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How can I change the status of a survey?
How can I change the status of a survey?
Isabella R. avatar
Written by Isabella R.
Updated over a week ago

We're excited to announce a new feature that gives admins more control over survey management within cycles. With this update, admins can now change the status of surveys, enhancing efficiency and streamlining workflows. Here's how you can take advantage of this feature:

Accessing Survey Status Management:

  1. 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.

  2. Select the Desired Cycle: Within the Surveys module, locate the existing survey cycles and select the one you want to manage. Click on the cycle to enter its details.

  3. 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:

  1. 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.

  2. Select the New Status: From the dropdown menu, choose the appropriate status for the survey. You can select either "Waiting for respondent" or "Finalized."

  3. 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.

Benefits of Survey Status Management:

  • Increased Autonomy: Admins now have the power to manage survey statuses independently, without needing to rely on support from the Teamflect team.

  • Streamlined Workflow: Save time and effort by updating survey statuses directly within the platform, eliminating the need for manual requests or external assistance.

  • Enhanced Control: With the ability to set statuses such as "Waiting for respondent" or "Finalized," admins have greater control over the survey process.

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