Assign
SurveyAssessment Participants
These tasks are used to assign people for surveys and send them survey invitations after having added them to the workspace. It shows the list of people, their basic details, and their assignment and survey invitation status:
On this page:
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Assign people for
surveysassessment and optionally send survey invitations
Select the Assign button. This will then filter the list to all the people that have not yet been assigned and the Assign button will change to Process Assign (but out of focus)
Depending on the length of the list, you may need to use the Search filter to select the set of people you wish to assign
Select the people you wish to assign for surveys
You will notice the Process Assign button will now be in focus
Select the Process Assign button, and you will need to Confirm the assignment
You will then be given the option to Send Survey Invitations to the people you have assigned immediately via the pop-up
If you wish to delay sending the survey invitations until a later time (e.g. You may wish to assign more people first or you may have a specific timeline for when you wish to send the survey invitations) then
Answer No
You will have the opportunity to send survey invitations to those people later (see below)
If you do wish to send the survey invitations immediately then
Answer Yes and the Process Assign button will change to Process Invite
Select the Process Invite button and you will need to confirm
And you swill briefly see a pop-up message in the top RH corner indicating success
The Assigned and Invited status' of the the ones you have assigned/invited will have changed to TRUE
Send Survey Invitations for previously assigned people
If you have previously assigned someone for survey but chosen to delay sending the survey invitations e.g.
From the above you can see this person has been assigned but Invited is still = FALSE
Press the Invite button, which will then change to Process Invite (out of focus) and filter the list to people Assigned but not yet Invited
Select the people you wish to send the survey invitations to
Select the Process Invite button (which will now be in focus)
You will need to confirm
And you swill briefly see a pop-up message in the top RH corner indicating success
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