Recurring surveys on a schedule

What a recurring survey is

A survey in Verinode is normally a one-shot ask: you send a set of questions to a group of teammates, they answer, you read the results, done. A recurring survey turns that same question set into a series. You build it once, pick how often it should repeat, and Verinode re-sends it to the same group of people on that cadence automatically, without you having to open the form builder again every quarter.

This is built for the checks a COO runs on a rhythm rather than once: a quarterly "how's this equipment vendor doing" pulse, a monthly tool-satisfaction check with the crew, a semi-annual TPA program review, an annual process audit. You set the cadence once and Verinode carries it forward.

Recurrence is only available on Full survey builds, not Lightning (the single-question, tap-to-rate format). If you need a repeating check, build it as a Full survey.

Where to find it

Recurring surveys live inside Forms, in the left sidebar under My Data (iq.verinode.ai/forms), on the Surveys tab (the other two tabs on that page are Audits and Reviews). Three things on that page matter for recurrence:

• The "+ Add Survey" button (top right) opens the builder where you set a schedule.
• The Upcoming · next 30 days row shows every recurring series with a fire due soon.
• Clicking into any survey opens its detail panel, where the Setup tab holds the pause/resume control for that series.

Setting a survey to repeat

1. 1From Forms, on the Surveys tab, click + Add Survey.
2. 2Choose Full survey (not Lightning) from the mode toggle at the top of the builder. Recurrence only appears on this path.
3. 3Fill in the survey as usual: pick a template, set the title, choose who's rating what (vendor, tool, process, or supply), and edit the question list if needed.
4. 4Below the questions, check "Run on a schedule." The helper text under it reads: "We'll re-send to the same group on the cadence you pick. Pause anytime from the survey detail panel."
5. 5Once checked, six cadence buttons appear: Weekly, Every 2 weeks, Monthly, Quarterly, Every 6 months, Annually. Checking the box defaults you to Quarterly; click a different button to change it.
6. 6Pick your invitees and send. If "Send now" is on, this first send goes out immediately and the confirmation reads "Survey scheduled" once it's saved. If you leave "Send now" off, the survey saves as a draft with the cadence attached, and nothing goes out until you send it.

The six cadences and roughly how far apart each fire lands:

| Cadence | Roughly every | |---|---| | Weekly | 7 days | | Every 2 weeks | 14 days | | Monthly | 30 days | | Quarterly | ~13 weeks | | Every 6 months | ~6 months | | Annually | 1 year |

Quarterly, semi-annual, and annual cadences step forward by calendar month rather than a fixed day count, so a survey that first fires on March 31 lands on June 30 next time, not July 1. Weekly, every-2-weeks, and monthly cadences add days or a month directly.

How the series actually fires

The survey you build is the anchor for the whole series. If you sent it immediately, that first send is fire #1, and it's the same record you'll come back to later to pause or resume the schedule. From then on, each time the cadence comes due, Verinode creates a brand-new, separate survey entry, an independent copy with the same questions and the same frozen invitee list, sent fresh and tracked with its own responses. That keeps each round's answers comparable side by side instead of overwriting a running total. Because each fired copy is its own one-time survey, it does not itself carry a schedule, only the original anchor survey does. Look for that original entry (via the Upcoming row, or by title in Most recent) when you want to pause, resume, or check the schedule.

How upcoming fires appear on the home row

On the Forms home page, the Upcoming · next 30 days row lists every recurring series with a fire due inside the next 30 days, across every survey type. Each tile shows:

• A colored accent by survey type: copper for vendor, teal for tool, purple for process, amber for supply.
• A label pill reading Recurring (schedule is live) or Paused (you've stopped it).
• A large date headline: Today, Tomorrow, In 3d (for anything 2 to 7 days out), or a calendar date like Aug 12 beyond a week out.
• A meta line combining the cadence and the frozen invitee count, for example "Quarterly · 5 invitees" or "Monthly · 1 invitee."
• The survey's title and, underneath it, the subject it's about (the vendor, tool, or process name), if one was set.

Clicking a tile opens that survey's detail panel directly, on the Setup tab, so you can jump straight from "this fires in 3 days" to the pause/resume control or the invitee list.

Paused series still show up here if their next scheduled date falls inside the 30-day window, labeled Paused instead of Recurring, so you can see what would have fired and decide whether to bring it back.

Empty state. If you have no recurring surveys configured, the row reads:

"No surveys scheduled to repeat. Toggle "Run on a schedule" when you build a survey to see quarterly tool checks, monthly vendor pulses, and annual reviews land here automatically."

Pausing and resuming a recurring series

Open the survey (from the Upcoming row, or from Most recent on the Forms home page) to bring up its detail panel. On the Setup tab, just below the question list, a recurrence panel appears, but only on the original anchor survey, since that's the only record that actually carries the schedule. A fired copy from a past cycle won't show this panel; open the anchor instead.

The panel shows the cadence label (Weekly, Every 2 weeks, Monthly, Quarterly, Every 6 months, or Annually) plus one of two states:

• Active: "· next fires [date]" next to the cadence, on a copper-tinted background. The helper line reads: "We'll send the same survey to the original cohort on this cadence. Pause to stop without losing history." The button reads Pause.
• Paused: "· paused" next to the cadence, on a neutral gray background. The helper line reads: "Resume to put the series back on schedule. Next fire is recomputed from today, not catch-up." The button reads Resume.

1. 1Open the recurring survey's detail panel and stay on the Setup tab.
2. 2Find the recurrence panel just under the Questions list.
3. 3Click Pause to stop the series. The button briefly shows an ellipsis while the request completes, then the panel switches to the paused state. Nothing is deleted, the questions, invitee list, and every past response stay exactly as they were.
4. 4To bring it back, open the same panel and click Resume. The schedule picks up from today, not from where it left off.

If a pause or resume request fails (a connection hiccup, for instance), the panel shows a short error line in red under the button and the toggle stays in its previous state until you try again.

Deleting vs. pausing

Pausing keeps the series and every fired copy's responses intact for whenever you want to bring it back. Deleting a survey from its detail panel (the Delete button in the footer) removes that record entirely. If you're not sure whether you'll want the series again, pause it rather than delete it, there's no cost to leaving a paused series sitting in your Forms list.

Related reading

• Connecting your data: Forms sits alongside Data and Connect in the My Data section of the sidebar, since survey responses are another stream of information flowing into your account.
• The Feed: action plans IQ builds with you in chat can include a survey as a step, which opens this same prefilled Full survey builder.