Add a Request when you want to Request that an Individual responds to a COI questionnaire.
To add a questionnaire Request, use the following steps:
This opens the Add - Request page.
| Field Name | Required? | Description |
|---|---|---|
| questionnaire | Required | Expand the drop-down menu and select the questionnaire to be included with this request. |
| code | Required | Enter a code for this Request. This code will be used to name the mailing list of individuals receiving this request and is limited to five characters. |
| due date | Required | Enter the date the questionnaire is due to be completed for this Request. |
| purpose | Required | Enter the reason for this Request. |
| notified staff | Optional | Use the lookup field to select a staff member who will be notified regarding this Request. |
| participation type | Optional | Select the appropriate participation type from the drop-down menu. The selection made here will populate the participation code drop-down menu. |
| participation code | Required | Select the appropriate participation code from the drop-down menu. |
| list type | Required | Select the appropriate list type to be used for the mailing list. The selection made in this field will populate the data source drop-down menu. |
| data source | Required | This field will appear after you select a list type. Expand the drop-down menu and select the data source to be used to select recipients of this request. If an audience was selected this field will no longer be available |
| audience | Optional | Expand this drop down menu and select the audience that will determine the recipients of this Request. Once an audience is selected you may click the Modify Audience hyperlink to make any modifications necessary. If a data source was selected this field will no longer be available. |
| confirmation template | Required | Expand this drop down and select the template to be used for the confirmation email sent to Request recipients. |
Note: If you click the Save button at this point, you save the information you have currently entered and the Request Profile page opens. However, you have not created a messaging job or notifies any candidates of this COI Request.
This expands the Messaging Details section of the Add - Request page.
| Field Name | Required? | Description |
|---|---|---|
| correspondence template | Required | Expand this drop-down and select the correspondence template to be sent to Request recipients. |
| mailing type | Required | Select the mailing type for this Request. You may also edit an existing mailing type or add a new mailing type if needed. |
| file to attach | Optional | You may browse your hard-drive (or network drive) to attach files to the correspondence sent to the Request recipients. |
| attachment(s) | Optional | Any attachments to be added to the correspondence emails will be listed here. You may highlight them and click the Remove button if you wish to remove them from the mailing. |
| delivery method | Required | Expand the drop-down menu and select the method of delivery for this Request. |
| schedule type | Required | Expand the drop-down menu and select the frequency that this Request will be sent out. Selecting the recurring option will cause several other fields to display that will allow you to schedule the frequency of the recurrence. |
| from | Required | Enter the name and email address of the individual whom the Request will be sent from. |
| reply to | Optional | Enter the name and address of the individual that will receive any replies regarding this Request. |
| send with high priority? | Optional | Click the check box to flag this Request as a high priority email. |
| test email | Optional | Enter the email address to be used to receive a test email for this Request. |
| as | Optional | Expand the drop-down menu and select the format to use for the test email. Click the send test email button to send a test email. |