Use this template to gather votes and feedback from teams. There are always situations when organizations want to conduct voting polls to make decisions based on employee feedback.

This template has two different workflows. The 'Assign to UpRaise admin' workflow assigns the form to admins at the end to evaluate the response. In contrast, the 'Assign to Reviewer’s manager' workflow assigns the form to the designated manager of the reviewer, as per the UpRaise company directory setup. The manager then decides to approve or disapprove the given response by the reviewer.

Navigate to Forms >> Templates >> Create >> Survey

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Like mentioned above, there are two workflows for survey templates.

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Read more about Survey review template workflowPreview here.

Below fields are available in template details -

• Name - Template name

• Description - Description of the template with additional details about the template.

• Distribution mode - Based on selected modes, relevant templates will be listed when you select triggers in Form rule automation.

• Other settings - define whether you want the Feedback and issues tab to appear within the form response page for the reviewer’s reference. Having these tabs enabled will allow reviewers to have feedback and Jira issue information handy for the team member they are reviewing.

Add these template details and click on Next.

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Add a relevant questions and sections in the template. The form creation process is the same for every template; the difference is only for form users. In this form, there is only one type of user involved that is reviewer. Also, read more about questions and sections in the template and save the template. You can save it and distribute it later, or distribute it right away.

As explained in Manage distributionsPreview. The process of distribution is the same for all types of templates.

Once the entire setup is done, one can save, schedule, or distribute the form. read Manage distributions | Distribute, Save as draft or Schedule distributionPreview.

On the view responses page, admin/HR (whoever distributes the form) can keep an eye on the form statuses. They may want to generate some reports by exporting forms or create user generate starts using UpRaise reports, all of this is possible on view responses page.

As shown in above image, there are three tabs on the view responses page.

• Forms - Displays all the forms in the distribution

• Reports - Generate report with the given distribution right away, instead of navigating to the reports section

• Details - All the distribution details

Forms

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1. As shown in the above image, Forms tab is all about the forms, their information, and actions. From this tab, the top chart shows the statuses of the forms.

2. Filters to search for a specific set of users.

3. Plus icon allows adding more user pairs in the ongoing distribution.

4. Actions (…) beside plus sign have actions like Export to Excel, Start/stop accepting inputs, and Extend due date. These options work at the distribution level. Below that, provided is the list of users added to the form.

5. Every form is displayed with its current status, scores, assignee, etc.

   1. Green pencil icon dictates that form is still accepting input. When form is closed, red pencil icon will be displayed and it won’t accept any input.

6. Actions (…) has options like Export to Excel, Start/stop accepting input, Delete, Print. This will be available for each team member and work at user level only.

7. View option to open and view individual form.

Reports

This tab has a two types of reports. Clicking on report generates a report for the current distribution. This is a handy way to generate a report instead of navigating to Reports section in the app. Read ReportsPreview.

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Details

This section is quite self-explanatory. This tab contains all the distribution details added while creating a distribution. A handy way to check the distribution setup.

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