Build your survey follow-up tracker.

How to build your survey follow-up tracker

1. 1

   Describe the job

   Turn survey issues into follow-ups that respect the respondent's consent.

2. 2

   Review the first version

   Choose how the research coordinator records the survey cycle and how the research lead reviews the next step.

3. 3

   Refine the views

   Ask First to adjust the fields and views for the people who will use the app.

4. 4

   Test before sharing

   Walk through the process with a sample record and check who owns the next action.

What to include in your survey follow-up tracker

• Keep the survey cycle in context

  Keep survey cycle, response reference, consent, issue category, follow-up owner and outcome together so the next person can understand the request or record.

• When the next step needs a decision

  A respondent identifies a service problem but declines personal follow-up. Record the aggregate issue without creating an individual outreach task.

• Keep outcome visible

  Keep the aggregate issue without creating personal outreach when follow-up is declined.

• Choose what each person needs

  Give the research coordinator a working view and the research lead a review view. Keep survey cycle and response reference attached to the decision as the work moves between them.