Giving meaningful names to your sendings makes it easier to identify and monitor each data collection of a same survey.
Sending names appear in:
- A patient’s answers.
- The responses follow-up dashboard.
- The list of surveys completed by a patient.
Create and associate a sending name
- Access the list of surveys through the main navigation menu.
- Click on the survey you want to distribute.
- Go to Distribution.
- Scroll down to Send the survey.
- Choose to distribute the survey manually or automatically.
- Go to the Sending step of the distribution process.
- Click on Name the sending.
- If no name has been created yet, click on Create a name.
- Enter the sending name and a translation (optional).
- You can create other names at once by clicking on Create a name again.
- Click on Save.
- Once you’re back to the Sending step, select the sending name you want to assign to your sending.
Edit or delete a sending name
When a sending name is deleted, all data collections that were associated with it will revert back to their default name (for example, “Collection 1”).
- Access the list of surveys through the main navigation menu.
- Click on the survey you want to distribute.
- Go to Distribution.
- Scroll down to Send the survey.
- Choose to distribute the survey manually or automatically.
- Go to the Sending step of the distribution process.
- Click on Name the sending.
- Click on Configure.
- Click on the sending name you wish to edit or delete. You can edit the name directly from the input field. To delete it, click on Delete.
- Click on Save.
Assign a sending name from a patient’s answer details
- Access a patient’s answers.
- From Patients, go to the Responses follow-up dashboard or to a patient’s record and click on the data collection you wish to assign a name to.
- Click on the Edit icon next to the data collection’s name.
- Select the sending name you wish to assign.
- Confirm your choice.