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It is now possible to combine responses from multiple assignees of a Survey or Internal Audit into the one Survey Answers view. An Approver needs to be assigned as the final signoff of those responses and to close the survey/audit from additional responses being inadvertently added.

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For collaborative survey/audits additional information about the survey collaborators list will be added under survey name as the form is being worked on.

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 Note: There is no change to the current process/look for those surveys/audits that are not ticked as being collaborative

A new icon will be added at the end of each question when a survey is setup for collaboration
When the icon is clicked, a pop up will be opened to show the list of other collaborators responses.

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 For 'Likert scale' based questions, the new icon will be displayed at the end of each question row

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A new Close and Review button will be visible to the designated Approver of the survey/audit if the survey is not approved yet.

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 When the Approver clicks the Close and Review button, a confirmation message pops up asking Would you like to close and review this Survey/Audit? This will submit all the draft responses from collaborators. Clicking Yes will redirect approver to the new Approval tab.

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  • Collaborator details

  • this collaborative survey setting

  • Approved Date

  • Approved By

  • Is Approved Version (this will be yes for the approver final response and no for collaborator responses)

  • Collaborative ID. A set of collaborative responses + approver response will have 1 collaborative id. Once a survey is approved, new collaborative ID will be generated on a new response taken by a collaborator

 

Click here to download a copy of the guide

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View file
nameCollaborative Survey.pdf

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