Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 10 Next »

Assign Assessment 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:

Assign people for assessment and optionally send survey invitations

  1. 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)

  2. 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

  3. Select the people you wish to assign for surveys

    1. You will notice the Process Assign button will now be in focus

  4. Select the Process Assign button, and you will need to Confirm the assignment

  5. You will then be given the option to Send Survey Invitations to the people you have assigned immediately via the pop-up

    1. 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

      1. Answer No

      2. You will have the opportunity to send survey invitations to those people later (see below)

    2. If you do wish to send the survey invitations immediately then

      1. Answer Yes and the Process Assign button will change to Process Invite

      2. Select the Process Invite button and you will need to confirm

      3. And you swill briefly see a pop-up message in the top RH corner indicating success

      4. 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

  1. 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

  2. Select the people you wish to send the survey invitations to

  3. Select the Process Invite button (which will now be in focus)

  4. You will need to confirm

    1. And you swill briefly see a pop-up message in the top RH corner indicating success

Related Help pages

  • No labels