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Screenshot 18: Assigning statements to participants in Stage 2
As with Stage 1, positioning your mouse cursor over a statement title will display the
statement’s description, objectives and risks. The table contains columns for each of
the participants you have invited, plus a final column that lists the ratings you have
given each statement (if applicable). If you hover over a participant’s username in a
column heading a pop-up will load that displays some information about the user such
as their name and email address.
If you wish to assign a statement to a participant simply click on the relevant
checkbox in the participant’s column. Doing so will automatically save the
assignment, and you can remove the association by clicking on the checkbox again.
Assigning statements is a purely optional part of the CARDIO process, and users are
still able to submit ratings for statements they have not been assigned to. The
assignment of statements simply highlights the chosen statements in yellow when the
user comes to view the legs with the aim of helping the user tell at a glance which
statements are of the most relevance to them. Note that it is perfectly acceptable to
assign a statement to multiple participants or leave a statement unassigned.
Once you have made all the statement assignments you consider necessary you can
choose to activate Stage 2 for all users by clicking on the Activate Stage 2 for all
users and send notification emails button at the bottom right of the page. Doing so
will load a page that enables you to send a customised email to each of the
participants of your planning process, as shown in the following screenshot:
Page 21 of 42
CARDIO User Manual Version 1
April 2011