SASSIE

Getting Started in Sassie 15

• Step One: Creating your Client and Survey
• Step Two: Adding Questions to your survey and managing changes
• Step Three: Adding Locations
• Step 4: Create a Test Shop and Test your Question List
• Step 5: Scheduling your shops
• Step Six: Assigning your Shops
• Step Seven: Reviewing your shops
• Step Eight: Publishing your shops
• Accepting Privacy Policy
• Setup Items
• Training Videos
• Shop Import Data Format - Importing external data
• Micro-Reports
• Admin Page
• Express Setup

Clients 5

• Getting started
• Client Setup
• Client Administration
• API
• Theme Commander

Surveys 17

• Getting Started
• Question Management
• Chameleon Shop View widget list
• Chameleon Shop View widget management
• Changing the Display of a Kiosk Shop
• Defaulting the Report Date to the Shop Date
• Enabling GPS Verifier
• Enabling Kiosk Shops
• Enabling PhotoDNA
• Enabling Rulez
• Expected Manager Triggers were not recieved
• Global Question Sets
• Requiring the Use of GPS Verifier
• Setting Up Chameleon Shop View
• Setting up Dragon Shop Views (BETA)
• Survey Details
• Using Rulez Across Page Breaks

Scoring 3

• Scoring terms and concepts
• Survey settings related to scoring
• Locking shops

Scheduling 5

• Manual Scheduling
• Generating Links for Kiosk Shops
• Wave Manager
• Routes and Circuit Scheduling
• Main Scheduler Page

Autoscheduling 7

• Autoscheduling - Creating a Profile
• BEMS log
• Autoscheduling - Creating the Session
• Autoscheduling - Assigning Shoppers to Open Shops
• Creating a Session with Self-Assign settings
• Qualified Self-Assign
• Circuit Scheduling

Shoppers 9

• Shopper Export
• Bulk Email Shoppers
• Payment Methods
• Reset Shopper Password
• Creating a New Shopper Account
• Entering Social Security Numbers
• Shopper Announcement
• Shopper Citations
• Shopper Self-Delete

Password Reset 2

• Shopper Passwords
• Manager Passwords

Shopper Billing 2

• Shopper Billing Overview
• Shopper Billing

Reviewing 5

• Disabling Rulez on Review for a Survey
• Job Status
• Report Activation
• Client Reporting
• Date Types

Exports 2

• Exporting Shops
• Exporting Audio and Images from Shops

Testcaster 1

• Qualifications

Features 19

• Kaizen Action Plan
• External Collaboration
• Locationless Jobs / Web & Phone Shops
• Nevada Blocker
• Social Media Monitoring
• Review History
• Auto Change Library Help
• Auto Change Rule Library
• Auto Change Help
• Collaboration
• GoalZ with Collaboration
• GoalZ
• SSN Validation
• Editable Question List widget in Chameleon Shop View
• Fraud Busters
• Appeals
• ToolZ
• Presto Importer
• Collaboration - Return Shops

Misc. 6

• Current Security Documents and Scans
• Email Deliverability
• Current Security Documents and Scans - Sassie
• Current Security Documents - AWS
• Coverage Analysis
• Privacy Shield Policy

Support 4

• Support Help
• FAQ
• System
• Training videos

Help 25

• Admin Shop Log
• AutoScheduler Self-Assign Help
• AutoScheduler: Post Shops (Step 6)
• AutoScheduler: Selecting Shoppers (Step 4)
• AutoScheduler: Self Assign
• AutoScheduler: Choose Distribution Method (Step 5)
• AutoScheduler: Process Applications Options
• AutoScheduler: Select Locations (Step 2)
• AutoScheduler: Session Setting (Step 1)
• AutoScheduler: Verify Locations (Step 3)
• Business Classifications
• Email Form Detail
• Form Detail View
• Job Status Counts
• Mass Status Changer
• Profile / Shopper Instructions Upload
• Reviewer Comment Administration
• Schedule Follow-up shops
• Scheduler Log
• Select AutoProfile / Create Scheduling Session
• Shopper Billing - Edit Payable Shops
• Shopper Tax Export
• Survey Logos Upload
• Urgent Log
• View Sessions

SASSIE News Archives 1

• SASSIE NEWS: New Dragon Widget Features - 06/24/2022