Respondents

Respondent can be loaded via this screen or created automatically by adding a response.  A Respondent record is needed for a user to have access to the  Respondent Portal.  A welcome email will be sent when someone is added to the respondent table providing there is an email template set up with a type of Respondent Welcome.

1. Search field. The email address, First name, Last name and Business name will be searched for the search string entered.  A partial string can be entered.
2. The respondents returned will be those who have a response record for the specified assessment.
3. Used in conjunction with the assessment, returns respondents that achieved a specified rating in the assessment.
4. Start Date. The date range for the assessment.
5. End Date. The date range for the assessment.
6. Action Menu. The action menu will be applied to the respondents selected (where appropriate.)
   
   
   
   
1. Add a new respondent. A welcome email will be sent to give them access to the respondent portal when someone is added to the respondent table, providing there is an email template set up with a type of Respondent Welcome.
2. Create a response for the selected respondents. A dialogue box specifies the assessment to be sent
3. Download CSV Template – downloads a template for uploading respondents.
4. Upload CSV. – Uploads a list of new respondents. A welcome email will be sent to each new recipient to give them access to the respondent portal, providing there is an email template set up with a type of Respondent Welcome.
5. Select All – Select all of the currently displayed recipients.
6. Select None – De-Select all of the currently displayed recipients.
   
   
7. The Selector Box (see the action menu), followed by the details of the recipients. Where they are linked to organisation levels, that data is shown.