: : Generating Questionnaires

Prerequisite: make sure sessions are scheduled and trainers are assigned. Sessions must not be finished, canceled or archived.

You can schedule automatic batch sending of assessments in various formats. To know more about batches, please contact your Akuiteo representative.

  1. Start searching for a session to be evaluated and open it.
  2. Go to Edit > Manage assessments. The Evaluation tab is displayed.
  3. Select the the trainee or trainer questionnaire template in the relevant field.
  4. Select the invitation mail template (to answer the questionnaire) in the relevant field.
  5. Enter the hour when the invitation e-mail must be sent.
  6. Define your session's assessment period in the relevant section:

    Attention: the period sorting order is important:
    - The first line about the period will take into account all the RU between the session start date and the Proposed date or the assesment's end date inclusive.
    - The second line about the period will take into account all the RU of the first period + 1 day until the Proposed date or the assessment's end date.
    - etc...

  7. Save.
  8. On the session line, right click and select one of the two templates of the participant questionnaire to check the PDF output and manually generate it.

Note: questionnaires cannot be modified if the invitation has been sent or if the intern already answered the questionnaire.