View survey instance

A survey instance represents one questionnaire assigned to one user. You view an instance to verify that survey instances were created, to check the state of a survey instance, or to reassign a survey instance.

Before you begin

Role required: admin

Procedure

1. Navigate to All > Survey > Survey Instances.

   The following sub-modules are available based on the state of the instances:

   • Ready to take: Displays survey instances that are ready to be taken by the user. By default, these instances are sorted in ascending order by the Number field.
   • In progress: Displays survey instances that are in progress. By default, these instances are sorted in ascending order by the Number field.
   • Completed: Displays survey instances that are complete. By default, these instances are sorted in descending order by the Taken on field.
   • Cancelled: Displays survey instances that are cancelled. By default, these instances are sorted in ascending order by the Number field.
   • All: Displays survey instances in all states. By default, these instances are sorted in ascending order by the Number field.
   • Open a survey instance from the required sub-module.

   By default, you can view the following fields in the Survey Instance form for all sub-modules other than Completed.

   • Number
   • Metric type
   • Due date
   • Taken on

   • Assigned to Note:

   • When you open an instance in the Completed sub-module, you are redirected to the User's Response page.

   • Each survey instance is stored as a record on the Assessment Instance [asmt_assessment_instance] table with a modified view for survey use.