Reopen a Survey

Access level: Any Member, with exception (See Note)

To reopen a survey, take the following steps:

1.       Ask > Modify a sent survey

2.       Identify the appropriate survey and click Edit under Modify the Survey

3.       Identify the appropriate recipient, and click the box under Select

4.       Select new Close Date and Reminder Date

a.       Select a new Close Date in the calendar on the left

b.       Select a new Reminder Date in the calendar on the right (optional)

c.       Edit Reminder Text (optional)

5.       Once you set the necessary dates, click Remind to alert your recipient that the survey is now available for them to complete.

Note: The Survey Sender can Re-open a survey they have sent or one they are attached to by permission level (i.e., Project, Project Group Manager, Client Manager). Only a Firm Manager (FM) or Firm Administrator (FA) can Re-open any survey for anyone in the firm.