In this article for administrators, you will find:
✏️ Written Guide ✏️
You can schedule the sending of a questionnaire in various ways:
By linking it to an attendance sheet during its creation/modification.
By opting to schedule the sending independently of a session from the Questionnaires tab.
You can also reschedule sending as needed.
1️⃣ Schedule questionnaire sending on an attendance sheet
During the creation/modification of a single sheet
On the screen for creating or modifying an attendance sheet, within the Options form, you can click on Schedule Send and choose the send date and time, after selecting a questionnaire.
Don't forget to save! 😏
Note: It is not yet possible to schedule the sending of a participating questionnaire during the creation/modification of an attendance sheet.
However, you can schedule a standalone questionnaire by adding your participants as recipients.
During the creation of multiple sheets
When you create multiple attendance sheets, it is also possible to configure a questionnaire with a scheduled sending for each sheet.
By default, the send date is the start time of the sheet, but you can change it!
2️⃣ Schedule questionnaire sending outside of an attendance sheet
Go to the Questionnaires tab and click on Send a Questionnaire.
You will then be able to choose the recipients and add a send date and time if you want to schedule the send for later.
3️⃣ Reschedule questionnaire sending
Have not all your respondents replied? No worries! 😏
Reschedule the sending of your questionnaire later in the following way:
Go to your questionnaire sending
Open the options and click on "Schedule a Send"
You can reschedule for a later date!
Note:Scheduled questionnaires are identifiable by the scheduled send icon. The displayed date will be the planned send as follows:
4️⃣ Configure sending to absentees or only to present attendees
Do you only want to send the questionnaire to present learners? Also to absentees? Comply with Qualiopi or your internal regulations?
You can now configure your scheduled questionnaire sending to present attendees only! Or to all learners on the sheet, regardless of their presence state. 🤗
Note: The setting is available only for learner questionnaires linked to an attendance sheet, and scheduled for sending.
Also, the default option targets all persons on the sheet.
Attention: If you set sending to present learners only but your scheduled date is set at the beginning of your sheet, not all your learners will have signed, and therefore not automatically receive your questionnaire.
Solution: If you want to send only to those present, schedule the sending 30 minutes or 1 hour after the course starts, otherwise set the sending to absentees as well 🤗
From the creation of a single sheet
When you select a learner questionnaire and set a scheduled send date, the option appears.
From the creation of multiple sheets
Same process as for a single sheet! 🤗
To go further, visit our help center.
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