What to Expect from the Survey Publication Workflow

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Topics:

Qualtrics Topics
Qualtrics CX Topics
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Heads Up

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What to Know First

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

04:28 - R/A Process - 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

19:22 - R/A Process - Status: 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

20:28 - R/A Process - 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

21:18 - R/A Process - Status: Testing, Denied, and Republish

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

  • Denied: Your agency approver reviewed your survey and didn’t sign off, possibly due to concerns with the content, timing, or fit for your agency. Work with your agency to make any needed changes, then resubmit for review.
  • Republish: Your last republish request is already being processed by the Qualtrics and Iowa Security & Quality Team. See the Guide to Republish for the full process.
  • Testing: For most surveys, the preview window is enough to test things out. But for a handful of more complex projects, you’ll need a published version to test properly, in rare cases.
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