Assign questionnaires
An assignment makes a questionnaire available to a person.
Requires: Read access to the questionnaire and write access to the person for this workflow. Editing an existing assignment requires write access to that assignment.
- Open the person from People.
- In Questionnaires, search for the questionnaire and select it.
- In the assignment dialog, check the selected recipient and add a message if needed.
- Leave Third party assignment off when the person will answer about themselves.
- Review the schedules shown. For a person-specific change, select Edit Schedule.
- Select Create a new assignment.
- Confirm that it appears under Existing questionnaire assignments.
Check the existing list before assigning again: multiple assignments can produce additional due times. An assignment-specific schedule overrides the questionnaire's defaults; see schedules.
Change an assignment
Select Edit beside the existing assignment. Adjust its message, schedule or home-screen visibility and select Save. Use Reset to Default Schedules to remove custom scheduling and resume inheritance.
For a colleague to answer about the person, use Third party assignment and arrange the required access. Such assignments are separate from the person's self-assessment queue.
An assignment confirmation is not proof that an email arrived. Email delivery depends on the selected notification channels and the person's configuration.