Feasibility surveys

Oracle Site Select now uses a new method to record Feasibility survey task start information.

Survey task started at or by

With Release 25.1.1, we improved the process for recording when a Feasibility survey task is “started at” and “started by.” Rather than marking the survey as started when the workflow task is ungated, the new approach records the survey as started when either an Oracle Site Select user or a site portal user clicks the survey link for a particular site.

Survey started at/by values will be recorded as follows:

• When a site portal user reaches the survey task, the survey is considered started, and the started at/by values are set based on the user who clicks the link to the survey from the site portal survey task action.
• If an Oracle Site Select user completes the previous task, they are recorded as the user who ungated or unblocked the survey task. If the workflow’s first task is the Survey task, the first user to access the Site portal and the time they first accessed it are recorded as the started at/by values
• If the survey started at/by values are not already populated and an Oracle Site Select user opens the survey via the site Workflow tab in the Site details drawer, that user will be recorded as the survey started at/by value.
• If a site starts a survey in one workflow (e.g., SurveyA), is reassigned to another workflow with a different survey (e.g., SurveyB), and then returns to the previous workflow (SurveyA), the started by/at values for SurveyA will be restored.
• Editing a survey does not update or change the started by/at values.

Note:

Your organization can request that the survey started on/by columns be reset for any sites where the survey was marked as started but never submitted. In rare cases, this could mean a site or Oracle Site Select user has the survey open without a recorded start time or user if the survey is open during the reset. Such circumstances are possible but unlikely. Please contact your Oracle services representative to discuss resetting the survey started on/by columns for your account.