Skip to main content
Administrator Guide
Last Updated: 2023-06-23
Concept: Surveys

Concept: Surveys

You can use surveys to:
  • Increase worker engagement.
  • Gain constructive feedback.
  • Inform your business decisions.

Survey Home

On the
Survey Home
report, you can:
  • View surveys you’ve launched or saved as a draft.
  • Access tasks to create and edit surveys.

Survey Status

What you can do with surveys depends on their status:
Status
Description
Draft
Surveys you haven't launched yet. You can only edit or share surveys in
Draft
status.
Open
Surveys currently accepting responses.
Closed
Surveys you closed to prevent additional responses.
Scheduled
Surveys that have a future launch date.

Survey Responses and Results

To see who responded to survey questions, you can access these reports, secured to the
Questionnaire Results
domain:
  • Survey Results
    to view report charts for single-select and multi-select questions.
  • Survey Responses
    to view responses by individual or all questions.
The
Questionnaire Results
domain uses segmented security so you can use security groups to limit report access to specific workers.
You can access the
Survey Results
report by clicking
View Results
on the
Surveys Home
report. You can access the
Survey Responses
report to view responses to:
  • Individual questions by clicking
    View Results
    on the
    Survey Home
    page.
  • All questions in a survey by running the report from global search.
You can also create custom reports on survey results using report fields secured to the
Questionnaire Results
domain or one of these report data sources (RDS):
  • Survey Response
  • Survey Answer
To see who responded and didn't respond to a survey, access the
View Survey Response Rate
report, secured to these domains:
  • Create and Manage Surveys
  • Manage Surveys
  • Questionnaire Creation and Distribution
You can access this report by clicking the
View Response Rate
button on the
Surveys
dashboard.

Surveys Dashboard

You can use the
Maintain Dashboards
report to configure the
Surveys
dashboard.
You can configure the dashboard to include these reports:
  • Active Surveys
  • Draft Surveys
  • Closed Surveys