Import an enquiry
Now you have been given access as an Owner to the enquiry product you can start to create your area(s).
Navigate to your Enquire product and click on import/create.
A pop-up page will appear. You will see a selection of templates you have permission for. You can preview these before importing.
Click import, you will then have the option to allocate the template to a partner or department organisation and also select groups. Once you have completed the form click create area. The enquiry will then show in your list.
Click on the assessment title and rename the assessment to something more meaningful.
You are now ready to start inviting colleagues. Click here to find out more
Importing an enquiry
Step 1.
Navigate to your Enquire product and click on import/create.
Step 2.
A pop-up page will appear. You will see a selection of templates you have permission for. You can preview these before importing.
Step 3.
Click import, you will then have the option to allocate the template to a partner or department organisation and also select groups. Once you have completed the form click create area. The enquiry will then show in your list.
Renaming your assessment
Step 1
Click on the assessment title and rename the assessment to something more meaningful.
You are now ready to start inviting colleagues. Click here to find out more
Updated on: 23/02/2024
Thank you!