CTC Instructions

Questionnaires

Questionnaires available to your organization and are distributed to your members through groups.

 

Groups

Groups divide your members up into manageable units. Groups are enabled and scheduled individually on questionnaires. This allows each group and questionnaire combination to be sent on its own schedule.

Members

Members are individuals associated with your organization. Only members that have confirmed membership to your organization and are subscribed will be sent questionnaires to complete.

Organization Setup (Payment and Membership must be added before notifications will be sent)

1. Register an Organization
   1. Click Register An Organization button.
   2. Enter Organization Full Name (Required)
   3. Enter Organization Legal Name
   4. Enter Organization URL
   5. Provide Organization Logo

1. Best results using a small logo

1. Add Members to Your Organization
   1. Click New Member + on the Members panel.
   2. Enter First Name, Last Name, and Email
   3. Click the Invite Member button to invite the user to join your organization.

1. Once a member has been created, their groups can be viewed, added, and removed by clicking the Groups button for that Member.
2. An indication of the number of groups a member is part of is indicated by a badge on the Groups button.

1. Add Groups to Your Organization
   1. Click New Group + to manage your members.
   2. Click the check mark to save the record.

1. Once a group has been created, members can be viewed, added, and removed from a group by clicking the Members button the associated Group.
2. An indication of the number of members a group has registered is indicated by a badge on the Members button.

1. Schedule Your Questionnaire
   1. Click Groups on the Questionnaires panel.
   2. Click the Add Icon to add the Group to the Questionnaire.

1. Clicking the Remove Icon removes the group from the questionnaire and removes the schedule.

1. 1. Click the Configure Icon.
   2. Click the Edit Button.
   3. Enable Allow Shared Responses if desired.

1. Enabling Allow Shared Responses will allow the use existing questionnaire responses if the member has completed the same questionnaire within the configured threshold. This allows for members across groups and organizations to complete a single questionnaire if it is within the threshold rather than multiple.

1. 1. Enter Threshold (Hours) if necessary.
   2. Select a Group Frequency.
   3. Enter a time for the questionnaire to be sent the group.
   4. Select a Time Zone.
   5. Select a Start Date.

1. Must be a future date.

1. 1. Select an End Date.

1. Must be a future date.

1. 1. Select which days this questionnaire should be sent.
   2. Enable Active to make start sending questionnaires based on the schedule.
   3. Next Run will display the first date and time the questionnaire will be sent to the group.

Payment and Membership

Add Payment Method

1. Click Profile Settings on the page toolbar.
2. Click the Payment menu item.
3. Click the Pencil icon to edit Payment Information.
4. Enter Credit Card Number.
5. Enter MM/YY for Month and Year.
6. Enter CVC.
7. Enter Postal Code for Credit card Billing Address.
8. Click Confirm Payment button.

Change Payment Method

1. Click Profile Settings on the page toolbar.
2. Click the Payment menu item.
3. Click the Pencil icon to edit Payment Information.
4. Click Change Payment button.
5. Enter Credit Card Number.
6. Enter MM/YY for Month and Year.
7. Enter CVC
8. Enter Postal Code for Credit card Billing Address.
9. Click Confirm Payment button.

Add Membership

1. Click Profile Settings on the page toolbar.
2. Click the Membership menu item.
3. Click the Pencil icon to edit Subscription Information.
4. Click Select Subscription button.
5. Click Select Subscription button on the subscription that best meets your organization’s needs.
6. Review your selection and click Accept Terms and Conditions.
7. Click Purchase button.