Active and closed surveys list

What this list is

The Active and Closed cards inside Surveys share one table component. It is the drill-in list where you see every survey you have sent (or drafted) to a vendor, a team member, or anyone else on your roster, filter it down, and click through to a single survey's detail. Active shows surveys currently collecting responses plus drafts you have not sent yet. Closed shows the ones you have wrapped up, with their full response history intact.

Verinode does not decide which surveys to send or when to close them. It reads what you have created and gives you one place to track invites out, responses in, and response rate, so you can see at a glance where a survey stands.

Where to find it

Open Surveys from the sidebar (/surveys). The Surveys home shows tile rows for your recent activity; two of the tiles, Active and Closed, open the card slider you are reading about here. The slider also has Responses and Templates cards alongside them, each its own tab across the same card view.

Inside the slider, Active and Closed are separate tabs but render the identical table, filter bar, and row-click behavior described below. Only what counts as "in scope" differs between them:

• Active shows surveys with status Active or Draft.
• Closed shows surveys with status Closed.

The filter bar

At the top of the table sits a search box and a type filter, both scoped to whichever tab (Active or Closed) you are on.

• Search filters by survey title, subject name, or Lightning question text. The placeholder reads "Search by title, subject, or question…"
• Type filter is a dropdown with five options, each showing a live count next to the label so you know how many surveys are in each bucket before you pick one:

- All types (N) - Vendors (N) - Tools (N) - Process (N) - Supply (N)

The counts always reflect the current tab's scope (Active or Closed), not the whole surveys list. Picking a type filters the table down to just that type; searching narrows further on top of whatever type is selected. Clear the search box or switch the type filter back to All types to reset.

The table columns

Each row is one survey. Columns, left to right:

• Survey. The survey's title in bold. If it is a Lightning survey (a single-question, fast-turnaround format), a small amber Lightning badge sits next to the title, and the row's second line shows the Lightning question text instead of a subject name. Non-Lightning surveys show the subject name underneath the title when one is set (for example, the vendor or team member the survey targets).
• Type. A colored pill with the survey's type label: Vendor, Tool, Process, or Supply (plus a few internal types, Carrier, TPA, Tool Stack, Team, Team Pulse, and Work Style, that can also appear here depending on how the survey was created). Each type has its own pill color so you can scan a mixed list quickly.
• Sent to. The number of people invited to respond. Shows a dash if no one has been invited yet (a draft, typically).
• Responses. Shows responseCount/inviteCount with the percentage in parentheses, for example "6/10 (60%)". This is your response rate on that specific survey: how many of the people you invited have actually answered. If no one has been invited, this column shows a dash instead of 0/0.
• Status. A pill: Active (green), Draft (amber), or Closed (gray).
• Sent (on the Active tab) or Closed (on the Closed tab). The date the survey was sent, or the date it was closed, formatted like "Jul 13, 2026". Drafts that have never been sent show "Draft" here instead of a date; anything else with no date shows a dash.

Clicking a row

Click anywhere on a row to open that survey's detail as a modal. The detail view has two tabs of its own:

• Setup shows the survey's type, Lightning status, subject, and the questions on it.
• Results shows the invite roster (who was invited, whether and when they responded, options to resend an individual invite or resend to everyone who has not responded), and, once a survey has two or more responses, an AI-generated summary of the pattern across the answers.

Above those tabs, a stats strip repeats Sent to, Responded, and Response rate for that one survey, matching the numbers you saw in the row. From the detail view you can also close an active survey (moving it into Closed) or delete it entirely. Closing and deleting are the only actions that change what shows up in this list, refresh it by clicking back out and reopening, or the list updates automatically once the action completes.

Empty states

The table's empty state changes depending on why it is empty, and it is worded verbatim as follows:

Active tab, nothing in scope at all (no active or draft surveys exist):

• Title: "No active or draft surveys right now"
• "Use a template from the Templates tab to send your first"
• "Lightning surveys ask a single question, fastest path to data"
• "Active surveys collect responses; drafts are saved but not sent"

Closed tab, nothing in scope at all (no closed surveys exist):

• Title: "No closed surveys yet"
• "Closed surveys appear here with their full response history"
• "Close a survey from its detail panel when you're done collecting"

Either tab, surveys exist but none match your filters:

• Title: "No surveys match these filters"
• "Try clearing the search or switching the type filter"

Best-practice example

Say you sent a Vendor survey to eight subcontractors two weeks ago and want to see who has not answered. Open Surveys from the sidebar, open the Active card, and set the type filter to Vendors. If the row for that survey reads "3/8 (38%)", five people have not responded yet. Click the row, switch to Results, and resend to the outstanding invitees directly from there rather than creating a duplicate survey. Once you have what you need and close it out, it moves to the Closed tab automatically, still carrying its full response count and rate for later reference.

Related help articles

• The Feed
• The decision workspace
• Acting on decisions
• Clients and carriers