Engagements can only be created by Administrators. The steps to create an engagement are as follows: Click Engagements on the left side panel. You will be directed to the Engagement Listing pag...
The Save button is located at the bottom of the Engagement Details page. Once you have entered the minimum information to create an engagement (Administrator only - Engagement Name and Engagement D...
After creating an engagement, you have the option to Save or Preview the engagement. After clicking the Preview button at the bottom of your engagement, your content will be automatically saved ...
From the Preview Engagement page, you can click the Schedule Engagement button to schedule or publish your engagement. You have the option to select a date in the future at which your engagement w...
Surveys can only be created by Administrators. To create a new survey from scratch: Go to the Survey Listing page Click the + Create Survey button Select Create a new survey and read and ap...
To clone an existing Survey/Template: Go to the Survey Listing page OR the Engagement Details page a. From the Survey Listing page, click the + Create Survey button and then select Clo...
You can save a survey as a template if you are planning on using it many times. A template can’t be attached directly to an engagement and can only be edited by an Administrator. An Administrator o...
You can hide a survey while you are working on it to keep it hidden from view until it is ready. Only Administrators will be able to view hidden surveys. To hide your survey, toggle on the option ...
After creating and saving a survey, you can preview it from the Survey Listing page. Once you are on the Survey Listing page, click on the name of the survey that you wish to preview. This will...
To add an existing Survey to your Engagement: Go to the Engagement Details page Scroll to the Survey Block at the bottom of the page and click Add Survey Select one of the...
After an Administrator creates an engagement, Administrators and Team Members can add widgets to display on the engagement page. To add a widget to your engagement, click the Add Widget bu...
As an Administrator, you can edit an engagement at any time. As a Team Member, you can only edit an engagement before it is scheduled/published. To edit an existing engagement, click Engagements o...
Administrators can edit Hidden, Ready and Linked surveys as long as the engagement they are linked to is not yet scheduled or published. Team Members can edit a survey attached to an engagement the...
There are 5 roles within this tool, and 4 of them are assignable/visible to an internal user. Superusers: This person is the owner of the tool who creates instances of the application for ...
MA pls validate Users can log in to the application with their IDIR credentials which will direct them to an “Access Requested” screen. Administrators will see their name appear in the User Manage...
As an Administrator or Team Member, you can assign Team Members and Reviewers to engagements. An Administrator can assign any Team Member/Reviewer to any engagement. A Team Member can assign ...
As an Administrator, you can revoke/reinstate Team Members and Reviewers to/from Engagements. There are two places where revoking and reinstating can occur: From the User Details page (Te...
As an Administrator, you can Deactivate and Reactivate users in the application. From the User Details page, there will be a Deactivate or Reactivate button (depending on the user’s status) on the...
As an Administrator, you can review all comments on all engagements. As a Team Member, you can review comments on the engagement(s) you are assigned to. You can see if there are any new comments r...
The Read All Comments page shows an expanded view of all comment submissions on an engagement/survey. You will be directed to this page after clicking ‘Read All Comments’ from the Comment Listing ...
Internal or external users can click the Website Feedback blue tab on the lower right side of the screen to submit their feedback on the Modern Engagement Tools application with an emoticon and rep...
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