View a 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 or survey_admin
Procedure
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
- State
- Assigned to
- Domain
- Expiration date
- View User's Response
- Retry Sentiment Analysis
Assessment Instance Questions 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.
Parent Topic:Survey administration
Related topics
Customize the appearance of a survey
Create a survey designer template question
Sentiment analysis for surveys