Use this function (reached by right-clicking a survey task and selecting quota availability) to monitor a survey task's fieldwork quotas. The following window appears:
The general tab gives you a global overview of the survey task's quotas by taking into consideration all its sample list files. The quota availability window also generates a tab specific to each sample list, thereby enabling you to track them individually.
By right-clicking the column headers, you can display a list of available columns, and select or de-select individual columns to show or hide them respectively.
For each tab, the following fields are displayed:
Quota cells: The different quota cells which have been defined. Furthermore, the last line, entitled "Total", gives you a global summary of all the survey task's quotas.
Target counts: Each quota cell's target count.
Observed counts: The number of interviews which have already been achieved for the quota cell.
To do: The amount of remaining interviews to achieve so as to fulfill the quota cell's target count.
Missing: The number of addresses from the sample list(s) which are missing, informing you of the need to add new addresses to an existing sample list, or the need to add a fresh sample list to the survey task.
Sample list (available): For each sample list, the number of available addresses the sample list contains which can contribute to fulfill the quota cell. Blocked quotas are shown as 'blocked' in this column.
Sample list (not available): For each sample list, the number of addresses missing which otherwise fulfill the quota cell.
Not called: The number of addresses available and which can potentially fulfill the quota cell and which have still not been called.
Success: The number of addresses which fulfill the quota cell and which have led to successful interviews.
Counts per call result exit codes: For each call result exit code, the number of addresses which fulfill the quota cell's definition.
Over max calls: The number of addresses which have been disabled/blocked by CCA, in accordance with the values specified in the selected survey Task's CallBack properties.
The context menu contains the following commands:
Show appointments: View and administrate any appointments taken for addresses in associated selected sample lists.
Find/edit contacts: Find a specific address in the selected sample list. The find sample dialog appears. You can also use this function to find a specific address in the selected sample list that has been abandoned due to the outcome of a previous call (e.g. no answer, or the interview was finished) and then add it back into the pool of numbers that can be contacted.