How to Enable Quotas

If you need to set specific objectives or goals for your Evaluators, such as completing a given number of inspections within a certain timeframe, you can do so in the quota settings.

1. In the Setup section open the Assignments page. (Note: Click here to view a training video for How to Create an Assignment)
2. On the Assignment page, click on the Pencil button of the assignment you want to enable Quotas for. (Note: Click here to view a training video for How to Set up a Quota)

   

3. Scroll down the Edit Assignment page and click on the Quota Settings tab. 

   

4. Configure your Quota Settings:
   1. How often will your quota run; daily, weekly, monthly, yearly?  
   2. Which days of the week?  
   3. Start day for the quota to begin?
   4. How many inspections to be completed? 

      

5. Set the Quota Status to Active.
6. Click on the Save button,

Click here to view a training video on How to Use Quotas

Summary:

To set quotas for your Evaluators, access the quota settings on the edit assignments page.