This article discusses sending Question-Based Assessments (QBAs) to multiple third-parties/vendors from a spoke.
To learn about bulk sending assessment templates from a Hub to Spokes, head here.
You may first need to import your third-parties or create a QBA template.
Navigate to the Third-Parties module (or whatever you have renamed this module) and select the Third-Parties to which you would like to bulk send assessments by clicking the checkboxes next to them.
You can use filters to sort the list of third-parties and select those to which you wish to send the assessment.
When you are done, click Bulk send.
Fill out the below details.
- Select assessments - choose a template from the dropdown list.
- Add product name (optional) - this is used to group assessments.
- Add a custom message for your third-parties (optional) - this will be part of the email notification they receive.
- Set assessment due date (optional) - set a due date for the assessment, if necessary.
- Add assessment tags (optional) - tags are used to categorize assessments. To learn more about centralized tag management, head here.
Click Send and the assessments will be sent to every respondent of all the selected third-parties. If a third-party has no respondent, the assessment will be published with no respondent.
To see these assessments in one place, navigate to your Audits & assessments module and head to the In Progress tab.