Execution

Who receives it:

▪User responsible for the critical analysis;

▪Members of the team responsible for the critical analysis.

When:

▪The execution step is finished and the survey is sent to the next step.

▪The correction step of a "Test" mode survey is finished and it is sent to the next step.

Purpose:

To perform the critical analysis of the survey answers. See how to perform this operation in the Survey critical analysis section.

Who receives it:

Members of the responsibility route for the approval of the survey critical analysis.

When:

The critical analysis of a survey is finished and sent for approval.

Purpose:

Approve or reject the critical analysis of a survey. See further details in the Approval task execution topic.

Who receives it:

Users defined as members of the responsibility route for the approval of survey closure.

When:

The closure of a survey is finished and sent for approval.

Purpose:

Approve or reject the closure of a survey. See further details in the Approval task execution topic.

Who receives it:

Users defined as members of the responsibility route for the approval of survey planning.

When:

The planning of a survey is finished and sent for approval.

Purpose:

Approve or reject the planning of a survey. See further details in the Approval task execution topic.

Who receives it:

▪User responsible for the correction of the task;

▪Members of the team responsible for the correction of the task.

When:

The execution of a "Test" mode survey with manual correction configured is finished.

Purpose:

To correct the answers to the survey entered by the respondents. See further details in Survey correction.

Who receives it:

▪User responsible for the closure;

▪Members of the team responsible for the closure

When:

▪The execution step is finished and the survey is sent to the next step.

▪The correction step of a "Test" mode survey is finished and it is sent to the next step.

▪The critical analysis step is finished and the survey is sent to the next step.

▪The survey critical analysis is approved.

Purpose:

To finish the survey. See further details in Survey closure.

Who receives it:

▪User responsible for the survey;

▪Members of the team responsible for the survey.

When:

▪The planning step is finished and the survey is sent to the next step.

▪The survey planning is approved.

▪The addition of the survey is performed in the execution step, however, it will not be sent to the next step.

Purpose:

To start the execution, enable answers, track them, manually close survey execution, among other operations. This task will display surveys that:

▪Are under the "Start" status;

▪Are under the "Execution" status, but have not had the answers enabled;

▪Have no closure options configured and that are under the "Execution" status.

See further details in Starting the survey execution.

Who receives it:

▪User responsible for the survey;

▪Members of the team responsible for the survey.

When:

The survey planning record is saved; however, it is not sent to the next step.

Purpose:

To finish the draft of a survey planning, allowing to perform the necessary adjustments before sending it to the next configured step. See further details in the Finishing planning section.

Who receives it:

▪Respondent users;

▪Members of the responsible team for completing, if the respective field is filled out in the survey general data. Remember that if a responsible team for completing has been entered in the survey general data, the respondents will not receive this task, even if they have access to SE Suite.

When:

The survey has been enabled for answering.

Purpose:

Allow for respondents to answer the survey. See further details in the Answering a survey topic.

Who receives it:

ISO9000 based:

▪Draft/Review/Approval/Release: Users defined as participants in the survey template revision.

▪Closure: The user who created the revision will receive this task if, in the "Revision publication" field of the revision data, the Manual option has been selected.

Workflow: Users defined as executors of the workflow activity.

When:

ISO9000 based:

▪Draft: When starting a new revision or when a participant rejects a revision step.

▪Review/Approval/Release: After the drafter releases their task. Such steps are optional and that the due responsible parties receive them in this exact same order.

▪Closure: After the last revision step defined in the route.

Workflow: When a new revision starts and when in the process flow, the activity should be executed.

Purpose:

To control the changes and versions of the survey templates added in the system. See more details in the following topics:

▪Executing the revision via workflow

▪Executing the revision (ISO9000)