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Dashboard

The Survey Dashboard is the central workspace for managing a survey workspace throughout its lifecycle. It provides a comprehensive view of survey details, configuration, and current status, along with access to key controls for scheduling, publishing, monitoring progress, and managing data collection. From here, you can configure notifications and rules, track participation, and execute actions such as publish, pause, resume, export, and delete.

Navigation

Open a Project → Select a Panel → Click Surveys → Open a Survey Workspace → Click Dashboard

Set a Schedule​

You can define when a survey becomes active. It will be published automatically at the scheduled time.

  1. Click Survey Settings in the bottom-left corner.
  2. Set the desired start date and time.
  3. Click Save.

Publish a Survey​

Publishing sends the survey to participants and activates data collection. After publishing, the dashboard updates to reflect the active status and available actions.

  1. Click Publish.
  2. In the confirmation dialog, type PUBLISH.
  3. Click Publish.
note

If the scheduled time has already passed, the survey goes live immediately. Otherwise, it starts automatically at the scheduled time.

caution

The Publish button is only available if the survey has not yet been published.

Pause a Survey​

Pausing temporarily stops data collection.

  1. Click Pause.
  2. In the confirmation dialog, type PAUSE.
  3. Optionally, enable Notify Participants.
  4. Confirm the action.
note

While paused, participants cannot submit responses. The Pause button is only available if the survey has been published.

Resume a Survey​

Resuming a paused survey allows participants to continue submitting responses.

  1. Click Resume.
  2. In the confirmation dialog, type RESUME.
  3. Optionally, enable Notify Participants.
  4. Confirm the action.

Export Survey Data​

Export survey-related data for offline use.

  1. Click Export.
  2. In the confirmation dialog, type EXPORT.
  3. Choose one of the following:
    • Export Data Dictionary — Node-related information.
    • Export Results — Survey responses.
  4. The file downloads as a .csv file.
caution

Handle exported data securely, as it may contain sensitive information.

Delete a Survey Workspace​

Permanently removes a survey workspace. This action is restricted to users with the ProjectAdmin role.

  1. Click Delete Survey in the top-right corner.
  2. Enter the required confirmation text.
  3. Optionally, enable Notify Participants.
  4. Confirm deletion.
caution

Deleting a survey workspace is permanent and cannot be undone.

Send a Manual Reminder​

Send reminders to participants who have not yet completed the survey. Reminders are sent via Email or SMS based on the configured notification settings.

  1. Click Send Manual Reminder.
  2. In the confirmation dialog, type SEND.
  3. Click Send.