SASSIE

Getting Started in Sassie 12

• Admin Page
• Step One: Creating your Client and Survey
• Step Two: Adding Questions to your survey and managing changes
• Step Three: Adding Locations
• Step 4: Create a Test Shop and Test your Question List
• Step 5: Scheduling your shops
• Step Six: Assigning your Shops
• Step Seven: Reviewing your shops
• Step Eight: Publishing your shops
• Privacy Policy
• Setup Items
• Logs & Client Logs

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Question Types 22

• Adding a Yes - No Question
• Adding a Yes - No - N/A Question
• Adding a Checkbox Question
• Adding a Multi-Checkbox Question
• Adding a Radio Button Question
• Adding a Pull Down Menu Question
• Adding a Scored Number Question
• Adding a Number Question
• Adding a Currency Question
• Setting Requirements for Questions
• Including Question Score in overall Score and Bonus Questions
• Adding a Page Break to a Survey
• Adding Remarks to a Survey
• Adding Headers to Surveys
• Adding a Time Length Question
• Adding a Time of Day Question
• Adding a Date Question
• Adding a Text Question
• Adding a Narrative Question
• Adding a Picture Upload Question
• Adding an Audio Upload Question
• N/A Scoring

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Surveys 20

• Changing a Survey Name
• Setting Up Chameleon Shop View
• Adding Questions to a Survey
• Enable Date Versioning for Questions
• Smartforming
• Enabling Rulez
• Using Rulez Across Page Breaks
• Enabling Kiosk Shops
• Changing the Display of a Kiosk Shop
• Enabling Manager Triggers for Kiosk Shops
• Enabling PDF Triggers for a Kiosk Shop
• Defaulting the Report Date to the Shop Date
• Enabling GPS Verifier
• Requiring the Use of GPS Verifier
• Enabling PhotoDNA
• Setting up Dragon Shop Views (BETA)
• Survey Details
• Form Versioning by Date
• Question Importer
• ICR/Kiosk shops

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Survey Settings 6

• Survey Settings
• Survey Settings - Alternate Question Sets
• Survey Settings – Manager Triggers
• Survey Settings – Score Triggers
• Survey Settings – Triggers
• Survey Settings - Distribution Level

Clients 19

• Creating a New Client
• Express Setup
• Location Importer
• Location Exporter
• Logging In
• Client Reporting
• Theme Commander 3 Configurator
• Creating a new survey for an existing client
• Custom Date Ranges
• Adding One Location
• Bulk Updating Locations
• Manage Location Stickies
• Adding a Manager
• Adding a manager to a level unit manually
• Updating Job Managers
• Deactivating a Client or a Survey
• Geocode Admin
• Client Locations
• Report Activation

See all 19 articles

Scoring 3

• Scoring terms and concepts
• Survey settings related to scoring
• Locking shops

Scheduling 5

• Manual Scheduling
• Generating Links for Kiosk Shops
• Wave Manager
• Routes and Circuit Scheduling
• Main Scheduler Page

Autoscheduling 7

• Autoscheduling - Creating a Profile
• BEMS log
• Autoscheduling - Creating the Session
• Autoscheduling - Assigning Shoppers to Open Shops
• Creating a Session with Self-Assign settings
• Qualified Self-Assign
• Circuit Scheduling

Shoppers 8

• Shopper Export
• Bulk Email Shoppers
• Payment Methods
• Reset Shopper Password
• Creating a New Shopper Account
• Entering Social Security Numbers
• Shopper Announcement
• Shopper Citations

Password Reset 2

• Shopper Passwords
• Manager Passwords

Shopper Billing 2

• Shopper Billing Overview
• Shopper Billing

Reviewing 2

• Disabling Rulez on Review for a Survey
• Job Status

FAQs 8

• Why is my Shop View Blank?
• IP addresses
• Unlimited Location Groups
• How can I open a .sass file?
• Expected Manager Triggers were not recieved
• Global Question Sets
• Shopper Self-Delete
• Client Size Message When Accessing Locations

Exports 3

• Exporting Shops
• Exporting Audio and Images from Shops
• Export Survey Questions

Testcaster 1

• Qualifications

Features 19

• Kaizen Action Plan
• External Collaboration
• Locationless Jobs / Web & Phone Shops
• Nevada Blocker
• Social Media Monitoring
• Review History
• Auto Change Library Help
• Auto Change Rule Library
• Auto Change Help
• Collaboration
• GoalZ with Collaboration
• GoalZ
• SSN Validation
• Editable Question List widget in Chameleon Shop View
• Vocazilla 2020
• Fraud Busters
• Appeals
• ToolZ
• Presto Importer

See all 19 articles

Misc. 6

• SASSIE System Status
• Current Security Documents and Scans
• Email Deliverability
• Current Security Documents and Scans - Sassie
• Current Security Documents - AWS
• How to test on UAT

Support 1

• Creating a Tracker Notice

Help 42

• Business Classifications
• Account Administration
• Client Admin: Client Settings
• Manager Export
• Client Admin: Create New Client
• Location Administration
• Kiosk Plus
• Manager Administration
• Reviewer Comment Administration
• View Sessions
• Select AutoProfile / Create Scheduling Session
• Schedule Follow-up shops
• Admin Shop Log
• Scheduler Log
• Urgent Log
• Mass Status Changer
• Form Detail View
• Email Form Detail
• Profile / Shopper Instructions Upload
• Survey Logos Upload
• Client Logos Upload
• Question Mass Edit
• Copy Survey
• Delete Survey
• Survey Administration
• Shopper Billing - Edit Payable Shops
• Shopper Tax Export
• Level Administration
• Email Manager Passwords
• Manager Updater

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