Are you looking to streamline your user management process on WP2 by assigning questionnaires? Follow these simple steps to efficiently assign a questionnaire to your users:

Video Walkthrough

Step 1: Access the Questionnaire Builder
1. Log in to your WP2 account.
2. Navigate to the homepage and locate the Questionnaire Builder.

Step 2: Choose the Questionnaire
1. In the Questionnaire Builder, select the questionnaire you want to assign. If you have multiple questionnaires, choose the one relevant to your needs (e.g., Daily Wellness Questionnaire).

Step 3: Manage Assignments
1. Once you've selected the questionnaire, click on "Assignments."

2. You'll see options to assign the questionnaire to individual users or specific roles within the system.

Step 4: Assign to Individual Users & Training Groups
1. If you want to assign the questionnaire to specific users, select their names from the list provided.

You can also filter by a specific training group and then "Select All Visible" if you want all users in that group to be assigned the questionnaire.

2. Click "Add" to confirm the assignment to those users.

Step 5: Assign to Roles

Note: In order to assign via a Role, you must have access to the Roles & Permissions permission set in the system. Please check with your WP2 support team member to confirm if you are able to utilize this feature.

1. To assign the questionnaire to a Role, click on the respective roles (e.g., athlete, coach) in the system.

2. The questionnaire will automatically be assigned to anyone with that role.

Step 6: Finalize Assignments
1. If needed, you can add individual users in addition to roles to further customize the assignment.
2. Review your selections to ensure the questionnaire is assigned to the correct individuals or roles.

Step 7: Confirm and Review
1. Once you've made your selections, confirm the assignments.
2. Double-check by navigating back to the Questionnaire Builder to see the roles and individuals assigned to the questionnaire.

By following these steps, you can efficiently assign questionnaires to your users or specific roles within WP2, ensuring streamlined communication and data collection for your team's performance management.