Sending general evaluation surveys

You can send the survey to participants to gather their evaluation of provided services. You also can send the survey to random recipients within a location or organization. Random recipients are also selected from child locations or organizations.

1. Select Requests > Manage Requests > More.
2. In the Other section, select General Evaluation Requests.
3. Add a request.
4. Specify whether the request is for you or for someone else. If the request is for someone else, enter the contact information for that person.
5. Specify the location, purpose, and scope of the survey that you are creating.
6. Select the survey template that contains your predefined questions.
7. Select the recipients to whom you want to send the survey. You can find and select certain people or have recipients that are randomly selected for you.
   1. If you selected to have random recipients, enter the parameters for the selection of recipients. If the location or organization that you specify has child records, random participants are also selected from those locations or organizations.
   2. Generate the list of recipients, review the list, and click Continue.
8. Submit the request.
   After the request is approved, the survey is sent to the recipients.