What is the lifecycle of a survey type of base template?

What is survey base template

As the name suggests, survey base template can be used to conduct different types of surveys. There are two different workflows available for survey base template:

1. Assign to Employee Success admin

2. Assign to reviewer's manager

Lifecycle of a survey base template

1. Assign to Employee Success admin

In this workflow, once a survey is responded by the user, the form will be assigned to the Employee Success admin/super admin whoever has distributed the form.

Form statuses involved according this workflow

• Not Started: Once the form is distributed and no action is taken by the reviewer.
• In Progress: When the reviewer has saved responses as a draft.
• Completed: When the reviewer is done with his responses and clicks on complete option.
• Reopened: When admin or super admin reopens form for some reason.

2. Assign to reviewer's manager

Form statuses involved according this workflow

• Not Started: Once the form is distributed and no action is taken by the reviewer.
• In Progress: When the reviewer has saved responses as a draft.
• Pending Approval: When reviewer has responded and shared form with their manager.
• Reopened: When the manager receives form responded by reviewer and reopens it for some reason.
• Completed: When the reviewer's manager is done with reviewing form and clicks on complete option.