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Surveys Overview

This document explains the Surveys section available on the Location Details screen. The Surveys tab helps users track pending (Assigned) and completed (Submitted) surveys for a selected outlet/location, along with their priority, recurrence, and submission details.

1. Surveys Tab Selection​

  • The Surveys tab highlights when it is active.
  • The numeric indicator shown next to the Surveys tab represents the total count of pending (assigned) surveys for the selected location.
  • This helps users quickly identify whether any surveys require immediate action.
Survey Tab

2. Survey Details Overview​

The Surveys section is divided into two tabs:

  1. Assigned – Displays surveys that are available and pending for execution.
  2. Submitted – Displays surveys that have already been completed and submitted.

Each tab presents survey information in a structured and easy-to-understand format.

3. Assigned Tab​

The Assigned tab lists all surveys that are currently available to be performed at the selected outlet.

Assigned Survey Attributes​

Each assigned survey entry includes the following details:

Survey Assigned Tab

  1. Avatar Icon – Indicates that the survey is available for execution.

  2. Survey Name – Displays the name of the assigned survey.

  3. Recurrence Period – Shows how often the survey can be performed. Supported recurrence types include:

    • Every Visit
    • Every Outlet Once
    • Once per Week
    • Once per Month
    • Once per Quarter
    • Once per Year

  4. Survey Start & End Date – Displays the validity period of the survey, including the start and end dates.

  5. Recurrence Frequency – Indicates whether multiple submissions are allowed within the defined recurrence period (e.g., Multiple Surveys Allowed).

  6. Priority Icons – Visually represent the urgency of the survey using color and arrow direction:

    • Red Up Arrow – High priority survey
    • Green Down Arrow – Low priority survey

4. Submitted Tab​

The Submitted tab displays surveys that have already been completed and submitted by users.

Survey Submitted Tab

Submitted Survey Attributes​

Each submitted survey entry includes the following details:

  1. Avatar Icon – Indicates that the survey has been successfully submitted.

  2. Outlet Name & Code – Displays the outlet name along with its unique outlet code.

  3. Survey Name – Displays the name of the submitted survey.

  4. Questionnaire Name – Shows the name of the questionnaire used for the survey submission.

  5. Survey Submitted Date & Time – Displays the exact date and time when the survey was submitted.

  6. Submitted By – Displays the email address of the user who submitted the survey.

5. Key Benefits​

  • Clear separation between pending and completed surveys
  • Easy identification of high-priority surveys
  • Full visibility into survey recurrence, validity, and submission history
  • Ensures surveys are completed on time and tracked efficiently

This structured view enables field users and administrators to efficiently manage survey execution and monitoring across locations.