Progress and monitoring of an engagement survey

Modified on Thu, 12 Oct 2023 at 04:26 PM

The Monitoring section allows you to know the progress and the completion of your survey and use certain actions to promote it. This section is available to survey admins and to managers with access to the Monitoring section.


If you want to know how to assign permissions to admins or managers, see this article.


Sections of Monitoring


1. Filter by department: Allows you to navigate the different departments of the company to which you have access. 

2. Filter: Allows you to filter the monitor by status of survey and by additional fields. If you want to know more about using filters, please see this article (in Spanish).

3. Progress of the survey: Shows the global progress of the survey by status.

  • Keep in mind: In this subsection, the status of Pending lists participants that received the invitation and those who haven't been invited yet. See more details in this article.

4. Progress by participants/departments: Allows you to see the progress by person and by department in a quick way. The Department tab will show the selected department and all of its sub-deparments. 

5. Download monitor: Generates an Excel file of the monitor by person, department and organizational chart.

6. Actions: Allows you to send invitations and reminders, reset surveys and remove participants from the survey individually and massively. See how to send invitations and reminders in this article and how to reset surveys in this article (in Spanish).

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