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Assign Survey

There are multiple ways to share a survey with your users:

  • Create Invite Link - Clicking this button in the header of the survey page will allow you to copy a shareable link you can include in an email or on a webpage. Users who click the link will automatically see an invite to the organization (see image below).

    Shareable Link

  • Engagement - If you toggle on “Auto-add all project subjects to the flow" any user added to the project with an email address, will automatically be invited and sent through the Flow, which may include a survey.

  • Survey Management Layout in Subject Viewer - In this layout, you can assign a survey to a single user using the Send Survey icon (see image below).

    Survey Subject Viewer

  • Assign Button - You can assign one or more surveys to users via the Assign action button at the top of the Subjects page but the user must FIRST be invited to the project, accept the invite, AND have an email address in the PHC for their account in order to receive notifications regarding surveys.

    Note: The subject must belong to the project that contains the survey. If you need to add a person to your project, see Create a New Subject. If a subject is invited to a second project and accepts the invitation, they will no longer be "active" in their first project (their data remains intact, but the user can only be associated with one project in an account at a time).

    1. On the left side menu of the PHC, click Subjects.
    2. Click the checkbox next to the subject(s) you wish to assign the survey.
    3. Click the Assign action button (see image below).

      Survey Assign Button

    4. In the dropdown menu, select Assign Survey.

      Assign Survey Check

    5. Select the survey(s) you wish to assign from the dropdown menu. You can assign one or more surveys to users.

    6. Click Assign Survey.

      Assign Survey Dialog

Success

You assigned a survey. PHC displays The process has completed to confirm the process.


Last update: 2021-06-24