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 survey name and description and click the “SUBMIT” button:

   

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 “ADD TIMEFRAMES” button:

    

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.