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To configure a process go to the process menu and select “Process List”. The last created process appears at the beginning of the list. To enter the process configuration module, click on the person’s icon.

When entering the module, the information of the selected process will be displayed. You can optionally define a date and time limit for the process (in which case the questionnaires can only be answered until that date)

In the questionnaires section you can add questionnaires to the process. To do this, click on the folder icon next to the questionnaire title. A small window will open to navigate the questionnaires and select one of them). Click on “Select” to add the selected questionnaires to the process.

If the type of process is by invitation, there will be a section in the lower right to add candidates to the process. You can add people who are already in your database by clicking on the folder icon in that section or you can click on the icon with the “+” symbol to create new people that would be added to the process.

Make sure to click on record after adding people or questionnaires to the process. To send an email to each candidate, simply click on the “Send” button. You can customize the mail that will be sent or use another template by clicking on the button with the envelope. This will open an editor where you can modify the text or use a different template. For the dynamic content of the circle you can use the labels. For example, for the link of the questionnaires the tag is {$ links} (to see the labels click on “Insert Label”). If you want to keep the message for use in other processes, you can save it as a template by clicking “Save Template”. To save it only for the current process click on “Save”. You can use the preview option to display the message as a candidate would see it. It is also possible to manually send the link to the candidates. To do this, click on the button with the gear wheel next to the candidate for whom you want to manually send the link. A message will open asking if you want to create instances and see links or send. If you click to send an email will be sent only to that candidate. If you click on “Create Instances and see links” the questionnaire instances for that candidate will be generated and the links will be displayed. To copy the link, right click on the link and select the option to copy the link (it may vary depending on the browser). When you do this the links are kept in the “Not sent” state, so you can click on the envelope icon next to the text “Not sent” to be marked as sent (this will allow you to remember that you have already sent the link to this candidate)

If the process does not require an invitation, the list of people will not appear. In this type of process there is a unique link for each questionnaire that can be used by any candidate. To see the links click on the icon with the link. For links to work in this type of process, you must add questionnaires from your plan to the process. For this click on the “+” button. If for example you add 6 questionnaires, then only 6 questionnaires can be answered for this process. For example, if your process has 2 questionnaires and places the links to these in a web page, when you have exceeded the limit of 6 questionnaires answered (for example, if 3 people answered both questionnaires), anyone who clicks on the link You will see an error indicating that the questionnaire is not available at this time. In the questionnaires section of this module (bottom right corner) you can see how many questionnaires you have added, how many were used and how many are available.