In this article
Note: CAPI Administrator is deprecated. Please use CAPI Supervisor instead.
In CAPI surveys with quotas, you can divide the number of respondents required for each quota among the interviewers who are assigned to this survey. This part of the documentation only describes the CAPI-specific functions of quota management. Refer to the Professional Authoring or Survey Designer documentation for more details.
When a survey is launched as a CAPI survey, a folder called Capi Specific is added to the survey. The folder contains one single question “capiInterviewerId” and a script node “record capiInterviewerId”.
Note: The single question “capiInterviewerId” must not be modified.
Figure 1 - Example of CAPI-specific objects in the survey
These CAPI-specific objects set the CAPI Interviewer ID in the survey, and they can be used in for example quota management to insert the interviewer identification into the quotas.
When you set up a quota, for example on Gender in our example (refer to the Professional Authoring documentation for information on how to set up quotas), you can also drag the “capiInterviewerId” question into the quota and distribute the quota among the interviewers.
Figure 2 - capiInterviewerID in a quota
Double-click on the quota or right-click and choose Edit to display the cells in grid format for each variable in the question by each interviewer.
Figure 3 - Example of a quota distribution grid
The variables “Male” and “Female” are displayed as rows and the assigned interviewers as columns in the quota grid, with cells for both “Male” and “Female” available.
Figure 4 - Example of distributed quotas (1)
You can fill in the quota limits in the Total column for each variable, then right-click and choose Distribute. The number in the Total column will then be distributed evenly amongst the interviewers. If some interviewers are to interview respondents for only one variable, for example only “Male”, you can change the quota limits manually. The Total cells are updated automatically.
Figure 5 - Example of distributed quotas (2)
When an interviewer has filled up the quota, an email is sent to the address entered in the quota Settings. Information about the quota and the CapiInterviewerId will be included in the email.
Respondents who are registered with status Quota full will be displayed in the Survey homepage/information page.
Refer to the Professional Authoring documentation for more details on Quotas and Quota Management.