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How do I track survey completion for my team?

Some user roles are able to track the survey completion rate for a team assessment and identify which team members have not taken the survey.

To track survey completion, launch AgilityHealth® to access the Team Dashboard page. On the Team Dashboard, you’ll see the icons for each of the team(s) listed in Images View.

Click on the team’s icon to get to that team’s Assessment Dashboard. You will only see the teams for which you are the ScrumMaster or Team Admin.

Once there, hover over the survey you wish to review and click on the Blue Pencil icon to edit the survey details.

Once you are in the edit mode you can see details such as who the Facilitator is, when the end date is for the survey, and the team members included. Scroll to the Team Member section to see the status of each person’s survey.

Here you can see which team members have or have not taken the survey.  It will say “Completed” next to team members that have completed the survey. Other options are:

  • Green Envelope – click here to resend the invitation to take the survey
  • Links – click here to view the link for the team member
  • Red X – remove the team member if they will not be participating

If icons are displaying in the Actions column, they have not finished the survey yet. Depending on how much more time they have left to complete the survey, consider sending a reminder email or following up to encourage them to finish it.

The end date for the survey is created when the survey is generated, generally 2 weeks from when you receive the initial invitation to participate. You can edit the End Date and Time, after it has passed to reopen the assessment and allow for additional survey submissions.

To get back to the main dashboard, click on “Return to Dashboard” in the top right section of the page.

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