...
Bill Murphy and Genoa Polumbo will create the first survey for you. We'll copy the finished survey and send it to you, then you will be the survey owner . All custom messages will come from your library, and you will be in control of any future edits. We won't have access to your surveys unless you grant us temporary access to help troubleshoot a problem. The next time you need to run that application cycle, you can copy from your previous year's surveys. We will be available to help, but the intention is that you own your surveys and can run them more or less on your own.
- Since custom messages don't copy from one survey to another, we won't create custom messages for you. You can create them by going to Survey Options and selecting "Custom end of survey message..." etc. Or, you can create custom messages by clicking Library from the upper right, then Messages Library, and click "+ New Message."
- Create a new contact list with a name that matches your OC (including date, eg ECR2020) in your library. See "Edit the Contact List Trigger" on Copying from a Previous Application.
- For Apply Hub style OCs, we We will add all of the questions in the application survey to the contact list so you can export the contact list to Excel and see the status of to track endorsements. If you add additional questions to your surveys in the future, remember to add them to the contact list trigger (Tools → Triggers → Contact List Triggers → Click on existing trigger then click Edit to add questions).
- Verify that all links in the surveys open in a new tab. This will prevent data loss from the user having to leave the application.
- Verify that all dates are accurate.
- Fill in the Survey Expiration dates.
- Verify the RFA and FAQ links are the current version. See below if you need to need a new RFA link.
Harvard Catalyst Website Integration
...