View a survey instance

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

    • A survey instance represents one questionnaire assigned to one user. You view an instance to verify that survey instances were created, to check the state of a survey instance, or to reassign a survey instance.

    Before you begin

    Role required: admin or survey_admin

    Procedure

    1. Navigate to All > Survey > Survey Instances.

      The following sub-modules are available based on the state of the instances:

      • Ready to take: Displays survey instances that are ready to be taken by the user. By default, these instances are sorted in ascending order by the Number field.
      • In progress: Displays survey instances that are in progress. By default, these instances are sorted in ascending order by the Number field.
      • Completed: Displays survey instances that are complete. By default, these instances are sorted in descending order by the Taken on field.
      • Cancelled: Displays survey instances that are cancelled. By default, these instances are sorted in ascending order by the Number field.
      • All: Displays survey instances in all states. By default, these instances are sorted in ascending order by the Number field.
    2. Open a survey instance from the required sub-module.

      By default, the following fields are displayed in the Survey Instance form for all sub-modules other than Completed.

      Note:
      • When you open an instance in the Completed sub-module, you are redirected to the User's Response page.
      • Each survey instance is stored as a record on the Assessment Instance [asmt_assessment_instance] table with a modified view for survey use.

      For a description of the field values, see Survey Instance form.