ChartHop for Administrators
Engagement surveys
Monitoring participation in a survey
survey participation to monitor the overall participation in a survey, go to the forms tab within the survey each form will display the status of the indiviual forms and the overall completion percentage participation statuses depending on the configuring form settings docid 0i0ewwz9btfhzdvsmbpyz , your will see different statuses to reflect that various states of form completion or form responses workflows docid quljlsn6bsalsltpaoox here are the statuses awaiting the next action pending the form is awaiting initial submission awaiting approval the form has been submitted but not approved awaiting release the for has been submitted and if applicable approved but not yet released completed statuses these contribute to the completion percentage in the center of the graph done the form has been submitted and that is the final step approved the form has been approved and that is the final step released the form has been released and that is the final step skipped the form has been skipped and will not be completed end statuses expired the form has closed and these forms will not be completed rejected the form response was rejected and will then be again awaiting approval tasks tab on the tasks tab, you can view a list of all the tasks that have been created as part of the survey from the tasks tab, you can see all submitters, the associated form, the task type, task status, sent date/time, due date/time and completion date/time you can filter the list by form, task type, status or by submitter select the checkbox next to a row to perform any of the following bulk actions reassing a task you can reassign a pending submit form task to another person, such as a new manager, if you need to to reassign a task in the tasks tab, navigate to the task you want to send a reminder for select the checkbox next to the task or tasks at the top of the table, click reassign in the reassign tasks dialog, select the person to reassign the tasks to \[optional] add a message that will be included in the email or chat message to them when they receive notification of the task assignment click reassign tasks the person will them be notified of the task assignment send a task reminder you can send task reminders directly from the tasks tab for pending tasks to encourage a submitter to submit their survey you can customize the reminder message for each subgroup to try to drive action to send a task reminder in the tasks tab, navigate to the task you want to send a reminder for select the checkbox next to the task or tasks at the top of the table, click send reminder in the send reminder dialog, optionally add a message that will be included in the email or chat message to them when they receive notification of the task assignment click send reminder the person will them be re notified of the task delete a task deleting a task permanently removes the task from the survey to delete a task in the tasks tab, navigate to the task you want to delete select the checkbox next to the task or tasks at the top of the table, click delete in the delete confirmation dialog, type delete click confirm the tasks will then be deleted export tasks from the tasks tab, you have the ability to export employee data as a spreadsheet to export tasks in the tasks tab, select export csv the export csv dialog displays in the export type dropdown, select an export type you can select from the following pending tasks only exports a list of pending tasks all tasks exports a list of all tasks associated with the current survey cycle (optional) select whether to include charthop ids or former employees (if applicable) in the spreadsheet select export once the export is complete, select download to save the generated csv file packages basic basic | | hris hris | | headcount planning | headcount planning | compensation reviews | compensation reviews | performance | performance | engagement engagement