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Approve or Reject Surveys Sent from Your Workspace

When a Project Coordinator in your workspace sends surveys to someone in another workspace, a Workspace Admin has to approve it first. Nothing goes to the recipient until you do. (Sends made by Workspace Admins don’t need approval.) See Sending Surveys to Other Workspaces for how sending works.

When You’ll Be Asked#

We email every Workspace Admin when a transfer needs approval. The email says who is sending which surveys to whom, and has links to approve or reject it.

Hello,

Alice Aardvark (alice.aardvark@example.com) wants to send a copy of 3 surveys 
from the Water Quality project in the The Demo Place workspace 
to Dave Pereira-Gurnell (dave@cartographer.io).

Nothing has been sent yet. 

An administrator of The Demo Place must first approve the request, 
and Dave will not hear about it until one does. 
If nobody does, the request will expire in 7 days.

If it is approved, Dave will be able to 
add a copy of the surveys to a project they coordinate in another workspace. 
The originals will stay in Water Quality.

You can approve the request by clicking this link:

https://app.beta.cartographer.io/survey/transfer/aaaaaaaa-bbbb-cccc-dddd-eeeeeeeeeeee/approve

or reject it by clicking this link:

https://app.beta.cartographer.io/survey/transfer/aaaaaaaa-bbbb-cccc-dddd-eeeeeeeeeeee/reject

Either link will open the request in Cartographer and ask you to confirm. 
You can also review the request here:

https://app.beta.cartographer.io/survey/transfer/aaaaaaaa-bbbb-cccc-dddd-eeeeeeeeeeee

You are receiving this email because you are an administrator of the The Demo Place workspace.

Best regards,

The Cartographer Team

How to Approve or Reject a Transfer#

  1. Click Approve or Reject in the email. This opens the project’s Transfers tab and asks you to confirm. Nothing happens until you confirm.
  2. Click Approve Transfer or Reject Transfer to confirm.

You can also go to the project’s settings page, click the Transfers tab, and choose Surveys. Transfers that are waiting for approval have Approve and Reject buttons.

Once you’ve decided:

  • if you approve, we email the recipient with a link to accept the surveys;
  • if you reject, the surveys aren’t sent and the recipient isn’t told.

Either way, we email the person who sent the surveys to let them know.

Things to Check Before You Approve#

  • Do you know the recipient? The email shows their address. Surveys sent outside your workspace are copied and can’t be called back once they’ve been received.
  • Are these the right surveys? Click View Surveys on the transfer to see exactly what’s being sent.
  • Is the data yours to share? Check any agreements with your clients, partners, or volunteers.
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The time the recipient has to accept starts when the transfer is started, not when you approve it. If you take a while to approve, they’ll have less time, and the transfer may expire before they get to it.

Only Workspace Admins of the workspace the surveys are coming from can approve or reject. Other people can see the buttons on the Transfers list but can’t use them.