Manage assignments

After creating assignments in an engagement survey, authors can manage them if required.

Navigate to Surveys > Engagement.

  1. Click the Filter Filter-4 Icon in the ALL ENGAGEMENT SURVEYS field.
  2. Click the drop-down and select Authored by You.
  3. Select an engagement survey that you want to manage.
  4. In the Assignments tab, click the Overflow Overflow Menu-Nov-20-2023-05-10-31-0841-AM Menu on an assignment to perform the following:
  • Select Edit to modify the assignment details.

Note: You can

  • Edit the start date if it has not passed yet.
  • Edit the end date even if it has passed.
  • Remove the end date by clicking the End Date field and pressing backspace on your keyboard. 
  • Select Respondents to add or remove them. Learn more in Manage respondents.
  • Select Recurrence to schedule the recurrence for an assignment, such as Weekly, Monthly, Quarterly, Bi-Annually, Annually, and Custom as required.
    Learn more in the Engagement survey user guide for admins.

Note: Once the assignments recur, they will appear below the parent assignment with automatic numbering.

  • Select Close to end the assignment.

After closing the assignment, you can view its status as ENDED, indicating that response collection has stopped.

After closing the assignment, you can view the Open option in the overflow menu.

  • Select Open to open the closed assignment anytime, which removes its end date and makes it available for the respondents. Once you open the assignment, you can view its status as ACTIVE.
  • Select Delete to delete an assignment.

Note: If you delete an assignment,

  • The respondents cannot access it.
  • It removes the responses.

Manage assignments in ES1

You can view the Share option in the assignment type Post the survey on social, allowing you to share the assignment as a social post within the organization.

After managing an assignment, you can share it with the respondents.