Edit Questionnaire Availability allows a manager to edit the
questionnaire availability and report permissions for one or more users.
1.
Open the “Edit Questionnaire Availability – Select User(s)” Screen
Click on the “Edit Questionnaire Availability” option
in the “Maintenance” section of the menu at the left hand side of the screen
(circled in red on Fig 1). The “Edit Questionnaire Availability – Select
User(s)” screen will be displayed (see Fig 2). |
Fig 1. The “Edit Questionnaire Availability” menu option |
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Fig 2. The “Edit Questionnaire Availability –
Select User(s)” screen |
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2. Select User Select
the users you wish to edit the questionnaire availability for from the list
of Login Id’s by clicking on the checkbox preceding each Login Id (circled in
red on Fig 3). |
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Fig 3. The “Select Users” section of the
“Display Questionnaire Availability” screen |
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Note: If the users you wish to edit questionnaire
availability for are not listed there could be a search filter set. If a
search filter is set you will see a message in red informing you of this in
the top right of the screen (See Fig 4). See the “Search Filter” user guide
for details of how to set a “Search Filter”. |
Fig 4. “Search
Filter Set” message
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3.
Select the Report Settings
You can change the settings of the report by
clicking on the “Settings” button (see Fig 5). You can choose the questionnaires to display, the “Display Report Permissions” to select the report permissions to display for editing and the “Default Settings” to either select “All users checked by default”, “All users not checked by default” or “Users checked by availability”. To select these settings click on the checkbox preceding each option. |
Fig 5. The Report Settings |
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4. The Edit Questionnaire Availability Screen Once you have
changed the report settings you require and selected the users to include
edit questionnaire availability for, click on the “Next >>” button. The
“Edit Questionnaire Availability” screen will load (see Fig 6). The screen will
be split into columns for “Login”, “Questionnaire”, “Make Available” and any
reports that are available. You can edit the questionnaire settings and
report settings for each user and questionnaire. If the checkbox for “Make
Available” is checked then the questionnaire is available to the user, if it
is un-checked then the questionnaire is unavailable. The same applies for the
reports, a checked checkbox means the report is available and an un-checked
checkbox means it is unavailable. To edit the settings click on the desired
checkbox to check or un-check it and click on the “Update” button at the top
left of the screen. |
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Fig 6. The “Edit Questionnaire Availability”
Screen |
