Learn how to add respondents to assessments in the 6clicks platform.
From the navigation menu, select Audits & Assessments.
The Audits & Assessments page will then open, displaying a list of all assessments you have created. Navigate to the Published tab and select a question-based assessment from the table.
You can also create a new assessment by clicking Create assessment. Learn how to create a question-based assessment.
Upon selecting an assessment, it will open within the Assessment Builder page. The status of the assessment needs to reflect Published before you can send out invitations to respondents. Learn how to publish an assessment.
Assign individual or multiple questions to one or more users
Once the assessment is published, click a question from the table (1) to assign it to a respondent.
On the side panel, click the + icon next to the Respondents column to add a respondent to the selected question. You can also expand the dropdown to view existing respondents if there are any.
Type in the name of the user on the search bar (3), select their name once it appears, and then hit enter to send them an invitation to answer the question in the assessment.
Alternatively, you can enter the email address of the respondent.
Once a user has been added as a respondent, an email will be sent to them requesting a response to the assigned question. Respondents will only be able to view the questions assigned to them.
Multiple questions can be assigned to a user by ticking the box next to each question from the table and adding their name under the Respondents column.
As mentioned above, once the user has been added as a respondent, they will receive an invitation to the assessment via email.
Permission to submit an assessment
Under the Respondents (1)tab, all respondents who have been assigned questions will be displayed (2). Turn on the Allow Submit (3) toggle to grant a user permission to submit the assessment once all questions have been completed. If the toggle is gray, it means the Allow Submit feature is turned off and the user can only edit the assessment but will not be able to submit it. You also can send a reminder to the user added to that assessment or remove them if you wish to do so (4).
Click Add Respondents at the bottom of the table to assign a respondent to the entire assessment. By default, the user assigned will be able to view all questions and submit the assessment once completed.
Note: If multiple respondents are assigned to the same assessment in your QBA, they will collaborate on it as a group rather than completing separate assessments individually.
Learn how to respond to an assessment or send bulk assessments to third parties.