collect section of the survey, select the Quotas and screen outs menu. This shows the quotas overview.
2. Click Change settings to open the quota settings page.

3. In Target, enter the target number of responses required. When responses are received the Required number is updated to reflect the number of responses left to fill the quota.

4. Set the URL or message that is shown to the participant when the overall target number of responses is exceeded.
5. Click Save to save the changes.

Changing the overall target

In a quota based on a variable, the targets counts and percentages must add up to the overall target and 100%. When the overall target is changed the target counts and percentages in the quotas are automatically updated to reflect the change.

The overall target can also be set when creating or editing a quota or screen out. Regardless of where the overall target is changed, the new target is used for all the quotas and screen outs in the survey.

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First, assess the characteristics that are required to give the desired sample for the survey. Then create a series of questions that select these participants. Define these as screening variables by creating a Screen Out for each question or variable.

Creating a screen out based on a variable

There are three steps in the process of creating a screen out:

1. Identify or create the variable that is the basis for the screen out. This can be a question on the questionnaire or a derived variable if you need to set screen outs that are a combination of questions, e.g. Males under 25.
2. Create the screen out.
3. Enable the screen out.

Identify the screening variable

First, decide which question or combination of questions should be used as the basis of the screen out.

This can be:

• A single response question in the questionnaire; the screen out will be based directly on the question variable
• A derived single response variable for screen outs based on a number of questions. For example, one based on age and gender.

Place the screening question near the start of the questionnaire so the participant can be excluded as soon as possible. The participant will be notified early on and will not answer questions unnecessarily.

Create the screen out

1. In the Collect section of the survey, select the Quotas and screen outs menu. This shows the quotas overview.
2. Click New screen out to open the quota page.

3. In Name, enter a name to identify the quota.
4. The quota is enabled, by default. Clear the Enabled check box to disable the quota.
5. In Variable, select the variable that is the basis of the quota. The variables list shows only closed questions.
6. When the variable is selected, all the answer codes are shown as categories in the Details table. Select Out for the categories that screen out the participant. When the participant selects an answer in a category that is set to Out, they will be excluded from the survey.

8. Once interviewing has started the Count and % show the latest counts of screened-out participants for each category.
9. When the screen out triggers, this directs the participant to a web page or shows a custom message. In multilingual surveys, select the language then enter the message for the selected language.

10. Click OK to save the screen out. The Quota and Screen Outs window lists the new screen out.

Screen outs vs routing

A screen out looks similar to routing a question to the end of the questionnaire when a specific answer is selected. However, a screen out differs from routing:

When the survey excludes a participant from the survey with a screening question, the participant exits the questionnaire without submitting their response. The response is not saved and does not count towards any quota target, including any overall target.

With routing the participant skips to the end of the questionnaire where they can submit the response. The saved response counts towards any quota target, including any overall target.

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1. Identify or create the variable to be used as a basis for the quota. This can be a question on the questionnaire or a derived variable if you need to set quotas that are a combination of questions, e.g. “Males under 25”.
2. Decide the target quota for each possible variable answer. This can be set as a number or a percentage.
3. Create and enable the quota.

Identify the quota variable

First, decide which question or combination of questions you want to use as the basis of the quota.

This can be:

• A single response question in the questionnaire; the quota will be based directly on the question variable
• A derived single response variable for quotas based on a number of questions. For example, one based on age and gender.

Place the quota question near the start of the questionnaire so you ask the quota question as soon as possible. The participant will be notified early on and will not answer unnecessary questions.

Create the quota

1. In the Collect section of the survey, select the Quotas and screen outs menu. This shows the quota overview.

2. Click New quota to open the quota page.

Enter the quota details

1. In Name, enter a name to identify the quota.

2. The quota is enabled, by default. Clear the Enabled check box to disable the quota.
3. In Variable, select the variable that is the basis of the quota. The variables list shows only closed questions, such as, single choice or grid questions.
4. In Overall target, enter the total number of responses for all quotas and screen outs.

Enter the target for each category

1. When you select the variable, all the answer codes display as categories in the Details table. The target for each category is a number or percentage (if there is an overall target). Leaving the target blanks allows unlimited responses, until reaching any overall target.

2. Once interviewing has started the Actual count and Actual percentage show the latest response counts and percentages.

Edit the quota exceeded message

1. When the quota is exceeded you can set whether the participant is directed to a web page or shown a custom message.
2. In multilingual surveys, select the language then enter the message for the selected language.

3. Click OK to save the quota.

You can set up any number of independent quotas in this way. The first quota to be exceeded for any quota will stop the interview.

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A quotas can limit the total number of responses submitted, as well as allocating the total responses based on the answer to a question or a derived variable.

A screen out allows you to select which participants can progress through the questionnaire based on their answers to the screen out questions. This does not limit the total responses submitted.

Using quotas and screen outs

In the Quotas and Screen Outs section you can:

• create quotas and screen outs
• change the overall quota targets and settings
• view and edit the quota or screen out details
• remove a quota or screen out

Survey design considerations

There are a number of design considerations to note when creating the questionnaire.

• The quota and screen outs are checked when the participant moves to the next page or submits the response. A page break should be set after each quota or screen out question.
• The quota and screen out questions are mandatory in order to calculate the number of responses.
• The quota and screen out variables must return a single response.
• Make sure you do not use routing that skips any quota or screen out questions.
• When a quota or screen out is based on a derived variable then all source questions are also mandatory and should not be skipped using routing.
• Place the quota or screen out questions near the start of the questionnaire so they can be checked as soon as possible.
• Mobile responses, collected using Interviewer, are not included in the screen outs or quota limits.

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