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Take a survey

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Take a survey

Surveys that are assigned to you, and that are not complete, appear in your assessment and survey queue.

Before you begin

Role required: none

About this task

Each assessment or survey appears as a card in the queue. The card contains helpful information, including the survey name, state, and due date, and a button to launch the questionnaire. Overdue surveys are clearly marked with a red icon and red due date. You must answer every mandatory question, indicated by a red asterisk, before you can submit the survey. If you start to take a survey but cannot complete it, save your responses and return to it later. When you have answered all the questions and are satisfied with the responses, submit the survey.


  1. Navigate to Self-Service > My Assessments & Surveys.
    Users with the assessment_admin role, including survey administrators, can display other users' assessments and surveys in addition to their own. Use the Show all and Show assigned to me related links at the bottom of the queue to show and hide assessments and surveys. Click a card assigned to another user to open the associated metric type or survey definition.
  2. Click Take Survey on a survey card to open the questionnaire.
    If there is more than one survey category, you can click the collapse or expand icon to hide or show the questions in the category.
  3. Answer each question to the best of your ability.
    If you are unsure of how to respond to a question or if a question does not apply to a particular record, select Not Applicable, if available.
  4. Complete one of the following steps.
    Save your responses without submitting them Click Save. You can close the questionnaire and access it later from your queue.
    Note: The system does not save the survey if there are invalid responses, such as a letter in a date field. You must enter valid responses or remove invalid responses before you can save the survey.
    Submit the survey after answering all questions Click Submit. You cannot return to the questionnaire after submitting.
    Note: If there is an unanswered mandatory question or an invalid response, an error message appears and the problematic questions are temporarily highlighted.