The context (right-click) menu of the quotas window

In the quotas window, the context (right-click menu) contains the following commands

• Add question (general tab only): Adds a new quota line as a sub question to the selected line. If another question is selected, the new question will be placed under all the answers belonging to the selected question.

• Lists monitor: Monitor the state of all sample lists associated with the survey task. Click here for details.

• Appointments: View appointments for the survey task.

• Find/edit contacts: When you select this command, the find/edit contacts window appears. This allows you to search the sample list associated with the task for numbers that are still available to be called or those that are no longer available to be called (due to the outcome of previous calls). This means you can easily locate a particular number in the sample list. You can then either change the number's priority level, have a specific agent call the number immediately, or recover the number (in other words, you can add a number that has been abandoned due to the outcome of a previous call back into the pool of numbers that can be contacted). 

• Find calls: Allows you to locate a particular call associated with the survey task, and view its properties. When you select this command, the find calls window appears.

• Modify interview: Starts Fast Entry mode, allowing you to edit interview data for the survey task. For details, please refer to the askiadesign Assistant. In Fast Entry mode, if the interview has been flagged as completed, you can clear this status, and therefore ensure it is not counted towards quotas by clearing the completed check-box.

• Visualize data: This feature allows you to examine the data in a selection of questions in the selected survey task. A new window opens; in the left-hand list, you are presented with all the available questions in the selected survey task. Move the questions whose data you want to examine into the right-hand list by selecting them and clicking the right-pointing arrow. If you change your mind about a question, you can remove it from the right-hand list by selecting it and clicking the left-pointing arrow. When you click OK, a list of all respondents is displayed, with each respondent on a separate row, and each question presented in a separate column. Columns for respondent ID and Seed are always displayed.

• Expand all: Expands (displays) all of the sub-items under the selected item.

• Collapse all: Collapses (hides) all of the sub-items under the selected item.

• Focus: Focuses the view on the selected line. All questions and groups are collapsed.

• Cut (general tab only): This command allows you to remove the selected rows and copy them to the clipboard. They can then be pasted into an external program, such as Excel, Word or Notepad.

• Copy: This command allows you to copy two things:

  • The selected rows, or the entire quota tree, to the clipboard. They can then be pasted into an external program, such as Excel, Word or Notepad.
  • The selected target values (which must all be in the same column).

• Paste (general tab only): You can paste in two things:

  • Selected rows, which you may have copied into an external program (e.g. Excel), edited and then copied to the Windows clipboard.
  • Target values that you have copied from another column.
  • Note: Only target values and percentages (minimum and maximum targets) can be pasted.
  • Note: No checks are performed to verify that the pasted values are connected to any answers.