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Adding a requirement package to an organization

Learn how to assign a requirement package to an organization within your Data Collector

Updated over 5 years ago

Adding a requirement package to an organization within your Data Collector enables them to access the questionnaire you have created and add their data to it in a streamlined way.Β 

This is managed in your Data Collector Overview. If you have not yet created any requirement packages, you can find instructions for how to do it here and here.
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How it is done

Find the organization you want to assign a requirement package to and look for the Add requirement package button. Above it, you are also able to see all the previously added requirement packages (and their status).

When clicking the button, a popup window will appear with a few options:

  • Due Date: This date specifies when you latest want this to be answered.

  • Activates: This date specifies when the requirement package will be available to the recipient.

  • Select requirement package: Select the requirement package you want to add.

  • Comment: Type a comment that only will be visible to the current recipient.

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