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Surveys — Transactions

Overview

Surveys is SARA's internal survey tool. Administrators create and distribute custom questionnaires to any group of collaborators, and collaborators answer them from their own view. Results are aggregated per question and can be filtered by department.

For the end-to-end process, see: Workflow.

Note

For common UI patterns used across SARA (tables, filters, dynamic columns, naming conventions), see: Common Features

Survey Administration

URL: /surveys

Overview

The administration screen is the main management view for HR and managers. It lists all surveys in the system and provides the full set of creation, editing, distribution, and analysis actions.

What you will see

  • Survey records are identified by the prefix SV. followed by a numeric ID (e.g., SV.112).
  • The Status column shows the survey's current status (ACTV / INAC) and doubles as the row action menu.

What you can do here

  • View — Opens a read-only preview of the survey's questions in a modal, using the same rendered survey interface the collaborator sees when answering.
  • View responses — Navigates to /answers-survey/{id}, a dedicated screen that shows each question with aggregated answers and a list of pending respondents (collaborators who have not yet answered).
  • View responses by department — Prompts for a department selection, then opens a filtered responses view in a new tab showing only answers from that department's collaborators.
  • Edit — Opens the survey builder to modify the survey. Only available if the survey has no submitted responses yet. Once a collaborator has answered, the survey is locked to preserve data integrity.
  • Reuse — Available instead of Edit once at least one response exists. Creates a new copy of the survey, pre-filled with the same questions, so it can be modified and redistributed independently.
  • Activate / Deactivate — Toggles the survey between ACTV and INAC. Deactivating a survey removes it from the My Surveys view for collaborators who have not yet answered.
  • Send survey — Visible only when the survey is ACTV. Opens a modal to select one or more collaborators and add an optional personal message. SARA sends each selected collaborator an email invitation with a direct link to answer the survey.

+ New Survey

The + New Survey button is shown in the header when the user has the edit permission. It navigates to /new-survey where the survey builder (SurveyJS) is used to define questions. Supported question types: text, checkbox, radio group, and dropdown.

My Surveys

URL: /my-surveys

Overview

The employee-facing screen. Each collaborator sees only the surveys that have been sent to them by an administrator, filtered to active surveys only. This is where collaborators answer pending surveys and review surveys they have already completed.

What you will see

  • Each row is a survey assigned to the logged-in collaborator.
  • The Status column shows one of two actions depending on whether the survey has been answered:
    • Answer (green) — The collaborator has not yet answered this survey. Clicking navigates to the survey answer screen (/answer-survey/{id}).
    • View (blue) — The collaborator has already submitted their answers. Clicking opens a read-only modal showing their submitted responses.
  • Deactivated surveys do not appear in this list.

Note

Collaborators see only surveys sent specifically to them. There is no way to browse or search all available surveys from this screen.

Permissions

Permissions

Access and actions are permission-driven. See: Permissions