Scheduling surveys lets you set a survey to open and/or close automatically at the date and time you choose, without needing to do it manually. This feature is ideal for automating processes, saving time and ensuring consistency in your measurements.
Common examples include: weekly pulse surveys, post-onboarding surveys (30 days after joining), or planned exit surveys. With scheduling, you can set everything up so it happens when it should, even outside working hours, without having to worry about doing it at the exact moment.
Process to schedule a survey
First you must go to the moduleSurveys, go to the tabFreeand click onCreate Free Surveyto configure the general information.
In the sectionSchedulingthe way and when the survey starts and ends are defined. You can configure the start and end dates as informational or set an automatic schedule. To enable automatic scheduling, check the corresponding box and specify the time.
It is important to consider that the end date and time must be at least15 minutes after the start time, and scheduling runs according to the time zone defined in your tenant. Calendars automatically block past dates to prevent errors.
Once the configuration is defined, select the dates in the calendar (previous days will be blocked) and the exact time inHH:MM 24-hour format.
Also don't forget to configure the survey form and clickSave. You will then be redirected to the view where you canadd participants. In that same view the buttonStart Survey(if the start is manual) orSchedule Survey(if the start is automatic).
💡 Although the system allows scheduling without participants, it's recommended to add them beforehand to ensure they receive the survey as appropriate.
How will I see the statuses in the list?
In the survey list, theStatuscolumn reflects the progress of each configuration. Within this column, if there is a clock icon it means the end of the survey is scheduled.
Pending: The survey has not yet started.
Scheduled: The survey has a scheduled automatic start.
In progress (with clock icon): The survey is open and its closing is scheduled automatically.
In progress (without clock icon): The survey is open and the closing is manual.
Administrator notifications
When a survey has a scheduled automatic start or end, the administrator will receive a confirmation email:
Automatic start: An email will be sent indicating that the survey opened successfully at the configured date and time.
Automatic close: An email will be sent confirming that the survey ended at the defined date and time.
This way, the administrator will always have a record and can follow up without needing to be connected at the exact moment the action occurs.
With the functionality ofscheduling free surveys in Buk, you will be able to organize your feedback processes more simply, reliably, and efficiently. This tool helps you save time, maintain continuity in your measurements, and ensure your employees receive the surveys at the right time. 💡 Start using scheduling and make the most of your surveys module.
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🤖 This article was translated using artificial intelligence. View original article.