Collecting Feedback - Share With screen

Using the Share With screen to share surveys

Once you complete the options in to the Sharing Survey screen including selecting the type of survey to share, a template to use, a subject line for the message and which client to share that survey with you are taken to the Share with screen.

This screen displays the name of the client you are sharing the survey with and further below that the name of any collateral raters associated with that client.

You are then required to select the client and/or the collateral rater. You can select either one or both.

Selecting the Client

• To select the Client click on the tick box beside the label To Client
• You then select the way you wish to share the survey. You can select either email or SMS but not both.
• You can also select the QR code by clicking on the QR icon to display the QR code for scanning by a smartphone.
• You can also select Copy to copy the link to the survey to an online meeting such as Teams, Zoom etc

Scheduling when to send a survey

To schedule a survey to be sent you click on the date and time icons and select the specific date and time required to send the survey.

Click Send/Next to Send the survey now or at the scheduled date and time

Selecting the Collateral Rater

If the client has an associated collateral rater they will be displayed in the table under the heading Collateral.

If there are no collateral raters this table will be empty. If there is more than one collateral rater they will be listed in the table and you can select one or more of them

• To select the Collateral rater click on the tick box beside the name of the collateral rater
• You then select the way you wish to share the survey. You can select either email or SMS but not both.
• You can also select the QR code by clicking on the QR icon to display the QR code for scanning by a smartphone.
• You can also select Copy to copy the link to the survey to an online meeting such as Teams, Zoom etc.

Scheduling when to send a survey

To schedule a survey to be sent you click on the date and time icons and select the specific date and time required to send the survey.

Click Send/Next to Send the survey now or at the scheduled date and time