Managing Survey 

Administrators can initiate, edit, suspend, delete, or inactivate surveys.

 Initiating a Survey 

Survey can be initiated in the following ways:

Go to Admin > User Survey > Survey Configuration and click Initiate Survey. (or)

Select a survey and click Publish Survey.

 

To send a survey manually for a particular request,

• Open the request.

• Click Actions > Send Request.

 

The first request-based survey list that matches the request criteria is sent to the user.

 

 Edit a Survey 

To modify a survey:

• Open the survey.

• Update the survey questions or settings as required.

• Click Update Survey or Save and Publish.

 

 Suspend a Survey 

Suspend a survey to temporarily stop sending it to users.

You can stop a survey in either of the following ways:

• In the Survey Configuration page, click Actions icon > Stop Survey.

• In Survey Details page, click Stop Survey.

 

You can resume stopped surveys by initiating them again.

 

 Delete a Survey   

Delete surveys that are no longer required.

You can delete a survey in either of the following ways:

• Click Actions icon > Delete Survey in the survey list view. (or)

• Select a survey and click Delete Survey on the form header.

 

 Marking a Survey Inactive 

Inactivate a survey to stop it permanently while retaining its responses and historical data.

• Click Actions icon and select Mark as Inactive.

Published surveys that have received responses can only be inactivated and cannot be deleted.

 

 Resend Survey 

To resend the survey for a request that has a submitted response,

• Select the request and choose Actions > Resend Survey.

 

The user’s previously submitted responses will be pre-loaded in the survey. The user can modify these values and submit the updated survey.

The resent survey email is recorded under Email Notifications and the resend action is logged under History.

 

Survey preview     

Use Preview icon in the survey home page to review any questions in the survey.
 

 

Reordering Request-based Survey 

Reorder request-based surveys to define their priority. When multiple surveys match the same request, the survey with the highest priority is sent.

• In Request-based Survey list view, click Reorder.

• Enter the desired order number next to surveys or drag and drop surveys to the required position.

• Click Apply Changes.

 

 

 

Inactivating a Survey