Distribute questionnaires using scheduling

Applies to these Dynamics 365 apps:
Human Resources

Questionnaire scheduling enables you to plan and distribute questionnaires to multiple respondents. The demo data company used to create this procedure is USMF.

Create a questionnaire schedule

1. Go to Questionnaire > Distribute > Questionnaire schedules.

2. Select New.

3. In the Scheduling field, enter a value.

4. In the Description field, enter a value.

   • Set the schedule to Anonymous if you want to record the responses without names associated to the response.
   • To allow anonymous results, set up the HR parameters first.

5. In the Type field, select the planning type. In this example, use the Satisfaction type.

6. In the list, find and select the desired record.

7. In the list, select the link in the selected row.

8. In the Date field, enter a date.

9. Expand the Email for employee self service section.

10. In the Subject field, enter a value.

    • Example: Questionnaire available

11. In the Text field, enter the body of your email message. Use the variable to substitute values in the system.

    • Example: Dear %P%, Please sign-in to Employee Self Service to complete the Workforce Health questionnaire. Contoso

12. Select Save.

Use the Setup details to select the questionnaires to answer and any queries to use to select respondents.

1. Select Setup details.

2. In the list, select a query to use to search the system for respondents for the questionnaire. For example, Workers.

3. Select View or modify query to select specific people or adjust the query to find people who match specific criteria.

   • All respondents must also be users in the system.

4. In the list, mark the row for Person.

5. In the Criteria field, enter or select a value. Select Julia Funderburk.

6. In the list, select Julia Funderburk.

7. Select OK.

8. Select the Questionnaires tab.

9. In the tree, expand the node for the questionnaire type Satisfaction Survey.

10. In the tree, check Workforce Health Assessment.

11. Select OK.

12. Select Planned answer session.

    • The system creates Planned answer sessions for each selected or queried user.

13. Close the page.

Start the questionnaire schedule to make the questionnaire available for respondents to complete.

1. Select Functions.
2. Select Start.
3. Select OK.

Send the email to inform respondents of the available questionnaire.

1. Select Functions.
2. Select Send email.
3. Select Cancel.

Use Planned answer sessions to monitor who needs to complete the questionnaire.

1. Select Planned answer session.

   • Delete any remaining planned answer session when you're ready to end the scheduled session.

2. Select Delete.

3. Select Yes.

4. Close the page.

End the schedule when all respondents complete the questionnaire and you delete all remaining Planned answer sessions.

1. Select Functions.
2. Select End.
3. Select OK.