A respondent must be set up for all organisations otherwise they will not be assigned to anyone. To set up a respondent select respondents on the left-hand menu.
- Choose the Name of the organisation.
- Select the click + icon.
This will take you to a screen where you can see all the users.
- Click on the Add respondent button.
- This will open a new form where you will complete:
- First Name
- Last Name
- Phone
- Password
- Choose whether they are a leader or not
- By selecting Yes, they will be the individual running the audit and can
allocate other members to their team, they will also receive the initial set-up link. NB: only Audit Leads are able to submit a completed audit, meaning at least one respondent must be flagged as a lead. - By selecting No, they are just team members that can be assigned the audit.
- By selecting Yes, they will be the individual running the audit and can
- Select Add Respondent, they will then be added to the list.
Still, looking for further information?
Email us at support@phew.org.uk and we will be able to give further clarification on any questions.