Mark a Survey as Active
Learn how to activate, deactivate, or revert a survey to draft status in PEARS.
Surveys must be marked as Active before they can be attached to program activities or used to collect responses. The status page allows you to transition a survey between Draft, Active, and Inactive states.
Survey Status Lifecycle
Draft — The survey is being designed. Questions and settings can be freely edited. The survey cannot be attached to program activities.
Active — The survey is available for use. It can be attached to program activities and used to collect responses. Some fields become read-only.
Inactive — The survey is no longer available for new attachments, but existing response data is preserved and included in reports.
Activate a Survey
Review and Confirm
PEARS displays a confirmation message. Review that all sections are complete:
General information is filled in.
At least one question has been added (required if the survey is shared).
Permissions have been configured (if sharing).
Click Confirm to activate the survey.
CAUTION: Once a survey is active and has collected responses, its questions can no longer be modified. Ensure all questions are finalized before activating.
Deactivate a Survey
To prevent a survey from being attached to new program activities while preserving existing data, mark it as Inactive:
Open the survey detail page.
Click Mark as Inactive in the progress panel.
Confirm the status change.
TIP: Inactive surveys and their response data are still included in reports. Surveys that are already attached to program activities can still be used to collect responses.
Revert to Draft
If a survey has no responses and is not attached to any program activities, you can revert it to Draft status for further editing:
Open the survey detail page.
Click Mark as Draft in the progress panel.
Confirm the status change.
Last updated