Response360 users can utilize the Response Management Module to digitize questionnaires from various formats such as Word, PDF, and Excel. Once imported, questionnaires can be answered by permitted users. This article covers assigning questions and sections for answering a questionnaire in Response Management.
To learn about answering questionnaires, please see our full help articles:
Please also see our full help article on Adding & Managing Questionnaires:
Note: This feature is not available by default. If interested, please reach out to your Account Manager or contact Support.
This article covers the following topics:
- Navigating to a Questionnaire
- Assigning an Individual Question
- Assigning a Section
- Unassign the Assignee
- Changing the Assignee
Navigating to a Questionnaire
1. Navigate to the Response Management Module and click on the name of the In Progress questionnaire you intend to answer, as shown below.
2. Alternatively, click on the 3 dots in the Actions column and select the View Questionnaire option.
Assigning an Individual Question
1. From the Answering Screen, click on the question you want to assign. Then, within the question card, click on the Assign To icon as shown below.
2. Click on the Assign To dropdown and select an Assignee.
Note: Assigning "On-the-Fly" is not available, you may only select existing users within the platform.
3. You can enter an optional message for the new Assignee. Once done, click on the Assign button as shown below.
Assigning a Section
1. From the Answering Screen, navigate to the section you want to assign and click on the Assign To icon within the section card as shown below.
2. Alternatively, if the question card is closed, you can still click on the Assign To icon in the section card.
3. Click on the Assign To dropdown and select an Assignee.
4. You can enter an optional message for the new Assignee. Once done, click on the Assign button as shown below.
Unassign the Assignee
When viewing question assignees, you have the option to unassign a collaborator for a particular question.
Unassigning Collaborators from a Section
1. From the Answering Screen, click on Assignees as shown below, then select Unassign.
Unassigning Collaborators from a Question
1. Within the question pane, click on the initials of the current assignee.
2. Click on Unassign to remove yourself as the assignee for the question. Once done, you will receive a success banner at the bottom right of the screen.
Changing the Assignee
When assigning questions or sections, you have the option to change the assignee for a particular question/section or a previously assigned assignment.
1. From the Answering Screen, click on the question you want to change the assignee as shown below.
2. In the question card, to change the assignee, click on the icon as shown below.
3. Click on the dropdown to select a new Assignee.
4. You can enter an optional message for the new Assignee. Once done, click on the Assign button to save your changes.