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    Home New York Now Platform Capabilities Now Platform capabilities Service administration Survey Management Survey administration Survey users and groups

    Survey users and groups

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    Survey users and groups

    Survey users and survey user groups help survey administrators control who can take a survey.

    Survey administrators can restrict a survey so that only specified users can access it unless a survey administrator manually assigns the survey to a different user. Survey user groups provide a way to quickly designate multiple survey users.

    Administering survey users

    The list of survey users for a survey is visible on the Survey Definition and Survey Category forms. You can add or remove users from the list of survey users at any point. Note that designating a survey user does not automatically generate a survey instance for that user unless both of the following conditions are true:
    • The survey definition Schedule period is set to Daily, Weekly, Monthly, or Yearly. In this case the system assigns a new survey instance to each survey user at the beginning of each schedule period.
    • The user has no instances of the survey that are incomplete or that have not yet reached their expiration date.
    You can designate survey users from the Survey Designer, the Survey Definition form, or the Survey Category form.
    Note: If there are trigger conditions for a survey, do not create survey users. Instead, use the Trigger Conditions form to assign users.
    • Create a survey user group

      Survey user groups are groups that have the Type field set to survey and display only the information most relevant to surveys. You can assign survey groups or any user group to surveys.

    • Select recipients for a survey in the Survey Designer

      You can assign survey users while designing or modifying the survey.

    • Designate a survey user

      You can designate one survey user at a time from the Survey Definition form.

    • Designate or remove multiple survey users at one time

      Use the Survey Category form to designate or remove multiple survey users at a time.

    • Allow recipients to retake a survey

      You can configure a survey to allow recipients to resubmit their answers as many times as they like, up to the survey's due date.

    Related tasks
    • View the overview of all surveys
    • View a survey instance
    • Copy a survey
    • Publish a survey
    • Customize the appearance of a survey
    • Create a survey designer template question
    • Send survey invitations to users
    Related concepts
    • Surveys in Service Portal
    • Survey designer
    • Survey definitions
    • Survey questions
    • Survey trigger conditions
    • Survey distribution
    • Sentiment analysis for surveys
    • Legacy survey migration
    • Survey trigger conditions
    • Survey categories
    • Survey definitions
    Related reference
    • Quick start tests for Assessments and Surveys

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    Release version
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      Survey users and groups

      • Save as PDF Selected topic Topic & subtopics All topics in contents
      • Unsubscribe Log in to subscribe to topics and get notified when content changes.
      • Share this page

      Survey users and groups

      Survey users and survey user groups help survey administrators control who can take a survey.

      Survey administrators can restrict a survey so that only specified users can access it unless a survey administrator manually assigns the survey to a different user. Survey user groups provide a way to quickly designate multiple survey users.

      Administering survey users

      The list of survey users for a survey is visible on the Survey Definition and Survey Category forms. You can add or remove users from the list of survey users at any point. Note that designating a survey user does not automatically generate a survey instance for that user unless both of the following conditions are true:
      • The survey definition Schedule period is set to Daily, Weekly, Monthly, or Yearly. In this case the system assigns a new survey instance to each survey user at the beginning of each schedule period.
      • The user has no instances of the survey that are incomplete or that have not yet reached their expiration date.
      You can designate survey users from the Survey Designer, the Survey Definition form, or the Survey Category form.
      Note: If there are trigger conditions for a survey, do not create survey users. Instead, use the Trigger Conditions form to assign users.
      • Create a survey user group

        Survey user groups are groups that have the Type field set to survey and display only the information most relevant to surveys. You can assign survey groups or any user group to surveys.

      • Select recipients for a survey in the Survey Designer

        You can assign survey users while designing or modifying the survey.

      • Designate a survey user

        You can designate one survey user at a time from the Survey Definition form.

      • Designate or remove multiple survey users at one time

        Use the Survey Category form to designate or remove multiple survey users at a time.

      • Allow recipients to retake a survey

        You can configure a survey to allow recipients to resubmit their answers as many times as they like, up to the survey's due date.

      Related tasks
      • View the overview of all surveys
      • View a survey instance
      • Copy a survey
      • Publish a survey
      • Customize the appearance of a survey
      • Create a survey designer template question
      • Send survey invitations to users
      Related concepts
      • Surveys in Service Portal
      • Survey designer
      • Survey definitions
      • Survey questions
      • Survey trigger conditions
      • Survey distribution
      • Sentiment analysis for surveys
      • Legacy survey migration
      • Survey trigger conditions
      • Survey categories
      • Survey definitions
      Related reference
      • Quick start tests for Assessments and Surveys

      Tags:

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