Understanding Custom Access Codes

Custom Access Codes are user-specific codes that function as passwords for users to take their surveys. This function is specific to surveys that require a unique code or email link to access the survey.

In this article: 

 

Good to Know:

  • Once a participant uses their code, Quantum Workplace will generate a new unique code in case the participant wants to reaccess the survey. Codes are required for every participant and are never duplicated. 
  • When accessing the spreadsheet or invitation PDF- the form will always display the most updated access code, with a maximum length of 20 characters. 
  • Only surveys with the Unique code or unique link in email option require Custom Access Codes to complete the survey. Applicable surveys should have the same options selected as the image below.

How to View a Survey’s Custom Access Codes

Begin by expanding Administration drop-down on the left-hand side and clicking Surveys & Pulses. Then, find the survey in question and click Edit.

 

Next, if you are not automatically redirected to the Review screen you can do so by clicking Review at the top of the screen.

To download an Excel spreadsheet of all survey participants and their Custom Access Codes- click Download Participants.

 

If you prefer to have individualized PDFs to distribute to each of your survey takers- click Download Invitation PDF.

 

How to Manage Custom Access Codes

If you want to create your own codes for each survey-taker, you can also use the Manage Access Codes function to do so.

Begin by expanding Administration drop-down on the left-hand side and clicking Surveys & Pulses. Then, find the survey in question and click Edit.

Next, navigate yourself to the Participants screen by clicking Participants at the top of the screen. Then, in the Invite Employees section, click Manage Access Codes. This will bring up a modal where you can download a spreadsheet of all the survey participants and reupload the file after your modifications.

Good to Know:

  • If the modified participant list doesn’t give everyone an access code, a new access code will automatically be generated for the survey-taker to use.

Save your new spreadsheet and either drag the file into the dotted rectangle or click the dotted rectangle to find and upload your new file.