Instance Automation

The Instance Automation feature ensures smooth and hands-free management of recurring survey instances by automating the transition of instance statuses.

1. Automatic Status Management

• The system performs daily checks to determine if any survey instance needs a status update.

• Two status changes are automated:

  • Activation: Changes instance status from ‘Upcoming’ to ‘Active’ when the start date is reached.

  • Completion: Changes instance status from ‘Active’ to ‘Completed’ when the end date is reached.

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2. Daily Check Time

• Set a specific Daily Check Time in your local timezone.

• The system performs its check once per day at this configured time.

• This process is optimized for efficiency — reducing unnecessary checks while ensuring timely updates.

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3. Automatic Activation

• If an instance's start date matches the current date, and the system time matches your Daily Check Time, it will automatically be activated.

• Helps maintain a hands-off, reliable survey launch process.

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4. Run Now (Manual Trigger)

• Use the Run Now button to manually trigger the automation process.

• This immediately checks for any instances that qualify for activation or completion, regardless of the scheduled Daily Check Time.