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Date Range Dependent Quota


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I’ve watched a few youtube video about quotas, but I’m not finding how to do this.

We have a number of audits we need to complete per month. Audit-duty is assigned to random nurses daily, so keeping track of our quota is a tricky process. We don’t want nurses wasting time completing 100 audits for instrument cleaning protocol, when only 30 per month is required. 

Is there a way to tell qualtrics that once 30 audits are submitted for July to shut down the survey until Augst first? And maybe display a message, “The required number of audits for this month has been reached. This survey will open again on the first day of next month.”

 

thanks,

Cy

4 replies

Shashi
Level 8 ●●●●●●●●
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  • Level 8 ●●●●●●●●
  • 633 replies
  • July 15, 2023

Assuming we need only 30 responses a month, then in that case we need to add a 30 max quota on the survey and add prevent new session on complete. Now to automatically reset the quota on the first date of every month we can have a scheduled workflow with API task to rest the quota.


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  • 3 replies
  • July 15, 2023

Thanks Shashi, I’ll check out API


Shashi
Level 8 ●●●●●●●●
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  • Level 8 ●●●●●●●●
  • 633 replies
  • July 15, 2023

We can also try this option ‘TO SCHEDULE AN AUTOMATIC QUOTA RESET’, details can be found here.


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  • Author
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  • 3 replies
  • July 17, 2023

thanks @Shashi , this solution is more promising than your API suggestion, since I am not a programmer. Unfortunately, when attempting to follow the instructions I find that I do not have the required feature, “Regional Quotas”. Is that something I need to enable in preferences?

 

 


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