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 quiz upon completion of another
When a step in a checklist instance is completed: which runs the quiz upon completion of a step in another
When a new team member is added: which runs the checklist 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 checklist instance is completed automation.
Adding the 'When a checklist instance is completed' 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 checklist instance is completed, which will then display the fields required to format this trigger type
Search for and select the checklist that will trigger this quiz when it's completed
Checklists with Supervisor Sign-Off
If the checklist has a supervisor sign-off, you'll need to choose if you want this trigger to initiate before or after the sign-off is completed
Set the automation Action
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