Survey Status & Preview
Control when surveys are active and preview exactly what patients will see.Survey Status
Every survey has a status that controls whether it’s sent to patients.Status Types
Draft
Survey is being edited and not sent to patients
Published
Survey is active and will be sent to patients
Archived
Survey is inactive and not sent to patients
Status Behaviour
| Status | Editable | Dispatched to Patients | Visible in Reports |
|---|---|---|---|
| Draft | Yes | No | No |
| Published | Yes | Yes | Yes |
| Archived | Yes | No | Yes (historical) |
Draft Status
All new surveys start as Drafts. This includes imported templates, duplicates, and surveys built from scratch.
When to Use Draft
- While initially setting up a survey
- When making significant changes to questions
- Before reviewing with colleagues
- While waiting for approval
Draft Behaviour
- Survey is saved to your account
- Changes can be made freely
- Survey does not appear in dispatch queue
- Patients will not receive this survey
Published Status
A published survey is active and will be sent to patients according to your dispatch settings.When to Publish
- After reviewing all questions and translations
- When you’ve previewed the patient experience
- After testing with the Preview function
- When ready for patient use
Publishing a Survey
Schedule Conflict Prevention
When publishing a survey, the system checks for scheduling conflicts with other published surveys in your organisation. This prevents patients from receiving multiple surveys at the same follow-up interval.What triggers a conflict? If your survey and another published survey both have the same dispatch interval enabled (e.g., both have “3 months” selected), a conflict is detected.
- 1 month
- 3 months
- 6 months
- 12 months
- 24 months
- 36 months
- The conflicting survey’s title
- Which intervals overlap
- Deactivate the conflicting survey — Archive the existing survey before publishing the new one, or
- Adjust dispatch settings — Change the dispatch intervals on one survey to avoid overlap
Published Behaviour
- Survey appears in dispatch queue
- Patients receive survey based on dispatch settings
- Responses are collected and available in Results
- You can still edit the survey while published
Archived Status
Archive surveys you no longer want to send but need to keep for records.When to Archive
- Retiring an old survey version
- Seasonal surveys (off-season)
- Completed research studies
- Replaced by a newer survey
Archiving a Survey
Archived Behaviour
- Survey is not dispatched to patients
- Historical responses remain accessible
- Survey can be reactivated by changing status to Published
- Survey is still visible in your survey list
Changing Status
You can change a survey’s status at any time:| From | To | Effect |
|---|---|---|
| Draft | Published | Survey becomes active immediately |
| Draft | Archived | Survey is saved but remains inactive |
| Published | Draft | Survey stops dispatching; can edit freely |
| Published | Archived | Survey stops dispatching; responses preserved |
| Archived | Published | Survey becomes active again |
| Archived | Draft | Survey available for editing |
Preview Function
Preview shows exactly what patients will see when they receive your survey.Accessing Preview
From the Survey Selector page, click the Preview button (eye icon) next to any survey.What Preview Shows
The preview displays:- Survey title and introduction
- All questions in order
- Response controls (sliders, multiple choice, text fields)
- Multi-language switcher (if translations exist)
- Completion confirmation message
Using Preview Effectively
Preview is read-only and does not submit responses. Use it freely to test without affecting your data.
Preview vs Live Survey
| Aspect | Preview | Live Survey |
|---|---|---|
| Appearance | Identical | Identical |
| Response submission | Disabled | Enabled |
| Data recording | None | Full |
| Access | Logged-in users | Patients via link |
Best Practices
Before Publishing
Managing Multiple Surveys
- Keep only one survey Published per purpose
- Use Draft for surveys under development
- Archive old versions rather than deleting them
- Name surveys clearly to distinguish versions
Status Workflow
- Created as Draft
- Edited and previewed
- Published when ready
- Archived when superseded or no longer needed