Below are some basic steps to start and manage a new survey/reporting program.  Click on any of the underlined links to access more detailed articles, but if there's something we haven't covered or you have any questions please open a ticket at any time!


  1. If you have just logged in for the first time, you may need to select a framework (program) - see this article: Select a Framework.  If you have multiple programs to choose from, for example if you are running a 360 program as well as a 180 or self-score program, they will be given names so you can identify between them. 
  2. You will then want to set up a round with start and end dates, email reminders (if applicable) and admin information.
  3. The next step would be to set up your email templates.  You should first set a default template that will apply to all rounds in this program, and can then set round-specific templates if needed.
  4. You will now be able to add participants to your round, and if the round start date has already been reached, automatic emails will begin.  You can add participants from the Participant Management page, or from the Bulk Entry page.
  5. If your program has administrator management enabled for raters, you can now add/edit raters from the Manage Raters page.
  6. Now that your new round has started, you can manage the surveys and monitor the status of nominations, survey completions and emails from the Participant Round Status page.
  7. Once your cohort has completed their surveys, you will be able to generate the report that we developed for you from the Report Generation page - please contact us prior to running the program so that we can work with you to create a report to your specifications.