Creating a schedule.

Schedules are collections of surveys that are sent to specified users during specified time periods.  To set up a schedule:

1. Select the “Define schedule” tab:

   

2. Click the “CREATE A NEW SCHEDULE” button:

   

3. Enter a schedule name, select a schedule type and enter a description (If necessary). You are also able to enable the ability for multiple Risk Item Creation and a Custom Introductory Message for your schedule.
   • Enable Multiple Risk Item Creation on Submission
     • This is for re-assessments. If the original assessment generated a risk for a specific question and the re-assessment also generates a risk item for the same question, when this option is selected, you get duplicate risk items for that specific question (different IDs of course).
   • Enable Custom Introductory Message
     • This will display another text box just below that will allow you to add in a custom introductory message to the schedule for the users completing the surveys.
4. Select surveys to add and which risk registers they should be sent to.  Then click the “ADD” button. Do this for all surveys you wish to add to the schedule:

   

5. If you want each new survey pre-populated with the same answers as the previous survey filled out by the third-party, click the box labelled “COPY ANSWERS FROM PREVIOUS SURVEYS”:

   

6. Once you have finished adding surveys, click the “ADD RECIPIENTS” button:

   

7. Use the drop down menus to select who you would like to receive the schedule’s surveys and click the “ADD” button:

   

8. Once you have settled who will receive the scheduled surveys click the “Schedules” tab:

   

9. Set the start date and submission period for the portal and click the box labelled "REPEAT SUBMISSION PERIOD" if you would like to set a recurring submission period:

   

10. Once you are finished setting submission period(s), click the “VIEW SUMMARY” button:

    

11. You will now be presented with a page that summarises information about the survey. Click the box labelled “SEND CUSTOM NOTIFICATIONS” if you would like particular notifications sent to schedule recipients.  To send a notification to the supplier owner click the box labeled "NOTIFY THE SUPPLIER OWNER WHEN SURVEYS ARE COMPLETED." Finally, click the “PUBLISH” button to start the schedule:

    

12. You will receive this warning before publishing. Click the “PUBLISH” button to activate the schedule:

    

13. You will now see that the new schedule has been added to the list of published schedules:

    

The schedule will now run on the dates you identified and can be edited any time before it closes.