Survey Management

Survey Management is where you create, configure, schedule, and publish surveys. This section covers the full process from building your first survey to getting it in front of the right recipients and monitoring participation.
Before starting your first survey, make sure you have completed your Organisation Setup — specifically that you have at least one Report Reviewer assigned in User Management and at least one group with active members in Group Management. Both are required before a survey can be published.

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What You Can Do in Survey Management

Within this section, you can handle the complete lifecycle of a survey:

• Create surveys using AI or manual methods

• Add and structure different types of questions

• Assign roles such as Author and Reviewer

• Review and refine surveys before publishing

• Schedule surveys (one-time or recurring)

• Select target groups for distribution

• Publish surveys and collect responses

This ensures surveys are well-prepared, reviewed, and delivered effectively.

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End-to-End Survey Flow

Survey Management follows a clear step-by-step process:

1. Create Survey

   • Use AI for quick generation or build manually

2. Design Questions

   • Add different question types

   • Organize with topics

3. Assign Roles

   • Author creates and edits

   • Reviewer checks and provides feedback

4. Review & Finalize

   • Make improvements based on comments

5. Schedule Survey

   • Set date, time, and frequency

6. Select Audience

   • Choose groups to send the survey

7. Publish Survey

   • Send survey links to recipients

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Why Survey Management is Important

A well-managed survey process helps you:

• Collect accurate and meaningful feedback

• Ensure quality through review workflows

• Reach the right audience at the right time

• Maintain consistency across surveys

• Generate reliable data for insights and decision-making

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Key Roles in Survey Workflow

To maintain quality and control, indepHR uses role-based collaboration:

• Author

  • Creates and edits surveys

• Reviewer

  • Reviews surveys and adds comments or suggestions

This ensures surveys are validated before being shared.

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Flexibility with AI

indepHR provides AI support to make survey creation faster:

• Generate complete surveys instantly

• Create questions based on topics

• Improve quality and relevance of surveys

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What’s Next

In the following sections, you will learn how to:

• Create a survey step-by-step

• Add and manage questions

• Assign roles and review surveys

• Schedule and publish surveys