Client • My Surveys
Standalone submenu content with role-aligned workflow and execution checkpoints.
Overview
My Surveys is the client assignment board for questionnaires and survey tasks. It is the first operational stop because pending surveys can block downstream decisions.
Workflow Execution Steps
- Open My Surveys and filter by pending/priority.
- Open assignment and complete all required responses.
- Submit survey and verify completion state.
- Confirm transition Assigned -> In Progress -> Submitted.
Reference Screenshots
