Get an association survey closing-time decision
Example: A member survey closes Friday. A committee chair wants two more days because its members received the notice late.
An assistant is an alternative when an extension affects more than the requesting group.
A survey reminder is sufficient when the accepted closing time remains unchanged.
This article is from Righthand. The customer story and result are illustrative.
The work that the customer wants
A member survey closes Friday. A committee chair wants two more days because its members received the notice late.
The administrator supplies the survey dates and chair email. The association owner gives approval for the closing time.
The Righthand has its own email address and phone number. You can give instructions by email, text, phone, or Slack. Righthand introduction.
For this example, the Righthand uses its own email address. It identifies itself as the team's assistant. Company account access is a different setup choice. Account connections.
The request to the Righthand
Get the chair's requested extension and reason.
>
Get the affected member group.
>
Send the request to the association owner.
>
Get approval before you send an extension notice.
>
Send the association administrator the result in this conversation.
>
Use Pacific time for the deadline.
What the Righthand does
The Righthand sends these questions by email. It sends the reply to the association administrator.
The assistant must not change survey access or announce inconsistent deadlines.
An illustrative result
The chair wants Sunday closing for one committee. Other members still see Friday in the notice.
The owner gives a decision about whether a common extension or a different arrangement is applicable.
Access and permission
If you want direct account access, connect the account independently. Make sure that the Righthand has the necessary operation and access. A catalog entry does not establish each available action. Connection Permissions.
With Ask, an outward instruction must identify the recipient and task. New approval can be necessary for a changed commitment. Connection tool permissions are another required control. Communications Policy.
Try the procedure with one task
- Give the Righthand one task with a teammate as the contact.
- Make sure that the teammate receives the permitted email.
- Tell the teammate to reply with a different request.
- Compare the returned decision with that reply.
- Examine the email records in Activity.