Set up a questionnaire schedule

Questionnaire schedules target a questionnaire to specific employees across one or more legal entities. Schedules are typically created in the GCO entity and can be released to individual schools or across all companies.

1. Open the Questionnaire module

   From the D365 navigation pane, go to Modules ▸ Questionnaire ▸ Distribute ▸ Questionnaire schedules.

2. Create a new schedule

   Click Questionnaire schedules in the left menu, then click New.

   

3. Select the questionnaire

   In the Questionnaire field, select the questionnaire to distribute. The questionnaire must already exist in the system before it can be scheduled.

4. Set up the questionnaire details

   Click Setup details in the Action Pane. Select the person, teams or business segments to specify which school or group of schools the questionnaire is released to.

   

5. Set the date range

   Enter a Start date and End date for the questionnaire window. Respondents will only see the questionnaire within this active period.

6. Start the schedule

   Click Start to activate the schedule. The questionnaire will appear for targeted employees in the ESS portal under their Questionnaires tab.