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Assign or unassign a survey

This topic describes how a Participant Authority can assign a survey to one or more Participant Users to add additional information about the site.

Prerequisites

To assign a survey:

• You must be the Participant Authority for the Custodian Organisation. Participant Users cannot assign a survey.
• You must have a survey created or assigned by AEMO Australian Energy Market Operator with the relevant details: NEM region, Address, Dates, Survey Custodian, Owner, and so on.
• The survey status is In Progress.
• You have Participant Users set up to assign the survey to.
• You have logged in and accessed Generator Surveys.

To assign a survey

1. Click Summary Lists and then Surveys Versions.
2. The Surveys Versions interface displays where you find the survey to assign.
3. To make your search easier, you can search using the Survey ID or Version number. Or sort any of the column headings by clicking the up or down arrows.
3. Under Edit/+Version, click the pencil icon to edit.
4. Click the Survey Assignees tab and then Assign User.
5. 
5. The Assign User interface displays. Enter the Member's MSATS User ID (firstname initial and lastname) and click Search.
6. The member's details matching the search criteria display. If you have problems finding the member, see View Members in Systems Access Management (SAM).
7. If this member is the survey contact, select Primary Contact. Follow these steps anytime you want to edit the primary contact.
8. Confirm the member's details and click Assign. Check the Survey Assignees tab to confirm it is assigned correctly.
9. 

Next steps

Once you have assigned a survey, the assigned member can:

• Edit the survey

To unassign a survey

1. Follow the steps 1–3 in To assign a survey.
2. Click the Survey Assignees tab.
3. Under the Assignee ID, find the assignee.
4. Under Action, click the bin icon and Yes to confirm.
5.