Survey Dashboard

The Survey Dashboard provides a centralized space for managing all surveys. It includes a searchable list, filters for quick access, and the ability to create new surveys. You can access this module by navigating to Automation > Surveys. 

The main screen is divided into the following sections:

1. Search Bar: Use the Search Surveys bar at the top to quickly locate specific surveys.
2. Filtering and Creation Options: To the right of the search bar, you'll find buttons for Entities, Status, and Create New.
3. Survey List Table: The central area displays all surveys in a structured table with key details.
4. Pagination: At the bottom, pagination controls help navigate across multiple pages of surveys.

Survey List Table

The Survey List Table gives you a quick overview of each survey. It includes the following columns:

• Survey Name: The name of the survey, clickable to open its detailed panel on the right.
• Entity: Indicates the primary entity associated with the survey, such as job_order, placement, candidate, corporate_user, etc.
• Created By: Displays who created the survey and when
  (e.g., vaibhav.agarwal@sense.com | 20 hours ago)
• Mapped Resources: Shows how many workflows or resources are linked to the survey.
• Status: Reflects the current stage of the survey, such as:
  • Ready to use
  • In Use
  • Draft

• Action Menu: Represented by a three-dot icon, this menu provides status-specific actions like Rename, Preview, Publish, or Delete. 
  
  The options appear based on the status:
  • Ready to use: Rename, Edit Survey, and Delete Survey
    
  • In Use: Rename and Preview Survey
    
  • Draft: Rename, Edit Survey, Publish Survey, and Delete Survey.

Filtering Options

Two main filters are available at the top right of the dashboard:

• Entities Filter – Refine the list based on the associated entity. Options include Internal Employee, Candidate, Job Order, Submittal, Placement, and Interview.
• Status Filter – Filter surveys by their current state: Ready to use, In Use, or Draft.

Viewing a Survey

When you click on any survey, a side panel opens on the right, displaying detailed information and performance metrics. This panel follows a consistent layout across all survey statuses.

• Survey Name & Status appear at the top of the panel.
  • Example statuses include:
    • Ready to Use – e.g., for the “Test” survey
    • In Use – e.g., for the “Manager Feedback Loop” survey
    • Draft – e.g., for the “test” survey
• A Close (X) button is available in the top-right corner to dismiss the panel.

Survey Details Tab

When selected, you’ll see:

• Focus Entity – Defines which entity the survey is associated with.
• Last Updated – Displays who last edited the survey and when (e.g., admin: agarwal@sensehq.com | 20 hours ago).
• Created By – Lists the creator and creation time (e.g., Adam Hilly | last week).
• Hide Details – A toggle option that appears below the Focus Entity.
• Workflows Mapped – Indicates how many workflows are connected and how many are active (e.g., 2 Active out of 2).
  • For example, the Manager Feedback Loop survey includes:
    • Placement Workflow Survey Export (1 node)
    • Placement Writeback (1 node)

Performance Tab

Provides a snapshot of how the survey is performing:

• Surveys Sent – Total count of surveys dispatched
• Surveys Completed – Number of completed responses
• Response Rate – Completion percentage

Action Menu (Three-Dot Menu)

Located next to the Performance tab, the actions vary by survey status:

• Ready to Use:
  • Rename
  • Delete Survey
• In Use:
  • Rename
  • Preview Survey
• Draft:
  • Rename
  • Publish Survey
  • Delete Survey

Icons on Survey Panel

• Edit Icon
  • Visible only for surveys in Draft status
    
  • Clicking this takes you to the Survey Builder for editing content and structure
• Eye Icon (👁️)
  • Visible for surveys that are In Use
    
  • Allows you to preview the live survey layout and flow