When you receive a questionnaire, questions can be assigned to other users within your organization. This would be applicable to an assessment with several sections and questions covering a variety of topics. Each topic can be easily assigned to the applicable member of your team. Further, this function can be used to simply divide the workload of a long assessment among your team.
When assignees have completed their assignments, they can submit the answers back to the assignor for review. You can access all the assignments you are associated with using the My Assignments Screen.
This article covers the following topics:
Navigating to Assessments
1. Navigate to the intended partner from the Partner Space as shown below.
2. Click on the Assessments Screen, select the Active Assessments tab, and click on the desired assessment.
Assigning an Individual Question
1. From the Answer Screen, click on the Assign To icon for the intended question as shown below.
2. Click on the Assign To dropdown and select an Assignee as shown below.
3. You can enter an optional message for the new Assignee. Once done, click on the Assign button as shown below.
Assign "On-the-Fly"
Optionally, new assignees can be added and invited on-the-fly. New assignees will receive an email to register for the platform.
4. In the Assign To dropdown, enter the email address as shown below and click on the Add Email Address link as shown below.
Note: To add an email address with a domain different than your current organization's domain, please reach out to your Assessment publisher to grant this access.
For more information on adding an email address with a different domain, please see our help article section on:
Changing the Assignee
Assigned questions for In Progress assessments can be unassigned or reassigned to other colleagues.
From Active Assessments
1. Within the Answer Screen, click on the Pencil icon next to the Assignee Name, and select the new desired assignee as shown below. Once done, click on the Assign button to save your changes.
From My Assignments
Similarly, you can also change the assignee for a question that was assigned to you.
1. Navigate to the intended partner from the Partner Space, Assessments Screen, and click the My Assignments tab. Click on the intended assignment as shown below.
2. To change the assignee, follow steps 1-3 as shown in the From Active Assessments section above.
Bulk Assignments
The Bulk assignments feature allows you to bulk-assign entire section(s), individual questions, or assign an entire assessment. For more information on bulk assigning questions, please see our help article section on: