Administrate a schedule as a manager

To use this feature, an administrator must enable the attribute specific setting Administrate surveys.

This setting is configured per attribute, meaning that only managers of segments within that attribute will be able to administrate surveys connected to it.

Once the feature is enabled, managers within the selected attribute will see the Schedules section under Settings in the the left side bar.

In this section, managers can view an overview of all schedules in the organization.

• The Created by column shows which user created each schedule
• Schedules marked with “-” were created before this feature was introduced

Create a new schedule

To create a new schedule, click Add Schedule in the top right corner.

General

• Name
  Enter a clear and descriptive name for the schedule
• Administrate from segment
  Select the segment whose managers can administrate the schedule
  • This field is mandatory
  • It cannot be changed after saving
  • If you only manage one segment, it will be preselected
• Target group
  Select the segment(s) that will receive the survey
  • This field is mandatory
• Exclude data from segments (optional)
  If certain segments should not generate reports, select them here
  • Managers can only exclude segments they manage
  • In most cases, this can be left empty

Survey questions and frequency

• Survey frequency
  Select how often the survey is sent (or choose manual for no frequency)
• Questions per survey
  Define how many questions each survey should include

For pulse surveys, it is recommended that:

• Time to complete full question battery
• Moving average

…match each other. This ensures the full question set is covered within one aggregation period.

If they do not match, consider increasing the number of questions per survey. With default settings and the standard question battery, these values align automatically.

• eNPS question frequency
  Choose how often the eNPS question is sent
  • This option is only visible if eNPS is enabled

• Customize invite and reminders (optional) 
  Adjust messaging if needed
• Customize questions
  Select which questions to include
  • All questions are included by default
  • Managers can enable or disable questions
  • Only Administrators/Superusers can edit question content

Start data collection

• Schedule timing
  Set:
  • Start date and time
  • Duration
  • End date (if applicable)
• Save → Saves the schedule without activating it
• Save & Enable → Saves and activates the schedule immediately

Edit a schedule

To edit an existing schedule:

1. Go to the Schedules overview
2. Click on the schedule (if nothing happens, you do not have permission to edit it)
3. Upate the desired settings
4. Click Save