Delete an Existing Survey

Access level: Any Member, with exception (see Note)

To delete an existing survey, take the following steps:

 

1.       Ask > Modify a sent survey

 

 

2.       Using the Filter, identify the appropriate survey and click Edit under Modify the Survey

3.       Identify the appropriate recipient, and click the box under Select

4.       Click Delete Survey in the Blue Ribbon

5.       In the popup box select one of the following:

a.        OK

                                                               i.      This will delete the survey

b.        Cancel

                                                               i.      This will abort the action

Note: The Survey Sender can delete a survey for which there is no response. Only a Firm Manager (FM) or Firm Administrator (FA) can delete a survey with data in it. Taking this action should be carefully considered prior to deletion.