Edit Person

To edit any person's listing (often to correct an email address), go to the People List page and click "Modify" in the grid.

"Data And Responders For" page

Consists of two tabs: Person Details and Responders.

Person Details tab allows you to enter and edit information about participants.

Responders tab shows the Responders for the Subject listed on Person Details page.

Person Details

Use the Person Details tab to enter and edit the person's information.

For Responders, only email addresses are required.

For Subjects, required data includes:

  • the person's name (to identify them in questionnaires and reports)
  • email address if available (to send them requests to self-assess)

Optional: 

  • gender (used in English-language questionnaires only, to assign correct pronouns like "him", "her" in the questionnaire introduction)
  • job title

Enter Subjects before Responders

It is often most convenient to enter all Subjects first, using the "Data And Responders For" page. This page requires more data than is needed for Responders, so you will enter Responders using different options.

Responders

 To correct an email address, go to the People List page, locate the Responder in the grid (you can use the Search option on the grid), then click the "Modify" link.

At any time, you can also add, remove, or reassign Responders.