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Surveys

The Surveys module (Admin > Surveys) enables administrators to create data-maintenance surveys that collect structured information from stakeholders about specific cards.

Surveys Administration

Use Case

Surveys help keep your architecture data current by reaching out to the people closest to each component. For example:

  • Ask application owners to confirm business criticality and lifecycle dates annually
  • Collect technical suitability assessments from IT teams
  • Gather cost updates from budget owners

Survey Lifecycle

Each survey progresses through three states:

Status Meaning
Draft Being designed, not yet visible to respondents
Active Open for responses, assigned stakeholders see it in their Todos
Closed No longer accepting responses

Creating a Survey

  1. Navigate to Admin > Surveys
  2. Click + New Survey
  3. The Survey Builder opens with the following configuration:

Target Type

Select which card type the survey applies to (e.g., Application, IT Component). The survey will be sent for each card of this type that matches your filters.

Filters

Optionally narrow the scope by filtering cards (e.g., only Active applications, only cards owned by a specific organization).

Questions

Design your questions. Each question can be:

  • Free text — Open-ended response
  • Single select — Choose one option from a list
  • Multiple select — Choose multiple options
  • Number — Numeric input
  • Date — Date picker
  • Boolean — Yes/No toggle

Auto-Actions

Configure rules that automatically update card attributes based on survey responses. For example, if a respondent selects "Mission Critical" for business criticality, the card's businessCriticality field can be updated automatically.

Sending a Survey

Once your survey is in Active status:

  1. Click Send to distribute the survey
  2. Each targeted card generates a todo for the assigned stakeholders
  3. Stakeholders see the survey in their My Surveys tab on the Tasks page

Viewing Results

Navigate to Admin > Surveys > [Survey Name] > Results to see:

  • Response status per card (responded, pending)
  • Individual responses with per-question answers
  • An Apply action to commit auto-action rules to card attributes