Use > Survey > Survey Integration > Survey user tasks > View the survey workflow

View the survey workflow

Service Manager Survey Integration incorporates Process Designer technology. To view the Survey Integration workflow, click Survey Management > Administration > Survey Workflows, and then double-click the Survey workflow. The survey workflow is also displayed in the Workflow section of the survey definition record.

To view specific information about a transition or phase in the survey workflow, click the transition or phase.

Out-of-box Survey Integration workflows comprise 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Retired The survey is no longer active.

Note When the date that is configured in the Active To field of the survey settings passes, the survey automatically transitions from the Scheduled phase to the Retired phase.