Distribute

If the Email Access Links Directly selection was made at the Distribution step in Set Up then the distribution stage is the final step to creating a Target Setting Workflow

At this stage it is possible to:

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  1. Enter a email subject line and body text for the message to Contributors
  2. Enter a different email subject line and body text for the message to Approvers
  3. Send a test email to review formatting of the message to the email of the current user

    Note: The test invitation email does not contain a real survey link

  4. When you are happy with the format click Send to send the email invites and create the survey dataset

Additional Participants

Once the survey invites have been sent it is possible to:

  • Add further contributors for roles already sent
  • Assign Contributors and Approvers for roles not sent

To assign further Contributors and Approvers:

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  1. Select Edit on the relevant survey card from the Homescreen
  2. Select Participants
  3. Add or edit existing Contributors and/or Approvers for Roles
  4. Select Continue to progress to the Distribute stage again

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