Date Range Dependent Quota | XM Community
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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

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.

Thanks Shashi, I’ll check out API

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

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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