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Creating a New Unique OC

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Create two surveys -- the application and the endorsement. Title them accordingly, eg, ECR Application, ECR Endorsement. 

Applicant survey

1. Add questions. 
   1. Be sure to include questions for Endorser Name and Email. 
   2. Leave Endorser first and last name in one field if you don't need to split them up.
   3. You may consider initially only including the survey questions to be displayed on the endorsement survey / in emails. This will allow you to test the workflow by submitting the forms quickly without having to complete the entire survey. Once the survey is functioning properly, you can add the rest of the survey questions.
2. Click Survey Options > select Open Access (and review all settings). This allows anyone to access the application survey.
3. Click Survey Flow
   1. Click Add a New Element Here
   2. Click Embedded Data
   3. Type "LoginID"
      This is the key field that will be used to ensure that the endorser is accessing the correct record. Be sure the case matches everywhere.
   4. Click Set a Value Now
   5. From the dropdown, select Insert Piped Text > Random Number > Integer 100,000...999,999
      This method does run the remote possibility of duplication.
   6. Drag this new block above the Question Block (using Move)
   7. Click Save Flow
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4. Add a Contact List Trigger
   You will be using this contact list as a database to store name/value pairs that you can pull from the application survey into the endorser survey.
   1. Tools > Triggers > Contact List Trigger
   2. Click "Please Select"
   3. Select My Library:...
   4. Click New Contact List unless you're working from an existing OC
   5. Type: endorseList
   6. Click Save (not Save Triggers, which closes the pop-up)
   7. Under External Data Reference select Embedded Data and enter "LoginID"
   8. Click "Add additional fields"
   9. Enter each field from the application survey that you want to display on the endorsement survey (Click + to add more fields) (first name, last name?)
      1. Set the value of each field with the "Select Question" and "Select Choice" drop downs
   10. Click Save Triggers
       Note: to edit/view existing trigger details, click the name of the trigger, eg, "Add respondent to the panel..."
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5. Add email action to send an email to the endorser (you can also add an email confirmation to the applicant)
   1. Click Actions > Add Action
   2. Event: Survey Response
   3. Conditions: N/A
   4. Tasks: Send Email
      1. To: from the dropdown, select Survey Question > Endorser Email > Endorser Email
         1. You can copy your departmental email address on messages. Separate 'To' emails with a comma. Each recipient will only see their own email address, so it acts as a BCC.
      2. Add a From Address, From Name, and Reply-To Address
      3. In the Subject field
         1. Type "Endorsement request from " (note the space after "request from ")
         2. From the {a} dropdown select "Survey Question" > [first_name]
         3. Type a space
         4. From the {a} dropdown select "Survey Question" > [last_name]
      4. Add instructions to the Message field
      5. If you would like to collect the endorser's response using email you are done with the Applicant survey

                           OR

1. 1. 1. If you would like to collect the endorser's response using a Qualtrics survey, you will need to come back to this email once the endorser survey is done.

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Endorser survey (optional; you can alternatively accept endorsements via email)

• Click "Create Project"
• Create questions and add any preferred logic. 
  • Add a question of type Text/Graphic to display applicant data
    • Add instructions to endorser
    • Add a placeholder for each field that you want to display (e.g. applicant first and last name)
• Click Survey Flow 
  • Click Add a New Element Here and select Authenticator
  • Authentication Type: Contact
  • Authenticate Using Contact:  endorseList
  • Authentication Fields: External Data Reference; Check Pre-fill; Type LoginID
  • Move the Authenticator Block above Question Block
• Click Add a New Data Element Here and click Embedded Data
  • Type LoginID
  • Move above all other blocks
• Click Add a New Data Element Here and click Embedded Data
  • Add each element that you want to reference from the Applicant survey. 
  • Type the field name, i.e. Applicant First Name (Make sure the field names match)
  • Move this block below Authenticator and above the question block
• Click Save Flow

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• Add Applicant data to the placeholder questions
  • Click the question text to edit
  • Select Piped Text > Embedded Data Field > from dropdown, select Applicant First Name, Applicant Last Name, etc.

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• Customize the Endorser email
  • Copy the Anonymous Link of the Endorser Survey
    • Click Distributions
    • Click Get Reusable Link (if visible) or click "Anonymous Link"
    • Copy the Anonymous Survey Link

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• • Paste in the Anonymous Link of the Endorser Survey into the initial Endorser email (within the application survey)
  • Append with ?LoginID=${e://Field/LoginID}

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• Be sure to take a look at the Survey Options to make sure it is set up properly (specifically, make sure Open Access is selected)
• You are ready to test. Fill out the applicant survey and include your own email as the endorser. Once you receive the endorsement request email, complete that survey

Creating a hidden question that can be used to document status as Endorsed

• Add a text entry question
  • For question text type "Is Endorsed?" or "Endorsed by Primary Endorser?"
  • Question Type: Multiple Choice
  • Choices: 2
  • Automatic Choices: Yes/No
  • Answers: Single Answer
  • Actions: Add Display Logic
    • Choose any existing question that is always displayed and select the condition "is not displayed"
      This will ensure that the "Is Endorsed?" question is never displayed

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• Marking applications as endorsed
  As you receive endorsements (or in a batch) you can use this field to mark each application as endorsed
  • Open the project
  • Click Data & Analysis
  • If you do not see the "Is Endorsed" question
    • Click Tools > Choose Columns
    • Click the "Is Endorsed" question
    • Click Tools to close the menu
  • To Edit the "Is Endorsed" question
    • Click "Edit"
    • Click the + icon
    • Select yes or no
    • Click "Edit" when done

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