Responder Types for Survey Forms and Note Type Forms

Responder Type Definitions and Differences Table

Definitions


  • Responders: "a person or thing that answers a survey"; participants, organizations, or anonymous entities that complete a survey form or note type form. 
  • Participants: clients, service recipients, consumers, humans receiving service/advocacy/support/activity etc
  • Referrers: outside providers, family, or friends who refer a participant by submitting a survey/data tool response
  • Organizations: agencies, departments, or programs receiving service/funding/advocacy/support/ etc
  • Anonymous: entities completing a survey or other data ask who choose not to identify themselves
  • Responses: survey form entries and note type records submitted for a particular form instance time period

Responder Types Table

Clear-Impact-Icon-300x300

Anonymous Response**

anonymousResponder

Participant  [Myself]

Participants_Icon

Refer Participant

[Someone Else]

Participants_Icon

Organization


Skips email address at sign-in

X

 

X

X

Starts with public registration form and then goes to survey

X

 

X

X

New entries appear on Pending* entity list

 

X

X

X

Potential for duplication

X

 

X

X

Creates an Entity record (i.e. Participant) for future/new known service recipient

 

X

X

X

Created by the Person whose data is captured

X

X

 

NA

Created by external/guest user

X

 

X

X

Survey level setting

X

X

X

X

Survey instance level setting

       

Public form setting

X

NA

Link

Link

Premium feature

X

     

Records count toward Participant Limit

 

X

X

X

Entity record created

Anonymous

Participant

Participant

Organization

*Pending status can be deactivated by administrator if desired

**The Anonymous Response feature is included with unlimited subscriptions and can be added on for other subscription levels.