Use cases
A Survey is an overall term for a manual evaluation process. Managers, system owners, and administrators can initiate and/or respond to surveys about relevant elements in the system. This includes:
- When a manager reviews an access request from an employee in their department.
- A manager in a department can be asked to review the current access permissions for their employees and to assess whether to keep or remove any of the access permissions.
- A system owner can initiate a survey to manually assign ownership to accounts and determine their account types.
When a survey administrator has initiated a survey, a manager of at least one identity is assigned an access review task for the relevant identities.
Depending on how often such surveys are run, a manager may have few or many questions to respond to. Surveys are based on a type of system, for example, Active Directory. A survey can be overall or more specific, with a focus on, for example, a resource or an organizational unit.
For information about how to initiate a survey, see Launch surveys.
Survey types
Each survey type has its own dedicated page describing how to answer it:
- Access review — for Access review for managers and Access review for resource owners surveys, including the new UI experience.
- Account ownership review
- Access approval — for the Approve requested access survey.
- Role certification survey
- Parent/Child surveys
- Transfer ownership
Your organization can set up its own surveys to suit its needs. This means that managers and system owners may need to respond to several different types of surveys. Survey administrators can initiate such surveys from Setup > Administration > More > All services.