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Review questionnaires

As soon as the interviewee saves questionnaires with the status Not answerable or Completed, the reviewer roles responsible can view the questionnaires in My tasks.

Prerequisite

You have the Survey reviewer role.

Procedure. Procedure

  1. Open the list of questionnaires.

    1. Click Home Home > My tasks. Your tasks are displayed. Initially, tasks with the Open status are displayed.

    2. Filter the list with the Questionnaire object type.

    3. Check the due date. To do so, sort the list in Sort ascending ascending or Sort descending descending order by clicking the column header.

    4. To gain a better overview, you can filter the list using various criteria. Click Show extended filter Show extended filter to display additional filter options and the filter attributes.

    5. Show extended filter

  2. Check the questionnaires.

    1. Click the name of the relevant questionnaire. The Questionnaire > Task form is displayed. Click Information to obtain further information, such as the survey period.

    2. Click Questions to display the questions in this questionnaire and the interviewee's answers.

      To display the questions of a section, click the relevant section in the questionnaire tree. The questions assigned to the selected section are then displayed. To obtain more space for the questions, click a section in the questionnaire structure and then hide the questionnaire tree. To select another section, show the questionnaire tree again.

    3. Check the interviewee's answers and edit the optional fields, if required. As a survey reviewer, you can only edit the review status and change answers where the Evaluation by reviewer attribute for the related question is set to Yes. If reviewer notes are enabled, you can provide additional information. All other questionnaire fields are in read mode.

  3. Save your entries and select the status.

    1. Click Save Save. Your entries are saved. The status is automatically set to In progress. If you want to continue later, keep this status.

    2. Click Task. If you want to complete checking the questionnaire and agree with the answers, select the status Accepted. If you do not agree, select the status Rejected.

    3. If you changed the status, save your entries again (Save).

Your entries are saved. If you select Accepted, the questionnaire closes. If you selected the Rejected status, the questionnaire is displayed to the interviewee for revision in My tasks with In progress status. The users responsible are notified automatically by e-mail.