SASSIE

Getting Started in Sassie 15

• 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
• Accepting Privacy Policy
• Setup Items
• Training Videos
• Shop Import Data Format - Importing external data
• Micro-Reports
• Admin Page
• Express Setup

Clients 3

• Getting started
• Client Setup
• Client Administration

Surveys 4

• Survey Management
• Question Management
• Translations
• Survey FAQs

Scoring 2

• Scoring terms and concepts
• Locking shops

Scheduling 4

• Manual Scheduling
• Wave Manager
• Routes and Circuit Scheduling
• Main Scheduler Page

Autoscheduling 8

• 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
• Autocancel

Shoppers 10

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

Password Reset 2

• Shopper Passwords
• Manager Passwords

Shopper Billing 2

• Shopper Billing Overview
• Shopper Billing

Reviewing 3

• Disabling Rulez on Review for a Survey
• Job Status
• Date Types

Testcaster 1

• Qualifications

Features 22

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

Misc. 6

• Current Security Documents and Scans
• E-mail Deliverability
• Current Security Documents and Scans - Sassie
• Current Security Documents - AWS
• Coverage Analysis
• Privacy Shield Policy

Support 4

• Support Help
• FAQ
• System
• Training videos

Help 25

• Admin Shop Log
• AutoScheduler Self-Assign Help
• AutoScheduler: Post Shops (Step 6)
• AutoScheduler: Selecting Shoppers (Step 4)
• AutoScheduler: Self Assign
• AutoScheduler: Choose Distribution Method (Step 5)
• AutoScheduler: Process Applications Options
• AutoScheduler: Select Locations (Step 2)
• AutoScheduler: Session Setting (Step 1)
• AutoScheduler: Verify Locations (Step 3)
• Business Classifications
• Email Form Detail
• Form Detail View
• Job Status Counts
• Mass Status Changer
• Profile / Shopper Instructions Upload
• Reviewer Comment Administration
• Schedule Follow-up shops
• Scheduler Log
• Select AutoProfile / Create Scheduling Session
• Shopper Billing - Edit Payable Shops
• Shopper Tax Export
• Survey Logos Upload
• Urgent Log
• View Sessions

Reporting 3

• Reports
• Interface
• Exports