(Engagement Survey in progress) Add, edit, or delete survey respondents

Even during the survey response period, you can add or remove respondents, and modify their email addresses, departments, or attributes. Please review the instructions carefully before making any changes.

Caution　If respondents are set to "Select" their organization/attribute in the Engagement Survey Implementation Settings:
Before changing the User Settings, be sure to download the Engagement Survey Response Status CSV file and update the User Settings to reflect respondents' selections.
Changing the User Settings during the survey period may unintentionally modify or delete respondents' selections.
For download instructions, please check "Check Response Status".
 

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Add Survey Respondents

1. Register the relevant users

Procedure

Bulk Settings
Operation Manual : User Bulk Settings: registration, editing, and deletion
*If user information is being managed across multiple services, 
please refer to "Common admin help site: User Bulk Settings: registration, editing, and deletion"

Individual Settings
Operation Manual : User Settings: Register, Edit, and Delete Individually
*If user information is being managed across multiple services, 
please refer to "Common admin help site: User Settings: Register, Edit, and Delete Individually"

Set the survey respondents as follows
・Survey Response Method: Answer
・Service Availability : Available
 

2. Send survey invitation emails to the newly added users
If there are more than 100 recipients, please follow the “Bulk Sending” procedure below. Using the “Individual Sending” method may take longer.

Procedure

Bulk Sending
Operation Manual : Setting Up, Editing, and Deleting Survey Reminder Emails.

Individual Sending
Operation Manual : (Engagement Survey) Resending Answer Invitation Email and Survey Reminder Email.

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Edit Survey Respondents

Caution
If you change the following items, the data of respondents who have already answered will be reset.
If responses are required, please resend the Survey Invitation Email.
・Survey response method
・Set service usage availability to “disabled”

Change Survey Respondents' Email Addresses

To change an email address, use the individual settings in User Settings.

Procedure
Operation Manual : User Settings: Register, Edit, and Delete Individually
*If user information is being managed across multiple services, 
please refer to "Common admin help site: User Settings: Register, Edit, and Delete Individually"

Detailed Specifications
・Changing the email address during the survey period does not alter the response URL. The respondent's response data will be retained.
・To resend the survey invitation email to the new address, please do so from “Admin” > “Engagement Survey Response Status.”

Change the department and attribute items of survey respondents

If the settings allow respondents to select their own department and attribute items when answering the survey, there is a possibility that respondents may change the department and attribute items themselves on the answer screen, even if the department and attribute items are modified.

Procedure

Bulk Settings
Operation Manual : User Bulk Settings: registration, editing, and deletion
*If user information is being managed across multiple services, 
please refer to "Common admin help site: User Bulk Settings: registration, editing, and deletion"

Individual Settings
Operation Manual : User Settings: Register, Edit, and Delete Individually
*If user information is being managed across multiple services, 
please refer to "Common admin help site: User Settings: Register, Edit, and Delete Individually"

Detailed Specifications
For correcting attribute misattributions after the survey data has been compiled, refer to Correct Result Data.

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Delete Survey Respondents

Caution　
・If a respondent is deleted before the responses are compiled, their response data will also be deleted. After compilation, deleting respondent information will not delete their response data.
・Deleted respondent data cannot be recovered.

Procedure

Bulk Settings
Operation Manual : User Bulk Settings: registration, editing, and deletion
*If user information is being managed across multiple services, 
please refer to "Common admin help site: User Bulk Settings: registration, editing, and deletion"

Individual Settings
Operation Manual : User Settings: Register, Edit, and Delete Individually
*If user information is being managed across multiple services, 
please refer to "Common admin help site: User Settings: Register, Edit, and Delete Individually"