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.

---

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:

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.

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.