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Change roles of questionnaires

You can change the roles of a questionnaire only if the questionnaire has certain statuses. The auditor role can be changed independently of the object status.

  • Interviewee role (owner)

    The interviewee status must be New or In progress, and the review status must be Not selected.

  • Survey reviewer role

    • The interviewee status must be New or In progress, and the review status must be Not selected.

    • The interviewee status must be Completed, Not answerable, or Not completed, and the review status must be Not selected or In progress.

Prerequisites

To change an assignment, open the respective object and click Create assignment/Assign Assign or Remove assignment Remove under Roles responsible in the row of the relevant role.