How do I send a questionnaire?

Questionnaires for sending  can be sent to applicants via a status change  with a correspondence template . The form fields / screening questions  contained in the questionnaire can be completed by applicants and sent to your d.vinci. The information from this questionnaire is saved directly in the application. 

There are two ways to send questionnaires to applicants: manually via a status change or via an automated status change. 

Send manually via status change

Prerequisite
You need a correspondence template with the placeholder {QUESTIONNAIRE:URL} beforehand.

Proceed as follows:

1. Open the Application of the candidates who are to receive a questionnaire. The Application page is displayed.
2. Click on the button  Change status. A selection menu is displayed. 
3. Click on the status with a stored questionnaire. The Change Application Status input form is displayed. 
4. In the Correspondence template field, select a correspondence that contains a placeholder {QUESTIONNAIRE:URL}.
5. For the Questionnaire field, select the questionnaire.
6. Click on  Execute Status Change. The Application page appears with a note on the status change.

Send automatically via an automated status change 

Prerequisite
You need a correspondence template for which automatic dispatch is possible and that includes the placeholder {QUESTIONNAIRE:URL}

Proceed as follows:

1. Open the page Automated status change. The page with the same name is displayed.
2. Click on the button  Automated status change. The input form of the same name is displayed.
3. Create the Automated status change. Select Last status change or Appointment date reached as the trigger. 
4. In the field Correspondence template , select a correspondence that contains a placeholder {QUESTIONNAIRE:URL} and is intended for automatic sending. 
5. Click on Create. The Automated status change page appears with a note on creation.