Responding to a survey from the portal

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Third-party respondents and respondent that do not have login access to the platform use a Survey Portal to respond to a survey.

Before you begin

A system administrator assigns the survey portal user role to users. For more information, see Setting up users.

About this task

When a survey portal issue is created, assignees who are survey portal users receive an issue by email. The issue notifies the user that a survey response is waiting on the user to complete it. The email includes a link to the Survey Portal login page.

The Survey Portal is specifically designed to gather survey responses. A Getting started message is published on the Survey Portal home page.

As the survey portal user completes the survey, the status of each section is updated. A green tick mark is displayed for sections that are completed.
Note: When the first answer is saved, the status of the issue that is linked to the survey automatically changes from Raised to Investigating.

Survey portal users can view and add comments to a response. The survey portal users communicate with the survey administrator by using comments.

Procedure

  1. Click the View button in the survey portal issue to open the Survey Portal. Log in with your credentials.
  2. Optional: Review the Getting started message on your Survey Portal home page.
  3. In each section, add your response to each of the questions.
  4. Optional: Add a comment to communicate with the survey administrator.
  5. When you complete all of your answers, click Submit in the portal.
    The survey administrator receives an email notification that the linked issue is updated to reflect that the user has completed the survey.

What to do next

When the survey portal user submits the survey responses and updates the linked issue status to Submitted, the survey administrator can set the associated issue to resolved. At this point, the survey portal user can no longer change their answers through the portal.