Manage a Survey

After creating a Survey, the authors can manage it by editing and deleting it.

Navigate to Surveys and click the Surveys tab.

Select Authored by You from the drop-down menu.
Click the Survey you want to manage.

Manage a Survey1

In each Survey, click the Overflow Menu Icon at the top right for the following actions:
- Click Edit to modify the Survey title and description.
- Click Push to Template Library to push a Survey to the template library to make it available to other admins and survey managers. Learn more in Create a Survey.
- Click Manage Authors to select admin and survey manager as Author and/or Co-authors.
- Click Copy to duplicate the Survey.
- Click Delete to delete the Survey.

Note: Deleting the Survey will impact the associated workflows, deleting all assignments and responses.

Manage a Survey2

You can also manage the Survey assignments and questionnaires.

In the Assignments tab, click the Overflow Menu Icon on each assignment for the following actions:
- Click Edit to modify the assignment.
- Click Respondents to add or remove the respondents. Learn more in Manage the Respondents.
- Click Recurrence to schedule the recurrence for the assignment, such as Weekly, Monthly, Quarterly, Bi-Annually, Annually, and Custom as required. Learn more in Survey user guide for Admins.

Note: Once the assignments recur, they will appear below the parent assignment with automatic numbering.

- Click Close to end the assignment.

After closing an assignment, you can view its status as ENDED, indicating that response collection has stopped.

Note: Closing the assignment disrupts the associated workflows.

After closing an assignment, you can view the Open option in the overflow menu.

- Click Open to open the closed assignment anytime, which removes its end date and makes it available for the respondents. Once you open the assignment, you can view its status as ACTIVE.
- Click Delete to delete an assignment.

Note: If you delete an assignment,

The respondents cannot access it.
It removes the responses.

The above options are common for all four assignment types. Along with the above options, in the assignment type

- Post the Survey on social: You can view the Share option to share the assignment.
- Generate a public URL: You can view the Copy URL option to copy the URL and share the assignment with anyone within and beyond the organization.

Manage a Survey3

In the Questionnaire tab, you can perform the following actions:

In each section field, you can:

- Click the Edit Icon to edit the section name and description.
- Click the Overflow Menu Icon at the top right to delete and reorder the sections.

In each question field, hover over the question, and you can:

- Click the Edit Icon to edit the question and rearrange the choices.
- Click the Copy Icon to copy the question.
- Click the Delete Icon to delete the question.

Note: After sharing the Survey, you cannot

Delete the section(s)
Delete the questions
Change the question type
View the Delete Section option and Delete Icon on questions

You can only hide the questions, which affects the collected responses.

- Click the Six Dot Icon to rearrange the question.

Manage a Survey4-1

If respondents have already submitted their responses to an assignment, and if you edit the assignment, the responses of those respondents will not generate for the edited questions. You have to remove those respondents and add them again to make the edited assignment available to them.

After editing the Survey, you can share it within and beyond the organization. Learn more in Share a Survey.