Sending a survey later.

To set up a survey now but send it later, you must follow many of the same steps you would take 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:

   

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. Here you will see that the portal has set the default date to the current day. Click on the date to see a calendar:

   

10. Using the calendar, select the future date on which you want the portal to send the survey:

    

11. Set the length of the submission period and, to make this a recurring schedule, click the box labelled “REPEAT SUBMISSION PERIOD.” Finally, click the “VIEW” SUMMARY” button:

    

12. 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:

    

13. 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:

    

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

    

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

    

Your schedule’s survey(s) will be sent out on the future date you identified and must be completed before the end of the identified submission period.