Scheduling A Survey

00:00: Hi, this is Nikki from healthy roster. This tutorial will walk you through the action 00:05: of scheduling a surveys delivery. 00:07: This is helpful. If you'd like to automate the delivery of your survey on 00:11: a scheduled basis or in advance so that you can set it and forget 00:15: it. 00:18: But then healthy roster you will select the documents tab on the left navigation. 00:23: Now select surveys 00:26: Here you will see a listing of all of the surveys that you currently have created within 00:30: your account. I'm going to select the menu icon to the right of the desired 00:34: survey that I need to add a schedule to. 00:38: Now select edit 00:41: Scrolling to the bottom of this survey is configuration page. 00:44: You will see here that I have no schedules linked select add 00:48: to add a new schedule. 00:51: First you will want to provide your schedule with a name this name 00:55: is to help you visually and quickly understand when this survey is sending 01:00: and to who 01:02: Now set the frequency of your scheduled survey either daily weekly 01:07: or monthly 01:09: Because I've selected to send my survey on a frequency of daily. 01:13: I will then need to select which days the survey is running you can 01:17: select as many or as few as you'd like. 01:19: I'm going to select that. I would like this to send just on Mondays. 01:25: Now set the date parameters for when to send and when to end the survey 01:31: You will then need to set the time you wish your survey to send at. 01:36: Now check the box to assign this to all of your organizations or conversely 01:40: if you'd like, you can add your organizations independently. 01:46: Now check the box to assign this to all of your organizations or conversely 01:50: if you'd like, you can add your organizations independently. 01:56: Lastly in the upper right hand corner. 01:58: You will want to check if this is an active survey schedule or not checking 02:03: this box insinuates that this schedule is currently running if 02:07: you need to quickly navigate back at any point in time and disable this survey 02:11: schedule. You can uncheck that box. 02:13: I'm going to leave my box unchecked currently. 02:18: Now that your schedule parameters are set select okay to add this schedule 02:22: to your configuration. 02:39: Now select save to save the edits to your configuration. 02:42: Once you select save any changes to your survey configuration 02:47: will now become active. 02:50: If you have questions or need more help, please visit the help tab on the 02:54: left navigation or reach us directly at help at healthy roster.com.