Following Up Session Progress
Consulting Reports
To consult progress of an assessment session and its results:
Open the properties page of the assessment session and select the Reporting tab.Validating Assessment Questionnaires
To access the list of assessment questionnaires completed by respondents:
1. In the My Questionnaires navigation tree, expand the Questionnaire Management folder and select My Questionnaires in Validation.
The list of questionnaires of which status is "To Be Validated" appears.
2. Select the questionnaire that interests you and click Display Questionnaires.
Content of the questionnaire appears in a new tab. You can view answers.
3. Close the questionnaire display window.
4. If you consider that the questionnaire has been correctly completed, click its icon and select Assessment Questionnaire (To Be Validated) > Validate.
The questionnaire is closed and results are automatically calculated.
Asking a respondent to modify answers
If the answers to a questionnaire are not suitable, you can ask the respondent to modify them.
To make a modification request:
Click the icon of a questionnaire and select Assessment Questionnaire (To Be Validated) > Ask For Modification.
The respondent can modify his/her answers. See Completing Questionnaires.Reassigning questionnaires
If a respondent has made a transfer request, you must reassign the questionnaire.
To reassign a questionnaire:
1. From the list of questionnaires sent, select a questionnaire.
The questionnaires are accessible from different menus according to the desktop used:• With the MEGA solution, you can access the questionnaires using the Campaign Management navigation tab.
• On the assessment questionnaire laptop, the questionnaires are accessible from the My Questionnaires navigation pane.
2. Open the properties dialog box of the questionnaire concerned and select the Reassignment tab.
This tab only appears when the questionnaire has "To Reassign" status.3. Select all nodes to be assessed and click the Reassign button.
4. Using the search page that opens, select a questionnaire and click OK.
If person assignments have been specified (for example, the questionnaire should be sent to a person in the context of a business role in particular), you can reassign the questionnaire in the section provided for this purpose.The new respondent appears in the Correspondent column.
5. Select the icon of the questionnaire and select Assessment Questionnaire (To be Reassigned) > Reassign.
The new respondent receives an e-mail. He/she can complete the questionnaire, status of which is again "In Progress", then submit answers.
Closing the assessment session
You can close an assessment session at any time, whether or not the respondents have completed their questionnaires.
To close an assessment session:
1. In the Assessments Follow-Up navigation tree, select Assessments Started > Assessments Started.
The list if sessions of status "In Progress" appears in the edit area.
2. Click the session that interests you, then click Assessment Session > Close.
All questionnaires are automatically closed. This operation can take several minutes.
Results are valid only if the session is closed.The effective end date is automatically updated.
Calculation of the value of each assessed characteristic is carried out from the answer given by each person consulted.
Execution of aggregation enables consolidation of results obtained taking account of the aggregation schema.
Managing Questionnaires Sent
The Respondents Manager can access questionnaires sent and distinguish the different stages of their processing.
Accessing questionnaires
HOPEX enables access to questionnaires:
• sent in the context of a session
This session should be in progress so that questionnaires appear here.• already completed by respondents
• not yet completed
Access to these menus can vary depending on the solution used. For more details, see the corresponding user guide.Questionnaire statuses
There are two types of questionnaire status:
• a specific non-technical attribute
• a generic technical attribute
For more details on these workflow statuses, see HOPEX Power Studio - "Customizing Workflows", paragraph "Configuring Workflows".Questionnaire specific attribute
The specific non-technical attribute enables grouping of several technical statuses. It allows the end user not to distinguish between different technical statuses (Closed, Closed with validation, Closed automatically, etc.).
The specific attributes available are the following:
• Canceled
• Closed
• Delegated
• In progress
• To reassign
• To send
• To be validated
Questionnaire technical attribute
To supply lists of questionnaires (for example "Questionnaires Sent"), technical status of the questionnaire is checked.
If you duplicate the questionnaire workflow, confirm that you have specified the possibility of updating the technical attribute, even if this is not visible to the user.