Survey List Dashboard

Feature Overview

The HR Survey / Employee Audits App optimizes 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.

Feature Objective

The Survey List dashboard 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.

Feature 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

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

Group Name	Description	Permission	CAN	CANNOT
Vault Access	Full Admin rights across the system.	Owner	Select New Survey button See all items listed in the screen Navigate through the grid Sort the list by any of the columns they select Filter list by Active and Closed Use the Search box Open the Survey screen when selecting the Survey's name	N/A
Survey Leaders	Survey Leaders are responsible for creating surveys, sharing surveys with coordinators and meeting with auditors to review Employees and Documents records.	Editor		N/A
Survey Coordinators	Coordinators are responsible for identifying the employees to be marked as "definite" for the survey.	Viewer	See all items listed in the screen Navigate through the grid Sort the list by any of the columns they select Filter list by Active and Closed Use the Search box Open the Survey screen when selecting the Survey's name	Select New Survey button Select Delete Survey button
Compliance Team	The Compliance Team is responsible for selecting each document to be included in the survey, ensuring it belongs to the correct employee, and verifying that the document type is accurate.	Viewer

FAQs

Content coming soon.