About the Guide
This guide is for users with a Provider Plan, that are managing surveys.
When running 180º or 360º feedback profiles on Able the participant generally completes the survey first and then invites other people to rate them ("raters"). In some cases, you may wish to invite the Raters yourself. To do this follow the following steps.
Step 1: Go to your Participant
To add Raters to a specific Participant's survey you need to do this within the specific program and Participant. To find the participant follow these steps:
Go to "Projects" in the side nav.
Select the specific "Program" from the list.
Go to "Participants" in the side nav.
Select the "Participant" from the list.
Go to the "Intake & Survey" tab (as seen below).
Step 2: Create a Survey
If you haven't already created a survey you will need to create a survey for the user. To do this:
Click on the "Send New Survey" button, and
Select the survey you require from the dropdown list.
Step 3: setup your survey
After you have selected the survey complete the dates:
Start Date: this is the "When to Send Survey" date, when the Participant will be invited to complete the survey.
Participant Close Date: this is the final day the Participant can complete the survey.
Rater (Final) Close Date: this is the final day the Raters can complete the survey, and is generally the final date the surveys closes as this is generally 1 to 2 weeks after the Participant Close Date.
You survey is now setup and ready for launch. It will appear in the survey list for the participant.
Step 4: Invite Raters Manually
When the survey is being completed by the Participant they will invite Raters themselves. However should you wish to invite Raters yourself manually you can. To do this:
Step 1: Select the Survey from the survey list.
Step 2: Select the "Invite Raters" button from the popup window.
Step 3: a window will appear, select "Invite New Raters" button.
Step 4: Add Details for each Rater you wish to invite.
Step 5: New Raters appear in the list and are invited immediately to complete the survey.
Step 8: you can track Raters when you click on the Survey list.
