What is the lifecycle of a survey type of base template?
- Annu
- Anand Inamdar
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:
Assign to UpRaise admin
Assign to reviewer's manager
Lifecycle of a survey base template
1. Assign to UpRaise admin
In this workflow, once a survey is responded by the user, the form will be assigned to the UpRaise 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.