Managing delegates

The delegation feature allows a respondent to delegate either all or part of a questionnaire to another user. Each respondent can manage its own delegates and choose which questionnaires, or sections of questionnaires, each delegate should have access to

Delegate a Questionnaire

If a questionnaire’s delegation feature is enabled, each respondent can delegate the whole or part of a questionnaire to its delegates.

By delegating the questionnaire, the respondent’s delegates will be able to access the questionnaire in the same way as the respondent and see all the existing responses.

If they have only been delegated certain sections, they will not have access to the remaining sections; these section’s questions will be marked with a red border.

In the submission page of a questionnaire the respondent will be able to see which user has last edited any of the existing responses, and can therefore monitor progress by delegates.


How to add a delegate

  1. Go to the delegation dashboard by clicking on the link in the context menu of the submission dashboard.
  2. Click on the ‘Add delegate’ link in the context menu.
  3. Fill in the delegate email, name and preferred language.
  4. Click the ‘Add delegate’ button. The newly assigned delegate will receive an email notification.

How to delegate a questionnaire

  1. Sections can be delegated from the delegation dashboard, as long as you have defined a delegate.
  2. Go to the delegation dashboard
    Select one of the delegates by clicking on the ‘Show’ link in the ‘options’ column
  3. Click on the ‘Delegate questionnaire’ link
  4. Fill in the form details
  5. Click on the ‘Delegate’ button. The delegate will receive an email notifying them that the questionnaire has been delegated to them.

How to delegate a section

Sections can be delegated directly from the submission page of the questionnaire, as long as you have defined a delegate.

  1. Go to the questionnaire submission page
  2. Select a section from the navigation menu
  3. Click on the ‘Delegate section’ link next to a section
  4. Select the delegate to whom you wish to delegate the section
  5. Click on the ‘Delegate’ button.

Alternatively, sections can be added directly to an existing delegation:

  1. Go to the delegation dashboard
  2. Select a delegate by clicking on the ‘Show’ link next to their details
  3. Select the delegation you want to add sections to, by clicking on the
    ‘Manage’ link;
  4. Click on ‘Add sections’;
  5. Select the section you wish to delegate;
  6. Click on ‘Add’. The delegate will receive an email notifying them that the section has been delegated to them and will now be able to answer to the questions of the selected section on your behalf.
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  • 08-Dec-2015
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