Questionnaire Owners and Questionnaire Admins have the ability to modify the owner of an active assessment. This feature is particularly useful to transfer the ownership of an ongoing assessment in the event of termination or transfer of an employee.
This feature allows you to change the Assessment Owner to an existing user in the organization. All the current Assignments will be automatically re-assigned to the new Owner. The System will automatically send an email notification to the new Owner. You also have an option to notify the client/partner contact of the Owner change for published assessments.
Note: If you are a Questionnaire Admin, you can also designate yourself as the Owner in which case the email notification will not be sent.
Steps to Change the Owner
1. Navigate to the Active assessments screen and click on the 3 dots as shown above. Next click on the Change Owner link.
Alternatively, you can also click on the 3 dots and select the Change Owner link from within the Evaluate screen as shown above.
Note: If you are a client connect user responding to an assessment, you have the Change Owner option within the Answer screen as shown below.
This will bring up the Change Owner modal as shown below.
2. Here you can select the New Owner and enter an optional message to send to the new owner as shown above.
3. You also have the option to notify your external client/partner contact for published assessments by checking the notify checkbox as shown above.
4. Click on the Change button to proceed. A success message will be displayed at the bottom of the screen and the associated email notifications will be sent.