Admins can change the status of surveys, enhancing efficiency and streamlining workflows. Here's how you can take advantage of this feature:
What do the survey statuses mean?
Before changing a survey's status, it’s helpful to understand what each status means:
Status | What the respondent can do | Notifications | Results and reports | Typical scenario |
Waiting for respondent | The respondent can access the survey and provide or update their response. | Respondents are notified. | Existing responses are retained/updated. | Reopen a survey that was submitted by mistake or allow the respondent to make changes. |
Finalized | The respondent can no longer complete and edit the survey. | Respondents are notified. | The response is treated as final. | Close a survey after the respondent has completed their response. |
Note: Changing a survey's status is currently available for non-anonymous surveys only.
When should I change the status?
Use “Waiting for respondent” when the respondent still needs to complete the survey or needs to make changes to their response.
Use “Finalized” when the response is complete and you want to prevent further changes.
For example, if a respondent accidentally submits a survey before completing it, you can change the status back to Waiting for respondent so they can continue or correct their response.
Accessing Survey Status Management:
Navigate to the Surveys Module: Log in to your Teamflect account and head to the Admin Center. Click on the Surveys module to access the survey management interface.
Select the Desired Cycle: Within the Surveys module, locate the existing survey cycles and select the one you want to manage. Click on the Survey cycles and click on "see/update surveys button" to see its details.
View and Update Surveys: Once you're inside the selected cycle, navigate to the "See/Update Surveys" section. Here, you'll find a list of all the surveys within the cycle, along with their current statuses.
Changing Survey Statuses:
Choose the Desired Status: For each survey listed, you'll see a status option. Click on the pen icon to bring the dropdown menu next to the survey you wish to update.
Select the New Status: From the dropdown menu, choose the appropriate status for the survey. You can select either "Waiting for respondent" or "Finalized."
Save Changes: Once you've selected the new status for the survey, make sure to save your changes. The survey status will be updated accordingly.
Important considerations
Changing a survey's status can affect what the respondent is able to do with their response. If the survey is anonymous, the status cannot be changed.