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Enabling a survey to be answered

Gear icon that leads to the survey type configuration step, where the requirement settings are configured. Document icon with an addition symbol, that leads to the create survey step, where a new survey is initiated. Network diagram icon that leads to the structure survey step, where the survey is organized. Group of people icon with an addition sign, that leads to the define respondents step, where the participants are selected for the process.
Checkmark icon, that leads to the enable survey for responses step, where the survey is activated to receive user responses. Pencil on paper icon, that leads to the Respond to survey step, where the user fills in the required answers. Pencil and padlock icon that leads to the survey closure step, where the user finalizes their answers.

 

Prerequisites

  • Previously created survey.
  • Access to the Execution > Survey execution (SV028), Management > Survey planning (SV005), or My tasks > Survey execution menu.

 

Introduction

Once a survey is created, it moves on to the execution step. Now, the answers need to be enabled in order for it to start.

This step can be performed via the Execution > Survey execution (SV028) or My tasks > Survey execution menu.

See how to perform this operation below:

 

Executing a survey

1. Access the Execution > Survey execution (SV028) menu or the My tasks > Survey execution menu.

2. Select the desired record and click on the Execution icon. button to execute the survey.

3. On the screen that will open, enter the execution Start date in the Actual section.

4. Make sure that the Section tab and the Respondent tab are filled out correctly.

5. Click on Save.

6. Then, click on the Enable answers button.

7. After that, the system will ask if you wish to enable the survey to be answered. Click on Confirm. 

User following the steps described above to enable a survey for responses.

 

Conclusion

Thus, the survey has been enabled to be answered and can be filled out.

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Index

Prerequisites Introduction Executing a survey Conclusion

First steps

Advanced resources

New features