Manage questionnaires

Open questionnaire activity

Go to Admin, then select Questionnaires. CareerATS opens the activity page directly.

1. Use the status filters to review all, queued, open, completed, expired, or cancelled questionnaires.
2. Open an applicant from the activity list when you need to review the questionnaire on their record.

Send a questionnaire

Click Send questionnaire, find the applicant entry, and choose the reusable form to send.

1. Search for the applicant by name, email address, or phone number.
2. Confirm the applicant entry and questionnaire form before sending.
3. Review the displayed delivery channels, expiration time, and edit window.

Monitor questionnaire progress

Use the activity list and status filters to follow each questionnaire from its queued delivery through completion or expiration.

1. Queued means delivery is still waiting to be processed.
2. Sent or opened questionnaires are still awaiting completion.
3. Completed questionnaires can be reviewed from the applicant record.
4. Use the available activity actions carefully when cancelling, unlocking, or resending.

Open form management

Manage questionnaire forms

Click Manage forms on the activity page when you need to create, edit, or remove a reusable questionnaire form.

1. Confirm a form does not already exist before creating a duplicate.
2. Check ownership and questionnaire usage before changing or deleting a form.
3. Use Back to activity when you finish managing forms.

Return to questionnaire activity

From the questionnaire forms page, click Back to activity to return to deliveries and responses.

1. The activity page is the starting point for new sends and delivery monitoring.
2. Use Manage forms again whenever the reusable form library needs maintenance.