To assign a survey to someone other than yourself, or to a group, go to 'People Finder'
Search for the participant's account and use the 'Surveys Assignments' iconto go to their survey page.
All of the response instances and assigned surveys appear in the tables.
Press the to assign a survey, this will open the Survey Assignment Wizard.
Survey Assignment Wizard
Choose Assignee
By default, the survey will be assigned to the participant you clicked in the People Finder.
Option for Group Assignment:
If you would rather assign this survey to an entire group instead of an individual, simply select the group from the Group drop-down.
Select the Survey
- Select a survey to assign from the survey drop-down
Select a Schedule Type- Click here to learn more about each schedule type.
- Momentary Surveys can be set to occur multiple times within a given timeframe. For example, every 20 minutes between 8am and 12pm. You can check the box to randomize this schedule.
Repeating Surveys will set an alert for each cell selected in the "Set Dates/Times" window, and this schedule will repeat weekly for the given date range.
Scheduled Surveys will alert at the specific date and time specified and will not repeat.
On Demand Surveys are always available within the date range.
Please note: If you set an On-Demand survey to one day only (i.e. 4/16/2024 - 4/16/2024), the system will make the survey available for unlimited time. To avoid this, you can opt for the alternative of using a Scheduled Type assignment with a schedule availability length of 1 day. Another alternative is to set the On-Demand survey with another day in the past.
- For the Scheduled Type alternative, this option can be done by going on the Survey Assignment screen and pressing on the 'Cogwheel' button.
After this, choose the Window End to be 24 Hours, this will ensure that your participant will be able to access the survey throughout all day.