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Introduction

Organizations need to activate their questionnaire(s) each year before they can start responding. Activating your questionnaire includes confirming your organization’s participation and confirming the Main User. Follow the steps below to activate your questionnaire(s) and start responding.

Step 1: Sign in to your account

Sign in to your account to access your organization’s dashboard. Once signed in, you should see your organization’s dashboard including the questionnaire.

Step 2: Get started

Click Get Started in the questionnaire block. Any user who has contributor rights can confirm participation. For more info on account user types, see here.

 
Confirm whether you intend to submit a response by either ticking the intention box, clicking Confirm or clicking Not sure yet to choose this later via your dashboard.
  • Participation confirmation can be changed from the response dashboard by the main user or contributor (if no main user).
 

 

Step 3: Confirm Main User

You will be asked to confirm if you are the Main User for your organization. Read the provided information on the responsibilities of the Main User. If you are the nominated Main User, tick that you are authorized to be the Main User and click OK.


 

If you click ‘I will not be the Main User’ you will be redirected back to the dashboard. Your Users block will show you as a Contributor and you will need to wait until the Main User has confirmed participation to continue. The person that should be the Main User can continue the process from step 4. Once the Main User has confirmed participation, you can continue straight to the ORS.

If you change your mind and do wish to be the Main User, click ‘Continue’ in the questionnaire block to carry on from step 3 to 4.

Step 4: Check organization details
The next page is your Check organization details page.

If your organization’s operational headquarters are not populated, you must make a selection in order to proceed.

Information If the operation headquarters are incorrect, please contact us via My Support in the Help Center or contact your Account Manager or local CDP contact.

  • Organization Website and Twitter name can be viewed or edited.
  • Senior stakeholder information can be viewed and edited.
  • Addresses can be edited.

Please confirm the information is correct and click ‘Next’:



Information  If you use the Return to dashboard link, the theme block will show that you have confirmed participation and will have a Continue button for you to complete your organization details later.


Step 5: Start questionnaire
Clicking Start Questionnaire opens your questionnaire in the Online Response System (ORS) in a new tab or window:


You can now start responding to the questionnaire. Once you are finished, click on Exit ORS button in the top right corner. You can return to the questionnaire via your dashboard, which will have the Enter Questionnaire button after activation.

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If you are a new user, you can register here. Once you are signed in, please return to the Help Center via the link at the top of the page.