View a survey instance

  • Rversion finale: Australia
  • Mis à jour 12 mars 2026
  • 1 minute de lecture

    • 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.

    Avant de commencer

    Role required: admin or survey_admin

    Procédure

    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, you can view the following fields in the Survey Instance form for all sub-modules other than Completed.
      • Number
      • Metric type
      • Due date
      • State
      • Assigned to
      • Domain
      • Expiration date
      • View User's Response
      • Retry Sentiment Analysis
      • Assessment Instance Questions
      Remarque :
      • 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.