Survey Management workflow

Search for	Example	Results
A single word	`cat`	Topics that contain the word "cat". You will also find its grammatical variations, such as "cats".
A phrase. You can specify that the search results contain a specific phrase.	`"cat food"` (quotation marks)	Topics that contain the literal phrase "cat food" and all its grammatical variations. Without the quotation marks, the query is equivalent to specifying an OR operator, which finds topics with one of the individual words instead of the phrase.

Search for	Operator	Example
Two or more words in the same topic	`AND` `and` `+` (plus symbol) `&` (ampersand)	`cat AND dog` `"cat food"+milk` `"cat food"&"dog food"`
Either word in a topic	`OR` `or` `\|` (pipe)	`cat OR dog` `cat \| dog`
Topics that do not contain a specific word or phrase	`NOT` `not` `!` (exclamation point)	`NOT cat` `! dog`
Topics that contain one string and do not contain another	`^` (caret)	`cat ^ mouse`
A combination of search types	`( )` parentheses	`cat + (dog \| mouse)` `cat \| dog + (! mouse)`

Metaphase: Creation

The survey is created.

Phase	Transition	Description
Create	Manual	The Survey Editor creates a survey and adds sections, structure, and questions to it, as well as selecting the fields that will appear in the survey reports. Note The survey cannot advance to Prepare phase until at least one question has been added to a survey. It is possible to return a survey to Create phase from a later phase. You can add new questions, inactivate existing questions (thereby removing them from the survey sent to users), or add report fields. This has the following implications: An existing survey that already has results is being edited. Changing existing questions might change their meanings in the results. However, in order to maintain data integrity, you cannot: Change the type of existing questions. Add or remove questions from existing Rating group questions. Change the record type of the survey. Remove existing report fields related to either the record type or the user. Each time you move an executed survey back to Create phase, its version is incremented. This enables filtering in the reports only responses that were answered on specific versions of the survey. Next phase: Prepare

Phase

Transition

Description

Create

Manual

The Survey Editor creates a survey and adds sections, structure, and questions to it, as well as selecting the fields that will appear in the survey reports.

Note The survey cannot advance to Prepare phase until at least one question has been added to a survey.

It is possible to return a survey to Create phase from a later phase. You can add new questions, inactivate existing questions (thereby removing them from the survey sent to users), or add report fields. This has the following implications:

An existing survey that already has results is being edited.
Changing existing questions might change their meanings in the results.

However, in order to maintain data integrity, you cannot:

Change the type of existing questions.
Add or remove questions from existing Rating group questions.
Change the record type of the survey.
Remove existing report fields related to either the record type or the user.

Each time you move an executed survey back to Create phase, its version is incremented. This enables filtering in the reports only responses that were answered on specific versions of the survey.

Next phase: Prepare

Metaphase: Publication

The survey is prepared for execution.

Phase	Transition	Description
Prepare	Manual or automatic	In this phase, the Survey Editor can define execution dates, create business rules for sending the survey, and prepare reports. If an Active from date is specified, the workflow automatically transitions to Execute phase when this date is reached. The Survey Editor can return the survey to Create phase to add additional questions to the survey or change the fields to be included in a report. Note Business rules are active and reports can be consumed only when the survey is in Execute phase. Next phase: Execute or Create

Phase

Transition

Description

Prepare

Manual or automatic

In this phase, the Survey Editor can define execution dates, create business rules for sending the survey, and prepare reports.

If an Active from date is specified, the workflow automatically transitions to Execute phase when this date is reached.

The Survey Editor can return the survey to Create phase to add additional questions to the survey or change the fields to be included in a report.

Note Business rules are active and reports can be consumed only when the survey is in Execute phase.

Next phase: Execute or Create

Metaphase: Consumption

The survey has been sent out and data is being collected.

Phase	Transition	Description
Execute	Manual or automatic	In this phase only, business rules are active and answers are being collected. If an Active until date is specified, the workflow automatically transitions to Assess phase when this date is reached. Data is aggregated and sent to the analytics database once every 24 hours. Next phase: Assess or Create
Assess	Manual	In this phase, no further data is collected. At this point, the Survey Editor can analyze reports and review hot topics. Next phase: Archived, Create, Prepare, or Execute.

Phase

Transition

Description

Execute

Manual or automatic

In this phase only, business rules are active and answers are being collected.

If an Active until date is specified, the workflow automatically transitions to Assess phase when this date is reached.

Data is aggregated and sent to the analytics database once every 24 hours.

Next phase: Assess or Create

Assess

Manual

In this phase, no further data is collected. At this point, the Survey Editor can analyze reports and review hot topics.

Next phase: Archived, Create, Prepare, or Execute.

Metaphase: Retirement (End)

The survey is inactive.

Phase	Transition	Description
Archived	None	Execution and review of the survey is complete. The survey is inactive, and no further data usage occurs. Also, all saved data is cleared out, and reports are inactivated to free up quota for the tenant. Next phase: None

Phase

Transition

Description

Archived

None

Execution and review of the survey is complete.

The survey is inactive, and no further data usage occurs. Also, all saved data is cleared out, and reports are inactivated to free up quota for the tenant.

Next phase: None