Completing Questionnaires
The steps described here concern questionnaire respondents.
For more information on the how to process a questionnaire, see the appendix in the section concerning questionnaire workflows.
Accessing Assessment Questionnaires
After starting an assessment session, questionnaire addressees receive a notification.
To complete questionnaires:
1. Select Home > My Desktop > Questionnaires > My Assessment Questionnaires.
The list of questionnaires to be completed appears.
2. Select the questionnaire that interests you and click Display Questionnaire.
3. Select the questions and reply to these in the lower part of the window.
4. Click Save.
5. Close the questionnaire display window.
6. Click the questionnaire in the questionnaires list and select Assessment Questionnaire (To Be Completed) > Submit Answers.
Questionnaires are visible from this menu as long as the assessment session is not closed. If the assessment session is closed, you can consult them in the
Questionnaires tab of the assessment session.
Requesting questionnaire transfer
If you receive a questionnaire in error, you can ask the session manager to transfer the questionnaire to another person.
To make a transfer request:
1. Select Home > My Desktop > Questionnaires and Check-Lists > My Assessment Questionnaires.
In some of the solutions, the corresponding menu is as follows:
Home > My Desktop > My Responsibilities > My Assessment Questionnaires.
2. Click the icon of a questionnaire and select Assessment Questionnaire (To Be Completed) > Transfer Request.
The questionnaire passes to status "To Reassign".
The manager is informed by e-mail and must reassign the questionnaire to another person.
Transfer requests are exceptional if execution campaign creation preparatory work has been correctly carried out.