Re-Opening Surveys

This is an advanced feature of the admin tool, available on the listing pages for a survey run (from the Group Administartion commandpost menu). Generally it's expeted that this won't be used much in production; the function was added to make it easier to re-take a self-survey, or for a manager to re-take (change answers on) a direct report's survey. This was a frequent enough customer question, and pretty hard to do (running multiple SQL statements directly against the database) that we added this as a standard feature.

The basic re-open function displays a confirmation page to the admin user, then (in standard mode) will do the following:

• remove all results data for that survey (self or manager/respondent)
• remove the flag and other data indicating the survey is complete
• reset the self/participant or manager/respondent survey status to Partially Complete
• though results data is removed, the survey data is kept from the last completed session

For managers, it's important to note that once one of their direct reports is marked Partially Complete, they will be put right into the survey from the Direct Reports tab, in order to complete it.

However, adding the MangerMultiTarget feature makes this a bit more complex, and introduces a rule needed to protect survey integrity: an admin user cannot re-open any manager survey on a direct report, if any other survey is in progress (Parially Complete). This is in order to keep multi-target surveys from having any missing data.

For testing, this can be inconvenient, especially the fact that re-opened surveys are left partially complete. We introduced a feature on the confirmation page for super-admins and users marked as "Test", to work around this. See the screen shot attached below for how this looks. There are 3 selections on the confirmation page in this case:

• standard: as described above, the survey results are cleared and left in partially complete mode. This is the default.
• reset: survey results and temporary survey data from the last completed session are removed, and user is left in a survey-not-started mode as if the survey had never occurred
• clear: like "reset" but the survey is also removed from the participant list - if it's a self-survey, the participant record is removed (so it won't show on the admin's "Group Admininstration" screens). If it's a manager respondent survey, the manager will be removed as a respondent and won't be able to take the survey again unless re-added.

-- Scott Maxson - 2017-01-12

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