Completing a Survey in WX

  • If the Survey is configured to raise an Action when due for completion, each Team Member included in a Survey receives an Action:

    Screenshot: complete survey action

    Select Complete Action to open the Survey.

  • If the Survey is not configured to raise an Action, navigate to the Detail View:

    Screenshot: pulse survey detail view

    On the Detail View, select Survey:

    Screenshot: select survey

  • Complete the Survey:

    Screenshot: complete the survey

  • Questions with associated help text display a chevron >. Select > to display help:

    Screenshot: display help during survey

  • Comment boxes can have limits on the number of characters you can enter.

    If you exceed the limit, WX displays a message:

    Screenshot: validation - character limit exceeded

    You must reduce the number of characters to be within the limit before you can submit your survey response.

  • When you have completed the survey, select Submit:

    Screenshot: submit button

  • Surveys set up with a confirmation message display the message:

    Screenshot: confirmation dialog

    The text of the message and Close button are configurable and may differ from this example. In this example, select Close.