Bulk-assigning Questions

When you receive a questionnaire, sections, and questions can be assigned to other users within your organization in bulk. Assessments with a large number of questions or assessments covering a variety of topics can be easily divided among the applicable members of your organization.

Note: For single assigning of questions, please visit our help center article:

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:

Bulk Assignments

  1. From the intended Partner Space, navigate to the Portal Assessments Screen, and select the Active Assessments tab. Then click on the intended assessment as shown below.

    Partners Module/Partners Screen/Partner Profile/Active Assessments
  2. From the assessment Answering Screen, click on the Bulk Assignments link as shown below.

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Bulk Assign Questions

To assign individual questions, click on the checkbox(s) for the questions you intend to assign as shown below.

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Bulk Assign Sections

To assign entire sections to a colleague, click on the checkbox button to the right of the section name as shown below.

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Bulk Assign the Entire Assessment

To assign all of the questions in the assessment, select the first checkbox button as shown below.

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Select Assignee

  1. In the Assign Question(s) Window, click on the dropdown arrow for the Assign To field to select a new Assignee. Once the intended assignee has been selected, click the Assign button as shown below.

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  2. You can enter an optional message for the new Assignee. Once done, click on the Assign button as shown below.

    Bulk-assigning Questions 7[R360]

Bulk Assigning On-The-Fly

To bulk-assign questions for answering to new Assignees not previously registered within our platform, you can enter the email address of the assignee and click on the Add "email" link as shown below. Click on the Assign button to finish the assignment.

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Note: Once added, the Assignee will receive an email inviting them to register for the platform.

Filter for Assignees

You have the ability to filter by specific assignees, allowing you to review the questions assigned to each individual.

  1. Click on the Filterfilter icon.png icon and then click on the Assignment dropdown arrow, as shown below.

    Bulk-assigning Questions 9[R360]
  2. Select the desired assignee(s) and click on the Apply filters button button.

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