Surveys

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.