HR Survey / Employee Audits: Survey List Dashboard
Overview
VisualVault’s HR Survey / Employee Audits optimize processes through a unified search screen that consolidates employee records, reduces search times, ensures accuracy, and includes role-based permissions for secure and efficient document management.
Objective
The Survey List dashboard serves as the initial interface for HR Survey / Employee Audit management. It provides an overview for Survey Leaders to efficiently browse, filter, and manage surveys, including toggling between active and closed surveys, adding or deleting surveys, and navigating to the dedicated Survey Screen for a selected survey.
Description
Key Functionality
Add New Survey
Delete Survey
Filter the list by Active or Closed
Sort the list
Search the list
Access and view the Survey Screen
Quickstart Guide
Walkthrough
To create a new survey, click "New Survey." Survey Leaders have permission to add surveys.
To toggle between Active or Closed Surveys, select from the dropdown list.
To Search the Survey List, use the "Search..." field.
For bulk actions, select one or more surveys from the list, by clicking the checkboxes.
To delete one or more surveys, click "Delete Survey." Survey Leaders have permission to delete surveys.
To open the Survey screen, click on the name of a survey.
User Groups and Permissions
Action | Survey Leaders | Compliance Team | Survey Coordinators | Auditor/Surveyor | VaultAccess |
|---|---|---|---|---|---|
View list of all surveys (past and present) | ✅ Editor | ✅ Viewer | 🚫 No Access | 🚫 No Access | ✅ Owner |
Open individual survey records | ✅ Editor | ✅ Viewer | 🚫 No Access | 🚫 No Access | ✅ Owner |
Edit/update survey records | ✅ Editor | 🚫 No Access | 🚫 No Access | 🚫 No Access | ✅ Owner |
Monitor survey status (Active/Closed) | ✅ Editor | ✅ Viewer | 🚫 No Access | 🚫 No Access | ✅ Owner |
Launch a survey for audit prep | ✅ Editor | 🚫 No Access | 🚫 No Access | 🚫 No Access | ✅ Owner |
Role Responsibilities
Reference the responsibility assignment matrix:
Action | Survey Leader | Survey Coordinator | Compliance Team | Auditor/Surveyor |
|---|---|---|---|---|
View list of all created surveys | R, A | I | I | I |
Open and review individual survey records | R, A | I | I | I |
Access historical survey data | R, A | I | I | I |
Launch a survey record for editing or audit prep | R, A | I | I | I |
Monitor survey status (Active/Closed) | R, A | I | I | I |
Key:
R = Responsible – Performs the task or action
A = Accountable – Owns the outcome and decision
C = Consulted - Provides input or expertise before work is performed
I = Informed – Kept in the loop, but not performing the work
FAQ
Who can access the Survey List Dashboard?
Only VaultAccess, Survey Leaders and the Compliance Team have access. Survey Leaders can edit and manage surveys, while the Compliance Team has read-only (Viewer) access. The Survey Coordinators and the Auditor/Surveyor do not have direct access to the dashboard.
What can Survey Leaders do on the dashboard?
Survey Leaders can:
View all closed and active surveys
Open and edit survey records
Update survey details (status, name, description, etc.)
Launch surveys for review or audit preparation
Can the Compliance Team edit surveys from the dashboard?
No. Compliance Team members have Viewer access only. They can view survey records and statuses but cannot make changes.
How are survey statuses shown on the dashboard?
Each survey is marked with a status of either “Active” or “Closed.” Survey Leaders can change this status from within a survey record; viewers can only observe the current status.
Is the survey history saved?
The dashboard keeps a list of all closed and active surveys, including dates, statuses, and summary details. This is especially useful for audits or organizational tracking. However, if a survey is deleted from the survey list, that data cannot be restored.
Need help? Please contact your organization’s site administrator, for troubleshooting. If the issue remains unresolved, VisualVault Support is available to assist.