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Survey - Adding or Removing Recipients
CRN Tech Admin
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0 steps
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32 seconds
Salesforce
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Removing a Recipient
Adding a Recipient
1
Visit the student's contact record (in the case below, I'm using a fake student named Kirsten Day).
2
Click on the Work Study Assessment you want to adjust.
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Removing a Recipient
3
Find the recipient you want to remove and click the down arrow to the right.
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4
Click "Delete"
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5
Click "Delete"
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Success! The recipient is deleted.
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Adding a Recipient
7
Click "New" under "Assessment Recipients"
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8
Find the contact you want to add.
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9
Select the contact you want to add.
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10
Click "Save"
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11
Success - your new recipient is added.
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