{"id":6691,"date":"2021-10-27T15:03:12","date_gmt":"2021-10-27T14:03:12","guid":{"rendered":"https:\/\/www.snapsurveys.com\/support-snapxmp\/?post_type=epkb_post_type_1&#038;p=6691"},"modified":"2024-10-21T15:09:43","modified_gmt":"2024-10-21T14:09:43","slug":"introduction-to-quotas-and-screen-outs","status":"publish","type":"epkb_post_type_1","link":"https:\/\/www.snapsurveys.com\/support-snapxmp\/snapxmp\/introduction-to-quotas-and-screen-outs\/","title":{"rendered":"Introduction to Quotas and Screen Outs"},"content":{"rendered":"\n<p>When running a survey you can limit the number of responses submitted using quotas and screen outs. &nbsp;During each interview, the system will monitor responses to any quota and screen out questions and automatically close the interview if the participant falls into a category that has already reached its quota limit.<\/p>\n\n\n\n<p>\n  Quotas can be set up that:\n<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\n    limit the total number of responses submitted\n  <\/li>\n\n\n\n<li>\n    allocate the total number or percentage of responses based on the answer to a question\n  <\/li>\n\n\n\n<li>\n    allocate the total number or percentage of responses based on a derived variable\n  <\/li>\n<\/ul>\n\n\n\n<p>\n  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.\n<\/p>\n\n\n\n<p>\n  You can set up multiple quotas and screen outs for each survey. However, the overall target number of responses applies to all quotas and screen outs.\n<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Survey design considerations<\/h2>\n\n\n\n<p>\n  There are a number of design considerations to note when creating the questionnaire.\n<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>     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.   <\/li>\n\n\n\n<li>     The quota and screen out questions are mandatory in order to calculate the number of responses.   <\/li>\n\n\n\n<li>     The quota and screen out variables must return a single response.   <\/li>\n\n\n\n<li>     Make sure you do not use routing that skips any quota or screen out questions.    <\/li>\n\n\n\n<li>     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.   <\/li>\n\n\n\n<li>     Place the quota or screen out questions near the start of the questionnaire so they can be checked as soon as possible.   <\/li>\n\n\n\n<li>     Mobile responses, collected using Interviewer, are not included in the screen outs or quota limits.   <\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Quotas and Screen Outs window<\/h2>\n\n\n\n<p>\n  The <strong>Quotas and Screen Outs<\/strong> window shows a list of all the quotas and screen outs that are based on a variable.\n<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img fetchpriority=\"high\" decoding=\"async\" width=\"456\" height=\"250\" src=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2021\/10\/quotasscreenoutwindow2-png.png\" alt=\"QuotasScreenOutWindow2.PNG\" class=\"wp-image-6692\" srcset=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2021\/10\/quotasscreenoutwindow2-png.png 456w, https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2021\/10\/quotasscreenoutwindow2-png-300x164.png 300w\" sizes=\"(max-width: 456px) 100vw, 456px\" \/><\/figure>\n\n\n\n<p>   On the Snap XMP Desktop menu, select the <strong>Tailor<\/strong> menu then select <strong>Quotas and Screen Outs<\/strong>.  <\/p>\n\n\n\n<p>\n  This opens the <strong>Quotas and Screen Outs<\/strong> window where you can:\n<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>     create <a href=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/snapxmp\/setting-up-quotas\/\" target=\"_blank\" rel=\"noreferrer noopener\">quotas<\/a> and <a href=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/snapxmp\/setting-up-screen-outs\/\" target=\"_blank\" rel=\"noreferrer noopener\">screen outs<\/a>   <\/li>\n\n\n\n<li>\n    clone quotas and screen outs\n  <\/li>\n\n\n\n<li>\n    delete quotas and screen outs\n  <\/li>\n\n\n\n<li>\n    open the Quota Control dialog to set the overall quota targets and settings\n  <\/li>\n\n\n\n<li>\n    view the quota or screen out properties\n  <\/li>\n\n\n\n<li>\n    view the sources and dependencies\n  <\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Quota Control dialog<\/h2>\n\n\n\n<p>\n  The <strong>Quota Control<\/strong> dialog contains the overall quota targets and settings. \n<\/p>\n\n\n\n<p>   In the <strong>Quotas and Screen Outs<\/strong> toolbar, click the <strong>Tailoring<\/strong> icon. <\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"456\" height=\"71\" src=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2021\/11\/QuotasScreenOutWindow3.png\" alt=\"\" class=\"wp-image-6824\" srcset=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2021\/11\/QuotasScreenOutWindow3.png 456w, https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2021\/11\/QuotasScreenOutWindow3-300x47.png 300w\" sizes=\"(max-width: 456px) 100vw, 456px\" \/><\/figure>\n\n\n\n<p>\n  This opens the <strong>Quota Control<\/strong> dialog where you can:\n<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\n    enable or disable all quotas and screen outs for the survey\n  <\/li>\n\n\n\n<li>     <a href=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/snapxmp\/setting-an-overall-target\/\" target=\"_blank\" rel=\"noreferrer noopener\">set overall target<\/a> numbers of responses   <\/li>\n\n\n\n<li>     <a href=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/snapxmp\/notifying-participant-quota-or-screen-out-exceeded\/\" target=\"_blank\" rel=\"noreferrer noopener\">set the message or URL<\/a> that is shown when the overall quota is exceeded   <\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" width=\"466\" height=\"333\" src=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2021\/10\/quotacontrol-png.png\" alt=\"QuotaControl.PNG\" class=\"wp-image-6693\" srcset=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2021\/10\/quotacontrol-png.png 466w, https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2021\/10\/quotacontrol-png-300x214.png 300w\" sizes=\"(max-width: 466px) 100vw, 466px\" \/><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>When running a survey you can limit the number of responses submitted using quotas and screen outs. &nbsp;During each interview, the system will monitor responses to any quota and screen out questions and automatically close the interview if the participant falls into a category that has already reached its quota limit. Quotas can be set [&hellip;]<\/p>\n","protected":false},"author":7,"featured_media":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"inline_featured_image":false,"footnotes":""},"epkb_post_type_1_category":[115],"epkb_post_type_1_tag":[],"class_list":["post-6691","epkb_post_type_1","type-epkb_post_type_1","status-publish","hentry","epkb_post_type_1_category-snap-desktop-quotas"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v25.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Introduction to Quotas and Screen Outs | SnapSurveys<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/snapxmp\/introduction-to-quotas-and-screen-outs\/\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Introduction to Quotas and Screen Outs | SnapSurveys\" \/>\n<meta property=\"og:description\" content=\"When running a survey you can limit the number of responses submitted using quotas and screen outs. &nbsp;During each interview, the system will monitor responses to any quota and screen out questions and automatically close the interview if the participant falls into a category that has already reached its quota limit. Quotas can be set [&hellip;]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/snapxmp\/introduction-to-quotas-and-screen-outs\/\" \/>\n<meta property=\"og:site_name\" content=\"SnapSurveys\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/snapsurveys\" \/>\n<meta property=\"article:modified_time\" content=\"2024-10-21T14:09:43+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2021\/10\/quotasscreenoutwindow2-png.png\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:site\" content=\"@snapsurveys\" \/>\n<meta name=\"twitter:label1\" content=\"Estimated reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"3 minutes\" \/>\n<script type=\"application\/ld+json\" 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