What to Expect from the Survey Publication Workflow

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Qualtrics
Qualtrics CX

This page walks through the survey publication process from start to finish, whether you’re submitting a new survey or reviewing one. For each step, you’ll see who’s responsible, what status your survey is in, and what to expect next.

The goal is simple: everyone involved knows what to do, when to do it, and how their part fits into a successful survey launch.

Attention Survey Creators and Approvers: Use the CX Studios and Review and Approval Dashboards to track your survey’s status at any point in this process.

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Status: Quality & Security

Step 1: Request to Publish

  • Description: You submit a formal request to publish, starting the review process.
  • Responsible Party: Survey Creator
  • Expected Outcome: A complete submission, ready for review.

Step 2: Intake, Choose Your Survey Review Journey

  • Description: You define your survey’s purpose and we assign review tasks.
  • Responsible Party: Survey Creator
  • Expected Outcome: Clear task assignments for reviewers.

Step 3: Qualtrics + IA Security & Quality Team

  • Description:
    • If you chose Comprehensive Review (Full Service), we evaluate your survey for accessibility, theming, methodology, and security.
    • If you chose Streamlined Review (Express Lane), we evaluate for security only.
    • If you haven’t chosen a path yet, we’re waiting on you.
  • Responsible Parties: Product Owner and Business Analyst, Service Delivery Admins, Governance, Risk and Compliance Team
  • Expected Outcome: Actionable feedback, documented notes, and confirmed security compliance.

Step 4: Service Delivery Actions

  • Description: We apply settings and confirm compliance.
  • Responsible Party: Service Delivery Admins
  • Expected Outcome: Your survey and workflows are migrated to the correct service account or brand, as needed.
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Status: Agency Approver

Step 5: Agency Approval

  • Status: Agency Approver
  • Description: Your agency makes the final call on publication.
  • Responsible Party: Designated Agency Approver
  • Expected Outcome: Approval or denial.
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Status: Closed

Step 6: Finalize and Distribute

  • Status: Closed
  • Description: We publish your survey, or let you know why it was declined.
  • Responsible Party: Product Owner and Business Analyst
  • Expected Outcome: Your survey is published, or you’re told the outcome.
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Additional Statuses

These statuses are less common, but you may still see them:

  • Denied: Your survey didn’t meet review requirements, possibly for design, methodology, accessibility, or security reasons. Revise and resubmit for review.
  • Republish: Your survey needs edits after review and approval. Once updated, resubmit for final approval and publication. See the Guide to Republish for the full process.
  • Testing: You need to publish your survey before testing can begin. It isn’t ready for review or approval yet.
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