Use > Survey > Service Manager Survey > SM Survey administrator tasks > View the SM Survey workflows

View the SM Survey workflows

User roles: System Administrator

SM Survey incorporates Process Designer technology. Scheduled SM surveys and SM survey templates are managed by a Process Designer workflow.

To view the workflows, follow these steps:

  1. Click Survey Management > Administration > Survey Workflows.
  2. Double-click the Survey workflow. The survey workflow is also displayed in the Workflow section of the survey definition record.

    Note This workflow applies for both SM Survey and Survey Integration.

    Out-of-box, the Survey workflow comprises the following three phases.

    Phase Description
    Planning The survey manager configures survey settings such as data filters, recipients, and parameters. Survey invitations are not sent during this phase.
    Scheduled The survey runs for the configured period. The majority of settings are no longer editable during this phase.
    Retired The survey is no longer active.
  3. Double-click the Survey Template workflow.

    Out-of-box, the Survey Template workflow comprises the following three phases.

    Phase Description
    Draft The survey template is editable in this phase. The survey template is not yet available for user selection when users create surveys.
    Published The survey template is published to users. Users can select the template when creating applicable surveys.
    Retired The survey template is no longer active.

Related topics

Service Manager Survey

Related topics

Create a survey template

Create an SM survey for a module