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:
- Select the “Define schedule” tab:
- Click the “CREATE A NEW SCHEDULE” button:
- Enter a survey name and description and click the “SUBMIT” button:
- 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:
- 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”:
- Once you have finished adding surveys, click the “ADD RECIPIENTS” button.
- Use the drop down menus to select who you would like to receive the schedule’s surveys and click the “ADD” button:
- Once you have settled who will receive the scheduled surveys click the “ADD TIMEFRAMES” button:
- Here you will see that the portal has set the default date to the current day. Click on the date to see a calendar:
- Using the calendar, select the future date on which you want the portal to send the survey:
- 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:
- 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:
- 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:
- You will receive this warning before publishing. Click the “PUBLISH” button to activate the schedule:
- 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.
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