The Explore tiles: Active, Responses, Templates, Closed

What the Explore row is

Forms is where Verinode surfaces every survey, audit, and review you run: vendor assessments, tool feedback, team pulse checks, carrier and TPA program reviews, and self-audits against a closed claim. Directly under the hero number at the top of the page sits a row labeled Explore, four tiles wide: Active, Responses, Templates, Closed. These four tiles are the front door into every form you have ever sent or run. Click any one and a full-screen slider opens with that tile's tab already selected, so the tile is not just a summary, it is a shortcut.

This article covers what each tile shows, what its number means, what happens when you click it, and what you find once the slider opens. For the hero number above it (the response rate, pass rate, or average that headlines the page) and the tab pills that switch between Surveys, Audits, and Reviews, see the vocabulary notes below, both are read by the Explore row too.

Where to find it

Open Forms from the sidebar at /forms. The page opens on the Surveys tab by default. Three pill buttons sit above the page body: Surveys, Audits, Reviews. Switching pills changes which records feed the Explore tiles and the vocabulary printed on them (see below), the four tile labels themselves never change.

The Explore row sits below the hero panel and, if your operator account belongs to a franchise or association group, below a "From your network" row of items an HQ has pushed to you. Explore is always visible, whether or not you have sent anything yet.

The four tiles

Active

What it is. The count of surveys, audits, or reviews currently in play: sent and still collecting replies, or saved as a draft and not yet sent.

What the number means. It counts every record whose status is active or draft. A draft you started but haven't sent still counts here, this is "in play," not "collecting responses only."

What the sub-line means. Below the count, one of three lines appears:

• If the count is zero, it reads a first-action prompt: "Send Your First Survey" on the Surveys tab, "Run Your First Audit" on Audits, "Run Your First Review" on Reviews.
• If you have sent invites and at least one has replied, it reads a percentage: "N% Replied" (Surveys), "N% Pass Rate" (Audits), or "N% Avg Rating" (Reviews). This percentage is your total responses divided by total invites, across every survey you have ever sent, not just the active ones.
• If invites are out but nothing has come back yet, it reads "Currently Collecting" (Surveys) or "In Progress" (Audits, Reviews).

The preview ring. When a reply percentage exists, the tile draws a small ring gauge sized to that percentage. The ring's color reads the number the same way a benchmark reads a signal: green at 60% or higher, amber from 30% up to 60%, red below 30%. No ring draws until there is a percentage to show.

What clicking it opens. The Active tab of the Forms slider: a table of every active and draft record, one row per survey, audit, or review.

Responses

What it is. The count of individual replies you have received, across every survey, audit, or review you have ever run, active or closed. On the Audits and Reviews tabs this tile's label changes to Audit Runs and Reviews respectively, since those are operator-run records rather than third-party replies.

What the number means. One count of RecentResponseRow records, essentially one row per invitee who has responded.

What the sub-line means.

• Zero responses reads "No Replies Yet" (Surveys), "No Runs Yet" (Audits), or "No Reviews Yet" (Reviews).
• With responses on the books and at least one carrying a numeric rating, it reads the average rating to one decimal place followed by how long ago the most recent response landed, for example "4.2 Avg · 3h ago" (Surveys, Audits) or "4.2 Avg Rating · 3h ago" (Reviews).
• With responses but no ratings among them, it falls back to just the recency: "Latest 3h ago."
• If for some reason neither a rating nor a recency timestamp is available, it reads "Across All Surveys" (or the Audits/Reviews equivalent).

Tile color and preview. This tile's accent shifts with sentiment: green when the average rating is 4 or higher, ember red when it is 2 or lower, teal in between. The preview draws a small trend line built from your last twelve responses' ratings in chronological order, oldest to newest, so you can see at a glance whether recent sentiment is climbing or falling. The line only appears once you have at least two rated responses to plot.

What clicking it opens. The Responses tab: a flat feed of every reply across every form, most recent activity mixed together rather than grouped by survey.

Templates

What it is. The library of pre-built question sets you can send without writing your own questions from scratch. This tile's count never changes based on your activity, it reflects the size of the seed library Verinode ships with (currently Vendor Assessment, Tool Feedback, Process Review, Supply Feedback, Carrier Assessment, Team Tool Stack, two Team Satisfaction variants, and TPA Program Review). Some, like the first-day Team Tool Stack survey, arrive automatically when a teammate accepts their invite rather than being sent by hand.

What the number means. A flat count of templates available, not a count of anything you have created or sent.

Sub-line. Reads "Pre-Built Question Sets" on Surveys, "Pre-Built Audit Sheets" on Audits, "Pre-Built Review Templates" on Reviews.

No preview. This tile carries no chart. A template count has no shape worth charting (it isn't a rate, a trend, or a ranked breakdown), so the tile flows without a preview rather than rendering filler bars that would only look like a loading skeleton.

What clicking it opens. The Templates tab: a two-column grid of template cards. Each card shows an icon, a colored type badge, the template's name and description, its first three questions numbered (with a "+N more questions" note if there are more), and a "Use this template →" button. Clicking that button opens the survey composer with that template pre-loaded, so you only have to pick a subject and recipients.

Closed

What it is. The count of surveys, audits, or reviews you have formally closed, records with their full response history locked in.

What the number means. A count of every record with status closed.

Sub-line. With any closed records on the books it reads "Historical Surveys" (or Audits / Reviews). With none, it reads "Closed Surveys Land Here" (or the Audits / Reviews equivalent).

The preview bars. The tile draws a small bar chart from the response counts of your eight highest-response closed records, sorted largest first, a quick visual for which past forms drew the most engagement. No data, no bars.

What clicking it opens. The Closed tab: the same table shape as Active, filtered to closed records only, with a Closed date column instead of Sent.

Clicking a tile: how the drill-in works

Every Explore tile is a button. Clicking one calls onOpenView with the matching tab id (active, responses, templates, or closed) and opens the Forms slider, a full-screen overlay with four scroll-snap cards, one per tab, in the same left-to-right order as the tiles: Active, Responses, Templates, Closed.

Once the slider is open you are not locked to the tile you clicked:

1. 1Swipe or drag the slider canvas left and right to move between the four tabs, or click the floating left/right arrows, or use the on-screen dot navigator.
2. 2Click a row in the Active, Closed, or Responses table to open that record's detail panel, invite roster, response breakdown, and close or delete controls, in place, without leaving the slider.
3. 3Filter and search inside Active/Closed by form type (Vendor, Tool, Process, Supply) or inside Responses by rating band (High 4-5, Neutral 3, Low 1-2, No rating), and search by title, subject, respondent name, email, or reply text.
4. 4Close the slider with the close control in the corner, or press Escape, to return to the Forms home page.

Each tile also carries an accent color that persists into its slider tab: Active is copper, Responses is teal, Templates is deep purple, Closed is steel blue, the same colors as the vertical brand signal palette used across Verinode, applied here purely as a navigation cue rather than a status signal.

Inside each tab

Active tab

A filterable table: Survey (title, plus the subject name or, for Lightning surveys, the single question asked), Type (a colored badge: Vendor, Tool, Process, or Supply), Sent to (invite count, or a dash if none sent), Responses (reply count over invite count, with the percentage in parenthesis, or a dash), Status (Active, Closed, or Draft badge), and Sent (the send date, or "Draft" if never sent). A Lightning badge marks single-question surveys. Clicking a row opens the record's detail panel.

Empty states, verbatim. With no active or draft records at all: "No active or draft surveys right now." With records present but none matching your filters: "No surveys match these filters."

Responses tab

A flat feed, one row per reply, sorted by recency, mixing every survey together: Respondent (name, falling back to the part of their email before the @ if no name is on file, with the full email underneath), Survey (type badge plus title, with a quoted text snippet of the reply underneath when one exists), Rating (a colored 1-5 pill: green for 4-5, amber for 3, red for 1-2, or a dash if the reply carried no rating), Channel (email, sms, or "email + sms" when both were used), and When (a relative time like "3h ago"). Clicking a row opens the parent survey's detail panel.

Empty states, verbatim. With no responses at all: "Responses appear here as your team replies." With responses present but none matching your filters: "No responses match these filters."

Templates tab

A grid of template cards as described above. A caption reads: "Pre-built questions for the most common survey types. Pick a template to send a survey to your team." This tab never shows an empty state; the template library is always populated.

Closed tab

The same table shape as Active, filtered to closed records only, with Closed replacing Sent as the date column.

Empty states, verbatim. With no closed records: "No closed surveys yet." With closed records present but none matching your filters: "No surveys match these filters."

Best-practice example

You open Forms and the Active tile reads 12 with "58% Replied" in amber. Click Active. The slider opens on the Active tab; you filter by Type to Vendor and sort visually by the Responses column to spot the vendor surveys sitting at 20% replied while a Tool survey at 90% is dragging the blended number up. You swipe left to Responses, filter to Low (1-2), and find three low ratings all pointing at the same vendor's name in the snippet text. That is the signal worth acting on, not the headline percentage on the tile.

Data sources

Related reading

• The Feed, for how survey and audit findings surface as decisions before you ever open Forms.
• Acting on decisions, for how a low-rated vendor response can turn into a concrete next step.
• Clients and carriers, for where Carrier and TPA survey subjects live outside Forms.
• Benchmarks overview, for how (and whether) your own response data ever gets compared to peers.