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Solution home
Sassie
Getting Started in Sassie
14
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
Accepting Privacy Policy
Setup Items
Logs & Client Logs
Training Videos
Shop Import Data Format - Importing external data
See all 14 articles
Question Types
24
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 Link Question
Adding a Text Question
Adding a Narrative Question
Adding a Picture Upload Question
Adding an Audio Upload Question
N/A Scoring
Grids
See all 24 articles
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
See all 20 articles
Survey Settings
7
Survey Settings
Survey Settings - Alternate Question Sets
Survey Settings – Manager Triggers
Survey Settings – Score Triggers
Survey Settings – Triggers
Survey Settings - Distribution Level
Email Triggers - System Default Text
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
20
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
Collaboration - Return Shops
See all 20 articles
Misc.
10
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
Browser Requirements
SASSIE API - Introduction / FAQ
Coverage Analysis
Privacy Shield Policy
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 Password Reset Links
Manager Updater
See all 42 articles
SASSIE News Archives
1
SASSIE NEWS: New Dragon Widget Features - 06/24/2022