Workflow design of questionnaires | XM Community
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Workflow design of questionnaires

  • 15 March 2024
  • 1 reply
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Thanks for anyone who reads and replies to this post in advance.

Due to working needs I would like to design a workflow for my surveys, described as below:

First I want the respondent of the survey to choose between two choices based on a yes/no question, each leading to their own survey questions (so there will be two sets of questions)

After finishing this, the survey will be partly completed and the remaining part should be completed by their supervisor, so the partly finished survey is sent to the respondent’s own supervisor.

After the survey is finished by the supervisor, the surveys are all sent to a single person who is responsible for collecting all the responses.

Two parts important here: The respondent who finished the first part shouldn’t be able to re-inspect the survey after he/she sent it to his/her supervisor, and the supervisor (preferably) shouldn’t be able to edit the response of the previous respondent.

 

I’m just wondering if Qualtrics provides such function. Thanks for your reply and any possible solution is welcomed.

1 reply

Umang Upadhyay
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Hi @davera_0503 ,

Yes, Qualtrics provides functionality that can help you design a workflow for your surveys with the requirements you've described. Here's a suggested approach to achieve this:

**Survey Flow Design**:
   - Create your survey with the initial yes/no question that leads to two sets of questions based on the respondent's choice.
   - Set up embedded data to track the supervisor's email address for each respondent.
   - Use Branch Logic in the survey flow to direct respondents to their respective sets of questions based on their choice.
 

**Partial Completion**:
   - Enable the "Save and Continue" feature in your survey settings. This allows respondents to partially complete the survey and return to it later.
   - Optionally, you can set up an email trigger to remind respondents to complete the survey if they haven't finished it after a certain period.
 

**Sending Survey to Supervisor**:
   - Use the "Send Email" action in the survey flow to send the partially completed survey to the supervisor's email address stored in the embedded data.
   - Ensure that the email trigger is set up to occur after the respondent completes their part of the survey.
 

**Supervisor's Review**:
   - The supervisor receives the email with a link to the partially completed survey. They can review the responses and complete the remaining part of the survey.
   - To prevent the supervisor from editing the responses of the previous respondent, you can set up survey permissions to restrict editing capabilities.
 

**Collecting All Responses**:
   - Once the supervisor completes their part of the survey, all responses are collected in your Qualtrics account.
   - You can set up additional email triggers or use the Qualtrics reporting features to analyze and export the collected responses as needed.
 

**Preventing Re-inspection and Editing**:
   - To prevent the respondent from re-inspecting the survey after sending it to their supervisor, you can use the "Block Re-entry" feature in the survey settings. This prevents respondents from accessing the survey again after completing it.
   - To prevent the supervisor from editing the responses of the previous respondent, you can use survey permissions to restrict editing capabilities for the supervisor.

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