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Survey - Reviewer

Overview

The Survey Reviewer user group allows users to gain access to all surveys on the Tool, under the selected tenant; those created and answered by other users under that Tenant. In other words, reviewers can access all surveys even if they were not included in the distribution. Survey Reviewers can access the surveys on their dashboard and can view the drafts of the surveys. Note: The draft shown will be the most recent version of the draft that is available.

To become a Survey Reviewer, follow these steps:

  1. Click on the Setting icon present on the toolbar on top of the page. This toolbar will be present on all pages on the Tool Image highlighting settings icon

  2. On the Settings drop-down, click on System Users

    Image displaying settings dropdown list

  3. Once on the System Users page, click on the Search Bar

    Image highlighting search bar

  4. Type in your name here. Your user details will be filtered and presented to you

    image displaying user details

  5. Click on the Edit button corresponding to your name

    image highlighting edit icon

  6. The Edit User pop-up will appear.

    image displaying edit popup screen

  7. Click on the User Group field

    Image highlighting user group field

  8. From the drop-down menu, type in Survey Reviewer or scroll down to find it.

    Image highlighting survey reviewer option from dropdown list

  9. Once Survey Reviewer has been selected, click on the Save button at the bottom of the pop-up

    Image highlighting save button

  10. On doing so, you get logged out of your account and will be required to log back in

    image of login page

  11. Once logged in, all surveys under that Tenant will be available on the Surveys dashboard

    image displaying surveys in dashboard

  12. The surveys can be found on Survey module as well

    image showing surveys in surveys module

  13. Here you can also view the drafts for the survey. To do so, click on the Is Draft Available field corresponding to the survey of your choice

    Image highlighting Is Draft Available column

  14. In this example, we click on Yes, corresponding to the first survey Image highlighting Is Draft Available answer for selected survey i.e Yes

  15. On clicking Yes, the draft to the survey is displayed.

    Note: If there are no drafts available, the Is Draft Available field will contain 'No'.

    Image displaying the draft for selected survey

Note: Survey reviewer permission will not be applicable for restricted surveys.

Users need restricted survey viewer role to view restricted survey details.

User needs restricted survey manager role to create/edit restricted surveys.