Workflows in survey

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1 Assign to UpRaise Admin 2 Assign to reviewer's manager 3 Other related readings

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Below are the types of workflows for Survey review template -

Assign to UpRaise Admin

In this workflow, form is assigned to the reviewer, once the reviewer is done with responses, form is assigned to back to the distributor.

Step 1 - Template is distributed by UpRaise admins or user with sufficient permissions. Reviewer will get an email notification that the form is assigned to them.

Status - NOT STARTED

Step 2 - If needed, reviewer can save the draft of the responses, that case following status is applicable.

Status - IN PROGRESS

Step 3 - Once the reviewer has submitted their responses, form is marked as Complete & is assigned to the form distributor. For distributor will receive the notification that the reviewer has completed the form.

Status - COMPLETE

If needed, form distributor can reopen the form. Once reopened, the same flow & status transitions will continue from the beginning with following status.

Status - REOPENED

Assign to reviewer's manager

In this workflow, form is assigned to the reviewer, once the reviewer is done with responses, form is assigned assigned to reviewer’s manager for approval. Based on manager’s action form is executed further, below are the details.

Step 1 - Template is distributed by UpRaise admins or user with sufficient permissions. Reviewer will get an email notification that the form is assigned to them.

Status - NOT STARTED

Step 2 - If needed, reviewer can save the draft of the responses, that case following status is applicable.

Status - IN PROGRESS

Step 3 - Once the reviewer has submitted their responses, form is assigned reviewer’s manager with following status. This workflow allows reviewer’s manager to review and approve/ reopen the form.

Status - Pending for approval

Step 4- Based on the manager’s action, following statuses are applicable.

Status -

COMPLETE - If reviewer’s manager approves the review & form is assigned back to distributor.
REOPEN - If reviewer’s manager reopens the form for some reason & form is assigned back to reviewer and workflow will be executed from the beginning with Reopened status.