Assessment section assignments (formerly section delegations) — assigning a questionnaire section to a collaborator and merging their draft

Last updated: July 30, 2026 by Steve

Section Assignments

Coordinators can hand a questionnaire section to a subject-matter expert who never needs access to the whole assessment. The assignee works in the section-assignment panel (breadcrumb: assessment # › Assignments › section name); the coordinator manages and reviews section assignments from the assessment's Assignments tab — see Assessment Details.

Completing a Delegated Section

As the assignee:

  1. Read the Instructions and the section's questions.
  2. Fill in answers — free-text (optionally per-language), Yes/No, single/multi-choice, date, number, and attachment references.
  3. Log Hours against the assignment and attach reference Documents from that panel's tabs.
  4. Click Submit when done.

Section assignment panel

Autosave and When You Can Edit

Answers autosave as drafts — the last keystrokes are flushed even if the panel is closed quickly. Editing is allowed only while the work is with the assignee: In Progress or Changes Requested.

Approving or Requesting Changes

When the section is submitted, the coordinator either:

  • Approves — merging the answers into the assessment, or
  • Requests changes with a note that sends the section back to the assignee.

A returned-count and status chip track the round trips, and a Discussion thread is available on the assignment for back-and-forth.

Assignment review round trip

The same assignment once approved — the Approved status and the approval date recorded

Privacy by Design

Delegates work only within their assigned section and see no requestor PII.