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When you launch a unit assessment (at the end of the New Unit Assessment wizard), all surveys within the assessment are launched. The Launch options section on the final page of the New Unit Assessment wizard contains settings that will affect all of those surveys. Let’s see what each of these settings does.
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Import previous survey responses: If you enable this setting, when the surveys are launched, they are prefilled with data from the last time the same questions were asked against the same units, within the same Assessment Series. Both the answers and the additional explanations will be imported. This can greatly expedite your assessment process by allowing participants to reuse their answers from last time. Oftentimes, little or nothing has changed since last time. However, there is a risk with this setting that participants may be inclined to speed through the survey without really thinking about the questions.
Skip asset enrichment for units with no assets: If asset enrichment is enabled, normally all included units will have it on their surveys. Enabling this setting will leave off the asset enrichment portion for those units that have no assets at the time the assessment is created. If assets are added to those units later while the assessment is in-flight, they will not show up on the assessment.
Auto-mark enriched assets as done: This setting is only relevant for surveys that include asset enrichment. Any assets that already have data for the required attributes will be marked as “done,” so if nothing has changed for those assets, it will expedite the assessment process. You can still reopen those enrichment questions if you need to make changes. Any other assets that do not have the required data will still need to be classified and marked as done.
Unit role notifications: Use these checkboxes to indicate whom within each unit should be notified of the survey launch via email. Any people that have roles in multiple units will receive multiple notifications. Use the slider control to enable or disable the notifications altogether.
Asset contact notifications: This setting is only relevant for surveys that have asset enrichment. Each asset has three optional contact fields- owners, users and IT contacts. The asset group (sheet) where the asset resides has default settings about which (if any) of these people should be contacted in case of a survey launch that includes that asset group. By default, the asset group (sheet) settings are used, but you can override them by using the other three options. You can use the slider to enable or disable asset contact notifications altogether.
If you want to launch individual surveys using different settings, then you should not use the Launch button at the end of the New Unit Assessment wizard. Instead, you should publish the assessment, then go back in and individually launch each survey.
See also: Sheet Settings