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Survey closure

The closure of a survey can be performed in the following locations:

Execution Survey execution:

a.In the list of records, select the desired survey under the "Closure" status.

b.After that, click on the toolbar button.

My tasks Survey critical analysis:

a.In the list of pending records, select the desired survey.

b.After that, click on the toolbar button.

1.At this point, the system will display the survey data screen in the Main tab Closure section. The upper part of the section displays the responsible for the closure, the deadline and the date in which the closure is being performed. The system makes available the following fields:

Comment: Record important comments on the survey.

Objective achieved: Fill out this field to enter information that demonstrates that the objective of the survey was reached.

Benefit achieved: Fill out this field to enter the benefits achieved through the application of the survey.

Lessons learned: Fill out this field to enter improvement recommendations and other information that may help enhance the survey.

2.After entering all the necessary fields, click on the Save and next step button. The system will request a confirmation to send the survey to the next step. Click on the desired option:

Save only: The survey will be saved and remain pending.

Confirm: Allows sending the survey to the next configured step:

▪Closure approval: If it is configured in the survey type that the closure step will go through approval, the system will generate the "Survey closure approval" task for the members of the responsibility route for this operation.

▪Closed: If it is not configured in the survey type for the closure to go through approval, the survey will be effectively closed.