Quizzes can be run manually or automatically. To run a Quiz automatically, you need to add an Automation.
There are 4 types of automations that can be created:
Date Schedule: which runs the quiz at a predetermined frequency
When a checklist instance is completed: which runs the a quiz upon completion of a checklist
When a step in a checklist instance is completed: which runs the quiz upon completion of a step in a checklist
When a new team member is added: which runs the quiz when a team member is added to your account
Automations are created based on Triggers and Actions. You build an automation on the quiz you want to run automatically - this is the action. You format the automation to respond to a trigger that happens elsewhere.
This article will show you how to create the When a team member is added automation.
Adding the 'When a team member is added' automation
To create the automation:
Click the Alarm Clock button on the right hand side of a Quiz
Click +Add New
Give the automation a name in the Automation Name field
Set the automation Trigger
Use the dropdown to choose When a new team member is added, which will then display the fields required to format this trigger type
Adding specific Company Roles is optional. If you leave it blank, whenever a new team member is added the trigger will occur. If you add a role, or roles, then the trigger only occurs when a team member is added and has the role you have set up in the automation
If the new team member should be a participant on the quiz, select the checkbox
Set the automation Action
Set the automation Action:
For this automation type, it's not required to Assign people or roles to work participate on this quiz. If you do not choose to do this, then you need to ensure that you've selected the Add the new team member as a participant checkbox in the trigger. You'll format the automation in this way if the quiz needs to be sent to the new team member only
In the Action section, click the Assign button to assign people or roles as "Participants"
Who you select here are who will be invited to complete the quiz:
Name: assigning participants by their name to choose specific people
Role: assign an entire role to invite everyone who is in that role to participate
Click Finish to confirm the participant list
Enter in a Due Within period as a number of days
Click Save