defer_if_over and defer_if_none

Some survey designs specify that all respondents should complete the entirety of opening screening/demographic questions prior to being subject to termination or quota caps. This is not the default behavior within IntelliSurvey, as "terminates" and "overquota" respondents are immediately redirected. To modify the termination behavior for quotas, use the defer if over and defer if none tags.

For postponing termination points unrelated to quotas, see defer term.

Using 'defer if none'

If a respondent does not qualify for any options at a quota, they will be immediately terminated with status 'T', and a "Not qualified" option is created automatically at the disp variable. To delay this termination, use defer if none.

Just like defer term, you will also need to define the deferred termination point using the appconfig widget. The input is a string that corresponds to a page label or group name. When the respondent reaches the page, label, or group that corresponds to the defer if none tag input, the respondent is terminated once that page is loaded, although any selectby or survey variables using cvalue on that page also populate with data.

Using 'defer if over'

If a respondent qualifies for a quota option, but it has reached its cap in the Quota Manger, the respondent will be immediately terminated as "Over Quota" with status 'Q'. To delay this, use defer if over.

In summary:

• Use defer if none when the respondent does not meet qualifying criteria for any quota bucket.
• Use defer if over when the respondent only meets criteria for full quota buckets.

Syntax

defer if none

# defers end of interview if the respondent does not qualify for any quota options
app config
defer term: Page label or group

...

QUOTA. This is a quota
type: quotas
defer if none: Page label or group
1. Option A
2. Option B

...

new page: Page label

defer if over

# defers end of interview if the respondent only qualifies for quota options that are full
QUOTA. This is a quota
type: quotas
defer if over: Page label or group
1. Option A
2. Option B

...

new page: Page label

Examples

defer if none

In this example, if the respondent does not qualify for any of the options at QAGE based on their conditions, they will not be terminated until they reach the page labeled 'intro'. The respondent will answer Q3 and then will be redirected with the status 'T'. 

Notice, the appconfig widget is placed at the top of the survey source, and 'defer term' defines a page label called 'intro', which is later used at QAGE and at newpage.

app config
defer term: intro

A. Age
type: text
size: 3
datatype: whole

AGE. Age quotas
type: quotas
defer if none: intro
1. twenties {if $QA >= 20 and $QA <= 29}
2. thirties {if $QA >= 30 and $QA <= 39}
3. fourties {if $QA >= 40 and $QA <= 49}
4. fifties  {if $QA >= 50 and $QA <= 59}

3. Another question
type: text

newpage: intro

# interview is terminated here.

defer if over

In this example, if the respondent qualifies for a quota option at QAGE that is full, they will not be terminated with Over Quota status until they reach the page labeled 'intro'. The respondent will answer Q3 and then will be redirected with the status 'Q'. 

A. Age
type: text
size: 3
datatype: whole

AGE. Age quotas
type: quotas
defer if over: intro
1. twenties {if $QA >= 20 and $QA <= 29}
2. thirties {if $QA >= 30 and $QA <= 39}
3. fourties {if $QA >= 40 and $QA <= 49}
4. fifties  {if $QA >= 50 and $QA <= 59}

3. Another question
type: text

newpage: intro

# interview is terminated here.

status if over

If a client or panel partner prefers to use a different status other than 'Q' for a quota that is full, the status if over tag can be applied. Below, the respondent will receive a custom status 'Z' instead of 'Q' after answering Q3. Read status if over for more information.

set status 
Z. Custom status Z

...

A. Age
type: text
size: 3
datatype: whole

AGE. Age quotas
type: quotas
defer if over: intro
status if over: Z
1. twenties {if $QA >= 20 and $QA <= 29}
2. thirties {if $QA >= 30 and $QA <= 39}
3. fourties {if $QA >= 40 and $QA <= 49}
4. fifties  {if $QA >= 50 and $QA <= 59}

3. Another question
type: text

newpage: intro

# interview is terminated here.