Surveys

Edit online

You can create new surveys and manage existing surveys, then send these surveys to users for their responses.

Use the Surveys application to:

  • Create surveys
  • View surveys
  • Modify surveys
  • Delete surveys
  • Send surveys - automatically & manually

The Surveys- application has the following tabs:

List
Survey
Survey Preview
Survey Results

The status of a survey can be in DRAFT, ACTIVE, or CLOSED. The following conditions for each status:

  • The default status for a new survey is DRAFT.
  • A survey can be edited only in DRAFT status.
  • A survey can be moved from DRAFT status to ACTIVE or CLOSE status.
  • A survey cannot be edited in ACTIVE or CLOSE status and never moved to DRAFT status.
  • A user cannot fill in a survey after a survey is moved to CLOSE status. A CLOSED survey is considered complete and ready for survey report generation.
  • Survey reports can be generated in ACTIVE or CLOSE status.