Custom Participant Deadline
  • 14 May 2021
  • 4 Minutes to read
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Custom Participant Deadline

  • PDF

Article Summary

Introduction

This page is used to provide start and end date to participants for particular survey. So that each participant has different start and end date for same survey.

Configuration

Visit Setup --> Manage Features --> Toggle "UniqueTimeFrames" to Enable
Once you do the above you will see an additional icon on Manage Survey List Page

Participant List

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  1. Survey Name : Displays name of the survey.
  2. Search : Search the participant from searh box by providing name in box and then click on search button.
  3. Edit : Edit the date of the participant for that survey. Click on edit button to create or edit participant survey start and end date.
Note

If the override status is “Not Set” then custom date for that participant will not be used, so make sure the value in the Override columns is "Yes"

Set Custom Dates

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Above screen would appear when you click edit for a company for the first time, so this is when it first creates a custom date entry

  1. Survey : Name of the survey.
  2. Participant Name : Name of the participant that is present for that survey.
  3. Start Date : Start date of the survey for that participant.
  4. End Date : End date of the survey for that participant.
  5. Override : Check the box to use that star and end date of the participant in the survey for users.
  6. Create : Click on create button to create entry for the participant for that survey start and end date.
  7. Cancel : Click on cancel button to go back to list page.

Edit Custom Dates

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Above screen would appear when you click edit for a company after setting the dates previously, so this is when you want to edit an already set custom date entry

  1. ID : Unique id generated by the system.
  2. Survey : Name of the survey.
  3. Participant Name : Name of the participant that is present for that survey.
  4. Start Date : Start date of the survey for that participant.
  5. End Date : End date of the survey for that participant.
  6. Override : Check the box to use that star and end date of the participant in the survey for users.
  7. Update : Click on update button to update entry of that participant for that survey start and end date.
  8. Delete : Click on delete button to delete entry for that participant for that survey.
  9. Cancel : Click on cancel button to go back to list page.

Where and how it affects?

  1. It will affect in the survey home page when user visit home page and see list of surveys.
  2. User will see the end date that has been provided in survey participant config page for those surveys. If not provided then will see the by default survey start and end date.
  3. There are multiple scenarios for this that will affect in user home page

Scenario 1

  • Provide valid start and end date in survey edit page.
  • Visible to user is checked in survey edit page.
  • Hide Survey when closed is unchecked in survey edit page.
  • Start date and end date is not provided in survey participant config page.
  • Override is not checked in survey participant config page.
  • Surveys that is New/Open/Submitted will be visible to users.

Scenario 2

  • Provide valid start and end date in survey edit page.
  • Visible to user is checked in survey edit page.
  • Hide Survey when closed is checked in survey edit page.
  • Start date and end date is not provided in survey participant config page.
  • Override is not checked in survey participant config page.
  • Surveys that is New/Open/Submitted will be visible to users.

Scenario 3

  • Provide old start and end date in survey edit page.
  • Visible to user is checked in survey edit page.
  • Hide Survey when closed is checked in survey edit page.
  • Start date and end date is not provided in survey participant config page.
  • Override is not checked in survey participant config page.
  • Surveys that is Submitted will be visible to users.

Scenario 4

  • Provide valid start and end date in survey edit page.
  • Visible to user is checked in survey edit page.
  • Hide Survey when closed is unchecked in survey edit page.
  • Start date and end date is provided in survey participant config page.
  • Override is not checked in survey participant config page.
  • Surveys that is New/Open/Submitted will be visible to users.

Scenario 5

  • Provide old start and end date in survey edit page.
  • Visible to user is checked in survey edit page.
  • Hide Survey when closed is unchecked in survey edit page.
  • Valid Start date and end date is provided in survey participant config page.
  • Override is checked in survey participant config page.
  • Surveys that is New/Open/Submitted will be visible to users.

Scenario 6

  • Provide valid start and end date in survey edit page.
  • Visible to user is checked in survey edit page.
  • Hide Survey when closed is checked in survey edit page.
  • Old Start date and end date is provided in survey participant config page.
  • Override is checked in survey participant config page.
  • Surveys that is Submitted will be visible to users.
Note

In the above scenarios if “override” is ticked then start date and end date will be used from the custom deadline not from actual survey deadline.

Note

Irrespective of whaterver date is used in the survey or config page, manager/analyst will see all the surveys that has been created.


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