County Boards: Sending a Questionnaire to Clubs

The county board can define multiple questionnaires requesting confirmation of the club officials’ details.

Select Day to Day>Club Contacts > Questionnaires to get the following:

Click the ‘New Questionnaire’ button to create a questionnaire.

Add a title to identify the questionnaire and enter any notes to the club administrator(s). 
You can specify mandatory fields by ticking the checkboxes.

Save the questionnaire until you are ready to send it. It can  be edited and re-sent as required.  

When you are ready to send out a questionnaire, click the Send button against the appropriate line.

Tick the Select All check box or use the drop-down list to choose the category, and make your selection before clicking the Send button.

You will get an acknowledgement that the questionnaire has been sent.

The receiving clubs get a ‘workflow’ item on their Admin Home page.

A club administrator an edit as appropriate and submit the completed form.  This is what the questionnaire would look like for the receiving club:

On a county board site, the Admin Home page displays the status of the questionnaires that have been sent out.

If a questionnaire is returned with any of the fields missing, then it will appear as a ‘Partially Completed Questionnaire’ and you may choose to accept it or re-send it.  
Outstanding questionnaires may also be removed.

Tick the relevant box for the questionnaire to be removed, then click the Remove button.