While evaluating an assessment, Questionnaire Owners in Partner/Vendor Connect can change the recipient on an open assessment without revoking the current assessment and publishing another one.
Steps to Change the Recipient
1. Navigate to the Active Assessments screen from the Assessments module as shown above.
2. Click on the 3 dots and select Change Recipient to select an alternate recipient.
3. Click on the New Recipient dropdown and select a new recipient from the list. You can also add a new recipient on-the-fly by entering their email address.
Adding a Recipient On-the-fly
Click on the New Recipient dropdown and enter an email address of the new recipient. Click on Add when done.
Tip: To change the recipient successfully, the domain name for the new recipient must match the domain name of the original recipient. For example:
Original Recipient: firstname.lastname@example.org
New Recipient: email@example.com
4. Write an optional message for your new recipient and then click on the Change Recipient button as shown above.
Note: By default, the original recipient will receive an email notifying them that they are no longer the recipient for that specific assessment. You can uncheck the Notify checkbox if you do not wish to notify the original recipient.