Survey Tasks are created for each recipient, see Launching a Survey. The survey is accessed via any Task report such as My Tasks report in the Home application. Alternatively, a notification with a link can be set up to alert survey recipients that a survey is waiting for them.
To respond to a survey:
- Select the Survey Task from the Task report. This opens the Survey.
- Click on Pencil icon to drop down list exists, select a record to target the survey against.
- If a record is displayed at the top of the survey, this is the chosen record that is required to target the survey against.
- Alternately, there may be no records to target against the survey.
- The survey can be saved at any time.
- The user can close and go back to the Survey by selecting the Survey Task in the Task report,
- Once all the questions have been answered and Progress is 100%, select Complete.