Survey Workflow
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All Surveys follow the same workflow:
Create a list of Survey questions
Send out survey to all recipients
Collect responses
Review and comment on summarized findings
Share completed Survey results (either directly or by adding them to a Review)
Each survey includes a list of Survey recipients - a list of named users or teams that will receive the Survey questions. Recipients can include any PR or issue contributors even if they aren't Sleuth users. See Users and Teams for more information.
Once the Survey moves from Draft to In Progress, each recipient receives the survey in Slack and can also respond to it there (without logging into Sleuth).
All Sleuth Surveys move through the following three states:
Draft: This is the initial state where Survey Owners and collaborators can work together to create a list of questions to be answered by the Survey recipients. Once the Survey Owner is satisfied with the list of questions, they can send the survey to all recipients by clicking the Start survey button.
In progress: When the Survey transitions into this state, all recipients receive the list of Survey questions to answer in Slack. As recipients complete their answers, questions are updated and summarized in Sleuth using quantitative visualizations and narrative summaries generated by Sleuth's . Once a Survey owner determines that they have enough responses, they Publish the survey by clicking the End survey button, moving the Survey to its final state.
Published: Sleuth "freezes" Surveys once they are published in order to preserve their history. Survey Widgets stop updating, even if additional responses are provided, and users are no longer able to edit the content of the Survey. If needed, Survey owners and Sleuth admins can manually revert a Survey to In Progress by selecting Unpublish survey from the Survey menu that appears when clicking on the ellipses at the top of the Survey.
Final Survey Results can be added to any Review in Sleuth using the Survey Results Widgets.
From any Review, insert the Survey Result Widget, then configure the widget by selecting the Teamspace where the Survey resides and the specific Survey within that Teamspace that you want to include.
Once the Survey has been selected, Survey results will automatically display in the Review.
Once published, Survey owners can share Surveys by sending them as a link, downloading them as a PDF, or using Presentation mode to show the Survey results and questions as a slide presentation right within Sleuth.