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- When you are in the survey you wish to send to the reviewer(s), go to the Designer > Survey Reviewer menu command.
- Select Settings.
- Status email recipient – this is the email address to which the status email will be sent when the reviewer exits the editing interface. This will normally be your address, so you can monitor the changes made by the reviewer. The email will state who has made the changes and will include a list of the changes made so you can view them.
- Display answers and scales – changing answers and/or scales may disrupt the logic within the survey, so this should only be done by an experienced user. Check this box if you wish to allow the reviewer to make changes to the answers and scales. If you leave the box un-checked, then the reviewer will not be able to see the answers and scales so will not be able to change them.
- Check and edit as appropriate the email address to which the status email is to be sent when the reviewer has completed his/her job.
- Check the Display answers and scales box if necessary.
- Click Save settings to save the changes.
Here you have two options: Settings and Emailing.
The Survey Reviewer - Settings overlay opens - .
Figure 1 - The Set Survey Reviewer Settings dialog
The options here are:
Email Setup and Review
When your survey is ready to be sent to the reviewer(s), you need to set up the email containing the link to the survey.
- Go to the Designer > Survey Reviewer > Emailing menu command.
- From – the email address from which the email will be sent (your email address).
- To – the email address or addresses to which the email with the link to the survey is to be sent. In the event you have more than one reviewer, separate the addresses with a semi-colon.
- Subject – the email subject.
- Body – the main body text of the email.
- Link Expires – the link to the editing interface has a limited life (you will not want a reviewer to make changes once the survey has gone live). Click the button beside the field to open a calendar, then select the required expiry date for the link. The default maximum is 14 days, though this can be configured by the system administrator.
- Type in the text and make the settings as appropriate, then click Send email.
The Survey reviewer - Emailing overlay opens - . Use this dialog to set up the email that is to be sent to the reviewer(s).
Figure 2 - The Send Email… dialog
The fields are as follows: