The Auto Change feature is designed to help reviewing jobs, applying the rules you set to shopper responses.
Get started on the main Admin Page.
There is no need to preselect client and survey, you can simply use the QuickJump bar and look up Auto Change (or Auto Correct).
How to enable it?
The feature first needs to be enabled on your system, so if you are not seeing the option, please open a Support Tracker. Once enabled, Auto Change can be enabled on the per survey basis. Only managers with Premium Access will be able to edit the Auto Change settings.
Please note that Auto Change requires Review History feature to be enabled as well!
To enable the Auto Change feature, head to the Survey Settings and check the Enable button on the 'Enable Auto Correct and AI Review' option.
Note that the Admin Review History will be automatically enabled when you check this box!
While the option enables both Auto Correct and AI Review, you can use Auto Correct without using the AI Review feature.
Auto Change (with Review History included) costs just $0.25 per shop above your normal Sassie fee.
How does it work?
Auto Change will run when the shopper initially submits the shop into the completed status.
Submits below completed status are not tracked, but if a shop is moved back below completed status, subsequent submissions into the completed status will be tracked.
Auto Change runs on all text and narrative question types.
When a specific question triggers one, or more, Auto Change rules, the initial shopper submission will be recorded and viewable through the Review History.
However! Auto Change does not run by default on the admin side.
To run Auto Change, check the Run Auto Correct on submit checkbox, and submit the shop from the Admin Review View.
This option will only be available for jobs that have been initiated with Review History.
If you are looking to Auto Change a historical job, you will need to submit from the Admin Review page to initial review history. Once this has been done, Review History and Auto Change will be available to that job moving forward from that submit.
Reviewing Auto Changes
Whenever Auto Change makes a modification, it will always add an entry in the admin review history table on the Admin Review page. To view the history of a question, click the clock icon next to the question or click the global clock icon to expand all question Review History.
The Review History will list all recorded answers from the newest to the oldest and by default will show markups indicating any changes between that answer and the previous historical answer as follows:
- Any additions to the text will be underlined
- Any removals will be struck through
Markups can be disabled by clicking the 'Show/Hide Highlighting' link next to the answer's header.
The current selected answer will have a checkbox next to it, and that answer will be available for editing in the standard answer box. Please note that no changes will be highlighted or recorded until the admin review page is submitted.