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Chapter 3: Track progress and send reminders

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Summary
Description

Track progress

From the Survey overview dashboard go to the In progress section, and click View survey progress of the survey you would like to track. Next to the respondents’ names under each section, you will find an icon that reflects their progress:
  • Envelope Respondent has been added but not yet sent an invite
  • Grey circle If empty, it means that the respondent has not yet answered any question in that section.  The pie will ‘fill up’ to reflect the progress of that respondent. 
  • Grey circle with a check sign in it Respondent has answered all questions in that section, but not yet submitted the survey.
  •  Grey lock  Respondent has submitted the survey but did not answer all questions in that section.
  • Green circle with a check sign in it Respondent has submitted the survey and completed all questions for that section (not necessarily entire survey).
  1. You can click on those icons to view each respondent’s answers.
  2. To send reminders to respondents to fill in your survey, click Add respondents.  You will get a list of only those respondents who have not yet submitted the survey. Select who you want to contact and click Add respondents.

 

Edit email invitation

If you want to send a different email than the initial survey invite, make sure to edit the email template before you resend the invites!

Review answers

If your respondent has answered the survey you can use the review statuses. The review statuses are tags that can be used for answered questions in Collect. It can be used when reviewing the answers a supplier or manufacturer has filled in. The survey must first be published by an expert and then sent and closed by the respondent for you to be able to edit the statuses.

The different statuses are:
 Review statuses: To be reviewed, reviewed, please check and edited by expert

  • To be reviewed means that the expert has not yet reviewed the answer. Both respondent and expert can edit the answer when it is open for them.
  • Reviewed means that the expert accepts the answer. Neither the respondent nor the expert can edit the answer after this status is selected. 
  • Please check is a message from the expert to the respondent, for the respondent to check the answer when it is re-opened.
  • Edited by expert means that the expert has edited the respondent's answer. Only the expert can edit the answer.

 

Send reminders

To send reminders to respondents to fill in your survey, click Add respondentsYou will get a list of only those respondents who have not yet submitted the survey. Select who you want to contact and click Add respondents. Note! If you want to send a different email than the initial survey invite, make sure to edit the email template before you resend the invites!



<< Go back to Chapter 2: Publish your Collect survey 

Go to Chapter 4: Close the Collect survey >>

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