Managing Projects
2. View Respondent Metrics
In each row, you can view the status of the respondents.
Date Opened is the date the respondent accessed their invitation
Date Completed is the date the respondent completed their assessment
Eye Icon allows you to view the digital report
Download Icon allows you to download the pdf report
3. Archive a Project
Note: when you archive a project, it will be moved to the archived folder and will be listed as inactive. Respondents will no longer be able to complete assessments. This action can be reversed if you would like to reactivate the project.
4. Activate a Project
Note: Project will be moved to the active folder and will be listed as active. Respondents will now be able to complete assessments. This action can be reversed if you would like to archive the project.
5. Change Point of Contact
To change the point of contact of a project, click on the edit icon and select one of your team members as the point of contact for this project. Their name will appear in the template email as the person who the respondents are to contact if necessary.
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