Survey review template workflow
Introduction
As the name suggests, a survey-based template can be used to conduct different types of surveys.
Workflows
There are two different workflows available for survey base template:
Assign to UpRaise admin
Assign to reviewer's manager
Assign to UpRaise admin
In this workflow, once a survey is responded by the user, the form will be assigned to the UpRaise admin/ user who has distributed the form.
Steps to understand the workflow
The survey template with this workflow will be distributed by UpRaise admin/users with relevant permissions.
The reviewer receivea an email notification about the review form distribution.
The reviewer opens the form and responds to the questionnaire, if needed, they can save it as draft and share it later.
Once the reviewer is done with their responses, they will mark it as complete.
Now, this form will be assigned to UpRaise admin/ user who has distributed the form.
Form statuses involved according to 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.
Assign to reviewer's manager
Steps to understand the workflow
The survey template with this workflow will be distributed by UpRaise admin/users with relevant permissions.
The reviewer will receive an email notification about the form distribution.
The reviewer opens the form and responds to the questionnaire. If needed, they can save it as draft and share it later.
When reviewer shares the form with his manager, the manager receives email notification and manager checks responses given by reviewer.
If all responses are acceptable, reviewer's manager marks it as complete else reopen the form.
If reopened, the same flow & status transitions will continue from the beginning.
If completed, form is assigned to admin/user who distributed the form.
Form statuses involved according to 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.