View Questionnaire Responses in Approval Steps

To view questionnaire responses in an Approval
or Approval Chain
step of a business process, the security groups on the business process step must have access to the Questionnaire Results
domain or have access to a security segment on the domain.

To view questionnaire responses in an Approval Chain
step, each approver in the chain must have access to the Questionnaire Results
domain.

You must have a Complete Questionnaire
step preceding the Approval
or Approval Chain
step in the business process definition in order to view questionnaire responses.

Security: These domains in the System functional area:

Business Process Administration

Manage: Business Process Definitions

Workday enables business process approvers and reviewers to look at the results of questionnaires that users completed in prior steps of the business process. Each user who completes a questionnaire has a unique response. Multiple users can't share the same response.

You can't review questionnaire results on a Consolidated Approval
step. You must add a separate Approval
step to do so.

From the related actions menu of an Approval
or Approval Chain
step on the business process, select

Business Process

Configure Supporting Information

You can configure supporting information on some Action
steps when there's a questionnaire in a previous step of the business process. Example: Review Employee Hire
action step.

Select an

Effective Date

The default effective date is the current date.

Enter the

Time Zone

The default time zone is the user's current time zone. You can only enter a time zone if you select the

Business Process Configuration Time Zone

check box on the

Edit Tenant Setup - System

task. When you enter:

The current date, the changes take effect on the day of processing in the specified time zone. Users in other time zones see the changes at 00:00 (midnight) in the specified time zone.

A future date, the changes take effect at midnight on that date in the specified time zone and at the corresponding date and time in other time zones.

A past date, the changes take effect at 23:59:59 on that date in the specified time zone and at the corresponding date and time in other time zones.

In the

Complete Questionnaire Step

prompt, select a questionnaire completed in a prior Complete Questionnaire
step in the business process.

When you copy a business process definition that includes a Complete Questionnaire
step, Workday also copies any supporting information configured on the corresponding Approval
and Approval Chain
steps to the new business process definition. If a questionnaire is inactive or isn't allowed for that business process, Workday doesn't copy the questionnaire or the supporting information to the new business process definition.

When the business process is assigned to the approver or reviewer, the name of the questionnaire is displayed in the

Additional Information

section. Click the number next to

Respondents

to view the answers to each question for each respondent to the questionnaire. You can also export the questionnaire responses to Excel or PDF formats.