Creating participants

Applies to the following products: 
Questionmark Perception
Applies to the following Perception versions: 
Perception 5.7
Perception 5.4
Perception 5.1

Before an assessment can be scheduled to participants, the participants must exist in the Perception repository. This section will explain how to use Enterprise Manager to:

Creating an individual participant

To create an individual participant:

  1. Log in to Enterprise Manager
  2. Click Administration | Participants
  3. From the Participant folder, select Create individual
  4. In the five different tabs, enter the details for the new participant and click Finish to create the participant

    To assign a group membership to the participant, click the  button in the Participant tab and select the group from the list of available groups

Creating multiple participants

Rather than creating each participant individually, it is also possible to create more than one participant at a time. This is important if you have a large number of participants that you need to add to the repository.

Importing participants

As well as manually creating participants, you can import them from a file. This is useful if you already have a list of participants in another program or database, and want to bring them into the shared repository that Perception Server uses.

For more information, please refer to 'Importing participants' in the Perception 5 User Guide.  

To create multiple participants:

  1. Click Administration | Participants
  2. From the Participant folder, select Create multiple
  3. Enter the multiple participant data into the form and click Finish

    You can assign every participant to a particular by clicking the  button and selecting the group from the list of available groups

Viewing and editing participant details

To view and edit the details of a participant you have already created:

  1. In the Administration menu, select Participants. A list of every participant in the repository will be displayed

  2. Select the participant whose details you wish to view or edit and select Edit from the Participants window.

    If the relevant participant is not displayed, you can search for it by using the Participant filter and Group filter boxes. Use the drop-down boxes to customize your search and click search to filter the list of participants

  3. In the five different tabs, view and edit the details for the participant. Click Finish to update the participant details