Configure Surveys

This section allows the user to configure each of the surveys that will later be generated and/or published. Depending on the type of survey, it can be configured in one way or another, although there is general data common to all surveys.

The information provided by the survey table is as follows:

• Name: Identifies the name of the survey model that has been generated.

• Date: Indicates the creation date of the survey.

• Activated: Allows viewing whether the survey is activated and available to users.

• Type: Provides information about the type of the survey.

• Model: Provides information about the model on which the survey will be based.

• Applied: Offers the possibility to view if the survey has been generated in the 'Survey Management' section.

The options that the tool allows for the table are as follows:

• Type: Allows defining the type of survey to be created.

• Model: Allows selecting which model to use for the survey configuration. The models that appear correspond to those defined in the Settings > Survey Models section.

• New: Clicking the button generates a new entry in the survey table.

• Delete: Allows deleting an already created survey in the table. To do this, the desired row must be selected and the 'Delete' button clicked.

• Download: Offers the possibility to download the list of surveys in editable format (xlsx) or in PDF format.

General Configuration Data

When accessing an item in the table (survey configuration), the tool allows defining the following parameters for any type of survey:

• Name: Allows identifying the name of the survey. This name will be displayed in the initial survey list.

• Type: Allows viewing the type of the survey.

• Model: Allows viewing the type of the survey.

• Date: Identifies the creation date of the survey.

• Comments: This field allows including information or instructions to complete the survey, which will be received by the survey recipients.

• Lock Follow-ups: If this indicator is marked, follow-ups are locked, preventing the creation of new follow-ups or the modification or deletion of those already in the table.

• Enabled: Allows displaying the survey on the Client Portal.

• Language: This option allows configuring the language in which notifications associated with surveys using this configuration will be sent.
  The language selector is only enabled when the SG has more than one language configured.
  By default, the main language of the entity is selected.
  The chosen language will apply to the content of all emails, notifications, and survey links intended for users who do not have an account in GlobalSuite®. For users registered on the platform, the language defined in their profile will always be used, regardless of the value configured here.
  If a previously configured language is deleted, the configurations that used it will be automatically updated, replacing it with the main language of the organization.

Notifications

It will be possible to configure the sending of alerts to the recipient to notify them that they have assigned surveys.

The main ones are:

• They can be configured for both internal and external surveys.

• They can be configured for all types of surveys.

• They are configurable from the survey launch date.

• Possibility to choose the sending frequency and;

• the time during which the notification will be active.

• They will be sent as long as the survey is not completed.

The options are as follows:

• Activate: By marking this option, the section to configure the sending of notifications will be activated.

• Frequency: It can be configured

  • Daily

  • Weekly

  • Monthly

• Active Days: The days during which notifications will be active will be indicated, taking into account the frequency.

NOTE: The maximum value established for this field is 365 days.

States

If the selected survey model has configured states, the survey configuration displays a section called "States" containing a table with the configured states and the employees assigned as responsible for each state. This table, therefore, allows assigning an employee as responsible for each state of the survey, so that depending on the state of the survey, the tool will assign the indicated employee as responsible for it.

The assignment of a responsible person to each state is done by selecting a state from the table and clicking the "Assign Responsible" button. When performing this action, a pop-up window appears containing all the organization's employees, allowing the selection of one of them and clicking the "Assign Employees" button to assign them.