Defining interested parties
Prerequisites
- Previously created survey or test.
- Access to the Management > Survey planning (SV005) menu.
- Access to the Execution > Survey execution (SV028) menu.
Introduction
The Involved tab on the survey data screen is used to select the users or teams that will be notified.
This way, the organization ensures that information is shared appropriately and that the results are tracked by those interested in the records.
See below how to add interested parties to surveys and tests:
Adding interested parties to records
1. Access the Management > Survey planning (SV005) menu or the Execution > Survey execution (SV028) menu.
2. Select a record from the list and click on the 
button.
3. On the screen that will open, go to the Involved tab.
4. In the Notify interested when: section, enable the desired options. See further details below:
| Start correction step | Option available only for surveys in “Test” mode. The system will notify the users once the correction step starts. |
| Start critical analysis step | Option available only for surveys with the critical analysis step configured in the type. The system will notify the users once the critical analysis step starts. |
| Start closure step | Option available only for surveys with the closure step configured in the type. The system will notify the users once the closure step starts. |
| Closed survey | The system will notify the users once the survey is finished. |
5. In the Involved section, add the users who will be notified, according to the options enabled in the previous step. To do so, click on the 
button from the side toolbar.
6. Select the interested party type in the Control field:
-
Organizational unit: Users from a certain organizational unit will receive notifications about the record.
- If this control is checked, the business unit hierarchy and the departments belonging to the business units will be displayed. When the “Consider sublevels” option is checked, the organizational units that are below in the hierarchy will also be considered.
- It is possible to enable the options of checking all sublevels or unchecking all sublevels of the selected organizational unit. When the “Check all sublevels” button is used, organizational subunits added later will be automatically incorporated into the respondent list.
- Position: Users holding a certain position will be the interested parties of the record.
- Department/Position: Users from a specific department and holding a specific position will be the interested parties of the record.
- User: Specific users will be the interested parties of the record.
- Team: Users who make up a team created in SoftExpert Survey will be the interested parties of the record.
- External user: External users configured in the SoftExpert Administration component will be the interested parties of the record.
7. If you wish, use the available filters.
8. Select the desired interested parties and click on Save.
Conclusion
Once the interested parties are configured, they will receive notifications and will have access to the records' information.