Managing surveys
Use the Surveys workspace to monitor active surveys, review processing status, and track completion progress.
Navigating the Surveys workspace
The Surveys workspace includes three tabs:
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Surveys in use View active surveys and current status.
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Archive View deleted surveys and restore them before hard deletion.
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Audit log View survey events and who performed each action.
Reviewing surveys in use
The Surveys in use table includes survey metadata and processing details.
| Field | Description |
|---|---|
| Name | Survey file name. Select the name to open the survey. |
| Type | Document category assigned during upload. |
| Date Added | Date the survey was uploaded. |
| Due Date | Survey due date set during upload. |
| Date Completed | Date the survey reached completion. |
| Status | Current processing state, such as In-Progress, Ready, Done, or Extraction Failed. |
| Questions | Number of questions detected in the survey. |
| Progress | Percentage of completion shown as a progress bar and value. |
| Actions | Available row actions for the survey. |
Filtering and sorting surveys
Use filters and sorting controls to find surveys faster.
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Status chips Filter by All, Overdue, In Progress, Under Review, Completed, or Rejected.
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Column sorting Sort rows by available sortable columns, such as date fields.
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Pagination Change rows per page and move through pages using the footer controls.
Deleting a survey from active view
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In Surveys in use, locate the survey row.
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Select the delete action in the Actions column.
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Confirm the delete action.
Deleted surveys move to the Archive tab.
