Overview: Learn how to review PSA questionnaire submissions. You can approve or dismiss these submissions individually or in bulk.
This article covers the following:
- Reviewing Questionnaire Submissions
- Approving or Dismissing Questionnaire Submissions
- Re-Opening a Dismissed Questionnaire
- Exporting Submission Data
Reviewing Questionnaire Submissions
- Navigate to Questionnaire V2 under the Recruiting dropdown on your navigation bar
- Click "View Submissions"
- From here, you can view PSA data across all submissions you have received in a spreadsheet-like view
- You can use the Search and Filter options at the top to narrow down the submissions
- You can also click directly into a submission to view it individually
Approving or Dismissing Questionnaire Submissions
You have the ability to Approve and Dismiss questionnaire submissions in bulk or individually.
In Bulk:
- Using the checkboxes on the left hand side, select all of the submissions you would like to Approve or Dismiss
- Click "Add to Recruit List" to approve them. This will automatically create PSA Profiles for these recruits containing all of the information they submitted in the questionnaire.
- Or click "Dismiss Application" if you are not interested in recruiting these PSAs. This will NOT create a PSA Profile for these recruits. However, you can always change your mind if you want to reconsider at a later date.
Individually:
- Click directly into the individual questionnaire submission that you would like to Approve or Dismiss
- On the right hand side of the screen, select "Add to Recruit List" or "Dismiss Application"
Re-Opening a Dismissed Questionnaire
You can re-open a dismissed questionnaire at any time if you decide you would like to add that recruit to your list.
- Click directly into the questionnaire submission that you previously dismissed
- Select "Re-Open" on the right side of the screen
- You can now add this PSA to your Recruit List
Exporting Submission Data
You can export submission data out of Spry into a spreadsheet at any time.
- Navigate to Questionnaire V2 under the Recruiting dropdown on your navigation bar
- Click "View Submissions"
- Click "Download Data" in the top right corner of the page
- Select the date range of data you would like to download and click "Download"
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