What do the settings for 'Participant Properties' mean?
What's the issue you're facing?
I'm looking at my Supplier Onboarding settings and would like to understand what the settings for Participant Properties mean?
Solution
This section enables you to create categories of tags that can be applied to your Participants to determine how they should be treated in elements of your onboarding process that are automated.
Each category is assigned a number of tags. Once set up, these will appear as options to select from when inviting a new participant. Where a category is “Mandatory”, every participant must be assigned at least one tag from that category.
Where tags are applied, these can be used to automatically determine which questionnaires a participant should answer. In order for these to be effective, you will also need to set up the appropriate rules. Tagging rules are applied to a questionnaire at the top of the specific questionnaire’s page. To add or amend rules, the event will need to be in “edit” mode.
When adding a participant the page where you can select these tags will look like this. You'll be able to expand each tag category and select the relvant tags and then if you have any auto-assignment conditions based on the selected tags then those questionnaires will get automatically added to the supplier you're adding.
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