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Assign a Questionnaire

You can assign a questionnaire to a user or a demographic group. Once assigned, the questionnaire displays in the user's Learning Plan and is launched in the same manner as a course.

To assign a questionnaire to a user

  1. Click Users > Learning Plan Assignments.
  2. To search for the user by Last Name, enter the first letter(s) of the last name.

    Or, use the drop-down menu to select a different search criteria.

  3. Click Find. A list of users matching your search criteria displays.
  4. Click the desired user name from the list.

    The Individual Learning Plan Assignments page displays.

  5. In Select from Library, click Questionnaire to filter the library to show only questionnaires.
  6. Select the questionnaire from the list.
  7. Click Add. The questionnaire assignment is added to the user’s learning plan.

To assign a questionnaire to a demographic group

  1. Click Demographic Groups > Learning Plan Assignments.
  2. In the Demographic Group(s) list, click Assign for the desired group.

    The Learning Plan Assignments page displays.

  3. In Select from Library, click Questionnaire to filter the library to show only questionnaires.
  4. Select the questionnaire from the list.
  5. Click Add. The questionnaire assignment is added to the learning plan for all users in the demographic group.