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:
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.
On this page
In this section
- Tracking of user activities of the distributed form
- How does score calculation work in all UpRaise forms (without sections)?
- How does score calculation work for section wise weighted forms?
- How to import OKRs in the form?
- How to use My Forms page?
- What is Jira issue tab on view form page?
- What is the lifecycle of a 360 degree type of form?
- What is the lifecycle of a confidential (previously, single person) review type of base template?
- What is the lifecycle of a self & manager (previously, performance) review type of base template?
- What is the lifecycle of a survey type of base template?