My Quota

Support Guide

Installation

Installing the My Quota plugin is as easy as downloading directly or via the WordPress Plugin storefront, installing, and then activating the plugin.

Once the plugin is installed and activated, you’ll want to visit the Settings page for the plugin to set the default settings for the plugin such as the default Archive history.

The My Quota plugin has three page locations:

My Quota (Settings)

Settings Page

In the My Quota settings page, you can select any default settings such as the Archival history index to select how many per user archival quotas you wish to save.

  1. If you do not enter a value, the default of 25 records per user is saved. Please be advised that saving all records forever may slow down your site over time.

Once saved, head on over to the Quota Groups page to begin creating quota groups for your users.

Quota Groups

Located under the User’s tab, here you can create quota groups for users, user roles, and/or any user groups such as those established under Edit Flow to a quota policy.

  1. If you haven’t created a group yet, click the Add New button or if you have listed quota groups, you can click on one to edit.
Groups Settings Page

You should now be greeted with the Groups Settings page for the new/edited quota group. Make sure to fill out all the options and settings listed below for your group to function correctly.

  • Group Name – This is the basic name for your quota. We recommend naming it something similar towards the users that will be associated with this group for remembering.
  • Users/Roles/Groups – Select one or more users, roles, and/or Groups (if Edit Flow is activated). If you select a WordPress Role, remember all future users added to this role will be included to this quota group.
  • Editors – Select the users or roles/groups you wish to oversee this quota group. Editors will be able to view all users in this group on the Roster page. If no editor is selected, default is all admins.
  • Requirements – Create how many post types, with post statuses, and the amount required for the quota to be met.
    • Type – Select “-“ or “OR” for the post requirement. Using the “-” means the following post MUST be met for the quota. Using any “OR” options will result in only ONE of those types with amounts need to be met for the quota.

      Example: The following image shows two requirements with OR statements, meaning only one of the two need to be met for the quota for the user to be met.
      Use the + button to add more requirements or the – to remove.
    • Post Type – The type of post required.
    • Post Status – The status of the post required.
    • Amount – Amount of posts with the type and status required.
  • Time Frame – Select the due date time frame for the quota group.
    • Every X Day of the Week – The quota will be due on this day of the week, Mon-Sun.
    • Every X Day of the Month – On a day in the month the quota will be due. Make sure to use end if your day falls on the 28th to the 31st as each month’s last day is different.
  • Time Due – The time in which the quota will be due on the above day/date. The time zone is used from the settings page for the site under General Settings.
  • Start Date – The date in which the quota group will become active and start keeping track of the users for this group. You can set a future date or a previous date. Please be advised that if a previous date is selected, the quota may create reports for past due dates between the start date and the date due. It’s advised to select a date beginning the quota requirement.
  • Notifications – Allow notifications to be sent to users who’s quota is due in 24 hours and/or reports to editors on missed quotas on the due date. In order to use notifications, first must be enabled on the My Quota Settings page.

Once your settings are ready make sure to save the group. Feel free to add more quota groups, you can have multiple users/roles/groups in multiple quota groups.

Next you’ll want to view your user’s quota requirements, to see this visit the My Quota page.

My Quota Roster

Roster page showing all users with quota requirements.

The roster page showing all users who have a quota requirement as well as their current quota status. Clicking the history under any user will show you their archival quota history or past quotas.

The view of users depends upon the Editor(s) who can see the quota group. All admins can see all users in any quota group. Selected editor(s) of a quota group(s) can see their own quota users. A single user (in Author role) can only see their own quota report.

You’ll be able to see the user’s Name, if the quota has been met, the due date and the group(s) the user belongs to.

Quota Icons

  • Red X – Quota is not met.
  • Green Check-mark – Quota met.
  • Gray Circle – Quota belongs to an OR statement and another quota requirement has been met.

Archival Reports

Under each user you can generate a quota report to see all previous quotas. More features will be added over time.

FAQs

Do I need Edit Flow for My Quota to work?

No, but if you use Edit Flow’s Groups, you can use those groups in selecting users for your quota groups.

Do I need a Dropstr account for My Quota to work?

No, My Quota will work 100% without a Dropstr account.

Do you offer additional services for My Quota

Yes, if you want to see the additional services that can be used for My Quota, visit the My Quota products page. All features that are built into the plugin are free and open source, under the GPL.