Plan an answer session in questionnaire

Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Planned answer sessions are questionnaires that you have designed and selected the respondents for. For more information, see About planned answer sessions in questionnaire.

Before you can set up planned answer sessions, you must design a questionnaire. For more information, see Distributing questionnaires and Using questionnaires.

  1. Click Home > Common > Questionnaires > Planned answer session.

  2. Click New to create a new line.

  3. In the Questionnaire field, select the questionnaire to use.

  4. In the Executed by field, select the respondent and the role of the person being evaluated.

    Note

    If the person completing the questionnaire will evaluate another employee, select the employee who is to be evaluated in the Evaluation of field.

  5. Enter additional information, as needed.

    For more information, see Planned answer session for questionnaires (form).

Possible next steps

The following links provide a logical progression to follow in the sequence. Depending on the questionnaire features that you are using, refer to the following information about the next steps:

Notify respondents of questionnaires available to them