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AEFIS - Eval - Changing survey schedule and instance administrator (Admin)

Survey schedules are linked to the department admin who created the schedule. When a new admin starts, they should update all ongoing schedules to use their email.

Changing Survey Administrator

  1. From the AEFIS Dashboard, select the Main Menu icon.
    AEFIS hamburger

  2. Select Survey Schedules
    Select Survey Schedule

  3. On the Survey Schedules dashboard, select +Add a filter, and then Owner.
    Select filter owner

  4. Choose Department or College (depending on the scope of your AEFIS responsibilities).
    Select filter owner school or college

  5. Select +Add a filter, again. Then select Status

  6. Next, select "In Progress". (This way, you will only be viewing current, active survey schedules.)
    select filter status
All your In Progress survey schedules should now be displayed here. Note: You only need to update survey schedules that are scheduled to run every semester. Make sure you make this change before the next semester is active and surveys have been created. For each survey schedule:
  1. Select Manage.
    manage schedule

  2. Select Un-Publish (blue button, upper-right). Only complete this step if the next semester is not active.
    unpublish

  3. In the resulting pop-up window, select Un-Publish.
  4. Select Details (in the left-hand navigation bar).
  5. At the bottom of the screen is the option Survey Schedule Administrator. Select the blue pencil icon to the right. (If the icon is not present, the survey schedule is still published. See above.)
    current survey admin

  6. Use the Search for a user field to find and select yourself.
    edit survey admin

  7. Select Save.
  8. REMEMBER: You must re-publish this survey schedule. Select Publish (blue button, upper-right).
    publish
Repeat these steps for all "In Progress" survey schedules.




Keywords:AEFIS, Survey Schedule, change admin, administrator   Doc ID:96422
Owner:Learn@UW Madison .Group:Learn@UW-Madison
Created:2019-12-04 20:48 CDTUpdated:2020-04-03 12:46 CDT
Sites:Learn@UW-Madison
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