Overview of Surveys in Journeys

Use Survey Journeys to create surveys and assign it to people in your organization. For example, create survey journeys for regular pulse surveys to seek feedback on workplace satisfaction or a general survey to provide feedback on the onboarding process.

Setup

Unlike a regular journey template, the attributes that you configure for a survey journey are different. When you select the Survey journey category in the Create Checklist dialog box, you need to choose one of the survey subtypes shown in this table:

Survey Subtype	Questionnaire Subscriber	How to View Survey Results
General	Journeys Survey	You have to create your own BI report.
Touchpoint	Touchpoints	You have to use the Touchpoints dashboard. To compute survey responses, you can specify the analysis period in days, weeks, months, or years. You can also set the threshold against which to measure the survey response scores.

A survey journey can have only one task of the type Questionnaire. This is the default and can’t be changed.

Message

You can personalize the survey title, subtitle, welcome notification text, and completion message that displays when the survey journey is assigned to workers using the options in the Message tab.

Schedule

You may need to assign a survey journey at regular intervals or may be just once. You can use the options in the Schedule Allocation tab to specify the frequency at which a survey should be assigned. The period summary is generated and lists the periods based on the frequency. Although these periods are Active by default, if you don’t want the survey journey to be assigned during a specific period, you can deselect Active.

You can choose these Repeat options:

• Specific - Indicates the assignment is on specific dates.
• Day - Indicates the assignment is on a daily basis.
• Week - Indicates the assignment is on a weekly basis. For example, every Monday.
• Calendar month - Indicates the assignment is on a monthly basis. For example, every 5th day of the month or every second Monday of the month.
• Year - Indicates the assignment is every year. For example, every 5th day of a specific month or every second Monday of a specific month in the year.

Based on the start date and the frequency in the schedule, the assignment occurs in specific periods that fall between the start date and end date of the recurrence. The Number of Runs Per Period drop-down list allows you to configure the number of times that the system tries to schedule a survey journey in case of earlier scheduling failures or when a new population is added to the criteria. The journey assignment ends based on the configuration for End Recurrence. There’s no way to update completed periods in the schedule.

Note that you need to set up the schedule with at least 1 active period to assign a survey journey.

On completion of the survey period, the survey journey can no longer be assigned.

Survey Assignment

Configure the criteria to determine the population. Only those persons who meet the criteria such as legal employer and business unit are assigned the survey journey. However, you can assign the survey to assignees only if the date falls within one of the active periods in the survey schedule.

Here are some points to note:

• Legal Employer and Business Unit are the only two attributes that are supported when you configure the criteria to determine the population.
• The survey journey needs to be manually assigned at least once for the recurring journey schedule to be initiated.

Allocate Scheduled Journey ESS Process

Once the configuration is complete, the survey journey is available in the Journeys app. The Allocate Scheduled Journey ESS process which runs daily automatically assigns the journey. If it's a recurring survey journey, the process checks for new population within that period and assigns the survey journey only to them.

Once the surveys are assigned, you can use the Scheduled Allocations tab in the Checklist Templates page to review the status of scheduled survey journeys. If a particular allocation needs an update, administrators can drill-down to that allocation and make changes by deselecting a person or period.

Here are some points to consider:

• You can’t change the category of an existing journey to Survey journey. Instead, define a new survey journey.
• The display of the survey is based on the way the questionnaire is configured. A questionnaire can display one question on each page, one section on each page, or all questions on a single page.
• You can't edit an assigned survey journey. However, you can force complete or delete the assigned survey journey from the Assigned Journeys UI.
• You can still edit the survey journey template for open survey periods.
• If the survey task is completed by the performer, it can be reopened.
• You can't configure reminders for tasks in a survey journey. However, you can send reminders for survey journeys from the Assigned Journeys UI.
• When you configure a period in a survey journey, these items are determined:
  • Dates during which the ESS process will be run.
  • Eligible population in the period to assign the journey.
• You can't assign a survey journey to a worker in the same survey period multiple times, even if the earlier instance of the survey journey is completed by the worker.
• Touchpoints surveys are distributed only through Journeys at this point.
• You should have enabled Journeys to use Touchpoints surveys. For more information on Touchpoints, see the Using and Administering Touchpoints guide on Oracle Help Center.
• Survey journeys aren’t available in the Checklist Tasks and Onboarding pages.