This method demonstrates how to efficiently send assessment templates in bulk from the Hub to multiple Spokes simultaneously, ensuring consistent and streamlined delivery to all intended recipients.
Table of contents:
- Choosing the assessment template and due date
- Selecting the Spokes
- Managing the respondents
- Notification and Activity log
Choosing the assessment template and due date
Log in to your 6clicks Hub account and go to:
- Audits & Assessments
- Send assessment
- Template, select an assessment template to send to spokes
- Pick a Due Date
- Click Next
Selecting the Spokes
Here, you can see all the spokes you have access to and decide where to send the assessment template. Please note that only the spokes you have been added to will appear to you and not all the spokes within the Hub you have logged into.
- Select the spokes to which you intend to send the assessment template
- Utilize filters such as Tags, Spoke group, or Last assessment date range
- Indicates whether the assessment has been sent to any of these spokes before
- Once you have selected the spokes, hit Next
Managing the respondents
The last stage is selecting or unselecting the Respondents and making any adjustments to the users who will be receiving assessment invites.
- Spoke Name indicates which spokes are selected to receive the assessment template
- Respondents will provide the total number of users who will receive the assessment template by default
- Provides a list of recipients for the highlighted spoke on the right panel
- Choose to include or exclude specific users by checking or unchecking the boxes next to the respondent's name
- If the desired recipient is not listed, or you want to add additional respondents, simply use the Add respondent feature to include them on the fly
- Once you have made the necessary adjustments, click on Send assessment
Notifications and Activity log
After hitting Send assessment, you will get a pop-up confirming that your assessment is being sent and that you will get notified upon completion. Also, on the bottom right, you will see the assessment template that has been sent out and the number of clients who will receive it.
Once the assessment sending process is complete, you will be notified through the Notifications feature. To see more details click on Notifications bell and the relevant notification, which in this case, is the first one.
Click on the assessment template notification you used to send to your clients, and that will take you to the Activity log.
The Activity log summarizes all assessment template details, including clients who received it, the assessment name and version, the date and sender, and the assessment status.
The assessment status not only shows whether an assessment is Published, Completed, or In Progress but also indicates when an assessment is being sent or has failed to send.
To view the specific status of the assessment template, navigate to Template Status and choose the status or statuses you want to filter by from the dropdown options.
