Go to the "Outstanding Self-Assessments" report via "Admin Controls" to see which users still need to complete their self-assessment. Users that have not completed their self-assessment will not be able to see those results.

Use the three-dots icon to "Download CSV Data" to export a list of these outstanding self-assessments. Admins are encouraged to let these users know that they must complete their self-assessment.

Sending users with outstanding self-assessments a reminder email:

Use the filters if needed, such as survey or date range. Then, select "Notify Users" and choose the "Reminder from Encompass-CX" or "Send from my email" option.

Option 1: "Reminder from Encompass-CX" will open a pop up that allows you to deselect certain users from the list, if desired. Then, click "Confirm & Send." If a user has not accepted their invitation yet, the system will send them an email with the link to sign up.

Option 2: "Send from my email" will open a pre-drafted email in your own email server. This will put the user email addresses as BCC'ed so the emails remain anonymous. You can edit the drafted email and send it to users.